401(k) · DOL Form 5500 · 2022
United Mortgage Corp 401(k) Plan
Data updated 2026-08-25
- $9M
- Total assets Small plan by assets
- 329
- Participants Below avg headcount
- 62nd
- Percentile by assets National rank
- $26,337
- Avg per participant Low balance/head
Official DOL plan name: United Mortgage Corp 401(k) Profit Sharing Plan and Trust · Sponsored by United Mortgage Corp · New York · Other Services
$9M in assets, 329 participants
United Mortgage Corp's United Mortgage Corp 401(k) Profit Sharing Plan and Trust reported $9M in total assets and 329 participants in its 2022 DOL Form 5500 filing, ranking in the 62nd 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.
- #6,534 in Other Services (8,398 peers)
Coverage in New York
United Mortgage Corp 401(k) Profit Sharing Plan and Trust covers 329 participants in New York, about 41% of the average New York filer (state average ~798 per filing). Assets: $9M.
- #6,534
- in Other Services (8,398 peers)
- -13.0%
- assets change YoY
The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
United Mortgage Corp 401(k) Profit Sharing Plan and Trust's mid-pack asset rank among Other Services and all filers
United Mortgage Corp 401(k) Profit Sharing Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$8,664,733 Top 38% higher than 62% 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
United Mortgage Corp 401(k) Profit Sharing Plan and Trust 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. United Mortgage Corp 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (329 participants).
DOL schedule card
Filing strip 113073502 · United Mortgage Corp PY 2022 · 401(k)
United Mortgage Corp 401(k) Profit Sharing Plan and Trust · $9M · 329 · 62nd
- EBSA $9M
- PART 329
- TYPE 62nd
- NET 401(k)
- BOOK near Asset Risk Management, LLC Retirement Savings Plan
- VS-ST ind #6534
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 Other Services retirement plans → · Plans in New York →
United Mortgage Corp 401(k) Profit Sharing Plan and Trust in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $10M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | -$1M |
| Employer EIN | 113073502 |
| Plan Effective Date | 2013-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (United Mortgage Corp)
Sponsor-wide plan assets over time
All United Mortgage Corp plans reported in each filing year
- Latest sponsor-wide plan assets
- $11M 28.40440669089284% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 329 | $9M |
| 2023 | 1 | 275 | $9M |
| 2024 | 1 | 303 | $11M |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401 (K) Plus Plan $53.4B · 56,376
- Morgan Stanley 401(k) Plan $16.4B · 42,924
- The Pepsico Savings Plan $12.1B · 129,846
- Deloitte 401(k) Plan $11.0B · 74,687
- The Goldman Sachs 401(k) Plan $9.7B · 22,650
United Mortgage Corp 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Asset Risk Management, LLC Retirement Savings Plan in TX ($9M); by covered participants it is Anchor Industries, Inc. 401(k) Plan in IN (329 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9M here).
- Asset Risk Management, LLC Retirement Savings Plan (TX) $9M · 83
- Goldberg & Osborne 401(k) Plan (AZ) $9M · 123
- Beacon 401(k) Trust (FL) $9M · 1
- Huneeus Vintners 401(k) Plan (CA) $9M · 197
Similar participant headcount
Nearest other-state filings by covered participants (329 participants); asset peers above are excluded.
- Anchor Industries, Inc. 401(k) Plan (IN) 329 · 0 off
- Digital Prospectors 401(k) Retirement Plan (NH) 329 · 0 off
- 401(k) Savings Plan of the Ideal Group of Companies (MI) 329 · 0 off
- Queensborough Company 401(k) Profit Sharing Plan (GA) 329 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.