401(k) · DOL Form 5500 · 2023

Mortgage Contracting Services, LLC 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
413
Participants Below avg headcount
61st
Percentile by assets National rank
$26,720
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Mortgage Contracting Services 401(k) Plan · Sponsored by Mortgage Contracting Services, LLC · Texas · Real Estate

$11M in assets, 413 participants

Mortgage Contracting Services, LLC's Mortgage Contracting Services 401(k) Plan reported $11M in total assets and 413 participants in its 2023 DOL Form 5500 filing, ranking in the 61st 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.

  • #3,681 in Real Estate (4,727 peers)

Mortgage Contracting Services, LLC multi-year trail

Mortgage Contracting Services, LLC's plans moved +36.4% in assets from 2022 to 2024; this filing shows Mortgage Contracting Services 401(k) Plan at $11M / 413 participants.

#3,681
in Real Estate (4,727 peers)
+7.1%
assets growth YoY

Mortgage Contracting Services 401(k) Plan's mid-pack asset rank among Real Estate and all filers

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

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

$11,035,171 Top 39% higher than 61% 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 Contracting 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 Contracting Services 401(k) Plan sits mid-pack in the medium band (413 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Mortgage Contracting Services 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $748K in the plan year 2023 filing.
  • Mortgage Contracting Services 401(k) Plan reported participants rose from 339 in the plan year 2022 filing to 413 in the plan year 2023 filing.
  • Mortgage Contracting Services 401(k) Plan end-of-year assets rose from $10M in the plan year 2022 filing to $11M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 202942221 · Mortgage Contracting Services, LLC PY 2023 · 401(k)

Mortgage Contracting Services 401(k) Plan · $11M · 413 · 61st

  • PHOTO $11M
  • PHOTO 413
  • PHOTO 61st
  • PHOTO 401(k)
  • PHOTO near Columbia Country Club 401(k) Profit Sharing Plan
  • PHOTO ind #3681

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 Real Estate retirement plans → · Plans in Texas →

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

Mortgage Contracting Services 401(k) PlanMortgage Contracting Service…$11MColumbia Country Club 401(k) Profit Sharing PlanColumbia Country Club 401(k)…$11MUnited Physicians 401(k) Plan & TrustUnited Physicians 401(k) Pla…$11MNorth Metro Community Services Inc. 401(k) PlanNorth Metro Community Servic…$11MMarkstein Beverage Co. 401(k) Retirement PlanMarkstein Beverage Co. 401(k…$11M
End-of-year total assets ($M) among Mortgage Contracting Services 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Mortgage Contracting Services, LLC multi-year asset trail

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$14M 36.43511917796943% vs 2022
2024 filing year
$8M$10M$12M$14M$16M 202220232024 $10.3M $14.1M ▲ +36.5%
Year Plans Participants Total Assets
2022 1 339 $10M
2023 1 413 $11M
2024 1 427 $14M

Mortgage Contracting Services, LLC filing trail (2023)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$11M
Net Income$748K
Employer EIN202942221
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Mortgage Contracting Services 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Mortgage Contracting Services 401(k) Plan, Total assets ($B): 0.011035171 · Participants: 413Mortgage Contracting Services 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Mortgage Contracting Services 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Mortgage Contracting Services 401(k) Plan side-by-side with 3 peers →

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

Outside Texas, the nearest 401(k) by assets is Columbia Country Club 401(k) Profit Sharing Plan in MD ($11M); by covered participants it is Menholt Automotive Group 401(k) Plan in MT (413 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (413 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 Contracting Services 401(k) Plan assets move in 2023? ▼
Mortgage Contracting Services 401(k) Plan grew at a solid clip - up 7.1% during 2023, from $10M to $11M. Reported net income was $748K.
How have Mortgage Contracting Services, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mortgage Contracting Services, LLC's sponsor-wide assets grew 36.4%, from $10M to $14M.
Which 401(k) plans are similar in size to Mortgage Contracting Services 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Columbia Country Club 401(k) Profit Sharing Plan in MD ($11M, 198 participants).
Which 401(k) plans cover a similar participant headcount to Mortgage Contracting Services 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Menholt Automotive Group 401(k) Plan in MT (413 participants, $17M 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 202942221.

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.