401(k) · DOL Form 5500 · 2024

Mortgage Funding Corporation 401(k) Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
34
Participants Small participant base
72nd
Percentile by assets National rank
$633,246
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Mortgage Funding Corporation Profit Sharing Plan · Sponsored by Mortgage Funding Corporation · Mississippi · Finance & Insurance

$22M in assets, 34 participants

Mortgage Funding Corporation's Mortgage Funding Corporation Profit Sharing Plan reported $22M in total assets and 34 participants in its 2024 DOL Form 5500 filing, ranking in the 72nd 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.

  • #4,876 in Finance & Insurance (8,549 peers)

What the 2024 filing shows

Mortgage Funding Corporation Profit Sharing Plan holds $22M for 34 participants - about $633,246 per participant, above the median plan by assets.

#4,876
in Finance & Insurance (8,549 peers)
+4.8%
assets growth YoY

Mortgage Funding Corporation Profit Sharing Plan's outsized position by total assets

Mortgage Funding Corporation Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$21,530,379 Top 28% higher than 72% of 123,620 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 2024

Mortgage Funding Corporation Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mortgage Funding Corporation Profit Sharing Plan is a small filing (34 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Mortgage Funding Corporation Profit Sharing Plan reported participants rose from 29 in the plan year 2023 filing to 34 in the plan year 2024 filing.
  • Mortgage Funding Corporation Profit Sharing Plan reported net income rose from $878K in the plan year 2023 filing to $985K in the plan year 2024 filing.
  • Mortgage Funding Corporation Profit Sharing Plan end-of-year assets rose from $21M in the plan year 2023 filing to $22M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 640628550 · Mortgage Funding Corporation PY 2024 · 401(k)

Mortgage Funding Corporation Profit Sharing Plan · $22M · 34 · 72nd

  • RANK $22M
  • PHOTO 34
  • IND 72nd
  • EOY 401(k)
  • 5500 near Christensen, Inc. 401(k) Plan
  • ASSETS ind #4876

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 Mississippi →

Mortgage Funding Corporation Profit Sharing Plan in the asset neighbourhood

Mortgage Funding Corporation Profit Sharing PlanMortgage Funding Corporation…$22MChristensen, Inc. 401(k) Plan$22MProtrials Research, Inc. 401(k) Profit Sharing PlanProtrials Research, Inc. 401…$22MRadius Global Marketing Research LLC 401(k)Radius Global Marketing Rese…$22MDanlaw, Inc 401(k) and Profit Sharing PlanDanlaw, Inc 401(k) and Profi…$22M
End-of-year total assets ($M) among Mortgage Funding Corporation Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$22M
Net Income$985K
Employer EIN640628550
Plan Effective Date1982-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mortgage Funding Corporation)

Sponsor-wide plan assets over time

All Mortgage Funding Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$22M 9.471998338780228% vs 2022
2024 filing year
$19M$20M$21M$22M 202220232024 $19.7M $21.5M ▲ +9.5%
Year Plans Participants Total Assets
2022 1 30 $20M
2023 1 29 $21M
2024 1 34 $22M

Nearby 401(k) Plans in Mississippi

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

Mortgage Funding Corporation Profit Sharing Plan vs. nearby 401(k) plans in Mississippi, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -20002004006008001000 Total assets ($M) Participants Mortgage Funding Corporation Profit Sharing Plan, Total assets ($M): 21.530379 · Participants: 34Mortgage Funding Corporation Profit Sharing PlanCadence 401(k) Profit-Sharing Plan, Total assets ($M): 817.14825 · Participants: 6117Cadence 401(k) Profit-Sharing PlanErgon 401(k) Plan, Total assets ($M): 770.769507 · Participants: 3508Ergon 401(k) PlanV2x 401(k) Retirement Plan, Total assets ($M): 644.420569 · Participants: 6644V2x 401(k) Retirement PlanHancock Whitney Corporation 401(k) Savings Plan, Total assets ($M): 607.648166 · Participants: 3561Hancock Whitney Corporation 401(k) Savings PlanSouthern Farm Bureau and Adopting Companies 401(k) Plan, Total assets ($M): 528.338892 · Participants: 2689Southern Farm Bureau and Adopting Companies 401(k) Plan
Mortgage Funding Corporation Profit Sharing Plan vs. nearby 401(k) plans in Mississippi, assets vs. participants
Compare Mortgage Funding Corporation Profit Sharing Plan side-by-side with 3 peers →

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

Outside Mississippi, the nearest 401(k) by assets is Christensen, Inc. 401(k) Plan in WA ($22M); by covered participants it is Therapy Rehabilitation Services, Inc.-Education 401(k) Plan in AZ (34 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (34 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Mortgage Funding Corporation Profit Sharing Plan assets move in 2024? ▼
Mortgage Funding Corporation Profit Sharing Plan edged up modestly - up 4.8% during 2024, from $21M to $22M. Reported net income was $985K.
How have Mortgage Funding Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mortgage Funding Corporation's sponsor-wide assets grew 9.5%, from $20M to $22M.
Which 401(k) plans are similar in size to Mortgage Funding Corporation Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Christensen, Inc. 401(k) Plan in WA ($22M, 502 participants).
Which 401(k) plans cover a similar participant headcount to Mortgage Funding Corporation Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Therapy Rehabilitation Services, Inc.-Education 401(k) Plan in AZ (34 participants, $1M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 640628550.

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.