401(k) · DOL Form 5500 · 2022
Mortgage Research Center LLC 401(k) Plan
Data updated 2026-08-11
- $315M
- Total assets
- 5,071
- Participants
- 97th
- Percentile by assets
- $62,195
- Avg per participant
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.
- 97th percentile by assets (of 139,126 plans)
- #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.
- $315M
- total plan assets (2022 EOY)
- 5,071
- covered participants
- 97th
- percentile by assets (of 139,126 plans)
- $62,195
- avg assets per participant
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.
Participants vs Missouri filers
In Missouri, the average filing covers about 737 participants across 2,297 plans. Veterans United Home Loans 401(k) Plan reports 5,071 participants - 6.9x that state average ($315M EOY assets).
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)
| 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.
Veterans United Home Loans 401(k) Plan vs. nearby 401(k) plans in Missouri, assets vs. participants
- 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)
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Veterans United Home Loans 401(k) Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Veterans United Home Loans 401(k) Plan assets move in 2022? ▼
How have Mortgage Research Center LLC plan assets changed over time? ▼
Where does Veterans United Home Loans 401(k) Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Veterans United Home Loans 401(k) Plan? ▼
Next read for Veterans United Home Loans 401(k) Plan
Filing takeaways
Ways to act on Veterans United Home Loans 401(k) Plan's numbers.
- By total assets, Veterans United Home Loans 401(k) Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Missouri. Compare plans
- Mortgage Research Center LLC's sponsor-wide assets have declined 25.4% since 2022 across 3 plan years on file. More Finance & Insurance plans