401(k) · DOL Form 5500 · 2023

Ruoff Mortgage Company, Inc. 401(k) Plan

Data updated 2026-08-25

$35M
Total assets Below avg plan size
884
Participants Near avg headcount
81st
Percentile by assets National rank
$39,804
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Ruoff Mortgage Company, Inc. 401(k) Profit Sharing Plan and Trust · Sponsored by Ruoff Mortgage Company, Inc. · Indiana · Finance & Insurance

$35M in assets, 884 participants

Ruoff Mortgage Company, Inc.'s Ruoff Mortgage Company, Inc. 401(k) Profit Sharing Plan and Trust reported $35M in total assets and 884 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.

  • #6,352 in Finance & Insurance (8,869 peers)

Where Ruoff Mortgage Company, Inc. 401(k) Profit Sharing Plan and Trust sits by assets

Ruoff Mortgage Company, Inc. 401(k) Profit Sharing Plan and Trust sits in the top quartile of all filed plans by assets, $35M for 884 participants (~$39,804/participant), up 6.0% in 2023.

#6,352
in Finance & Insurance (8,869 peers)
+6.0%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Ruoff Mortgage Company, Inc. 401(k) Profit Sharing Plan and Trust's outsized position by total assets

Ruoff Mortgage Company, Inc. 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$35,186,992 Top 19% higher than 81% 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

Ruoff Mortgage Company, Inc. 401(k) Profit Sharing Plan and Trust 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. Ruoff Mortgage Company, Inc. 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (884 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ruoff Mortgage Company, Inc. 401(k) Profit Sharing Plan and Trust reported net income rose from -$3M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Ruoff Mortgage Company, Inc. 401(k) Profit Sharing Plan and Trust reported participants fell from 1,072 in the plan year 2022 filing to 884 in the plan year 2023 filing.
  • Ruoff Mortgage Company, Inc. 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $33M in the plan year 2022 filing to $35M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 351616238 · Ruoff Mortgage Company, Inc. PY 2023 · 401(k)

Ruoff Mortgage Company, Inc. 401(k) Profit Sharing Plan and Trust · $35M · 884 · 81st

  • EIN $35M
  • RANK 884
  • PHOTO 81st
  • IND 401(k)
  • EOY near Enroute Computer Solutions Inc. 401(k) Plan
  • 5500 ind #6352

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 Indiana →

Ruoff Mortgage Company, Inc. 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Books-a-Million, Inc. 401(k) PlanBooks-a-Million, Inc. 401(k)…$35MRuoff Mortgage Company, Inc. 401(k) Profit Sharing Plan and TrustRuoff Mortgage Company, Inc.…$35MEnroute Computer Solutions Inc. 401(k) PlanEnroute Computer Solutions I…$35MCsi Electrical Contractors, Inc. 401(k) Profit Sharing PlanCsi Electrical Contractors, …$35MUniversity Financial Corporation Employee Savings PlanUniversity Financial Corpora…$35M
End-of-year total assets ($M) among Ruoff Mortgage Company, Inc. 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$33M
Net Assets (End of Year)$35M
Net Income$2M
Employer EIN351616238
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ruoff Mortgage Company, Inc.)

Sponsor-wide plan assets over time

All Ruoff Mortgage Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$37M 10.386975465553544% vs 2022
2024 filing year
$32M$34M$36M$38M 202220232024 $33.2M $36.6M ▲ +10.4%
Year Plans Participants Total Assets
2022 1 1,072 $33M
2023 1 884 $35M
2024 1 684 $37M

Nearby 401(k) Plans in Indiana

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

Ruoff Mortgage Company, Inc. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Ruoff Mortgage Company, Inc. 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.035186992 · Participants: 884Ruoff Mortgage Company, Inc. 401(k) Profit Sharing Plan and TrustThe Lilly Employee 401(k) Plan, Total assets ($B): 11.133214731 · Participants: 17583The Lilly Employee 401(k) PlanElevance Health 401(k) Plan, Total assets ($B): 11.042395257 · Participants: 76590Elevance Health 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 5.730057183 · Participants: 28381Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 3.907792365 · Participants: 38575Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.573079703 · Participants: 9015Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Ruoff Mortgage Company, Inc. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Ruoff Mortgage Company, Inc. 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Ruoff Mortgage Company, Inc. 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Enroute Computer Solutions Inc. 401(k) Plan in NJ ($35M); by covered participants it is Four Rivers Nuclear Partnership Retirement Plan in KY (884 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (884 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 Ruoff Mortgage Company, Inc. 401(k) Profit Sharing Plan and Trust assets move in 2023? ▼
Ruoff Mortgage Company, Inc. 401(k) Profit Sharing Plan and Trust grew at a solid clip - up 6.0% during 2023, from $33M to $35M. Reported net income was $2M.
How have Ruoff Mortgage Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ruoff Mortgage Company, Inc.'s sponsor-wide assets grew 10.4%, from $33M to $37M.
Where does Ruoff Mortgage Company, Inc. 401(k) Profit Sharing Plan and Trust rank by assets among Form 5500 filers? ▼
Ruoff Mortgage Company, Inc. 401(k) Profit Sharing Plan and Trust ranks in the 81st 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 Ruoff Mortgage Company, Inc. 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Enroute Computer Solutions Inc. 401(k) Plan in NJ ($35M, 235 participants).
Which 401(k) plans cover a similar participant headcount to Ruoff Mortgage Company, Inc. 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Four Rivers Nuclear Partnership Retirement Plan in KY (884 participants, $89M 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 351616238.

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.