401(k) · DOL Form 5500 · 2023

Mortgageflex Systems, Inc. 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets: 25
Participants Small participant base: 51st
Percentile by assets National rank: $282,238
Avg per participant High balance/head

PlainRetire home → About this data RSS: change history

Official DOL plan name: Mortgageflex 401(k) Plan · Sponsored by Mortgageflex Systems, Inc. · Florida · Professional & Technical Services

$7M in assets, 25 participants

Mortgageflex Systems, Inc.'s Mortgageflex 401(k) Plan reported $7M in total assets and 25 participants in its 2023 DOL Form 5500 filing, ranking in the 51st 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.

#10,076 in Professional & Technical Services (20,321 peers)

Mortgageflex Systems, Inc. multi-year trail

Mortgageflex Systems, Inc.'s plans moved +26.8% in assets from 2022 to 2024; this filing shows Mortgageflex 401(k) Plan at $7M / 25 participants.

#10,076
in Professional & Technical Services (20,321 peers): +20.4%
assets growth YoY

Mortgageflex 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

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

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

$7,055,950 Top 49% higher than 51% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Mortgageflex 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. Mortgageflex 401(k) Plan is a small filing (25 participants) on this national headcount ladder.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Mortgageflex 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $1M in the plan year 2023 filing.
Mortgageflex 401(k) Plan end-of-year assets rose from $6M in the plan year 2022 filing to $7M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 330204883 · Mortgageflex Systems, Inc. PY 2023 · 401(k)

Mortgageflex 401(k) Plan · $7M · 25 · 51st

IND $7M
IND 25
IND 51st
IND 401(k)
IND near Dana-Co, LLC 401(k) Plan
IND ind #10076

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 Professional & Technical Services retirement plans → · Plans in Florida →

End-of-year total assets ($M) among Mortgageflex 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Mortgageflex Systems, Inc. multi-year asset trail

Latest sponsor-wide plan assets: $7M 26.81431004529506% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	25	$6M
2023	1	25	$7M
2024	1	25	$7M

Mortgageflex Systems, Inc. filing trail (2023)

Total Assets (Beginning of Year)	$6M
Net Assets (End of Year)	$7M
Net Income	$1M
Employer EIN	330204883
Plan Effective Date	2000-02-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Florida

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

Mortgageflex 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants

L3harris Retirement Savings Plan $15.4B · 40,665
Savings Plan for Employees and Partners of Pwc $11.3B · 50,817
Adp Totalsource Retirement Savings Plan $8.0B · 308,867
Trinet 401(k) Plan $7.0B · 157,945
Publix Super Markets, Inc. 401(k) Smart Plan $6.6B · 184,674

Compare Mortgageflex 401(k) Plan side-by-side with 3 peers →

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

Outside Florida, the nearest 401(k) by assets is Dana-Co, LLC 401(k) Plan in NY ($7M); by covered participants it is Pyromet 401(k) Plan in PA (25 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($7M here).

Dana-Co, LLC 401(k) Plan (NY) $7M · 106
Western Slope Auto Company 401(k) Plan (CO) $7M · 121
Akeso Medical Retirement Plan (CA) $7M · 271
Star-Lo Electric Retirement Savings Plan (NJ) $7M · 28

Similar participant headcount

Nearest other-state filings by covered participants (25 participants); asset peers above are excluded.

Pyromet 401(k) Plan (PA) 25 · 0 off
Pulley & Associates, Inc. Profit Sharing Plan (GA) 25 · 0 off
Two Daughters Logistics, Inc. 401(k) Profit Sharing Plan and Trust (CA) 25 · 0 off
Kathcar Incorporated Retirement Plan (PA) 25 · 0 off

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 Mortgageflex 401(k) Plan assets move in 2023? ▼

Mortgageflex 401(k) Plan grew sharply - up 20.4% during 2023, from $6M to $7M. Reported net income was $1M.

How have Mortgageflex Systems, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Mortgageflex Systems, Inc.'s sponsor-wide assets grew 26.8%, from $6M to $7M.

Which 401(k) plans are similar in size to Mortgageflex 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Dana-Co, LLC 401(k) Plan in NY ($7M, 106 participants).

Which 401(k) plans cover a similar participant headcount to Mortgageflex 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Pyromet 401(k) Plan in PA (25 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 330204883.