401(k) · DOL Form 5500 · 2023

Private National Mortgage Acceptance Company LLC 401(k) Plan

Data updated 2026-08-25

$278M
Total assets Near avg plan size
4,117
Participants Above avg headcount
96th
Percentile by assets National rank
$67,599
Avg per participant Below avg balance/head
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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.

  • #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.

#8,271
in Finance & Insurance (8,869 peers)
+29.0%
assets growth YoY
2.8×
vs typical plan assets (national mean)

Private National Mortgage Acceptance Company LLC Retirement Plan's outsized position 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

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

Private National Mortgage Acceptance Company LLC Retirement Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Private National Mortgage Acceptance Company LLC Retirement Plan lands in the large band (4,117 participants).

What changed between DOL Form 5500 filings

plan year 2022 → 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 →

Form 5500 schedule snapshot

Filing strip 261740587 · Private National Mortgage Acceptance Company LLC PY 2023 · 401(k)

Private National Mortgage Acceptance Company LLC Retirement Plan · $278M · 4,117 · 96th

  • VS-ST $278M
  • BOY 4,117
  • SCH 96th
  • EBSA 401(k)
  • PART near Security Service Federal Credit Union Cash Accumulation Plan and Trust
  • TYPE ind #8271

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 California →

Private National Mortgage Acceptance Company LLC Retirement Plan in the asset neighbourhood

Pcs 401(k) Retirement Plan$279MPrivate National Mortgage Acceptance Company LLC Retirement PlanPrivate National Mortgage Ac…$278MSecurity Service Federal Credit Union Cash Accumulation Plan and TrustSecurity Service Federal Cre…$278MCrosscountry Mortgage 401(k) Retirement Savings PlanCrosscountry Mortgage 401(k)…$278MCollege of American Pathologists Employee's Retirement and 401(k) PlanCollege of American Patholog…$278M
End-of-year total assets ($M) among Private National Mortgage Acceptance Company LLC Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$216M
Net Assets (End of Year)$278M
Net Income$62M
Employer EIN261740587
Plan Effective Date2013-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Private National Mortgage Acceptance Company LLC)

Sponsor-wide plan assets over time

All Private National Mortgage Acceptance Company LLC plans reported in each filing year

Latest sponsor-wide plan assets
$338M 56.60808481261262% vs 2022
2024 filing year
$200M$250M$300M$350M$400M 202220232024 $216M $338M ▲ +56.6%
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 Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Private National Mortgage Acceptance Company LLC Retirement Plan, Total assets ($B): 0.27830621 · Participants: 4117Private National Mortgage Acceptance Company LLC Retirement PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Private National Mortgage Acceptance Company LLC Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants

Private National Mortgage Acceptance Company LLC Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Security Service Federal Credit Union Cash Accumulation Plan and Trust in TX ($278M); by covered participants it is Fortrea 401(k) Plan in NC (4,116 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4,117 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 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).
Which 401(k) plans cover a similar participant headcount to Private National Mortgage Acceptance Company LLC Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Fortrea 401(k) Plan in NC (4,116 participants, $534M in assets).