401(k) · DOL Form 5500 · 2023

Mortgage Connect, LP 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
886
Participants Near avg headcount
64th
Percentile by assets National rank
$14,705
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Mortgage Connect LP 401(k) Profit Sharing Plan · Sponsored by Mortgage Connect, LP · Pennsylvania · Finance & Insurance

$13M in assets, 886 participants

Mortgage Connect, LP's Mortgage Connect LP 401(k) Profit Sharing Plan reported $13M in total assets and 886 participants in its 2023 DOL Form 5500 filing, ranking in the 64th 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.

  • #4,367 in Finance & Insurance (8,869 peers)

Mortgage Connect, LP multi-year trail

Mortgage Connect, LP's plans moved +32.1% in assets from 2022 to 2024; this filing shows Mortgage Connect LP 401(k) Profit Sharing Plan at $13M / 886 participants.

#4,367
in Finance & Insurance (8,869 peers)
+7.8%
assets growth YoY

Mortgage Connect LP 401(k) Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers

Mortgage Connect LP 401(k) Profit Sharing Plan vs every filed plan by assets

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

$13,028,217 Top 36% higher than 64% 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 Connect LP 401(k) Profit Sharing 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 Connect LP 401(k) Profit Sharing Plan sits mid-pack in the medium band (886 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Mortgage Connect LP 401(k) Profit Sharing Plan reported net income rose from $265K in the plan year 2022 filing to $886K in the plan year 2023 filing.
  • Mortgage Connect LP 401(k) Profit Sharing Plan reported participants fell from 2,073 in the plan year 2022 filing to 886 in the plan year 2023 filing.
  • Mortgage Connect LP 401(k) Profit Sharing Plan end-of-year assets rose from $12M in the plan year 2022 filing to $13M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 261671848 · Mortgage Connect, LP PY 2023 · 401(k)

Mortgage Connect LP 401(k) Profit Sharing Plan · $13M · 886 · 64th

  • PCT $13M
  • PCT 886
  • PCT 64th
  • PCT 401(k)
  • PCT near Lda Management Company, Inc. 401(k) Plan
  • PCT ind #4367

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 Pennsylvania →

Mortgage Connect LP 401(k) Profit Sharing Plan in the asset neighbourhood

Mortgage Connect LP 401(k) Profit Sharing PlanMortgage Connect LP 401(k) P…$13MLda Management Company, Inc. 401(k) PlanLda Management Company, Inc.…$13MMidwest Surgical Hospital, LLC 401(k) PlanMidwest Surgical Hospital, L…$13MHg Energy, LLC Retirement Savings PlanHg Energy, LLC Retirement Sa…$13MChamplain Cable Corporation Salaried 401(k) PlanChamplain Cable Corporation …$13M
End-of-year total assets ($M) among Mortgage Connect LP 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Mortgage Connect, LP multi-year asset trail

Sponsor-wide plan assets over time

All Mortgage Connect, LP plans reported in each filing year

Latest sponsor-wide plan assets
$16M 32.07917943515813% vs 2022
2024 filing year
$10M$12M$14M$16M$18M 202220232024 $12.1M $16M ▲ +32.1%
Year Plans Participants Total Assets
2022 1 2,073 $12M
2023 1 886 $13M
2024 1 780 $16M

Mortgage Connect, LP filing trail (2023)

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$13M
Net Income$886K
Employer EIN261671848
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Pennsylvania

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

Mortgage Connect LP 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Mortgage Connect LP 401(k) Profit Sharing Plan, Total assets ($B): 0.013028217 · Participants: 886Mortgage Connect LP 401(k) Profit Sharing PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
Mortgage Connect LP 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Mortgage Connect LP 401(k) Profit Sharing Plan side-by-side with 3 peers →

Mortgage Connect LP 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Lda Management Company, Inc. 401(k) Plan in TX ($13M); by covered participants it is The Inland Group, LLC Savings Plan in IL (886 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (886 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 Connect LP 401(k) Profit Sharing Plan assets move in 2023? ▼
Mortgage Connect LP 401(k) Profit Sharing Plan grew at a solid clip - up 7.8% during 2023, from $12M to $13M. Reported net income was $886K.
How have Mortgage Connect, LP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mortgage Connect, LP's sponsor-wide assets grew 32.1%, from $12M to $16M.
Which 401(k) plans are similar in size to Mortgage Connect LP 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Lda Management Company, Inc. 401(k) Plan in TX ($13M, 571 participants).
Which 401(k) plans cover a similar participant headcount to Mortgage Connect LP 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Inland Group, LLC Savings Plan in IL (886 participants, $97M 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 261671848.

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.