401(k) · DOL Form 5500 · 2023

Envoy Mortgage, Ltd 401(k) Plan

Data updated 2026-08-25

$41M
Total assets Below avg plan size: 616
Participants Below avg headcount: 83rd
Percentile by assets National rank: $66,814
Avg per participant Below avg balance/head

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Official DOL plan name: Envoy Mortgage, Ltd 401(k) Plan · Sponsored by Envoy Mortgage, Ltd · Texas · Finance & Insurance

$41M in assets, 616 participants

Envoy Mortgage, Ltd's Envoy Mortgage, Ltd 401(k) Plan reported $41M in total assets and 616 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.

#6,611 in Finance & Insurance (8,869 peers)

Where Envoy Mortgage, Ltd 401(k) Plan sits by assets

Envoy Mortgage, Ltd 401(k) Plan sits in the top quartile of all filed plans by assets, $41M for 616 participants (~$66,814/participant), down 20.2% in 2023.

#6,611
in Finance & Insurance (8,869 peers): -20.2%
assets change YoY: 0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $10M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Envoy Mortgage, Ltd 401(k) Plan's outsized position by total assets

Envoy Mortgage, Ltd 401(k) Plan vs every filed plan by assets

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

$41,157,429 Top 17% higher than 83% 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

Envoy Mortgage, Ltd 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. Envoy Mortgage, Ltd 401(k) Plan sits mid-pack in the medium band (616 participants).

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%)

Plan-year Form 5500 strip

Filing strip 760700342 · Envoy Mortgage, Ltd PY 2023 · 401(k)

Envoy Mortgage, Ltd 401(k) Plan · $41M · 616 · 83rd

EIN $41M
EIN 616
EIN 83rd
EIN 401(k)
EIN near The Durham Company Retirement Savings Plan
EIN ind #6611

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 Texas →

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

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)	$52M
Net Assets (End of Year)	$41M
Net Income	-$10M
Employer EIN	760700342
Plan Effective Date	2009-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Envoy Mortgage, Ltd)

Latest sponsor-wide plan assets: N/A; 2024 filing year

Year	Plans	Participants	Total Assets
2023	1	616	$41M
2024	1	216	N/A

Nearby 401(k) Plans in Texas

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

Envoy Mortgage, Ltd 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants

AT&T Retirement Savings Plan $40.0B · 119,854
Exxonmobil Savings Plan $21.9B · 23,477
Caterpillar 401(k) Savings Plan $16.5B · 41,679
American Airlines, Inc. 401(k) Plan $14.7B · 88,792
Dell Inc. 401(k) Plan $13.5B · 45,686

Compare Envoy Mortgage, Ltd 401(k) Plan side-by-side with 3 peers →

Envoy Mortgage, Ltd 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is The Durham Company Retirement Savings Plan in MO ($41M); by covered participants it is Th Plastics 401(k) Profit Sharing Plan in MI (616 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($41M here).

The Durham Company Retirement Savings Plan (MO) $41M · 703
Interface Rehab, Inc. 401(k) Retirement Savings Plan (CA) $41M · 1,020
Hanson Bridgett LLP Associate 401(k) Plan (CA) $41M · 133
St. Cloud Orthopedic Associates, Ltd. 401(k) Profit Sharing Plan (MN) $41M · 144

Similar participant headcount

Nearest other-state filings by covered participants (616 participants); asset peers above are excluded.

Th Plastics 401(k) Profit Sharing Plan (MI) 616 · 0 off
Aerodyne Industries LLC 401 K Profit Sharing Plan (FL) 616 · 0 off
Featherlite Exiss Sooner 401(k) Retirement Plan (IA) 616 · 0 off
Landscape Forms, Inc. Profit Sharing Plan (MI) 616 · 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 Envoy Mortgage, Ltd 401(k) Plan assets move in 2023? ▼

Envoy Mortgage, Ltd 401(k) Plan declined sharply - down 20.2% during 2023, from $52M to $41M. Reported net income was -$10M.

Where does Envoy Mortgage, Ltd 401(k) Plan rank by assets among Form 5500 filers? ▼

Envoy Mortgage, Ltd 401(k) Plan ranks in the 83rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).

Which 401(k) plans are similar in size to Envoy Mortgage, Ltd 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is The Durham Company Retirement Savings Plan in MO ($41M, 703 participants).

Which 401(k) plans cover a similar participant headcount to Envoy Mortgage, Ltd 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Th Plastics 401(k) Profit Sharing Plan in MI (616 participants, $18M 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 760700342.