401(k) · DOL Form 5500 · 2023

Agnc Mortgage Management, LLC 401(k) Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
51
Participants Small participant base
77th
Percentile by assets National rank
$512,005
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Agnc Mortgage Management, LLC 401(k) Plan · Sponsored by Agnc Mortgage Management, LLC · Maryland · Finance & Insurance

$26M in assets, 51 participants

Agnc Mortgage Management, LLC's Agnc Mortgage Management, LLC 401(k) Plan reported $26M in total assets and 51 participants in its 2023 DOL Form 5500 filing, ranking in the 77th 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.

  • #5,783 in Finance & Insurance (8,869 peers)

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

Agnc Mortgage Management, LLC 401(k) Plan sits in the top quartile of all filed plans by assets, $26M for 51 participants (~$512,005/participant), up 30.0% in 2023.

#5,783
in Finance & Insurance (8,869 peers)
+30.0%
assets growth YoY
0.3×
vs typical plan assets (national mean)

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

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

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

$26,112,262 Top 23% higher than 77% 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

Agnc Mortgage Management, LLC 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Agnc Mortgage Management, LLC 401(k) Plan is a small filing (51 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Agnc Mortgage Management, LLC 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Agnc Mortgage Management, LLC 401(k) Plan end-of-year assets rose from $20M in the plan year 2022 filing to $26M in the plan year 2023 filing.
  • Agnc Mortgage Management, LLC 401(k) Plan reported participants rose from 50 in the plan year 2022 filing to 51 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 261708812 · Agnc Mortgage Management, LLC PY 2023 · 401(k)

Agnc Mortgage Management, LLC 401(k) Plan · $26M · 51 · 77th

  • NET $26M
  • NET 51
  • NET 77th
  • NET 401(k)
  • NET near Endemol USA, Inc. 401(k) P/S Plan
  • NET ind #5783

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 Maryland →

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

Agnc Mortgage Management, LLC 401(k) PlanAgnc Mortgage Management, LL…$26MEndemol USA, Inc. 401(k) P/S PlanEndemol USA, Inc. 401(k) P/S…$26MDelaware North Companies Gaming and Entertainment Inc. West Virginia Retirement Savings PlanDelaware North Companies Gam…$26MRab Lighting, Inc. 401(k) PlanRab Lighting, Inc. 401(k) Pl…$26MWdp Pooled Employer Plan$26M
End-of-year total assets ($M) among Agnc Mortgage Management, 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)$20M
Net Assets (End of Year)$26M
Net Income$6M
Employer EIN261708812
Plan Effective Date2016-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Agnc Mortgage Management, LLC)

Sponsor-wide plan assets over time

All Agnc Mortgage Management, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$33M 62.59000419332628% vs 2022
2024 filing year
$15M$20M$25M$30M$35M 202220232024 $20.1M $32.7M ▲ +62.6%
Year Plans Participants Total Assets
2022 1 50 $20M
2023 1 51 $26M
2024 1 53 $33M

Nearby 401(k) Plans in Maryland

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

Agnc Mortgage Management, LLC 401(k) Plan vs. nearby 401(k) plans in Maryland, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Agnc Mortgage Management, LLC 401(k) Plan, Total assets ($B): 0.026112262 · Participants: 51Agnc Mortgage Management, LLC 401(k) PlanLockheed Martin Corporation Salaried Savings Plan, Total assets ($B): 47.273019756 · Participants: 91511Lockheed Martin Corporation Salaried Savings PlanMarriott Retirement Savings Plan, Total assets ($B): 10.20606962 · Participants: 96415Marriott Retirement Savings PlanT. Rowe Price U.S. Retirement Program, Total assets ($B): 4.357344903 · Participants: 6292T. Rowe Price U.S. Retirement ProgramNfl Player Second Career Savings Plan, Total assets ($B): 3.951576315 · Participants: 2767Nfl Player Second Career Savings PlanSodexo 401 (K) Employees' Retirement Savings Plan and Trust, Total assets ($B): 2.217483854 · Participants: 80121Sodexo 401 (K) Employees' Retirement Savings Plan and Trust
Agnc Mortgage Management, LLC 401(k) Plan vs. nearby 401(k) plans in Maryland, assets vs. participants

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

Outside Maryland, the nearest 401(k) by assets is Endemol USA, Inc. 401(k) P/S Plan in CA ($26M); by covered participants it is E.L.D. D'onofrio, Inc. 401(k) Profit Sharing Plan in OH (51 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (51 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 Agnc Mortgage Management, LLC 401(k) Plan assets move in 2023?
Agnc Mortgage Management, LLC 401(k) Plan grew sharply - up 30.0% during 2023, from $20M to $26M. Reported net income was $6M.
How have Agnc Mortgage Management, LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Agnc Mortgage Management, LLC's sponsor-wide assets grew 62.6%, from $20M to $33M.
Where does Agnc Mortgage Management, LLC 401(k) Plan rank by assets among Form 5500 filers?
Agnc Mortgage Management, LLC 401(k) Plan ranks in the 77th 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 Agnc Mortgage Management, LLC 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Endemol USA, Inc. 401(k) P/S Plan in CA ($26M, 158 participants).
Which 401(k) plans cover a similar participant headcount to Agnc Mortgage Management, LLC 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is E.L.D. D'onofrio, Inc. 401(k) Profit Sharing Plan in OH (51 participants, N/A in assets).