401(k) · DOL Form 5500 · 2023

Mortgagetrade Holding Co., LLC 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
118
Participants Small participant base
51st
Percentile by assets National rank
$58,176
Avg per participant Low balance/head
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Official DOL plan name: Mortgagetrade 401(k) Plan · Sponsored by Mortgagetrade Holding Co., LLC · Mississippi · Finance & Insurance

$7M in assets, 118 participants

Mortgagetrade Holding Co., LLC's Mortgagetrade 401(k) Plan reported $7M in total assets and 118 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.

  • #3,211 in Finance & Insurance (8,869 peers)

Coverage in Mississippi

Mortgagetrade 401(k) Plan covers 118 participants in Mississippi, about 32% of the average Mississippi filer (state average ~366 per filing). Assets: $7M.

#3,211
in Finance & Insurance (8,869 peers)
+24.0%
assets growth YoY

Mortgagetrade 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

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

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

$6,864,772 Top 49% higher than 51% 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

Mortgagetrade 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. Mortgagetrade 401(k) Plan sits mid-pack in the medium band (118 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Mortgagetrade 401(k) Plan reported net income rose from -$546K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Mortgagetrade 401(k) Plan reported participants fell from 161 in the plan year 2022 filing to 118 in the plan year 2023 filing.
  • Mortgagetrade 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 →

Form 5500 schedule snapshot

Filing strip 812061655 · Mortgagetrade Holding Co., LLC PY 2023 · 401(k)

Mortgagetrade 401(k) Plan · $7M · 118 · 51st

  • PART $7M
  • PART 118
  • PART 51st
  • PART 401(k)
  • PART near Kilian Management Services, Inc. Savings and Retirement Plan
  • PART ind #3211

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 Mississippi →

Mortgagetrade 401(k) Plan in the asset neighbourhood

Mortgagetrade 401(k) Plan$7MKilian Management Services, Inc. Savings and Retirement PlanKilian Management Services, …$7MVault Health, Inc 401(k) Plan$7MJ.M. Fahey Construction Company 401(k) PlanJ.M. Fahey Construction Comp…$7MRancho Mesquite Casino, Inc. 401(k) PlanRancho Mesquite Casino, Inc.…$7M
End-of-year total assets ($M) among Mortgagetrade 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Mississippi filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$1M
Employer EIN812061655
Plan Effective Date2016-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mortgagetrade Holding Co., LLC)

Sponsor-wide plan assets over time

All Mortgagetrade Holding Co., LLC plans reported in each filing year

Latest sponsor-wide plan assets
$9M 65.8893633036314% vs 2022
2024 filing year
$4M$6M$8M$10M 202220232024 $5.54M $9.19M ▲ +65.9%
Year Plans Participants Total Assets
2022 1 161 $6M
2023 1 118 $7M
2024 1 113 $9M

Nearby 401(k) Plans in Mississippi

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

Mortgagetrade 401(k) Plan vs. nearby 401(k) plans in Mississippi, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -20002004006008001000 Total assets ($M) Participants Mortgagetrade 401(k) Plan, Total assets ($M): 6.864772 · Participants: 118Mortgagetrade 401(k) PlanCadence 401(k) Profit-Sharing Plan, Total assets ($M): 797.339076 · Participants: 6578Cadence 401(k) Profit-Sharing PlanErgon 401(k) Plan, Total assets ($M): 651.370894 · Participants: 3214Ergon 401(k) PlanHancock Whitney Corporation 401(k) Savings Plan, Total assets ($M): 542.54732 · Participants: 3545Hancock Whitney Corporation 401(k) Savings PlanV2x 401(k) Retirement Plan, Total assets ($M): 538.489023 · Participants: 6807V2x 401(k) Retirement PlanSouthern Farm Bureau and Adopting Companies 401(k) Plan, Total assets ($M): 476.889063 · Participants: 2657Southern Farm Bureau and Adopting Companies 401(k) Plan
Mortgagetrade 401(k) Plan vs. nearby 401(k) plans in Mississippi, assets vs. participants
Compare Mortgagetrade 401(k) Plan side-by-side with 3 peers →

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

Outside Mississippi, the nearest 401(k) by assets is Kilian Management Services, Inc. Savings and Retirement Plan in WI ($7M); by covered participants it is Ensign Natural Resources 401(k) Plan in TX (118 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (118 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 Mortgagetrade 401(k) Plan assets move in 2023? ▼
Mortgagetrade 401(k) Plan grew sharply - up 24.0% during 2023, from $6M to $7M. Reported net income was $1M.
How have Mortgagetrade Holding Co., LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mortgagetrade Holding Co., LLC's sponsor-wide assets grew 65.9%, from $6M to $9M.
Which 401(k) plans are similar in size to Mortgagetrade 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Kilian Management Services, Inc. Savings and Retirement Plan in WI ($7M, 365 participants).
Which 401(k) plans cover a similar participant headcount to Mortgagetrade 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ensign Natural Resources 401(k) Plan in TX (118 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 812061655.

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.