401(k) · DOL Form 5500 · 2023

Tjc Mortgage, Inc. 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
215
Participants Below avg headcount
56th
Percentile by assets National rank
$42,197
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Mortgageright 401(k) Plan · Sponsored by Tjc Mortgage, Inc. · Alabama · Agriculture, Forestry & Fishing

$9M in assets, 215 participants

Tjc Mortgage, Inc.'s Mortgageright 401(k) Plan reported $9M in total assets and 215 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.

  • #787 in Agriculture, Forestry & Fishing (1,288 peers)

Tjc Mortgage, Inc. multi-year trail

Tjc Mortgage, Inc.'s plans moved +58.1% in assets from 2022 to 2024; this filing shows Mortgageright 401(k) Plan at $9M / 215 participants.

#787
in Agriculture, Forestry & Fishing (1,288 peers)
+29.0%
assets growth YoY

Mortgageright 401(k) Plan's mid-pack asset rank among Agriculture, Forestry & Fishing and all filers

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

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

$9,072,362 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

Mortgageright 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. Mortgageright 401(k) Plan sits mid-pack in the medium band (215 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Mortgageright 401(k) Plan reported net income rose from $833K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Mortgageright 401(k) Plan end-of-year assets rose from $7M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Mortgageright 401(k) Plan reported participants fell from 245 in the plan year 2022 filing to 215 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 753197409 · Tjc Mortgage, Inc. PY 2023 · 401(k)

Mortgageright 401(k) Plan · $9M · 215 · 56th

  • RANK $9M
  • RANK 215
  • RANK 56th
  • RANK 401(k)
  • RANK near Derby Fabricating Solutions, LLC 401(k) Retirement Plan
  • RANK ind #787

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 Agriculture, Forestry & Fishing retirement plans → · Plans in Alabama →

Mortgageright 401(k) Plan in the asset neighbourhood

Mortgageright 401(k) Plan$9MDerby Fabricating Solutions, LLC 401(k) Retirement PlanDerby Fabricating Solutions,…$9MUnity Medical Center 401(k) Profit Sharing PlanUnity Medical Center 401(k) …$9MTom Ford Retail LLC 401(k) PlanTom Ford Retail LLC 401(k) P…$9MMcmichael Mills, Inc. 401(k) Savings PlanMcmichael Mills, Inc. 401(k)…$9M
End-of-year total assets ($M) among Mortgageright 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Tjc Mortgage, Inc. multi-year asset trail

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$11M 58.14356579252726% vs 2022
2024 filing year
$6M$8M$10M$12M 202220232024 $7.03M $11.1M ▲ +58.2%
Year Plans Participants Total Assets
2022 1 245 $7M
2023 1 215 $9M
2024 1 182 $11M

Tjc Mortgage, Inc. filing trail (2023)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$9M
Net Income$2M
Employer EIN753197409
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Alabama

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

Mortgageright 401(k) Plan vs. nearby 401(k) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants Mortgageright 401(k) Plan, Total assets ($B): 0.009072362 · Participants: 215Mortgageright 401(k) PlanRegions Financial Corporation 401(k) Plan, Total assets ($B): 2.854553916 · Participants: 20733Regions Financial Corporation 401(k) PlanEncompass Health Corporation 401(k) Retirement Plan, Total assets ($B): 1.49327201 · Participants: 24565Encompass Health Corporation 401(k) Retirement PlanHexagon Employee Retirement Savings Plan, Total assets ($B): 1.479278219 · Participants: 4618Hexagon Employee Retirement Savings PlanVulcan 401(k) Plan, Total assets ($B): 1.361024189 · Participants: 9487Vulcan 401(k) PlanMercedes-Benz U.S. International, Inc. Retirement and Savings Plan, Total assets ($B): 1.090263356 · Participants: 0Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan
Mortgageright 401(k) Plan vs. nearby 401(k) plans in Alabama, assets vs. participants
Compare Mortgageright 401(k) Plan side-by-side with 3 peers →

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

Outside Alabama, the nearest 401(k) by assets is Derby Fabricating Solutions, LLC 401(k) Retirement Plan in KY ($9M); by covered participants it is West Tennessee Bone & Joint Clinic, P.C. Profit Sharing Plan in TN (215 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (215 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 Mortgageright 401(k) Plan assets move in 2023? ▼
Mortgageright 401(k) Plan grew sharply - up 29.0% during 2023, from $7M to $9M. Reported net income was $2M.
How have Tjc Mortgage, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Tjc Mortgage, Inc.'s sponsor-wide assets grew 58.1%, from $7M to $11M.
Which 401(k) plans are similar in size to Mortgageright 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Derby Fabricating Solutions, LLC 401(k) Retirement Plan in KY ($9M, 228 participants).
Which 401(k) plans cover a similar participant headcount to Mortgageright 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is West Tennessee Bone & Joint Clinic, P.C. Profit Sharing Plan in TN (215 participants, $33M 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 753197409.

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.