401(k) · DOL Form 5500 · 2022

Flat Branch Mortgage, Inc. 401(k) Plan

Data updated 2026-08-25

$55M
Total assets Below avg plan size
652
Participants Below avg headcount
89th
Percentile by assets National rank
$83,942
Avg per participant Below avg balance/head
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Official DOL plan name: Flat Branch Mortgage, Inc. Retirement Savings Plan · Sponsored by Flat Branch Mortgage, Inc. · Missouri · Finance & Insurance

$55M in assets, 652 participants

Flat Branch Mortgage, Inc.'s Flat Branch Mortgage, Inc. Retirement Savings Plan reported $55M in total assets and 652 participants in its 2022 DOL Form 5500 filing, ranking in the 89th 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.

  • #7,577 in Finance & Insurance (9,261 peers)

Where Flat Branch Mortgage, Inc. Retirement Savings Plan sits by assets

Flat Branch Mortgage, Inc. Retirement Savings Plan sits in the top quartile of all filed plans by assets, $55M for 652 participants (~$83,942/participant), down 12.1% in 2022.

#7,577
in Finance & Insurance (9,261 peers)
-12.1%
assets change YoY
0.5×
vs typical plan assets (national mean)

The plan reported a net loss of $8M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Flat Branch Mortgage, Inc. Retirement Savings Plan's outsized position by total assets

Flat Branch Mortgage, Inc. Retirement Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$54,730,329 Top 11% higher than 89% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Flat Branch Mortgage, Inc. Retirement Savings 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. Flat Branch Mortgage, Inc. Retirement Savings Plan sits mid-pack in the medium band (652 participants).

Form 5500 schedule snapshot

Filing strip 202746596 · Flat Branch Mortgage, Inc. PY 2022 · 401(k)

Flat Branch Mortgage, Inc. Retirement Savings Plan · $55M · 652 · 89th

  • BOY $55M
  • SCH 652
  • EBSA 89th
  • PART 401(k)
  • TYPE near Ready Pac Foods, Inc. 401(k) Retirement Savings Plan
  • NET ind #7577

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 →

Flat Branch Mortgage, Inc. Retirement Savings Plan in the asset neighbourhood

Southern Ionics Incorporated 401(k) Profit Sharing PlanSouthern Ionics Incorporated…$55MFlat Branch Mortgage, Inc. Retirement Savings PlanFlat Branch Mortgage, Inc. R…$55MReady Pac Foods, Inc. 401(k) Retirement Savings PlanReady Pac Foods, Inc. 401(k)…$55MSharp Nec Display Solutions of America, Inc. Retirement PlanSharp Nec Display Solutions …$55MForescout Technologies 401(k) Savings PlanForescout Technologies 401(k…$55M
End-of-year total assets ($M) among Flat Branch Mortgage, Inc. Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$62M
Net Assets (End of Year)$55M
Net Income-$8M
Employer EIN202746596
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Flat Branch Mortgage, Inc.)

Sponsor-wide plan assets over time

All Flat Branch Mortgage, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$75M 37.595617230804514% vs 2022
2024 filing year
$50M$60M$70M$80M 202220232024 $54.7M $75.3M ▲ +37.6%
Year Plans Participants Total Assets
2022 1 652 $55M
2023 1 612 $62M
2024 1 580 $75M

Nearby 401(k) Plans in Missouri

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Flat Branch Mortgage, Inc. Retirement Savings Plan vs. nearby 401(k) plans in Missouri, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510 Total assets ($B) Participants Flat Branch Mortgage, Inc. Retirement Savings Plan, Total assets ($B): 0.054730329 · Participants: 652Flat Branch Mortgage, Inc. Retirement Savings PlanBayer Corporation Savings and Retirement Plan, Total assets ($B): 9.183956862 · Participants: 18917Bayer Corporation Savings and Retirement PlanEdward D. Jones & Co. Profit Sharing and 401(k) Plan, Total assets ($B): 8.685677709 · Participants: 47923Edward D. Jones & Co. Profit Sharing and 401(k) PlanEnterprise Holdings Retirement Savings Plan, Total assets ($B): 4.500937056 · Participants: 59568Enterprise Holdings Retirement Savings PlanCentene Management Corporation Retirement Plan, Total assets ($B): 3.239485944 · Participants: 49060Centene Management Corporation Retirement PlanAnheuser-Busch 401(k) Savings and Retirement Plan, Total assets ($B): 3.061778 · Participants: 14556Anheuser-Busch 401(k) Savings and Retirement Plan
Flat Branch Mortgage, Inc. Retirement Savings Plan vs. nearby 401(k) plans in Missouri, assets vs. participants
Compare Flat Branch Mortgage, Inc. Retirement Savings Plan side-by-side with 3 peers →

Flat Branch Mortgage, Inc. Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Missouri, the nearest 401(k) by assets is Ready Pac Foods, Inc. 401(k) Retirement Savings Plan in CA ($55M); by covered participants it is Centerpointe 401(k) Plan in TN (652 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (652 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Flat Branch Mortgage, Inc. Retirement Savings Plan assets move in 2022? ▼
Flat Branch Mortgage, Inc. Retirement Savings Plan pulled back noticeably - down 12.1% during 2022, from $62M to $55M. Reported net income was -$8M.
How have Flat Branch Mortgage, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Flat Branch Mortgage, Inc.'s sponsor-wide assets grew 37.6%, from $55M to $75M.
Where does Flat Branch Mortgage, Inc. Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Flat Branch Mortgage, Inc. Retirement Savings Plan ranks in the 89th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Flat Branch Mortgage, Inc. Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ready Pac Foods, Inc. 401(k) Retirement Savings Plan in CA ($55M, 2,671 participants).
Which 401(k) plans cover a similar participant headcount to Flat Branch Mortgage, Inc. Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Centerpointe 401(k) Plan in TN (652 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 202746596.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.