401(k) · DOL Form 5500 · 2022
Mortgage Research Center LLC 401(k) Plan
Data updated 2026-08-25
- $315M
- Total assets Above avg plan size
- 5,071
- Participants Above avg headcount
- 97th
- Percentile by assets National rank
- $62,195
- Avg per participant Low balance/head
Official DOL plan name: Veterans United Home Loans 401(k) Plan · Sponsored by Mortgage Research Center LLC · Missouri · Finance & Insurance
$315M in assets, 5,071 participants
Mortgage Research Center LLC's Veterans United Home Loans 401(k) Plan reported $315M in total assets and 5,071 participants in its 2022 DOL Form 5500 filing, ranking in the 97th 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.
- #8,753 in Finance & Insurance (9,261 peers)
Coverage in Missouri
Veterans United Home Loans 401(k) Plan covers 5,071 participants in Missouri, 6.9x the typical Missouri plan (state average ~737 per filing). Assets: $315M.
- #8,753
- in Finance & Insurance (9,261 peers)
- -9.5%
- assets change YoY
- 3.2×
- vs typical plan assets (national mean)
The plan reported a net loss of $33M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Veterans United Home Loans 401(k) Plan's outsized position by total assets
Veterans United Home Loans 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$315,392,784 Top 3% higher than 97% 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
Veterans United Home Loans 401(k) Plan's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Veterans United Home Loans 401(k) Plan lands in the large band (5,071 participants).
Published 5500 schedule card
Filing strip 431965151 · Mortgage Research Center LLC PY 2022 · 401(k)
Veterans United Home Loans 401(k) Plan · $315M · 5,071 · 97th
- TYPE $315M
- TYPE 5,071
- TYPE 97th
- TYPE 401(k)
- TYPE near Adams Keegan Retirement Savings Plan
- TYPE ind #8753
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 Missouri →
Veterans United Home Loans 401(k) Plan in the asset neighbourhood
Missouri filing particulars
| Total Assets (Beginning of Year) | $349M |
|---|---|
| Net Assets (End of Year) | $315M |
| Net Income | -$33M |
| Employer EIN | 431965151 |
| Plan Effective Date | 2005-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Mortgage Research Center LLC)
Sponsor-wide plan assets over time
All Mortgage Research Center LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $485M 25.38203124310695% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 4 | 12,217 | $649M |
| 2023 | 1 | 4,928 | $397M |
| 2024 | 1 | 4,282 | $485M |
Nearby 401(k) Plans in Missouri
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Bayer Corporation Savings and Retirement Plan $9.2B · 18,917
- Edward D. Jones & Co. Profit Sharing and 401(k) Plan $8.7B · 47,923
- Enterprise Holdings Retirement Savings Plan $4.5B · 59,568
- Centene Management Corporation Retirement Plan $3.2B · 49,060
- Anheuser-Busch 401(k) Savings and Retirement Plan $3.1B · 14,556
Scale composition for Veterans United Home Loans 401(k) Plan
Veterans United Home Loans 401(k) Plan reports $315M in end-of-year assets across 5,071 participants (0.003% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.005% of 93,925,755 covered participants) - about $62,195 per participant (45% of the national average assets-per-participant) . Net income for plan year 2022 was -$33M.
This plan identity (EIN 431965151, plan #001) has 6 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $152M to $485M (+218.8%) while covered participants moved from 2,447 to 4,282 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 2,447 | $152M | Open filing |
| 2022 | 2,447 | $98M | Open filing |
| 2022 | 2,252 | $84M | Open filing |
| 2022 | 5,071 | $315M | This page |
| 2023 | 4,928 | $397M | Open filing |
| 2024 · index core | 4,282 | $485M | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Veterans United Home Loans 401(k) Plan (401(k), $485M, 4,282 participants)
Veterans United Home Loans 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Missouri, the nearest 401(k) by assets is Adams Keegan Retirement Savings Plan in TN ($315M); by covered participants it is Keysight Technologies, Inc. 401(k) Plan in CA (5,070 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($315M here).
- Adams Keegan Retirement Savings Plan (TN) $315M · 19,230
- Chg Companies, Inc. Employee 401(k) Plan (UT) $315M · 8,727
- The Pew Charitable Trusts Savings Plan (PA) $316M · 1,018
- Moore & Van Allen PLLC 401(k) Profit Sharing Plan (NC) $316M · 675
Similar participant headcount
Nearest other-state filings by covered participants (5,071 participants); asset peers above are excluded.
- Keysight Technologies, Inc. 401(k) Plan (CA) 5,070 · 1 off
- Express Savings and Retirement Plan (OH) 5,069 · 2 off
- Smart, Sheet Metal Workers Local No. 104 Supplemental Pension Plan (CA) 5,069 · 2 off
- US Oncology, Inc. 401(k) Plan (TX) 5,075 · 4 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.