401(k) · DOL Form 5500 · 2023

Direct Mortgage Loans, LLC 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
135
Participants Small participant base
41st
Percentile by assets National rank
$30,661
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

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

$4M in assets, 135 participants

Direct Mortgage Loans, LLC's Dml 401(k) Plan reported $4M in total assets and 135 participants in its 2023 DOL Form 5500 filing, ranking in the 41st 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.

  • #2,554 in Finance & Insurance (8,869 peers)

Coverage in Maryland

Dml 401(k) Plan covers 135 participants in Maryland, about 15% of the average Maryland filer (state average ~929 per filing). Assets: $4M.

#2,554
in Finance & Insurance (8,869 peers)
+30.8%
assets growth YoY

Dml 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Dml 401(k) Plan vs every filed plan by assets

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

$4,139,170 41st percentile higher than 41% 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

Dml 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. Dml 401(k) Plan sits mid-pack in the medium band (135 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Dml 401(k) Plan reported net income rose from -$242K in the plan year 2022 filing to $974K in the plan year 2023 filing.
  • Dml 401(k) Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Dml 401(k) Plan reported participants fell from 175 in the plan year 2022 filing to 135 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 453143795 · Direct Mortgage Loans, LLC PY 2023 · 401(k)

Dml 401(k) Plan · $4M · 135 · 41st

  • IND $4M
  • EOY 135
  • 5500 41st
  • ASSETS 401(k)
  • PCT near Tampa Bay Veterinary Operations 401(k) Plan
  • EIN ind #2554

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 →

Dml 401(k) Plan in the asset neighbourhood

Dml 401(k) Plan$4MTampa Bay Veterinary Operations 401(k) PlanTampa Bay Veterinary Operati…$4MShorehaven Behavioral Health, Inc Employees Savings TrustShorehaven Behavioral Health…$4MLowe Law Firm, PC 401(k) Profit Sharing PlanLowe Law Firm, PC 401(k) Pro…$4MCrown Energy Company 401(k) Profit Sharing Plan & TrustCrown Energy Company 401(k) …$4M
End-of-year total assets ($M) among Dml 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Maryland filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$974K
Employer EIN453143795
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Direct Mortgage Loans, LLC)

Sponsor-wide plan assets over time

All Direct Mortgage Loans, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$6M 74.87580290110773% vs 2022
2024 filing year
$2M$3M$4M$5M$6M 202220232024 $3.16M $5.53M ▲ +75.0%
Year Plans Participants Total Assets
2022 1 175 $3M
2023 1 135 $4M
2024 1 165 $6M

Nearby 401(k) Plans in Maryland

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

Dml 401(k) Plan vs. nearby 401(k) plans in Maryland, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Dml 401(k) Plan, Total assets ($B): 0.00413917 · Participants: 135Dml 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
Dml 401(k) Plan vs. nearby 401(k) plans in Maryland, assets vs. participants
Compare Dml 401(k) Plan side-by-side with 3 peers →

Dml 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Maryland, the nearest 401(k) by assets is Tampa Bay Veterinary Operations 401(k) Plan in FL ($4M); by covered participants it is Seven Hills Ob-Gyn Associates, Inc. Profit Sharing Plan in NJ (135 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (135 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 Dml 401(k) Plan assets move in 2023? ▼
Dml 401(k) Plan surged - up 30.8% during 2023, from $3M to $4M. Reported net income was $974K.
How have Direct Mortgage Loans, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Direct Mortgage Loans, LLC's sponsor-wide assets grew 74.9%, from $3M to $6M.
Which 401(k) plans are similar in size to Dml 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Tampa Bay Veterinary Operations 401(k) Plan in FL ($4M, 160 participants).
Which 401(k) plans cover a similar participant headcount to Dml 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Seven Hills Ob-Gyn Associates, Inc. Profit Sharing Plan in NJ (135 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 453143795.

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.