401(k) · DOL Form 5500 · 2024

The Mortgage Firm, Inc. 401(k) Plan

Data updated 2026-08-25

$31M
Total assets Below avg plan size
310
Participants Below avg headcount
78th
Percentile by assets National rank
$100,498
Avg per participant Below avg balance/head
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Official DOL plan name: The Mortgage Firm, Inc. 401(k) Plan · Sponsored by The Mortgage Firm, Inc. · Florida · Finance & Insurance

$31M in assets, 310 participants

The Mortgage Firm, Inc.'s The Mortgage Firm, Inc. 401(k) Plan reported $31M in total assets and 310 participants in its 2024 DOL Form 5500 filing, ranking in the 78th 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.

  • #5,605 in Finance & Insurance (8,549 peers)

Coverage in Florida

The Mortgage Firm, Inc. 401(k) Plan covers 310 participants in Florida, about 49% of the average Florida filer (state average ~628 per filing). Assets: $31M.

#5,605
in Finance & Insurance (8,549 peers)
+14.7%
assets growth YoY
0.3×
vs typical plan assets (national mean)

The Mortgage Firm, Inc. 401(k) Plan's outsized position by total assets

The Mortgage Firm, Inc. 401(k) Plan vs every filed plan by assets

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

$31,154,280 Top 22% higher than 78% 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

The Mortgage Firm, Inc. 401(k) Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Mortgage Firm, Inc. 401(k) Plan sits mid-pack in the medium band (310 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Mortgage Firm, Inc. 401(k) Plan reported net income rose from $1M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • The Mortgage Firm, Inc. 401(k) Plan reported participants fell from 449 in the plan year 2023 filing to 310 in the plan year 2024 filing.
  • The Mortgage Firm, Inc. 401(k) Plan end-of-year assets rose from $27M in the plan year 2023 filing to $31M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 593345547 · The Mortgage Firm, Inc. PY 2024 · 401(k)

The Mortgage Firm, Inc. 401(k) Plan · $31M · 310 · 78th

  • VS-ST $31M
  • VS-ST 310
  • VS-ST 78th
  • VS-ST 401(k)
  • VS-ST near Denovo Retirement Plan
  • VS-ST ind #5605

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 →

The Mortgage Firm, Inc. 401(k) Plan in the asset neighbourhood

The Mortgage Firm, Inc. 401(k) PlanThe Mortgage Firm, Inc. 401(…$31MDenovo Retirement Plan$31MConcept 2001, Inc. 401(k) PlanConcept 2001, Inc. 401(k) Pl…$31MMichael Skurnik Wines, Inc. 401(k) Profit Sharing Plan & TrustMichael Skurnik Wines, Inc. …$31MHolston Gases, Inc. 401(k) Profit Sharing PlanHolston Gases, Inc. 401(k) P…$31M
End-of-year total assets ($M) among The Mortgage Firm, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Florida filing particulars

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$31M
Net Income$4M
Employer EIN593345547
Plan Effective Date2004-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Mortgage Firm, Inc.)

Sponsor-wide plan assets over time

All The Mortgage Firm, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$31M 20.99222676397481% vs 2022
2024 filing year
$24M$26M$28M$30M$32M 202220232024 $25.8M $31.2M ▲ +21.0%
Year Plans Participants Total Assets
2022 1 658 $26M
2023 1 449 $27M
2024 1 310 $31M

Nearby 401(k) Plans in Florida

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

The Mortgage Firm, Inc. 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants The Mortgage Firm, Inc. 401(k) Plan, Total assets ($B): 0.03115428 · Participants: 310The Mortgage Firm, Inc. 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 16.316786122 · Participants: 40330L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 13.167098888 · Participants: 51081Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 9.190044852 · Participants: 310261Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 8.068866271 · Participants: 197102Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.484619612 · Participants: 16678Nextera Energy, Inc. Employee Retirement Savings Plan
The Mortgage Firm, Inc. 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare The Mortgage Firm, Inc. 401(k) Plan side-by-side with 3 peers →

The Mortgage Firm, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Denovo Retirement Plan in CO ($31M); by covered participants it is Noram Drilling Company 401(k) Plan in TX (310 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($31M here).

Similar participant headcount

Nearest other-state filings by covered participants (310 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 The Mortgage Firm, Inc. 401(k) Plan assets move in 2024? ▼
The Mortgage Firm, Inc. 401(k) Plan grew at a solid clip - up 14.7% during 2024, from $27M to $31M. Reported net income was $4M.
How have The Mortgage Firm, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Mortgage Firm, Inc.'s sponsor-wide assets grew 21.0%, from $26M to $31M.
Where does The Mortgage Firm, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
The Mortgage Firm, Inc. 401(k) Plan ranks in the 78th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to The Mortgage Firm, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Denovo Retirement Plan in CO ($31M, 130 participants).
Which 401(k) plans cover a similar participant headcount to The Mortgage Firm, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Noram Drilling Company 401(k) Plan in TX (310 participants, $5M 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 593345547.

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.