401(k) · DOL Form 5500 · 2023
United Wholesale Mortgage, LLC 401(k) Plan
Data updated 2026-08-25
- $150M
- Total assets Near avg plan size
- 5,814
- Participants Above avg headcount
- 94th
- Percentile by assets National rank
- $25,766
- Avg per participant Low balance/head
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.
- #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.
- #7,976
- in Finance & Insurance (8,869 peers)
- +34.6%
- assets growth YoY
- 1.5×
- vs typical plan assets (national mean)
United Wholesale Mortgage, LLC Profit Sharing Plan and Trust's outsized position by total assets
United Wholesale Mortgage, LLC Profit Sharing Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$149,801,520 Top 6% higher than 94% 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
United Wholesale Mortgage, LLC Profit Sharing Plan and Trust's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. United Wholesale Mortgage, LLC Profit Sharing Plan and Trust lands in the large band (5,814 participants).
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.
EBSA filing schedule strip
Filing strip 382750395 · United Wholesale Mortgage, LLC PY 2023 · 401(k)
United Wholesale Mortgage, LLC Profit Sharing Plan and Trust · $150M · 5,814 · 94th
- 5500 $150M
- 5500 5,814
- 5500 94th
- 5500 401(k)
- 5500 near Chiquita/Fresh Express Savings and Investment Plan
- 5500 ind #7976
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 Michigan →
United Wholesale Mortgage, LLC Profit Sharing Plan and Trust in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All United Wholesale Mortgage, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $195M 75.14666335522064% vs 2022
- 2024 filing year
| 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.
- 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)
United Wholesale Mortgage, LLC Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Michigan, the nearest 401(k) by assets is Chiquita/Fresh Express Savings and Investment Plan in FL ($150M); by covered participants it is Pinnacle West Capital Corporation Savings Plan in AZ (5,820 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($150M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (5,814 participants); asset peers above are excluded.
- Pinnacle West Capital Corporation Savings Plan (AZ) 5,820 · 6 off
- Fidelity Advantage 401(k) (MA) 5,821 · 7 off
- The Carefirst 401(k) Plan (MD) 5,822 · 8 off
- The Cleveland-Cliffs Steel Corporation Thrift Plan C (OH) 5,824 · 10 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.