401(k) · DOL Form 5500 · 2023

Mortgage Capital Trading, Inc. 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
126
Participants Small participant base
59th
Percentile by assets National rank
$79,409
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Mortgage Capital Trading, Inc. 401(k) Profit Sharing Plan & Trust · Sponsored by Mortgage Capital Trading, Inc. · California · Finance & Insurance

$10M in assets, 126 participants

Mortgage Capital Trading, Inc.'s Mortgage Capital Trading, Inc. 401(k) Profit Sharing Plan & Trust reported $10M in total assets and 126 participants in its 2023 DOL Form 5500 filing, ranking in the 59th 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.

  • #3,844 in Finance & Insurance (8,869 peers)

Coverage in California

Mortgage Capital Trading, Inc. 401(k) Profit Sharing Plan & Trust covers 126 participants in California, about 20% of the average California filer (state average ~630 per filing). Assets: $10M.

#3,844
in Finance & Insurance (8,869 peers)
+29.0%
assets growth YoY

Mortgage Capital Trading, Inc. 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Finance & Insurance and all filers

Mortgage Capital Trading, Inc. 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$10,005,561 Top 41% higher than 59% 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 Capital Trading, Inc. 401(k) Profit Sharing Plan & Trust 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 Capital Trading, Inc. 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (126 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Mortgage Capital Trading, Inc. 401(k) Profit Sharing Plan & Trust reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Mortgage Capital Trading, Inc. 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $8M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Mortgage Capital Trading, Inc. 401(k) Profit Sharing Plan & Trust reported participants fell from 128 in the plan year 2022 filing to 126 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 752996152 · Mortgage Capital Trading, Inc. PY 2023 · 401(k)

Mortgage Capital Trading, Inc. 401(k) Profit Sharing Plan & Trust · $10M · 126 · 59th

  • IND $10M
  • EOY 126
  • 5500 59th
  • ASSETS 401(k)
  • PCT near Griffis Blessing, Inc. Profit Sharing & 401(k) Plan
  • EIN ind #3844

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 →

Mortgage Capital Trading, Inc. 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Mortgage Capital Trading, Inc. 401(k) Profit Sharing Plan & TrustMortgage Capital Trading, In…$10MGriffis Blessing, Inc. Profit Sharing & 401(k) PlanGriffis Blessing, Inc. Profi…$10MThe Motz Corporation Profit Sharing PlanThe Motz Corporation Profit …$10MBudget Dumpster 401(k) Plan$10MMintz & Hoke Inc. Profit Sharing/Tax-Deferred Savings PlanMintz & Hoke Inc. Profit Sha…$10M
End-of-year total assets ($M) among Mortgage Capital Trading, Inc. 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$10M
Net Income$2M
Employer EIN752996152
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mortgage Capital Trading, Inc.)

Sponsor-wide plan assets over time

All Mortgage Capital Trading, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$13M 65.6838032596605% vs 2022
2024 filing year
$6M$8M$10M$12M$14M 202220232024 $7.75M $12.9M ▲ +65.8%
Year Plans Participants Total Assets
2022 1 128 $8M
2023 1 126 $10M
2024 1 104 $13M

Nearby 401(k) Plans in California

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

Mortgage Capital Trading, Inc. 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Mortgage Capital Trading, Inc. 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.010005561 · Participants: 126Mortgage Capital Trading, Inc. 401(k) Profit Sharing Plan & TrustWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Mortgage Capital Trading, Inc. 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare Mortgage Capital Trading, Inc. 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Mortgage Capital Trading, Inc. 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Griffis Blessing, Inc. Profit Sharing & 401(k) Plan in CO ($10M); by covered participants it is Land Clearing Specialist Inc 401(k) Profit Sharing Plan & Trust in PA (126 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (126 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 Capital Trading, Inc. 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼
Mortgage Capital Trading, Inc. 401(k) Profit Sharing Plan & Trust grew sharply - up 29.0% during 2023, from $8M to $10M. Reported net income was $2M.
How have Mortgage Capital Trading, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mortgage Capital Trading, Inc.'s sponsor-wide assets grew 65.7%, from $8M to $13M.
Which 401(k) plans are similar in size to Mortgage Capital Trading, Inc. 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Griffis Blessing, Inc. Profit Sharing & 401(k) Plan in CO ($10M, 319 participants).
Which 401(k) plans cover a similar participant headcount to Mortgage Capital Trading, Inc. 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Land Clearing Specialist Inc 401(k) Profit Sharing Plan & Trust in PA (126 participants, $4M 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 752996152.

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.