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
PlainRetire home → About this data RSS: change history

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

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

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

Approved Mortgage 401(k) Plan$1MMoravia Health Network LLC 401(k) Profit Sharing Plan & TrustMoravia Health Network LLC 4…$1MOshman & Mirisola, L.L.P. Profit Sharing & 401(k) PlanOshman & Mirisola, L.L.P. Pr…$1MBrian P. Olofsson,M.D. Profit Sharing Plan & TrustBrian P. Olofsson,M.D. Profi…$1MAndre Landscape 401(k) Plan$1M
End-of-year total assets ($M) among Approved Mortgage 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)$1M
Net Income-$513K
Employer EIN351911849
Plan Effective Date2023-04-15
Filing StatusFILING 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
$1.1M$1.15M$1.2M$1.25M$1.3M 20232024 $1.13M $1.24M ▲ +9.7%
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.

Approved Mortgage 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Approved Mortgage 401(k) Plan, Total assets ($B): 0.001133278 · Participants: 0Approved Mortgage 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
Approved Mortgage 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants

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).

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 have Approved Mortgage Corporation plan assets changed over time?
Across 2 plan years on file (2023-2024), Approved Mortgage Corporation's sponsor-wide assets grew 9.3%, from $1M to $1M.
Where does Approved Mortgage 401(k) Plan rank by assets among Form 5500 filers?
Approved Mortgage 401(k) Plan ranks in the 25th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the lower half of filed plans by assets).
Which 401(k) plans are similar in size to Approved Mortgage 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Moravia Health Network LLC 401(k) Profit Sharing Plan & Trust in PA ($1M, 1,855 participants).