401(k) · DOL Form 5500 · 2022
Mortgagetrade Holding Co., LLC 401(k) Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 161
- Participants Small participant base
- 53rd
- Percentile by assets National rank
- $34,393
- Avg per participant Low balance/head
Official DOL plan name: Mortgagetrade 401(k) Plan · Sponsored by Mortgagetrade Holding Co., LLC · Mississippi · Finance & Insurance
$6M in assets, 161 participants
Mortgagetrade Holding Co., LLC's Mortgagetrade 401(k) Plan reported $6M in total assets and 161 participants in its 2022 DOL Form 5500 filing, ranking in the 53rd percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #3,410 in Finance & Insurance (9,261 peers)
Coverage in Mississippi
Mortgagetrade 401(k) Plan covers 161 participants in Mississippi, about 44% of the average Mississippi filer (state average ~366 per filing). Assets: $6M.
- #3,410
- in Finance & Insurance (9,261 peers)
- -9.0%
- assets change YoY
The plan reported a net loss of $546K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Mortgagetrade 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers
Mortgagetrade 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$5,537,349 Top 47% higher than 53% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Mortgagetrade 401(k) Plan among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mortgagetrade 401(k) Plan sits mid-pack in the medium band (161 participants).
Plan-year Form 5500 strip
Filing strip 812061655 · Mortgagetrade Holding Co., LLC PY 2022 · 401(k)
Mortgagetrade 401(k) Plan · $6M · 161 · 53rd
- PART $6M
- PART 161
- PART 53rd
- PART 401(k)
- PART near Turnaround Consulting Services, LLC 401(k) Plan
- PART ind #3410
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Finance & Insurance retirement plans → · Plans in Mississippi →
Mortgagetrade 401(k) Plan in the asset neighbourhood
Mississippi filing particulars
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | -$546K |
| Employer EIN | 812061655 |
| Plan Effective Date | 2016-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Mortgagetrade Holding Co., LLC)
Sponsor-wide plan assets over time
All Mortgagetrade Holding Co., LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $9M 65.8893633036314% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 161 | $6M |
| 2023 | 1 | 118 | $7M |
| 2024 | 1 | 113 | $9M |
Nearby 401(k) Plans in Mississippi
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Cadence 401(k) Profit-Sharing Plan $717M · 6,553
- Ergon 401(k) Plan $560M · 3,038
- Hancock Whitney Corporation 401(k) Savings Plan $468M · 3,323
- Southern Farm Bureau and Adopting Companies 401(k) Plan $433M · 2,626
- Trustmark 401(k) Plan $345M · 2,730
Mortgagetrade 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Mississippi, the nearest 401(k) by assets is Turnaround Consulting Services, LLC 401(k) Plan in LA ($6M); by covered participants it is Bartley Healthcare, Inc. 401(k) Plan in NJ (161 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
Similar participant headcount
Nearest other-state filings by covered participants (161 participants); asset peers above are excluded.
- Bartley Healthcare, Inc. 401(k) Plan (NJ) 161 · 0 off
- Nativo, Inc. 401(k) Plan (CA) 161 · 0 off
- Glenstone Foundation 401(k) Plan (MD) 161 · 0 off
- The Baker Company Profit Sharing and Retirement Plan (ME) 161 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.