401(k) · DOL Form 5500 · 2023

Mortgage Express, LLC 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
112
Participants Small participant base
71st
Percentile by assets National rank
$160,933
Avg per participant Above avg balance/head
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Official DOL plan name: Mortgage Express, LLC 401(k) Profit Sharing Plan · Sponsored by Mortgage Express, LLC · Oregon · Finance & Insurance

$18M in assets, 112 participants

Mortgage Express, LLC's Mortgage Express, LLC 401(k) Profit Sharing Plan reported $18M in total assets and 112 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.

  • #5,035 in Finance & Insurance (8,869 peers)

Coverage in Oregon

Mortgage Express, LLC 401(k) Profit Sharing Plan covers 112 participants in Oregon, about 25% of the average Oregon filer (state average ~443 per filing). Assets: $18M.

#5,035
in Finance & Insurance (8,869 peers)
+21.0%
assets growth YoY

Mortgage Express, LLC 401(k) Profit Sharing Plan's outsized position by total assets

Mortgage Express, LLC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$18,024,522 Top 29% higher than 71% 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

Mortgage Express, LLC 401(k) Profit Sharing 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. Mortgage Express, LLC 401(k) Profit Sharing Plan sits mid-pack in the medium band (112 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Mortgage Express, LLC 401(k) Profit Sharing Plan reported net income rose from -$2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Mortgage Express, LLC 401(k) Profit Sharing Plan end-of-year assets rose from $15M in the plan year 2022 filing to $18M in the plan year 2023 filing.
  • Mortgage Express, LLC 401(k) Profit Sharing Plan reported participants fell from 131 in the plan year 2022 filing to 112 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 931296762 · Mortgage Express, LLC PY 2023 · 401(k)

Mortgage Express, LLC 401(k) Profit Sharing Plan · $18M · 112 · 71st

  • PHOTO $18M
  • IND 112
  • EOY 71st
  • 5500 401(k)
  • ASSETS near Zentis North America Operating LLC 401(k) Plan
  • PCT ind #5035

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 Oregon →

Mortgage Express, LLC 401(k) Profit Sharing Plan in the asset neighbourhood

Meister Media Worldwide Profit Sharing and 401(k) PlanMeister Media Worldwide Prof…$18MMortgage Express, LLC 401(k) Profit Sharing PlanMortgage Express, LLC 401(k)…$18MZentis North America Operating LLC 401(k) PlanZentis North America Operati…$18MKarndean International LLC 401(k) PlanKarndean International LLC 4…$18MBeachner Employees Savings and Retirement PlanBeachner Employees Savings a…$18M
End-of-year total assets ($M) among Mortgage Express, LLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Oregon filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$18M
Net Income$3M
Employer EIN931296762
Plan Effective Date2004-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mortgage Express, LLC)

Sponsor-wide plan assets over time

All Mortgage Express, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$21M 37.69859176720484% vs 2022
2024 filing year
$14M$16M$18M$20M$22M 202220232024 $14.9M $20.5M ▲ +37.7%
Year Plans Participants Total Assets
2022 1 131 $15M
2023 1 112 $18M
2024 1 106 $21M

Nearby 401(k) Plans in Oregon

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

Mortgage Express, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -202468 Total assets ($B) Participants Mortgage Express, LLC 401(k) Profit Sharing Plan, Total assets ($B): 0.018024522 · Participants: 112Mortgage Express, LLC 401(k) Profit Sharing Plan401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc., Total assets ($B): 5.902107007 · Participants: 40345401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc.Daimler Truck North America, L.L.C. Employee Retirement Savings Plan, Total assets ($B): 2.354402812 · Participants: 8353Daimler Truck North America, L.L.C. Employee Retirement Savings PlanPrecision Castparts Corp. 401(k) Retirement Savings Plan, Total assets ($B): 2.192492885 · Participants: 16687Precision Castparts Corp. 401(k) Retirement Savings PlanXpo Logistics Retirement Savings Plan, Total assets ($B): 1.809963509 · Participants: 6189Xpo Logistics Retirement Savings PlanPacificorp K Plus Employee Savings Plan, Total assets ($B): 1.59531627 · Participants: 4968Pacificorp K Plus Employee Savings Plan
Mortgage Express, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare Mortgage Express, LLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

Mortgage Express, LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Oregon, the nearest 401(k) by assets is Zentis North America Operating LLC 401(k) Plan in IN ($18M); by covered participants it is A&a Transfer, LLC 401(k) Plan in VA (112 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (112 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 Mortgage Express, LLC 401(k) Profit Sharing Plan assets move in 2023? ▼
Mortgage Express, LLC 401(k) Profit Sharing Plan grew sharply - up 21.0% during 2023, from $15M to $18M. Reported net income was $3M.
How have Mortgage Express, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mortgage Express, LLC's sponsor-wide assets grew 37.7%, from $15M to $21M.
Which 401(k) plans are similar in size to Mortgage Express, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Zentis North America Operating LLC 401(k) Plan in IN ($18M, 239 participants).
Which 401(k) plans cover a similar participant headcount to Mortgage Express, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is A&a Transfer, LLC 401(k) Plan in VA (112 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 931296762.

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.