401(k) · DOL Form 5500 · 2023

Mld Mortgage, Inc. 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
227
Participants Below avg headcount
56th
Percentile by assets National rank
$38,419
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Mld Mortgage Inc. 401(k) Plan · Sponsored by Mld Mortgage, Inc. · New Jersey · Finance & Insurance

$9M in assets, 227 participants

Mld Mortgage, Inc.'s Mld Mortgage Inc. 401(k) Plan reported $9M in total assets and 227 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.

  • #3,581 in Finance & Insurance (8,869 peers)

Coverage in New Jersey

Mld Mortgage Inc. 401(k) Plan covers 227 participants in New Jersey, about 27% of the average New Jersey filer (state average ~844 per filing). Assets: $9M.

#3,581
in Finance & Insurance (8,869 peers)
+22.5%
assets growth YoY

Mld Mortgage Inc. 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Mld Mortgage Inc. 401(k) Plan vs every filed plan by assets

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

$8,721,087 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

Mld Mortgage Inc. 401(k) 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. Mld Mortgage Inc. 401(k) Plan sits mid-pack in the medium band (227 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Mld Mortgage Inc. 401(k) Plan reported net income rose from -$415K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Mld Mortgage Inc. 401(k) Plan end-of-year assets rose from $7M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Mld Mortgage Inc. 401(k) Plan reported participants fell from 257 in the plan year 2022 filing to 227 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 223747694 · Mld Mortgage, Inc. PY 2023 · 401(k)

Mld Mortgage Inc. 401(k) Plan · $9M · 227 · 56th

  • RANK $9M
  • RANK 227
  • RANK 56th
  • RANK 401(k)
  • RANK near Nutrition Professionals, Inc. 401(k) Profit Sharing Plan
  • RANK ind #3581

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 New Jersey →

Mld Mortgage Inc. 401(k) Plan in the asset neighbourhood

Mld Mortgage Inc. 401(k) Plan$9MNutrition Professionals, Inc. 401(k) Profit Sharing PlanNutrition Professionals, Inc…$9MPresnell Gage Employees Retirement PlanPresnell Gage Employees Reti…$9MAlivecor, Inc. 401(k) Plan$9MGordon, Arata, Montgomery, Barnett, Mccollam, Duplantis & Eagan, LLC 401(k) PlanGordon, Arata, Montgomery, B…$9M
End-of-year total assets ($M) among Mld Mortgage Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New Jersey filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$9M
Net Income$2M
Employer EIN223747694
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mld Mortgage, Inc.)

Sponsor-wide plan assets over time

All Mld Mortgage, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 47.090723161334004% vs 2022
2024 filing year
$6M$8M$10M$12M 202220232024 $7.12M $10.5M ▲ +47.1%
Year Plans Participants Total Assets
2022 1 257 $7M
2023 1 227 $9M
2024 1 232 $10M

Nearby 401(k) Plans in New Jersey

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

Mld Mortgage Inc. 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -1001020304050 Total assets ($B) Participants Mld Mortgage Inc. 401(k) Plan, Total assets ($B): 0.008721087 · Participants: 227Mld Mortgage Inc. 401(k) PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 44.552237022 · Participants: 176610JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 27.825640157 · Participants: 78072Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 22.177853595 · Participants: 41291Johnson and Johnson Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 15.543526764 · Participants: 59346Ernst & Young Retirement Savings PlanMerck US Savings Plan, Total assets ($B): 13.424416176 · Participants: 26850Merck US Savings Plan
Mld Mortgage Inc. 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Mld Mortgage Inc. 401(k) Plan side-by-side with 3 peers →

Mld Mortgage Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Nutrition Professionals, Inc. 401(k) Profit Sharing Plan in WI ($9M); by covered participants it is Care Hawaii, Inc. 401(k) Retirement Savings Plan in HI (227 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (227 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 Mld Mortgage Inc. 401(k) Plan assets move in 2023? ▼
Mld Mortgage Inc. 401(k) Plan grew sharply - up 22.5% during 2023, from $7M to $9M. Reported net income was $2M.
How have Mld Mortgage, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mld Mortgage, Inc.'s sponsor-wide assets grew 47.1%, from $7M to $10M.
Which 401(k) plans are similar in size to Mld Mortgage Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Nutrition Professionals, Inc. 401(k) Profit Sharing Plan in WI ($9M, 9 participants).
Which 401(k) plans cover a similar participant headcount to Mld Mortgage Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Care Hawaii, Inc. 401(k) Retirement Savings Plan in HI (227 participants, $2M 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 223747694.

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.