401(k) · DOL Form 5500 · 2023

Private National Mortgage Acceptance Company LLC 401(k) Plan

Data updated 2026-08-11

$278M
Total assets: 4,117
Participants: 96th
Percentile by assets: $67,599
Avg per participant

Official DOL plan name: Private National Mortgage Acceptance Company LLC Retirement Plan · Sponsored by Private National Mortgage Acceptance Company LLC · California · Finance & Insurance

$278M in assets, 4,117 participants

Private National Mortgage Acceptance Company LLC's Private National Mortgage Acceptance Company LLC Retirement Plan reported $278M in total assets and 4,117 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.

96th percentile by assets (of 127,072 plans)
#8,271 in Finance & Insurance (8,869 peers)

Coverage in California

Private National Mortgage Acceptance Company LLC Retirement Plan covers 4,117 participants in California, 6.5x the typical California plan (state average ~630 per filing). Assets: $278M.

$278M
total plan assets (2023 EOY): 4,117
covered participants: 96th
percentile by assets (of 127,072 plans): $67,599
avg assets per participant

Where Private National Mortgage Acceptance Company LLC Retirement Plan sits by total assets

Private National Mortgage Acceptance Company LLC Retirement Plan vs every filed plan by assets

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

$278,306,210 Top 4% higher than 96% 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

Private National Mortgage Acceptance Company LLC Retirement Plan reported net income rose from -$22M in the plan year 2022 filing to $62M in the plan year 2023 filing.
Private National Mortgage Acceptance Company LLC Retirement Plan reported participants fell from 6,941 in the plan year 2022 filing to 4,117 in the plan year 2023 filing.
Private National Mortgage Acceptance Company LLC Retirement Plan end-of-year assets rose from $216M in the plan year 2022 filing to $278M in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

California

Industry

Finance & Insurance

Participants vs California filers

In California, the average filing covers about 630 participants across 15,291 plans. Private National Mortgage Acceptance Company LLC Retirement Plan reports 4,117 participants - 6.5x that state average ($278M EOY assets).

California filing particulars

Total Assets (Beginning of Year)	$216M
Net Assets (End of Year)	$278M
Net Income	$62M
Employer EIN	261740587
Plan Effective Date	2013-05-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Private National Mortgage Acceptance Company LLC)

Total plan assets by year, all Private National Mortgage Acceptance Company LLC plans on file

Year	Plans	Participants	Total Assets
2022	1	6,941	$216M
2023	1	4,117	$278M
2024	1	3,860	$338M

Nearby 401(k) Plans in California

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

Private National Mortgage Acceptance Company LLC Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants

Wells Fargo & Company 401(k) Plan $51.8B · 193,919
Google LLC 401(k) Savings Plan $39.0B · 122,867
Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
Intel 401(k) Savings Plan $22.2B · 59,863
Apple 401(k) Plan $19.8B · 106,111

Compare Private National Mortgage Acceptance Com… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Private National Mortgage Acceptance Company LLC Retirement Plan by total assets, not by location.

Security Service Federal Credit Union Cash Accumulation Plan and Trust (TX) $278M · 1,930
Crosscountry Mortgage 401(k) Retirement Savings Plan (OH) $278M · 7,180
Pcs 401(k) Retirement Plan (CO) $279M · 1,140
College of American Pathologists Employee's Retirement and 401(k) Plan (IL) $278M · 719

Frequently Asked Questions

How did Private National Mortgage Acceptance Company LLC Retirement Plan assets move in 2023? ▼

Private National Mortgage Acceptance Company LLC Retirement Plan grew sharply - up 29.0% during 2023, from $216M to $278M. Reported net income was $62M.

How have Private National Mortgage Acceptance Company LLC plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Private National Mortgage Acceptance Company LLC's sponsor-wide assets grew 56.6%, from $216M to $338M.

Where does Private National Mortgage Acceptance Company LLC Retirement Plan rank by assets among Form 5500 filers? ▼

Private National Mortgage Acceptance Company LLC Retirement Plan ranks in the 96th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).

Which 401(k) plans are similar in size to Private National Mortgage Acceptance Company LLC Retirement Plan? ▼

Among 401(k) plans in other states, the closest by assets is Security Service Federal Credit Union Cash Accumulation Plan and Trust in TX ($278M, 1,930 participants).

Next read for Private National Mortgage Acceptance Com…

Filing takeaways

Ways to act on Private National Mortgage Acceptance Company LLC Retirement Plan's numbers.

By total assets, Private National Mortgage Acceptance Company LLC Retirement Plan ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in California. Compare plans
Private National Mortgage Acceptance Company LLC's sponsor-wide assets have grown 56.6% since 2022 across 3 plan years on file. More Finance & Insurance plans

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 261740587.