401(k) · DOL Form 5500 · 2023

Mortgages Unlimited, Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
57
Participants Small participant base
45th
Percentile by assets National rank
$91,207
Avg per participant Below avg balance/head
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Official DOL plan name: Mortgages Unlimited, Inc. 401(k) Plan · Sponsored by Mortgages Unlimited, Inc. · Minnesota · Finance & Insurance

$5M in assets, 57 participants

Mortgages Unlimited, Inc.'s Mortgages Unlimited, Inc. 401(k) Plan reported $5M in total assets and 57 participants in its 2023 DOL Form 5500 filing, ranking in the 45th 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.

  • #2,838 in Finance & Insurance (8,869 peers)

Mortgages Unlimited, Inc. multi-year trail

Mortgages Unlimited, Inc.'s plans moved -37.0% in assets from 2022 to 2023; this filing shows Mortgages Unlimited, Inc. 401(k) Plan at $5M / 57 participants.

#2,838
in Finance & Insurance (8,869 peers)
-37.0%
assets change YoY

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Mortgages Unlimited, Inc. 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Mortgages Unlimited, Inc. 401(k) Plan vs every filed plan by assets

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

$5,198,824 45th percentile higher than 45% 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

Mortgages Unlimited, Inc. 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. Mortgages Unlimited, Inc. 401(k) Plan is a small filing (57 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Mortgages Unlimited, Inc. 401(k) Plan end-of-year assets fell from $8M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Mortgages Unlimited, Inc. 401(k) Plan reported net income fell from -$2M in the plan year 2022 filing to -$3M in the plan year 2023 filing.
  • Mortgages Unlimited, Inc. 401(k) Plan reported participants fell from 73 in the plan year 2022 filing to 57 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 411718186 · Mortgages Unlimited, Inc. PY 2023 · 401(k)

Mortgages Unlimited, Inc. 401(k) Plan · $5M · 57 · 45th

  • EBSA $5M
  • PART 57
  • TYPE 45th
  • NET 401(k)
  • BOOK near Chartwell Operations LLC Multiple Employer 401(k) Plan
  • VS-ST ind #2838

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 Minnesota →

Mortgages Unlimited, Inc. 401(k) Plan in the asset neighbourhood

Mortgages Unlimited, Inc. 401(k) PlanMortgages Unlimited, Inc. 40…$5MChartwell Operations LLC Multiple Employer 401(k) PlanChartwell Operations LLC Mul…$5MBlue Max Trucking, Inc. 401(k) PlanBlue Max Trucking, Inc. 401(…$5MThe 401(k) Plan$5MInstitute for Functional Medicine 401(k) PlanInstitute for Functional Med…$5M
End-of-year total assets ($M) among Mortgages Unlimited, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Mortgages Unlimited, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Mortgages Unlimited, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 36.97165143743204% vs 2022
2023 filing year
$4M$5M$6M$7M$8M$9M 20222023 $8.25M $5.2M ▼ -37.0%
Year Plans Participants Total Assets
2022 1 73 $8M
2023 2 57 $5M

Mortgages Unlimited, Inc. filing trail (2023)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$5M
Net Income-$3M
Employer EIN411718186
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Minnesota

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

Mortgages Unlimited, Inc. 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Mortgages Unlimited, Inc. 401(k) Plan, Total assets ($B): 0.005198824 · Participants: 57Mortgages Unlimited, Inc. 401(k) PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 22.432100178 · Participants: 198972Unitedhealth Group 401(k) Savings PlanTarget Corporation 401(k) Plan, Total assets ($B): 13.008265857 · Participants: 432617Target Corporation 401(k) PlanMedtronic Savings and Investment Plan, Total assets ($B): 12.931979 · Participants: 44342Medtronic Savings and Investment Plan3M Voluntary Investment Plan and Employee Stock Ownership Plan, Total assets ($B): 12.04661588 · Participants: 360493M Voluntary Investment Plan and Employee Stock Ownership PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 10.271161911 · Participants: 75272U.S. Bank 401(k) Savings Plan
Mortgages Unlimited, Inc. 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Mortgages Unlimited, Inc. 401(k) Plan side-by-side with 3 peers →

Mortgages Unlimited, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Chartwell Operations LLC Multiple Employer 401(k) Plan in NY ($5M); by covered participants it is The Herjavec Group Corp 401(k) Plan in CA (57 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

Similar participant headcount

Nearest other-state filings by covered participants (57 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 Mortgages Unlimited, Inc. 401(k) Plan assets move in 2023? ▼
Mortgages Unlimited, Inc. 401(k) Plan contracted severely - down 37.0% during 2023, from $8M to $5M. Reported net income was -$3M.
How have Mortgages Unlimited, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Mortgages Unlimited, Inc.'s sponsor-wide assets declined 37.0%, from $8M to $5M.
Which 401(k) plans are similar in size to Mortgages Unlimited, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Chartwell Operations LLC Multiple Employer 401(k) Plan in NY ($5M, 230 participants).
Which 401(k) plans cover a similar participant headcount to Mortgages Unlimited, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Herjavec Group Corp 401(k) Plan in CA (57 participants, N/A 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 411718186.

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.