401(k) · DOL Form 5500 · 2023

Mortgage Lenders Investment Trading Corporation 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
172
Participants Small participant base
31st
Percentile by assets National rank
$12,256
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Mortgage Lenders Investment Trading Corporation 401(k) Plan · Sponsored by Mortgage Lenders Investment Trading Corporation · Florida · Finance & Insurance

$2M in assets, 172 participants

Mortgage Lenders Investment Trading Corporation's Mortgage Lenders Investment Trading Corporation 401(k) Plan reported $2M in total assets and 172 participants in its 2023 DOL Form 5500 filing, ranking in the 31st 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.

  • #1,886 in Finance & Insurance (8,869 peers)

Coverage in Florida

Mortgage Lenders Investment Trading Corporation 401(k) Plan covers 172 participants in Florida, about 27% of the average Florida filer (state average ~628 per filing). Assets: $2M.

#1,886
in Finance & Insurance (8,869 peers)
+27.0%
assets growth YoY

Mortgage Lenders Investment Trading Corporation 401(k) Plan among the smaller filed plans by assets

Mortgage Lenders Investment Trading Corporation 401(k) Plan vs every filed plan by assets

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

$2,107,975 31st percentile higher than 31% 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 Lenders Investment Trading Corporation 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 Lenders Investment Trading Corporation 401(k) Plan sits mid-pack in the medium band (172 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Mortgage Lenders Investment Trading Corporation 401(k) Plan reported net income rose from -$237K in the plan year 2022 filing to $448K in the plan year 2023 filing.
  • Mortgage Lenders Investment Trading Corporation 401(k) Plan reported participants fell from 237 in the plan year 2022 filing to 172 in the plan year 2023 filing.
  • Mortgage Lenders Investment Trading Corporation 401(k) Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 260813134 · Mortgage Lenders Investment Trading Corporation PY 2023 · 401(k)

Mortgage Lenders Investment Trading Corporation 401(k) Plan · $2M · 172 · 31st

  • TYPE $2M
  • NET 172
  • BOOK 31st
  • VS-ST 401(k)
  • BOY near Partners Human Resources Co 401(k) and Profit Sharing Plan
  • SCH ind #1886

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 Florida →

Mortgage Lenders Investment Trading Corporation 401(k) Plan in the asset neighbourhood

Mortgage Lenders Investment Trading Corporation 401(k) PlanMortgage Lenders Investment …$2MPartners Human Resources Co 401(k) and Profit Sharing PlanPartners Human Resources Co …$2MRobinson, Seiler, Anderson and Fife Lc 401(k) PlanRobinson, Seiler, Anderson a…$2MThe Center for Forensic Economic Studies, Ltd. 401(k) PlanThe Center for Forensic Econ…$2MPatriarch Partners, LLC 401(k) Retirement PlanPatriarch Partners, LLC 401(…$2M
End-of-year total assets ($M) among Mortgage Lenders Investment Trading Corporation 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Florida filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$448K
Employer EIN260813134
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mortgage Lenders Investment Trading Corporation)

Sponsor-wide plan assets over time

All Mortgage Lenders Investment Trading Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$3M 59.68975152042122% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M 202220232024 $1.66M $2.65M ▲ +59.6%
Year Plans Participants Total Assets
2022 1 237 $2M
2023 1 172 $2M
2024 1 206 $3M

Nearby 401(k) Plans in Florida

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

Mortgage Lenders Investment Trading Corporation 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Mortgage Lenders Investment Trading Corporation 401(k) Plan, Total assets ($B): 0.002107975 · Participants: 172Mortgage Lenders Investment Trading Corporation 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
Mortgage Lenders Investment Trading Corporation 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Mortgage Lenders Investment Trading Corporation 401(k) Plan side-by-side with 3 peers →

Mortgage Lenders Investment Trading Corporation 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Partners Human Resources Co 401(k) and Profit Sharing Plan in OK ($2M); by covered participants it is Retail Capital LLC 401(k) Plan in MI (172 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (172 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 Lenders Investment Trading Corporation 401(k) Plan assets move in 2023? ▼
Mortgage Lenders Investment Trading Corporation 401(k) Plan grew sharply - up 27.0% during 2023, from $2M to $2M. Reported net income was $448K.
How have Mortgage Lenders Investment Trading Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mortgage Lenders Investment Trading Corporation's sponsor-wide assets grew 59.7%, from $2M to $3M.
Which 401(k) plans are similar in size to Mortgage Lenders Investment Trading Corporation 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Partners Human Resources Co 401(k) and Profit Sharing Plan in OK ($2M, 97 participants).
Which 401(k) plans cover a similar participant headcount to Mortgage Lenders Investment Trading Corporation 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Retail Capital LLC 401(k) Plan in MI (172 participants, N/A 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 260813134.

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.