401(k) · DOL Form 5500 · 2023
Cmg Mortgage, Inc. 401(k) Plan
Data updated 2026-08-25
- $120M
- Total assets Near avg plan size
- 1,990
- Participants Near avg headcount
- 92nd
- Percentile by assets National rank
- $60,429
- Avg per participant Low balance/head
Official DOL plan name: Cmg Financial Services 401(k) Plan · Sponsored by Cmg Mortgage, Inc. · California · Finance & Insurance
$120M in assets, 1,990 participants
Cmg Mortgage, Inc.'s Cmg Financial Services 401(k) Plan reported $120M in total assets and 1,990 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.
- #7,829 in Finance & Insurance (8,869 peers)
Coverage in California
Cmg Financial Services 401(k) Plan covers 1,990 participants in California, 3.2x the typical California plan (state average ~630 per filing). Assets: $120M.
- #7,829
- in Finance & Insurance (8,869 peers)
- +50.7%
- assets growth YoY
- 1.2×
- vs typical plan assets (national mean)
Cmg Financial Services 401(k) Plan's outsized position by total assets
Cmg Financial Services 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$120,254,685 Top 8% higher than 92% 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
Cmg Financial Services 401(k) Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cmg Financial Services 401(k) Plan lands in the large band (1,990 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Cmg Financial Services 401(k) Plan reported net income rose from -$7M in the plan year 2022 filing to $40M in the plan year 2023 filing.
- Cmg Financial Services 401(k) Plan end-of-year assets rose from $80M in the plan year 2022 filing to $120M in the plan year 2023 filing.
- Cmg Financial Services 401(k) Plan reported participants fell from 2,194 in the plan year 2022 filing to 1,990 in the plan year 2023 filing.
DOL schedule card
Filing strip 680309242 · Cmg Mortgage, Inc. PY 2023 · 401(k)
Cmg Financial Services 401(k) Plan · $120M · 1,990 · 92nd
- EOY $120M
- 5500 1,990
- ASSETS 92nd
- PCT 401(k)
- EIN near Capitol Broadcasting Company, Inc Retirement Savings Plan
- RANK ind #7829
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 California →
Cmg Financial Services 401(k) Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $80M |
|---|---|
| Net Assets (End of Year) | $120M |
| Net Income | $40M |
| Employer EIN | 680309242 |
| Plan Effective Date | 1998-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Cmg Mortgage, Inc.)
Sponsor-wide plan assets over time
All Cmg Mortgage, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $164M 104.9810204024046% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2,194 | $80M |
| 2023 | 1 | 1,990 | $120M |
| 2024 | 1 | 3,015 | $164M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $51.8B · 193,919
- Google LLC 401(k) Savings Plan $39.0B · 122,867
- Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
- Intel 401(k) Savings Plan $22.2B · 59,863
- Apple 401(k) Plan $19.8B · 106,111
Cmg Financial Services 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Capitol Broadcasting Company, Inc Retirement Savings Plan in NC ($120M); by covered participants it is Zelis Healthcare 401(k) Retirement Plan in NJ (1,990 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($120M here).
- Capitol Broadcasting Company, Inc Retirement Savings Plan (NC) $120M · 509
- Wis-Pak, Inc. Profit Sharing and Savings Plan (WI) $120M · 908
- Diodes, Inc. 401(k) Plan (TX) $120M · 438
- The H.T. Hackney Co. Employees Profit Sharing Retirement Plan (TN) $120M · 2,843
Similar participant headcount
Nearest other-state filings by covered participants (1,990 participants); asset peers above are excluded.
- Zelis Healthcare 401(k) Retirement Plan (NJ) 1,990 · 0 off
- Victaulic Salaried 401(k) Plan (PA) 1,990 · 0 off
- Flagship Holding Profit Sharing and 401(k) Plan (TX) 1,990 · 0 off
- Tucson Electric Power Company 401(k) (AZ) 1,991 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.