401(k) · DOL Form 5500 · 2022

The Mortgage Firm, Inc. 401(k) Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
658
Participants Below avg headcount
81st
Percentile by assets National rank
$39,132
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: The Mortgage Firm, Inc. 401(k) Plan · Sponsored by The Mortgage Firm, Inc. · Florida · Finance & Insurance

$26M in assets, 658 participants

The Mortgage Firm, Inc.'s The Mortgage Firm, Inc. 401(k) Plan reported $26M in total assets and 658 participants in its 2022 DOL Form 5500 filing, ranking in the 81st 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.

  • #6,412 in Finance & Insurance (9,261 peers)

Where The Mortgage Firm, Inc. 401(k) Plan sits by assets

The Mortgage Firm, Inc. 401(k) Plan sits in the top quartile of all filed plans by assets, $26M for 658 participants (~$39,132/participant), down 15.2% in 2022.

#6,412
in Finance & Insurance (9,261 peers)
-15.2%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Mortgage Firm, Inc. 401(k) Plan's outsized position by total assets

The Mortgage Firm, Inc. 401(k) Plan vs every filed plan by assets

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

$25,748,993 Top 19% higher than 81% 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

The Mortgage Firm, Inc. 401(k) 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. The Mortgage Firm, Inc. 401(k) Plan sits mid-pack in the medium band (658 participants).

EBSA filing schedule strip

Filing strip 593345547 · The Mortgage Firm, Inc. PY 2022 · 401(k)

The Mortgage Firm, Inc. 401(k) Plan · $26M · 658 · 81st

  • NET $26M
  • NET 658
  • NET 81st
  • NET 401(k)
  • NET near Edrington Americas 401(k) Plan
  • NET ind #6412

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 Florida →

The Mortgage Firm, Inc. 401(k) Plan in the asset neighbourhood

The Mortgage Firm, Inc. 401(k) PlanThe Mortgage Firm, Inc. 401(…$26MEdrington Americas 401(k) PlanEdrington Americas 401(k) Pl…$26MThe Summit Center 401(k) Plan$26MBurnett Oil Co., Inc. and Affiliates 401(k) PlanBurnett Oil Co., Inc. and Af…$26MMillwood, Inc 401(k) Profit Sharing PlanMillwood, Inc 401(k) Profit …$26M
End-of-year total assets ($M) among The Mortgage Firm, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$30M
Net Assets (End of Year)$26M
Net Income-$5M
Employer EIN593345547
Plan Effective Date2004-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Mortgage Firm, Inc.)

Sponsor-wide plan assets over time

All The Mortgage Firm, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$31M 20.99222676397481% vs 2022
2024 filing year
$24M$26M$28M$30M$32M 202220232024 $25.8M $31.2M ▲ +21.0%
Year Plans Participants Total Assets
2022 1 658 $26M
2023 1 449 $27M
2024 1 310 $31M

Nearby 401(k) Plans in Florida

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

The Mortgage Firm, Inc. 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -5051015 Total assets ($B) Participants The Mortgage Firm, Inc. 401(k) Plan, Total assets ($B): 0.025748993 · Participants: 658The Mortgage Firm, Inc. 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 12.863481581 · Participants: 41096L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pricewatercoopers LLP, Total assets ($B): 9.121428518 · Participants: 50354Savings Plan for Employees and Partners of Pricewatercoopers LLPAdp Totalsource Retirement Savings Plan, Total assets ($B): 6.687694478 · Participants: 287453Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.05990007 · Participants: 176752Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.44531949 · Participants: 14889Nextera Energy, Inc. Employee Retirement Savings Plan
The Mortgage Firm, Inc. 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare The Mortgage Firm, Inc. 401(k) Plan side-by-side with 3 peers →

The Mortgage Firm, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Edrington Americas 401(k) Plan in NY ($26M); by covered participants it is Anduril Industries 401(k) Plan in CA (658 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($26M here).

Similar participant headcount

Nearest other-state filings by covered participants (658 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 The Mortgage Firm, Inc. 401(k) Plan assets move in 2022? ▼
The Mortgage Firm, Inc. 401(k) Plan declined sharply - down 15.2% during 2022, from $30M to $26M. Reported net income was -$5M.
How have The Mortgage Firm, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Mortgage Firm, Inc.'s sponsor-wide assets grew 21.0%, from $26M to $31M.
Where does The Mortgage Firm, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
The Mortgage Firm, Inc. 401(k) Plan ranks in the 81st 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 The Mortgage Firm, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Edrington Americas 401(k) Plan in NY ($26M, 170 participants).
Which 401(k) plans cover a similar participant headcount to The Mortgage Firm, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Anduril Industries 401(k) Plan in CA (658 participants, $28M 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 593345547.

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.