401(k) · DOL Form 5500 · 2023

The Mortgage Firm, Inc. 401(k) Plan

Data updated 2026-08-25

$27M
Total assets Below avg plan size
449
Participants Below avg headcount
78th
Percentile by assets National rank
$60,505
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

$27M in assets, 449 participants

The Mortgage Firm, Inc.'s The Mortgage Firm, Inc. 401(k) Plan reported $27M in total assets and 449 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.

  • #5,866 in Finance & Insurance (8,869 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, $27M for 449 participants (~$60,505/participant), up 5.5% in 2023.

#5,866
in Finance & Insurance (8,869 peers)
+5.5%
assets growth YoY
0.3×
vs typical plan assets (national mean)

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 2023 · DOL Form 5500

$27,166,613 Top 22% higher than 78% 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

The Mortgage Firm, Inc. 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 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 (449 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Mortgage Firm, Inc. 401(k) Plan reported net income rose from -$5M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • The Mortgage Firm, Inc. 401(k) Plan reported participants fell from 658 in the plan year 2022 filing to 449 in the plan year 2023 filing.
  • The Mortgage Firm, Inc. 401(k) Plan end-of-year assets rose from $26M in the plan year 2022 filing to $27M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 593345547 · The Mortgage Firm, Inc. PY 2023 · 401(k)

The Mortgage Firm, Inc. 401(k) Plan · $27M · 449 · 78th

  • BOOK $27M
  • BOOK 449
  • BOOK 78th
  • BOOK 401(k)
  • BOOK near Technology Concepts & Design, Inc. Employee Stock Ownership and Savings Plan
  • BOOK ind #5866

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(…$27MTechnology Concepts & Design, Inc. Employee Stock Ownership and Savings PlanTechnology Concepts & Design…$27MAnsay & Associates, LLC 401(k) PlanAnsay & Associates, LLC 401(…$27MStem, Inc. 401(k) Plan$27MRiviera Finance, LLC 401(k) PlanRiviera Finance, LLC 401(k) …$27M
End-of-year total assets ($M) among The Mortgage Firm, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$27M
Net Income$1M
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 -505101520 Total assets ($B) Participants The Mortgage Firm, Inc. 401(k) Plan, Total assets ($B): 0.027166613 · Participants: 449The Mortgage Firm, Inc. 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart 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 Technology Concepts & Design, Inc. Employee Stock Ownership and Savings Plan in NC ($27M); by covered participants it is Bitsight Technologies Retirement Trust in MA (449 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (449 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 The Mortgage Firm, Inc. 401(k) Plan assets move in 2023? ▼
The Mortgage Firm, Inc. 401(k) Plan grew at a solid clip - up 5.5% during 2023, from $26M to $27M. Reported net income was $1M.
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 78th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (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 Technology Concepts & Design, Inc. Employee Stock Ownership and Savings Plan in NC ($27M, 157 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 Bitsight Technologies Retirement Trust in MA (449 participants, $36M 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 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.