401(k) · DOL Form 5500 · 2023
Family Finance Mortgage LLC 401(k) Plan
Data updated 2026-08-25
- $79K
- Total assets Small plan by assets
- 17
- Participants Small participant base
- 5th
- Percentile by assets National rank
- $4,661
- Avg per participant Low balance/head
Official DOL plan name: Family Finance Mortgage LLC 401(k) Profit Sharing Plan & Trust · Sponsored by Family Finance Mortgage LLC · Missouri · Finance & Insurance
$79K in assets, 17 participants
Family Finance Mortgage LLC's Family Finance Mortgage LLC 401(k) Profit Sharing Plan & Trust reported $79K in total assets and 17 participants in its 2023 DOL Form 5500 filing, ranking in the 5th 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.
- #290 in Finance & Insurance (8,869 peers)
Family Finance Mortgage LLC multi-year trail
Family Finance Mortgage LLC's plans moved -80.4% in assets from 2022 to 2023; this filing shows Family Finance Mortgage LLC 401(k) Profit Sharing Plan & Trust at $79K / 17 participants.
- #290
- in Finance & Insurance (8,869 peers)
- -80.4%
- assets change YoY
The plan reported a net loss of $325K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Family Finance Mortgage LLC 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets
Family Finance Mortgage LLC 401(k) Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$79,231 5th percentile higher than 5% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Family Finance Mortgage LLC 401(k) Profit Sharing Plan & Trust among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Family Finance Mortgage LLC 401(k) Profit Sharing Plan & Trust is a small filing (17 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Family Finance Mortgage LLC 401(k) Profit Sharing Plan & Trust reported net income fell from $99K in the plan year 2022 filing to -$325K in the plan year 2023 filing.
- Family Finance Mortgage LLC 401(k) Profit Sharing Plan & Trust end-of-year assets fell from $404K in the plan year 2022 filing to $79K in the plan year 2023 filing.
- Family Finance Mortgage LLC 401(k) Profit Sharing Plan & Trust reported participants rose from 16 in the plan year 2022 filing to 17 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 320029618 · Family Finance Mortgage LLC PY 2023 · 401(k)
Family Finance Mortgage LLC 401(k) Profit Sharing Plan & Trust · $79K · 17 · 5th
- RANK $79K
- PHOTO 17
- IND 5th
- EOY 401(k)
- 5500 near Wisevestors Inc. 401(k) Plan
- ASSETS ind #290
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 Missouri →
Family Finance Mortgage LLC 401(k) Profit Sharing Plan & Trust in the asset neighbourhood
Family Finance Mortgage LLC multi-year asset trail
Sponsor-wide plan assets over time
All Family Finance Mortgage LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $79K 80.40223999841696% vs 2022
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 16 | $404K |
| 2023 | 1 | 17 | $79K |
Family Finance Mortgage LLC filing trail (2023)
| Total Assets (Beginning of Year) | $404K |
|---|---|
| Net Assets (End of Year) | $79K |
| Net Income | -$325K |
| Employer EIN | 320029618 |
| Plan Effective Date | 2020-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Missouri
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Edward D. Jones & Co. Profit Sharing and 401(k) Plan $10.6B · 49,944
- Bayer Corporation Savings and Retirement Plan $10.3B · 19,273
- Enterprise Holdings Retirement Savings Plan $5.6B · 66,210
- Centene Management Corporation Retirement Plan $4.0B · 53,822
- Emerson Electric Company Employee Savings Investment Plan $3.6B · 10,316
Family Finance Mortgage LLC 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside Missouri, the nearest 401(k) by assets is Wisevestors Inc. 401(k) Plan in AL ($79K); by covered participants it is Surgical Associates of La Jolla Medical Group Inc. Profit Sharing Plan in CA (17 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($79K here).
- Wisevestors Inc. 401(k) Plan (AL) $79K · 4
- Mimery Incorporated 401(k) Plan (MS) $79K · N/A
- Aegoswisdome Corporation 401(k) Plan (ME) $79K · N/A
- Glh Services, Inc. 401(k) Plan (NH) $79K · 9
Similar participant headcount
Nearest other-state filings by covered participants (17 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.