401(k) · DOL Form 5500 · 2023
Approved Mortgage Corporation 401(k) Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- N/A
- Participants Small participant base
- 25th
- Percentile by assets National rank
Official DOL plan name: Approved Mortgage 401(k) Plan · Sponsored by Approved Mortgage Corporation · Indiana · Finance & Insurance
$1M in assets, N/A participants
Approved Mortgage Corporation's Approved Mortgage 401(k) Plan reported $1M in total assets and N/A participants in its 2023 DOL Form 5500 filing, ranking in the 25th 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.
- #1,424 in Finance & Insurance (8,869 peers)
What the 2023 filing shows
Approved Mortgage 401(k) Plan holds $1M for N/A participants, in the lower half of filed plans by assets.
- #1,424
- in Finance & Insurance (8,869 peers)
- -$513K
- reported net income
The plan reported a net loss of $513K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Approved Mortgage 401(k) Plan among the smaller filed plans by assets
Approved Mortgage 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,133,278 25th percentile higher than 25% 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
Filed plans by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.
Form 5500 schedule snapshot
Filing strip 351911849 · Approved Mortgage Corporation PY 2023 · 401(k)
Approved Mortgage 401(k) Plan · $1M · N/A · 25th
- IND $1M
- IND N/A
- IND 25th
- IND 401(k)
- IND near Moravia Health Network LLC 401(k) Profit Sharing Plan & Trust
- IND ind #1424
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 →
Approved Mortgage 401(k) Plan in the asset neighbourhood
Filing particulars (2023)
| Total Assets (Beginning of Year) | N/A |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | -$513K |
| Employer EIN | 351911849 |
| Plan Effective Date | 2023-04-15 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Approved Mortgage Corporation)
Sponsor-wide plan assets over time
All Approved Mortgage Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $1M 9.340956058442854% vs 2023
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | N/A | $1M |
| 2024 | 1 | 92 | $1M |
Nearby 401(k) Plans in Indiana
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Lilly Employee 401(k) Plan $11.1B · 17,583
- Elevance Health 401(k) Plan $11.0B · 76,590
- Cummins Retirement and Savings Plan $5.7B · 28,381
- Iu Health 401(k) Savings Plan $3.9B · 38,575
- Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan $2.6B · 9,015
Approved Mortgage 401(k) Plan's closest out-of-state 401(k) peers by assets
Outside Indiana, the nearest 401(k) by end-of-year assets is Moravia Health Network LLC 401(k) Profit Sharing Plan & Trust in PA at $1M (this filing: $1M).
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.