401(k) · DOL Form 5500 · 2023

Royal United Mortgage, LLC 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
277
Participants Below avg headcount
70th
Percentile by assets National rank
$62,431
Avg per participant Low balance/head
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Official DOL plan name: Royal United Mortgage LLC 401(k) Plan · Sponsored by Royal United Mortgage, LLC · Indiana · Finance & Insurance

$17M in assets, 277 participants

Royal United Mortgage, LLC's Royal United Mortgage LLC 401(k) Plan reported $17M in total assets and 277 participants in its 2023 DOL Form 5500 filing, ranking in the 70th 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.

  • #4,935 in Finance & Insurance (8,869 peers)

Royal United Mortgage, LLC multi-year trail

Royal United Mortgage, LLC's plans moved +20.1% in assets from 2022 to 2024; this filing shows Royal United Mortgage LLC 401(k) Plan at $17M / 277 participants.

#4,935
in Finance & Insurance (8,869 peers)
+11.7%
assets growth YoY

Royal United Mortgage LLC 401(k) Plan's outsized position by total assets

Royal United Mortgage LLC 401(k) Plan vs every filed plan by assets

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

$17,293,390 Top 30% higher than 70% 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

Royal United Mortgage LLC 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. Royal United Mortgage LLC 401(k) Plan sits mid-pack in the medium band (277 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Royal United Mortgage LLC 401(k) Plan reported net income rose from -$4M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Royal United Mortgage LLC 401(k) Plan reported participants fell from 388 in the plan year 2022 filing to 277 in the plan year 2023 filing.
  • Royal United Mortgage LLC 401(k) Plan end-of-year assets rose from $15M in the plan year 2022 filing to $17M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 261773722 · Royal United Mortgage, LLC PY 2023 · 401(k)

Royal United Mortgage LLC 401(k) Plan · $17M · 277 · 70th

  • BOY $17M
  • SCH 277
  • EBSA 70th
  • PART 401(k)
  • TYPE near Bill Brown Ford, Inc. 401 (K) Plan
  • NET ind #4935

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 Indiana →

Royal United Mortgage LLC 401(k) Plan in the asset neighbourhood

Royal United Mortgage LLC 401(k) PlanRoyal United Mortgage LLC 40…$17MBill Brown Ford, Inc. 401 (K) PlanBill Brown Ford, Inc. 401 (K…$17MEnergy Insurance Mutual Limited 401(k) Profit Sharing PlanEnergy Insurance Mutual Limi…$17MRemotely Piloted Solutions, LLCRemotely Piloted Solutions, …$17MErie Federal Credit Union 401(k) Plan and TrustErie Federal Credit Union 40…$17M
End-of-year total assets ($M) among Royal United Mortgage LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Royal United Mortgage, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Royal United Mortgage, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$19M 20.07886561907941% vs 2022
2024 filing year
$15M$16M$17M$18M$19M 202220232024 $15.5M $18.6M ▲ +20.0%
Year Plans Participants Total Assets
2022 1 388 $15M
2023 1 277 $17M
2024 1 279 $19M

Royal United Mortgage, LLC filing trail (2023)

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$17M
Net Income$2M
Employer EIN261773722
Plan Effective Date2009-03-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Indiana

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

Royal United Mortgage LLC 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Royal United Mortgage LLC 401(k) Plan, Total assets ($B): 0.01729339 · Participants: 277Royal United Mortgage LLC 401(k) PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 11.133214731 · Participants: 17583The Lilly Employee 401(k) PlanElevance Health 401(k) Plan, Total assets ($B): 11.042395257 · Participants: 76590Elevance Health 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 5.730057183 · Participants: 28381Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 3.907792365 · Participants: 38575Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.573079703 · Participants: 9015Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Royal United Mortgage LLC 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Royal United Mortgage LLC 401(k) Plan side-by-side with 3 peers →

Royal United Mortgage LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Bill Brown Ford, Inc. 401 (K) Plan in MI ($17M); by covered participants it is Onin Group 401(k) Plan in AL (277 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (277 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 Royal United Mortgage LLC 401(k) Plan assets move in 2023? ▼
Royal United Mortgage LLC 401(k) Plan grew at a solid clip - up 11.7% during 2023, from $15M to $17M. Reported net income was $2M.
How have Royal United Mortgage, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Royal United Mortgage, LLC's sponsor-wide assets grew 20.1%, from $15M to $19M.
Which 401(k) plans are similar in size to Royal United Mortgage LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bill Brown Ford, Inc. 401 (K) Plan in MI ($17M, 243 participants).
Which 401(k) plans cover a similar participant headcount to Royal United Mortgage LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Onin Group 401(k) Plan in AL (277 participants, $3M 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 261773722.

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.