401(k) · DOL Form 5500 · 2022

Mortgage Investors Group 401(k) Plan

Data updated 2026-08-25

$28M
Total assets Below avg plan size
410
Participants Below avg headcount
82nd
Percentile by assets National rank
$69,426
Avg per participant Below avg balance/head
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Official DOL plan name: Mortgage Investors Group 401(k) Retirement Plan · Sponsored by Mortgage Investors Group · Tennessee · Finance & Insurance

$28M in assets, 410 participants

Mortgage Investors Group's Mortgage Investors Group 401(k) Retirement Plan reported $28M in total assets and 410 participants in its 2022 DOL Form 5500 filing, ranking in the 82nd 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.

  • #6,597 in Finance & Insurance (9,261 peers)

Coverage in Tennessee

Mortgage Investors Group 401(k) Retirement Plan covers 410 participants in Tennessee, about 36% of the average Tennessee filer (state average ~1,126 per filing). Assets: $28M.

#6,597
in Finance & Insurance (9,261 peers)
-10.6%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Mortgage Investors Group 401(k) Retirement Plan's outsized position by total assets

Mortgage Investors Group 401(k) Retirement Plan vs every filed plan by assets

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

$28,464,744 Top 18% higher than 82% 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

Mortgage Investors Group 401(k) Retirement 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. Mortgage Investors Group 401(k) Retirement Plan sits mid-pack in the medium band (410 participants).

Plan-year Form 5500 strip

Filing strip 830310268 · Mortgage Investors Group PY 2022 · 401(k)

Mortgage Investors Group 401(k) Retirement Plan · $28M · 410 · 82nd

  • PHOTO $28M
  • IND 410
  • EOY 82nd
  • 5500 401(k)
  • ASSETS near Foresight Financial Group, Inc. Employee Savings and Profit Sharing Plan
  • PCT ind #6597

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 Tennessee →

Mortgage Investors Group 401(k) Retirement Plan in the asset neighbourhood

Incentive Savings and Investment Plan for Employees of National Cargo Bureau, Inc.Incentive Savings and Invest…$28MMortgage Investors Group 401(k) Retirement PlanMortgage Investors Group 401…$28MForesight Financial Group, Inc. Employee Savings and Profit Sharing PlanForesight Financial Group, I…$28MBath Savings Institution 401(k) PlanBath Savings Institution 401…$28MCssi, Inc. Employee 401(k) PlanCssi, Inc. Employee 401(k) P…$28M
End-of-year total assets ($M) among Mortgage Investors Group 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Tennessee filing particulars

Total Assets (Beginning of Year)$32M
Net Assets (End of Year)$28M
Net Income-$3M
Employer EIN830310268
Plan Effective Date1993-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mortgage Investors Group)

Sponsor-wide plan assets over time

All Mortgage Investors Group plans reported in each filing year

Latest sponsor-wide plan assets
$30M 5.981199058034739% vs 2022
2024 filing year
$28M$29M$30M$31M 202220232024 $28.5M $30.2M ▲ +6.0%
Year Plans Participants Total Assets
2022 1 410 $28M
2023 1 425 $30M
2024 1 339 $30M

Nearby 401(k) Plans in Tennessee

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

Mortgage Investors Group 401(k) Retirement Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants Mortgage Investors Group 401(k) Retirement Plan, Total assets ($B): 0.028464744 · Participants: 410Mortgage Investors Group 401(k) Retirement PlanFedex Corporation Retirement Savings Plan, Total assets ($B): 21.031401128 · Participants: 220835Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 18.669830548 · Participants: 280576Hca 401(k) PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.178827147 · Participants: 11839International Paper Company Salaried Savings PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 4.035859621 · Participants: 5305Federal Express Corporation Pilots Retirement Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.015461486 · Participants: 62485Chs/Community Health Systems, Inc. Retirement Savings Plan
Mortgage Investors Group 401(k) Retirement Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare Mortgage Investors Group 401(k) Retirement Plan side-by-side with 3 peers →

Mortgage Investors Group 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is Foresight Financial Group, Inc. Employee Savings and Profit Sharing Plan in IL ($28M); by covered participants it is Nysut Staff 401(k) Plan in NY (410 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (410 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 Mortgage Investors Group 401(k) Retirement Plan assets move in 2022? ▼
Mortgage Investors Group 401(k) Retirement Plan pulled back noticeably - down 10.6% during 2022, from $32M to $28M. Reported net income was -$3M.
How have Mortgage Investors Group plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mortgage Investors Group's sponsor-wide assets grew 6.0%, from $28M to $30M.
Where does Mortgage Investors Group 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Mortgage Investors Group 401(k) Retirement Plan ranks in the 82nd 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 Mortgage Investors Group 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Foresight Financial Group, Inc. Employee Savings and Profit Sharing Plan in IL ($28M, 247 participants).
Which 401(k) plans cover a similar participant headcount to Mortgage Investors Group 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nysut Staff 401(k) Plan in NY (410 participants, $211M 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 830310268.

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.