401(k) · DOL Form 5500 · 2023
Mortgage Research Center LLC 401(k) Plan
Data updated 2026-08-25
- $397M
- Total assets Above avg plan size
- 4,928
- Participants Above avg headcount
- 97th
- Percentile by assets National rank
- $80,553
- Avg per participant Below avg balance/head
Official DOL plan name: Veterans United Home Loans 401(k) Plan · Sponsored by Mortgage Research Center LLC · Missouri · Finance & Insurance
$397M in assets, 4,928 participants
Mortgage Research Center LLC's Veterans United Home Loans 401(k) Plan reported $397M in total assets and 4,928 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.
- #8,401 in Finance & Insurance (8,869 peers)
Coverage in Missouri
Veterans United Home Loans 401(k) Plan covers 4,928 participants in Missouri, 6.7x the typical Missouri plan (state average ~737 per filing). Assets: $397M.
- #8,401
- in Finance & Insurance (8,869 peers)
- +25.9%
- assets growth YoY
- 4.0×
- vs typical plan assets (national mean)
Veterans United Home Loans 401(k) Plan's outsized position by total assets
Veterans United Home Loans 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$396,965,036 Top 3% higher than 97% 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
Veterans United Home Loans 401(k) Plan'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. Veterans United Home Loans 401(k) Plan lands in the large band (4,928 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Veterans United Home Loans 401(k) Plan reported net income rose from -$33M in the plan year 2022 filing to $82M in the plan year 2023 filing.
- Veterans United Home Loans 401(k) Plan end-of-year assets rose from $315M in the plan year 2022 filing to $397M in the plan year 2023 filing.
- Veterans United Home Loans 401(k) Plan reported participants fell from 5,071 in the plan year 2022 filing to 4,928 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 431965151 · Mortgage Research Center LLC PY 2023 · 401(k)
Veterans United Home Loans 401(k) Plan · $397M · 4,928 · 97th
- TYPE $397M
- TYPE 4,928
- TYPE 97th
- TYPE 401(k)
- TYPE near Lamb Weston, Inc. 401(k) Plan for Salaried and Hourly Employees
- TYPE ind #8401
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 Missouri →
Veterans United Home Loans 401(k) Plan in the asset neighbourhood
Missouri filing particulars
| Total Assets (Beginning of Year) | $315M |
|---|---|
| Net Assets (End of Year) | $397M |
| Net Income | $82M |
| Employer EIN | 431965151 |
| Plan Effective Date | 2005-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Mortgage Research Center LLC)
Sponsor-wide plan assets over time
All Mortgage Research Center LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $485M 25.38203124310695% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 4 | 12,217 | $649M |
| 2023 | 1 | 4,928 | $397M |
| 2024 | 1 | 4,282 | $485M |
Nearby 401(k) Plans in Missouri
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Edward D. Jones & Co. Profit Sharing and 401(k) Plan $10.6B · 49,944
- Bayer Corporation Savings and Retirement Plan $10.3B · 19,273
- Enterprise Holdings Retirement Savings Plan $5.6B · 66,210
- Centene Management Corporation Retirement Plan $4.0B · 53,822
- Emerson Electric Company Employee Savings Investment Plan $3.6B · 10,316
Veterans United Home Loans 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Missouri, the nearest 401(k) by assets is Lamb Weston, Inc. 401(k) Plan for Salaried and Hourly Employees in ID ($397M); by covered participants it is Ingersoll Rand Retirement Savings Plan in NC (4,928 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($397M here).
- Lamb Weston, Inc. 401(k) Plan for Salaried and Hourly Employees (ID) $397M · 1,976
- Columbia Sportswear Company 401(k) Plan (OR) $397M · 4,299
- Mhi Shared Services Americas Inc. 401(k) Plan (TX) $397M · 2,738
- Sgh Profit Sharing & 401(k) Plan and Trust (MA) $397M · 672
Similar participant headcount
Nearest other-state filings by covered participants (4,928 participants); asset peers above are excluded.
- Ingersoll Rand Retirement Savings Plan (NC) 4,928 · 0 off
- Doctors Hospital at Renaissance 401(k) Plan (TX) 4,930 · 2 off
- Montage Hotels & Resorts 401(k) Plan (CA) 4,931 · 3 off
- The Savings Investment Plan for Employees of Reckitt Benckiser LLC (NJ) 4,933 · 5 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.