401(k) · DOL Form 5500 · 2023

Mortgagestar LLC 401(k) Plan

Data updated 2026-08-25

$717K
Total assets Small plan by assets
9
Participants Small participant base
21st
Percentile by assets National rank
$79,701
Avg per participant Below avg balance/head
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Official DOL plan name: Mortgagestar LLC 401(k) Profit Sharing Plan & Trust · Sponsored by Mortgagestar LLC · Maryland · Professional & Technical Services

$717K in assets, 9 participants

Mortgagestar LLC's Mortgagestar LLC 401(k) Profit Sharing Plan & Trust reported $717K in total assets and 9 participants in its 2023 DOL Form 5500 filing, ranking in the 21st 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.

  • #3,241 in Professional & Technical Services (20,321 peers)

Mortgagestar LLC multi-year trail

Mortgagestar LLC's plans moved +128.1% in assets from 2022 to 2024; this filing shows Mortgagestar LLC 401(k) Profit Sharing Plan & Trust at $717K / 9 participants.

#3,241
in Professional & Technical Services (20,321 peers)
+71.7%
assets growth YoY

Mortgagestar LLC 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

Mortgagestar LLC 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$717,308 21st percentile higher than 21% of 127,068 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 2023

Mortgagestar LLC 401(k) Profit Sharing Plan & Trust among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mortgagestar LLC 401(k) Profit Sharing Plan & Trust is a micro filing (9 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Mortgagestar LLC 401(k) Profit Sharing Plan & Trust reported net income rose from $59K in the plan year 2022 filing to $299K in the plan year 2023 filing.
  • Mortgagestar LLC 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $418K in the plan year 2022 filing to $717K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 833444224 · Mortgagestar LLC PY 2023 · 401(k)

Mortgagestar LLC 401(k) Profit Sharing Plan & Trust · $717K · 9 · 21st

  • 5500 $717K
  • ASSETS 9
  • PCT 21st
  • EIN 401(k)
  • RANK near Central Signal Corporation 401(k) Plan
  • PHOTO ind #3241

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 Professional & Technical Services retirement plans → · Plans in Maryland →

Mortgagestar LLC 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Mortgagestar LLC 401(k) Profit Sharing Plan & TrustMortgagestar LLC 401(k) Prof…$717KCentral Signal Corporation 401(k) PlanCentral Signal Corporation 4…$717KClifford Custom Designs, Inc. 401(k) PlanClifford Custom Designs, Inc…$717KOpen Systems Healthcare, Inc. 401(k) PlanOpen Systems Healthcare, Inc…$717KImportant Steps, Inc. 401(k) P/S PlanImportant Steps, Inc. 401(k)…$717K
End-of-year total assets ($M) among Mortgagestar LLC 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Mortgagestar LLC multi-year asset trail

Sponsor-wide plan assets over time

All Mortgagestar LLC plans reported in each filing year

Latest sponsor-wide plan assets
$953K 128.06480100901555% vs 2022
2024 filing year
$0.2M$0.4M$0.6M$0.8M$1M$1.2M 202220232024 $0.42M $0.95M ▲ +126.2%
Year Plans Participants Total Assets
2022 1 9 $418K
2023 1 9 $717K
2024 1 8 $953K

Mortgagestar LLC filing trail (2023)

Total Assets (Beginning of Year)$418K
Net Assets (End of Year)$717K
Net Income$299K
Employer EIN833444224
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Maryland

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

Mortgagestar LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Maryland, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Mortgagestar LLC 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.000717308 · Participants: 9Mortgagestar LLC 401(k) Profit Sharing Plan & TrustLockheed Martin Corporation Salaried Savings Plan, Total assets ($B): 47.273019756 · Participants: 91511Lockheed Martin Corporation Salaried Savings PlanMarriott Retirement Savings Plan, Total assets ($B): 10.20606962 · Participants: 96415Marriott Retirement Savings PlanT. Rowe Price U.S. Retirement Program, Total assets ($B): 4.357344903 · Participants: 6292T. Rowe Price U.S. Retirement ProgramNfl Player Second Career Savings Plan, Total assets ($B): 3.951576315 · Participants: 2767Nfl Player Second Career Savings PlanSodexo 401 (K) Employees' Retirement Savings Plan and Trust, Total assets ($B): 2.217483854 · Participants: 80121Sodexo 401 (K) Employees' Retirement Savings Plan and Trust
Mortgagestar LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Maryland, assets vs. participants
Compare Mortgagestar LLC 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Mortgagestar LLC 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Maryland, the nearest 401(k) by assets is Central Signal Corporation 401(k) Plan in MA ($717K); by covered participants it is Consumer Construction of N. Virginia Inc. 401(k) Plan in VA (9 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($717K here).

Similar participant headcount

Nearest other-state filings by covered participants (9 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Mortgagestar LLC 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼
Mortgagestar LLC 401(k) Profit Sharing Plan & Trust surged - up 71.7% during 2023, from $418K to $717K. Reported net income was $299K.
How have Mortgagestar LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mortgagestar LLC's sponsor-wide assets grew 128.1%, from $418K to $953K.
Where does Mortgagestar LLC 401(k) Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼
Mortgagestar LLC 401(k) Profit Sharing Plan & Trust ranks in the 21st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Mortgagestar LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Central Signal Corporation 401(k) Plan in MA ($717K, 21 participants).
Which 401(k) plans cover a similar participant headcount to Mortgagestar LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Consumer Construction of N. Virginia Inc. 401(k) Plan in VA (9 participants, $459K in assets).

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) - original filing retrieval by EIN 833444224.

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.