401(k) · DOL Form 5500 · 2023
United Wholesale Mortgage, LLC 401(k) Plan
Data updated 2026-08-11
- $150M
- Total assets
- 5,814
- Participants
- 94th
- Percentile by assets
- $25,766
- Avg per participant
Official DOL plan name: United Wholesale Mortgage, LLC Profit Sharing Plan and Trust · Sponsored by United Wholesale Mortgage, LLC · Michigan · Finance & Insurance
$150M in assets, 5,814 participants
United Wholesale Mortgage, LLC's United Wholesale Mortgage, LLC Profit Sharing Plan and Trust reported $150M in total assets and 5,814 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.
- 94th percentile by assets (of 127,072 plans)
- #7,976 in Finance & Insurance (8,869 peers)
Coverage in Michigan
United Wholesale Mortgage, LLC Profit Sharing Plan and Trust covers 5,814 participants in Michigan, 9.1x the typical Michigan plan (state average ~638 per filing). Assets: $150M.
- $150M
- total plan assets (2023 EOY)
- 5,814
- covered participants
- 94th
- percentile by assets (of 127,072 plans)
- $25,766
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- United Wholesale Mortgage, LLC Profit Sharing Plan and Trust reported net income rose from -$10M in the plan year 2022 filing to $39M in the plan year 2023 filing.
- United Wholesale Mortgage, LLC Profit Sharing Plan and Trust end-of-year assets rose from $111M in the plan year 2022 filing to $150M in the plan year 2023 filing.
- United Wholesale Mortgage, LLC Profit Sharing Plan and Trust reported participants fell from 7,078 in the plan year 2022 filing to 5,814 in the plan year 2023 filing.
Participants vs Michigan filers
In Michigan, the average filing covers about 638 participants across 4,220 plans. United Wholesale Mortgage, LLC Profit Sharing Plan and Trust reports 5,814 participants - 9.1x that state average ($150M EOY assets).
Michigan filing particulars
| Total Assets (Beginning of Year) | $111M |
|---|---|
| Net Assets (End of Year) | $149M |
| Net Income | $39M |
| Employer EIN | 382750395 |
| Plan Effective Date | 1995-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (United Wholesale Mortgage, LLC)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 7,078 | $111M |
| 2023 | 1 | 5,814 | $150M |
| 2024 | 1 | 6,182 | $195M |
Nearby 401(k) Plans in Michigan
Peer 401(k) plans, same state, same plan type, ranked by total assets.
United Wholesale Mortgage, LLC Profit Sharing Plan and Trust vs. nearby 401(k) plans in Michigan, assets vs. participants
- General Motors Retirement Savings Plan for Salaried Employees in the United States $20.4B · 47,299
- Ford Motor Co. Savings and Stock Investment Plan for Salaried Employees $15.6B · 30,516
- The Dow Chemical Company Employees' Savings Plan $10.1B · 18,088
- The General Motors Personal Savings Plan for Hourly-Rate Employees in the United States $8.6B · 40,393
- Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees $7.6B · 59,195
Scale composition for United Wholesale Mortgage, LLC Profit Sharing Plan and Trust
United Wholesale Mortgage, LLC Profit Sharing Plan and Trust reports $150M in end-of-year assets across 5,814 participants (0.001% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $25,766 per participant (19% of the national average assets-per-participant) . Net income for plan year 2023 was $39M.
This plan identity (EIN 382750395, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $111M to $195M (+75.1%) while covered participants moved from 7,078 to 6,182 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 7,078 | $111M | Open filing |
| 2023 | 5,814 | $150M | This page |
| 2024 · index core | 6,182 | $195M | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- United Wholesale Mortgage, LLC Profit Sharing Plan and Trust (401(k), $195M, 6,182 participants)
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to United Wholesale Mortgage, LLC Profit Sharing Plan and Trust by total assets, not by location.
- Chiquita/Fresh Express Savings and Investment Plan (FL) $150M · 1,951
- Moss & Associates, LLC 401(k) Profit Sharing Plan (FL) $150M · 1,286
- Mayville Engineering Company, Inc. 401(k) Plan (WI) $150M · 2,531
- Brfhh Retirement Plan (LA) $150M · 3,167
Frequently Asked Questions
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Filing takeaways
Ways to act on United Wholesale Mortgage, LLC Profit Sharing Plan and Trust's numbers.
- By total assets, United Wholesale Mortgage, LLC Profit Sharing Plan and Trust ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Michigan. Compare plans
- United Wholesale Mortgage, LLC's sponsor-wide assets have grown 75.1% since 2022 across 3 plan years on file. More Finance & Insurance plans