401(k) · DOL Form 5500 · 2023

United Mortgage Corp 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
275
Participants Below avg headcount
56th
Percentile by assets National rank
$32,959
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: United Mortgage Corp 401(k) Profit Sharing Plan and Trust · Sponsored by United Mortgage Corp · New York · Other Services

$9M in assets, 275 participants

United Mortgage Corp's United Mortgage Corp 401(k) Profit Sharing Plan and Trust reported $9M in total assets and 275 participants in its 2023 DOL Form 5500 filing, ranking in the 56th 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.

  • #5,885 in Other Services (7,857 peers)

Coverage in New York

United Mortgage Corp 401(k) Profit Sharing Plan and Trust covers 275 participants in New York, about 34% of the average New York filer (state average ~798 per filing). Assets: $9M.

#5,885
in Other Services (7,857 peers)
+4.6%
assets growth YoY

United Mortgage Corp 401(k) Profit Sharing Plan and Trust's mid-pack asset rank among Other Services and all filers

United Mortgage Corp 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$9,063,790 Top 44% higher than 56% 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

United Mortgage Corp 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. United Mortgage Corp 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (275 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • United Mortgage Corp 401(k) Profit Sharing Plan and Trust reported net income rose from -$1M in the plan year 2022 filing to $399K in the plan year 2023 filing.
  • United Mortgage Corp 401(k) Profit Sharing Plan and Trust reported participants fell from 329 in the plan year 2022 filing to 275 in the plan year 2023 filing.
  • United Mortgage Corp 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $9M in the plan year 2022 filing to $9M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 113073502 · United Mortgage Corp PY 2023 · 401(k)

United Mortgage Corp 401(k) Profit Sharing Plan and Trust · $9M · 275 · 56th

  • PHOTO $9M
  • PHOTO 275
  • PHOTO 56th
  • PHOTO 401(k)
  • PHOTO near Pdq / Impact 401(k) Plan
  • PHOTO ind #5885

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 Other Services retirement plans → · Plans in New York →

United Mortgage Corp 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

United Mortgage Corp 401(k) Profit Sharing Plan and TrustUnited Mortgage Corp 401(k) …$9MPdq / Impact 401(k) Plan$9MWenke Greenhouses 401(k) Plan$9MBowdoin Construction 401(k) and Profit Sharing PlanBowdoin Construction 401(k) …$9MProbo Medical 401(k) Plan$9M
End-of-year total assets ($M) among United Mortgage Corp 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$9M
Net Income$399K
Employer EIN113073502
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (United Mortgage Corp)

Sponsor-wide plan assets over time

All United Mortgage Corp plans reported in each filing year

Latest sponsor-wide plan assets
$11M 28.40440669089284% vs 2022
2024 filing year
$8M$9M$10M$11M$12M 202220232024 $8.66M $11.1M ▲ +28.5%
Year Plans Participants Total Assets
2022 1 329 $9M
2023 1 275 $9M
2024 1 303 $11M

Nearby 401(k) Plans in New York

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

United Mortgage Corp 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants United Mortgage Corp 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.00906379 · Participants: 275United Mortgage Corp 401(k) Profit Sharing Plan and TrustIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
United Mortgage Corp 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in New York, assets vs. participants
Compare United Mortgage Corp 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

United Mortgage Corp 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Pdq / Impact 401(k) Plan in IN ($9M); by covered participants it is Centrus Savings Program in MD (275 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($9M here).

Similar participant headcount

Nearest other-state filings by covered participants (275 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 United Mortgage Corp 401(k) Profit Sharing Plan and Trust assets move in 2023? ▼
United Mortgage Corp 401(k) Profit Sharing Plan and Trust edged up modestly - up 4.6% during 2023, from $9M to $9M. Reported net income was $399K.
How have United Mortgage Corp plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), United Mortgage Corp's sponsor-wide assets grew 28.4%, from $9M to $11M.
Which 401(k) plans are similar in size to United Mortgage Corp 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Pdq / Impact 401(k) Plan in IN ($9M, 299 participants).
Which 401(k) plans cover a similar participant headcount to United Mortgage Corp 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Centrus Savings Program in MD (275 participants, $198M 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 113073502.

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.