401(k) · DOL Form 5500 · 2023

Flat Branch Mortgage, Inc. 401(k) Plan

Data updated 2026-08-25

$62M
Total assets Below avg plan size
612
Participants Below avg headcount
88th
Percentile by assets National rank
$101,538
Avg per participant Below avg balance/head
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Official DOL plan name: Flat Branch Mortgage, Inc. Retirement Savings Plan · Sponsored by Flat Branch Mortgage, Inc. · Missouri · Finance & Insurance

$62M in assets, 612 participants

Flat Branch Mortgage, Inc.'s Flat Branch Mortgage, Inc. Retirement Savings Plan reported $62M in total assets and 612 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.

  • #7,178 in Finance & Insurance (8,869 peers)

Where Flat Branch Mortgage, Inc. Retirement Savings Plan sits by assets

Flat Branch Mortgage, Inc. Retirement Savings Plan sits in the top quartile of all filed plans by assets, $62M for 612 participants (~$101,538/participant), up 13.5% in 2023.

#7,178
in Finance & Insurance (8,869 peers)
+13.5%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Flat Branch Mortgage, Inc. Retirement Savings Plan's outsized position by total assets

Flat Branch Mortgage, Inc. Retirement Savings Plan vs every filed plan by assets

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

$62,141,244 Top 12% higher than 88% 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

Flat Branch Mortgage, Inc. Retirement Savings 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. Flat Branch Mortgage, Inc. Retirement Savings Plan sits mid-pack in the medium band (612 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Flat Branch Mortgage, Inc. Retirement Savings Plan reported net income rose from -$8M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Flat Branch Mortgage, Inc. Retirement Savings Plan end-of-year assets rose from $55M in the plan year 2022 filing to $62M in the plan year 2023 filing.
  • Flat Branch Mortgage, Inc. Retirement Savings Plan reported participants fell from 652 in the plan year 2022 filing to 612 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 202746596 · Flat Branch Mortgage, Inc. PY 2023 · 401(k)

Flat Branch Mortgage, Inc. Retirement Savings Plan · $62M · 612 · 88th

  • VS-ST $62M
  • VS-ST 612
  • VS-ST 88th
  • VS-ST 401(k)
  • VS-ST near Anne Arundel Dermatology, P.a., Profit Sharing Plan
  • VS-ST ind #7178

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 Missouri →

Flat Branch Mortgage, Inc. Retirement Savings Plan in the asset neighbourhood

Nuvision Federal Credit Union Savings PlanNuvision Federal Credit Unio…$62MFlat Branch Mortgage, Inc. Retirement Savings PlanFlat Branch Mortgage, Inc. R…$62MAnne Arundel Dermatology, P.a., Profit Sharing PlanAnne Arundel Dermatology, P.…$62MBts USA, Inc. 401(k) Retirement PlanBts USA, Inc. 401(k) Retirem…$62MPeoplesbank 401(k) Plan$62M
End-of-year total assets ($M) among Flat Branch Mortgage, Inc. Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$55M
Net Assets (End of Year)$62M
Net Income$7M
Employer EIN202746596
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Flat Branch Mortgage, Inc.)

Sponsor-wide plan assets over time

All Flat Branch Mortgage, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$75M 37.595617230804514% vs 2022
2024 filing year
$50M$60M$70M$80M 202220232024 $54.7M $75.3M ▲ +37.6%
Year Plans Participants Total Assets
2022 1 652 $55M
2023 1 612 $62M
2024 1 580 $75M

Nearby 401(k) Plans in Missouri

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

Flat Branch Mortgage, Inc. Retirement Savings Plan vs. nearby 401(k) plans in Missouri, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Flat Branch Mortgage, Inc. Retirement Savings Plan, Total assets ($B): 0.062141244 · Participants: 612Flat Branch Mortgage, Inc. Retirement Savings PlanEdward D. Jones & Co. Profit Sharing and 401(k) Plan, Total assets ($B): 10.594991308 · Participants: 49944Edward D. Jones & Co. Profit Sharing and 401(k) PlanBayer Corporation Savings and Retirement Plan, Total assets ($B): 10.333863661 · Participants: 19273Bayer Corporation Savings and Retirement PlanEnterprise Holdings Retirement Savings Plan, Total assets ($B): 5.607728879 · Participants: 66210Enterprise Holdings Retirement Savings PlanCentene Management Corporation Retirement Plan, Total assets ($B): 4.047068199 · Participants: 53822Centene Management Corporation Retirement PlanEmerson Electric Company Employee Savings Investment Plan, Total assets ($B): 3.563332746 · Participants: 10316Emerson Electric Company Employee Savings Investment Plan
Flat Branch Mortgage, Inc. Retirement Savings Plan vs. nearby 401(k) plans in Missouri, assets vs. participants
Compare Flat Branch Mortgage, Inc. Retirement Savings Plan side-by-side with 3 peers →

Flat Branch Mortgage, Inc. Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Missouri, the nearest 401(k) by assets is Anne Arundel Dermatology, P.a., Profit Sharing Plan in MD ($62M); by covered participants it is Ecco USA, Inc. 401(k) Plan in NH (612 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($62M here).

Similar participant headcount

Nearest other-state filings by covered participants (612 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 Flat Branch Mortgage, Inc. Retirement Savings Plan assets move in 2023? ▼
Flat Branch Mortgage, Inc. Retirement Savings Plan grew at a solid clip - up 13.5% during 2023, from $55M to $62M. Reported net income was $7M.
How have Flat Branch Mortgage, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Flat Branch Mortgage, Inc.'s sponsor-wide assets grew 37.6%, from $55M to $75M.
Where does Flat Branch Mortgage, Inc. Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Flat Branch Mortgage, Inc. Retirement Savings Plan ranks in the 88th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Flat Branch Mortgage, Inc. Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Anne Arundel Dermatology, P.a., Profit Sharing Plan in MD ($62M, 1,680 participants).
Which 401(k) plans cover a similar participant headcount to Flat Branch Mortgage, Inc. Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ecco USA, Inc. 401(k) Plan in NH (612 participants, $29M 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 202746596.

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.