401(k)
2023 plan-year 401(k) DOL Form 5500

Mclean Mortgage Corp. 401(k) Plan

ERISA Form 5500 plan record drawn from DOL EBSA โ€” verify with linked source filings below.

Sponsored by Mclean Mortgage Corporation ยท Virginia ยท Finance & Insurance

What the 2023 filing shows

Mclean Mortgage Corp. 401(k) Plan holds N/A for 111 participants.

N/A
total plan assets (2023 EOY)
111
covered participants
$-19,025,465
reported net income

The plan reported a net loss of $19M for the year โ€” a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
N/A
Participants
111
State
Industry
Finance & Insurance

What the Filing Says About Mclean Mortgage Corp. 401(k) Plan

Mclean Mortgage Corp. 401(k) Plan is a 401(k) retirement plan sponsored by Mclean Mortgage Corporation, headquartered in Virginia. As of the 2023 Form 5500 filing, the plan reports N/A in total end-of-year assets and covers 111 participants across the Finance & Insurance industry. The sponsor's EIN on file with the U.S. Department of Labor is 412259092, and the plan has been effective since 2009-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $19M at the beginning of 2023 to N/A at year-end. Net assets (after liabilities) closed the year at N/A, with reported net income of $-19,025,465 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 1 prior plan-year filing from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows โ€” a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$19M
Total Assets (End of Year)N/A
Net Assets (End of Year)N/A
Net Income$-19,025,465
Plan Type401(k)
Employer EIN412259092
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mclean Mortgage Corporation)

Year Plans Participants Total Assets
2022 1 355 $19M
2023 1 111 N/A

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Frequently Asked Questions

How much money is in the Mclean Mortgage Corp. 401(k) Plan?
As of the 2023 Form 5500 filing, Mclean Mortgage Corp. 401(k) Plan holds N/A in total assets with 111 participants. It is sponsored by Mclean Mortgage Corporation.
What type of plan is Mclean Mortgage Corp. 401(k) Plan?
Mclean Mortgage Corp. 401(k) Plan is a 401(k) plan. It has been effective since 2009-01-01. The plan is filed with the U.S. Department of Labor under EIN 412259092.
Who sponsors the Mclean Mortgage Corp. 401(k) Plan?
Mclean Mortgage Corp. 401(k) Plan is sponsored by Mclean Mortgage Corporation, located in Virginia. The sponsor's EIN is 412259092 and the plan operates in the Finance & Insurance industry.
How did Mclean Mortgage Corp. 401(k) Plan perform in 2023?
Mclean Mortgage Corp. 401(k) Plan held N/A in total assets at the end of 2023. Net income was $-19,025,465.
Where can I find official filings for Mclean Mortgage Corp. 401(k) Plan?
Official Form 5500 filings for Mclean Mortgage Corp. 401(k) Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 412259092 or plan name at efast.dol.gov.
How does Mclean Mortgage Corp. 401(k) Plan compare to other plans?
You can compare Mclean Mortgage Corp. 401(k) Plan against other 401(k) plans on the plan type page, or view plans in Virginia on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) โ€” original filing retrieval by EIN 412259092.

Reference: IRS Publication 560 โ€” Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B โ€” Distributions from IRAs, RMD rules under SECURE Act 2.0.

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