401(k) · DOL Form 5500 · 2023

Moria Development Dba Peoples Mortgage 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
292
Participants Below avg headcount
69th
Percentile by assets National rank
$57,243
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Peoples Mortgage 401(k) Plan · Sponsored by Moria Development Dba Peoples Mortgage · Arizona · Finance & Insurance

$17M in assets, 292 participants

Moria Development Dba Peoples Mortgage's Peoples Mortgage 401(k) Plan reported $17M in total assets and 292 participants in its 2023 DOL Form 5500 filing, ranking in the 69th 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.

  • #4,872 in Finance & Insurance (8,869 peers)

Moria Development Dba Peoples Mortgage multi-year trail

Moria Development Dba Peoples Mortgage's plans moved +10.3% in assets from 2022 to 2024; this filing shows Peoples Mortgage 401(k) Plan at $17M / 292 participants.

#4,872
in Finance & Insurance (8,869 peers)
-1.1%
assets change YoY

The plan reported a net loss of $180K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Peoples Mortgage 401(k) Plan's outsized position by total assets

Peoples Mortgage 401(k) Plan vs every filed plan by assets

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

$16,714,842 Top 31% higher than 69% 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

Peoples Mortgage 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. Peoples Mortgage 401(k) Plan sits mid-pack in the medium band (292 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Peoples Mortgage 401(k) Plan reported net income rose from -$5M in the plan year 2022 filing to -$180K in the plan year 2023 filing.
  • Peoples Mortgage 401(k) Plan reported participants fell from 476 in the plan year 2022 filing to 292 in the plan year 2023 filing.
  • Peoples Mortgage 401(k) Plan end-of-year assets fell from $17M in the plan year 2022 filing to $17M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 860431588 · Moria Development Dba Peoples Mortgage PY 2023 · 401(k)

Peoples Mortgage 401(k) Plan · $17M · 292 · 69th

  • VS-ST $17M
  • BOY 292
  • SCH 69th
  • EBSA 401(k)
  • PART near Westbrook 401(k) Plan
  • TYPE ind #4872

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 Arizona →

Peoples Mortgage 401(k) Plan in the asset neighbourhood

Everbank, N.a. 401(k) Plan$17MPeoples Mortgage 401(k) Plan$17MWestbrook 401(k) Plan$17MThe Ohio Moulding Corporation 401(k) & Profit Sharing TrustThe Ohio Moulding Corporatio…$17MPreferred Management Corporation Retirement Savings PlanPreferred Management Corpora…$17M
End-of-year total assets ($M) among Peoples Mortgage 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Moria Development Dba Peoples Mortgage multi-year asset trail

Sponsor-wide plan assets over time

All Moria Development Dba Peoples Mortgage plans reported in each filing year

Latest sponsor-wide plan assets
$19M 10.308023127835433% vs 2022
2024 filing year
$16M$17M$18M$19M 202220232024 $16.9M $18.6M ▲ +10.3%
Year Plans Participants Total Assets
2022 1 476 $17M
2023 1 292 $17M
2024 1 244 $19M

Moria Development Dba Peoples Mortgage filing trail (2023)

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$17M
Net Income-$180K
Employer EIN860431588
Plan Effective Date1998-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Arizona

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

Peoples Mortgage 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246 Total assets ($B) Participants Peoples Mortgage 401(k) Plan, Total assets ($B): 0.016714842 · Participants: 292Peoples Mortgage 401(k) PlanBechtel Trust & Thrift Plan, Total assets ($B): 5.691074806 · Participants: 7448Bechtel Trust & Thrift PlanBanner Health Employees 401(k) Plan, Total assets ($B): 4.270882725 · Participants: 52452Banner Health Employees 401(k) PlanRepublic Services, Inc. 401(k) Plan, Total assets ($B): 2.379834679 · Participants: 28131Republic Services, Inc. 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 2.323111586 · Participants: 13105Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramStantec 401(k) Plan, Total assets ($B): 2.021683156 · Participants: 10719Stantec 401(k) Plan
Peoples Mortgage 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Peoples Mortgage 401(k) Plan side-by-side with 3 peers →

Peoples Mortgage 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Westbrook 401(k) Plan in TX ($17M); by covered participants it is Hawthorn Bancshares, Inc. Profit Sharing 401(k) Plan in MO (292 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($17M here).

Similar participant headcount

Nearest other-state filings by covered participants (292 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 Peoples Mortgage 401(k) Plan assets move in 2023? ▼
Peoples Mortgage 401(k) Plan edged down modestly - down 1.1% during 2023, from $17M to $17M. Reported net income was -$180K.
How have Moria Development Dba Peoples Mortgage plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Moria Development Dba Peoples Mortgage's sponsor-wide assets grew 10.3%, from $17M to $19M.
Which 401(k) plans are similar in size to Peoples Mortgage 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Westbrook 401(k) Plan in TX ($17M, 150 participants).
Which 401(k) plans cover a similar participant headcount to Peoples Mortgage 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hawthorn Bancshares, Inc. Profit Sharing 401(k) Plan in MO (292 participants, $45M 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 860431588.

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.