401(k) · DOL Form 5500 · 2023

Mann Mortgage, LLC 401(k) Plan

Data updated 2026-08-25

$27M
Total assets Below avg plan size
383
Participants Below avg headcount
78th
Percentile by assets National rank
$71,253
Avg per participant Below avg balance/head
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Official DOL plan name: Mann Mortgage, LLC 401(k) Plan · Sponsored by Mann Mortgage, LLC · Montana · Finance & Insurance

$27M in assets, 383 participants

Mann Mortgage, LLC's Mann Mortgage, LLC 401(k) Plan reported $27M in total assets and 383 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.

  • #5,874 in Finance & Insurance (8,869 peers)

Where Mann Mortgage, LLC 401(k) Plan sits by assets

Mann Mortgage, LLC 401(k) Plan sits in the top quartile of all filed plans by assets, $27M for 383 participants (~$71,253/participant), up 24.4% in 2023.

#5,874
in Finance & Insurance (8,869 peers)
+24.4%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Mann Mortgage, LLC 401(k) Plan's outsized position by total assets

Mann Mortgage, LLC 401(k) Plan vs every filed plan by assets

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

$27,289,827 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

Mann Mortgage, LLC 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. Mann Mortgage, LLC 401(k) Plan sits mid-pack in the medium band (383 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Mann Mortgage, LLC 401(k) Plan reported net income rose from -$4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Mann Mortgage, LLC 401(k) Plan end-of-year assets rose from $22M in the plan year 2022 filing to $27M in the plan year 2023 filing.
  • Mann Mortgage, LLC 401(k) Plan reported participants fell from 479 in the plan year 2022 filing to 383 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 342000096 · Mann Mortgage, LLC PY 2023 · 401(k)

Mann Mortgage, LLC 401(k) Plan · $27M · 383 · 78th

  • EIN $27M
  • RANK 383
  • PHOTO 78th
  • IND 401(k)
  • EOY near Contractors Materials Company 401(k) Profit Sharing Plan
  • 5500 ind #5874

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 Montana →

Mann Mortgage, LLC 401(k) Plan in the asset neighbourhood

Mann Mortgage, LLC 401(k) PlanMann Mortgage, LLC 401(k) Pl…$27MContractors Materials Company 401(k) Profit Sharing PlanContractors Materials Compan…$27MSmith & Loveless, Inc. Profit Sharing Plan and TrustSmith & Loveless, Inc. Profi…$27MPottstown Medical Specialists, Inc Profit Sharing 401(k) PlanPottstown Medical Specialist…$27MAlta Forest Products 401(k) Retirement PlanAlta Forest Products 401(k) …$27M
End-of-year total assets ($M) among Mann Mortgage, LLC 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)$22M
Net Assets (End of Year)$27M
Net Income$5M
Employer EIN342000096
Plan Effective Date1997-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mann Mortgage, LLC)

Sponsor-wide plan assets over time

All Mann Mortgage, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$20M 6.749307076802831% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $21.9M $20.5M ▼ -6.7%
Year Plans Participants Total Assets
2022 1 479 $22M
2023 1 383 $27M
2024 2 417 $20M

Nearby 401(k) Plans in Montana

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

Mann Mortgage, LLC 401(k) Plan vs. nearby 401(k) plans in Montana, assets vs. participants Scatter plot of 6 data points. 010002000300040005000 0200400600 Total assets ($M) Participants Mann Mortgage, LLC 401(k) Plan, Total assets ($M): 27.289827 · Participants: 383Mann Mortgage, LLC 401(k) PlanD.a. Davidson Companies Retirement Savings and Profit Sharing Plan, Total assets ($M): 543.142005 · Participants: 1580D.a. Davidson Companies Retirement Savings and Profit Sharing PlanGlacier Bancorp, Inc. Profit Sharing and 401(k) Plan, Total assets ($M): 484.798151 · Participants: 3264Glacier Bancorp, Inc. Profit Sharing and 401(k) PlanNorthwestern Energy 401(k) Retirement Savings Plan, Total assets ($M): 462.756735 · Participants: 1529Northwestern Energy 401(k) Retirement Savings PlanFirst Interstate Bancsystem, Inc. 401(k) Plan, Total assets ($M): 453.618257 · Participants: 3750First Interstate Bancsystem, Inc. 401(k) PlanLogan Health Retirement Savings Plan, Total assets ($M): 436.597451 · Participants: 4232Logan Health Retirement Savings Plan
Mann Mortgage, LLC 401(k) Plan vs. nearby 401(k) plans in Montana, assets vs. participants
Compare Mann Mortgage, LLC 401(k) Plan side-by-side with 3 peers →

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

Outside Montana, the nearest 401(k) by assets is Contractors Materials Company 401(k) Profit Sharing Plan in OH ($27M); by covered participants it is Roundtower Technologies 401(k) Plan in OH (383 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (383 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 Mann Mortgage, LLC 401(k) Plan assets move in 2023? ▼
Mann Mortgage, LLC 401(k) Plan grew sharply - up 24.4% during 2023, from $22M to $27M. Reported net income was $5M.
How have Mann Mortgage, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mann Mortgage, LLC's sponsor-wide assets declined 6.7%, from $22M to $20M.
Where does Mann Mortgage, LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Mann Mortgage, LLC 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 Mann Mortgage, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Contractors Materials Company 401(k) Profit Sharing Plan in OH ($27M, 110 participants).
Which 401(k) plans cover a similar participant headcount to Mann Mortgage, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Roundtower Technologies 401(k) Plan in OH (383 participants, $10M 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 342000096.

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.