401(k) · DOL Form 5500 · 2023

Mortgage Financial Services, LLC 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
143
Participants Small participant base
46th
Percentile by assets National rank
$39,157
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Mortgage Financial Services 401(k) Plan · Sponsored by Mortgage Financial Services, LLC · Louisiana · Finance & Insurance

$6M in assets, 143 participants

Mortgage Financial Services, LLC's Mortgage Financial Services 401(k) Plan reported $6M in total assets and 143 participants in its 2023 DOL Form 5500 filing, ranking in the 46th 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.

  • #2,933 in Finance & Insurance (8,869 peers)

Coverage in Louisiana

Mortgage Financial Services 401(k) Plan covers 143 participants in Louisiana, about 29% of the average Louisiana filer (state average ~495 per filing). Assets: $6M.

#2,933
in Finance & Insurance (8,869 peers)
+4.9%
assets growth YoY

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

Mortgage Financial Services 401(k) Plan vs every filed plan by assets

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

$5,599,381 46th percentile higher than 46% 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

Mortgage Financial Services 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. Mortgage Financial Services 401(k) Plan sits mid-pack in the medium band (143 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Mortgage Financial Services 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $260K in the plan year 2023 filing.
  • Mortgage Financial Services 401(k) Plan reported participants fell from 254 in the plan year 2022 filing to 143 in the plan year 2023 filing.
  • Mortgage Financial Services 401(k) Plan end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 208468035 · Mortgage Financial Services, LLC PY 2023 · 401(k)

Mortgage Financial Services 401(k) Plan · $6M · 143 · 46th

  • VS-ST $6M
  • BOY 143
  • SCH 46th
  • EBSA 401(k)
  • PART near Cassia 401(k) Retirement Plan
  • TYPE ind #2933

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 Louisiana →

Mortgage Financial Services 401(k) Plan in the asset neighbourhood

Mortgage Financial Services 401(k) PlanMortgage Financial Services …$6MCassia 401(k) Retirement Plan$6MJ127 Education Foundation 403(b) Thrift PlanJ127 Education Foundation 40…$6MDeline Box 401(k) Plan$6MRetirement Savings Plan for Employees of Janus Youth Programs, Inc.Retirement Savings Plan for …$6M
End-of-year total assets ($M) among Mortgage Financial Services 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Louisiana filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$260K
Employer EIN208468035
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mortgage Financial Services, LLC)

Sponsor-wide plan assets over time

All Mortgage Financial Services, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$6M 3.8493864735403256% vs 2022
2024 filing year
$5.3M$5.4M$5.5M$5.6M$5.7M 202220232024 $5.34M $5.55M ▲ +3.9%
Year Plans Participants Total Assets
2022 1 254 $5M
2023 1 143 $6M
2024 1 118 $6M

Nearby 401(k) Plans in Louisiana

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

Mortgage Financial Services 401(k) Plan vs. nearby 401(k) plans in Louisiana, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Mortgage Financial Services 401(k) Plan, Total assets ($B): 0.005599381 · Participants: 143Mortgage Financial Services 401(k) PlanLumen 401(k) Savings Plan, Total assets ($B): 7.140330247 · Participants: 24522Lumen 401(k) Savings PlanSavings Plan of Entergy Corporation and Subsidiaries, Total assets ($B): 3.827701341 · Participants: 10136Savings Plan of Entergy Corporation and SubsidiariesOchsner Clinic Foundation 401(k) Plan, Total assets ($B): 2.304723514 · Participants: 31221Ochsner Clinic Foundation 401(k) PlanLouisiana Children's Medical Center Retirement and Savings Plan, Total assets ($B): 0.866658906 · Participants: 12934Louisiana Children's Medical Center Retirement and Savings PlanAmedisys Holding, LLC 401(k) Plan, Total assets ($B): 0.849210896 · Participants: 20100Amedisys Holding, LLC 401(k) Plan
Mortgage Financial Services 401(k) Plan vs. nearby 401(k) plans in Louisiana, assets vs. participants
Compare Mortgage Financial Services 401(k) Plan side-by-side with 3 peers →

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

Outside Louisiana, the nearest 401(k) by assets is Cassia 401(k) Retirement Plan in MN ($6M); by covered participants it is Precision International Automotive Products Inc. 401 (K) Plan in NY (143 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (143 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 Mortgage Financial Services 401(k) Plan assets move in 2023? ▼
Mortgage Financial Services 401(k) Plan edged up modestly - up 4.9% during 2023, from $5M to $6M. Reported net income was $260K.
How have Mortgage Financial Services, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mortgage Financial Services, LLC's sponsor-wide assets grew 3.8%, from $5M to $6M.
Which 401(k) plans are similar in size to Mortgage Financial Services 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cassia 401(k) Retirement Plan in MN ($6M, 889 participants).
Which 401(k) plans cover a similar participant headcount to Mortgage Financial Services 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Precision International Automotive Products Inc. 401 (K) Plan in NY (143 participants, $27M 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 208468035.

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.