401(k) · DOL Form 5500 · 2024

Mortgage Investors Group 401(k) Plan

Data updated 2026-08-25

$30M
Total assets Below avg plan size
339
Participants Below avg headcount
77th
Percentile by assets National rank
$88,989
Avg per participant Below avg balance/head
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Official DOL plan name: Mortgage Investors Group 401(k) Retirement Plan · Sponsored by Mortgage Investors Group · Tennessee · Finance & Insurance

$30M in assets, 339 participants

Mortgage Investors Group's Mortgage Investors Group 401(k) Retirement Plan reported $30M in total assets and 339 participants in its 2024 DOL Form 5500 filing, ranking in the 77th 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.

  • #5,546 in Finance & Insurance (8,549 peers)

Coverage in Tennessee

Mortgage Investors Group 401(k) Retirement Plan covers 339 participants in Tennessee, about 30% of the average Tennessee filer (state average ~1,126 per filing). Assets: $30M.

#5,546
in Finance & Insurance (8,549 peers)
+0.0%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Mortgage Investors Group 401(k) Retirement Plan's outsized position by total assets

Mortgage Investors Group 401(k) Retirement Plan vs every filed plan by assets

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

$30,167,277 Top 23% higher than 77% 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 Investors Group 401(k) Retirement 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. Mortgage Investors Group 401(k) Retirement Plan sits mid-pack in the medium band (339 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Mortgage Investors Group 401(k) Retirement Plan reported net income fell from $2M in the plan year 2023 filing to $14K in the plan year 2024 filing.
  • Mortgage Investors Group 401(k) Retirement Plan reported participants fell from 425 in the plan year 2023 filing to 339 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 830310268 · Mortgage Investors Group PY 2024 · 401(k)

Mortgage Investors Group 401(k) Retirement Plan · $30M · 339 · 77th

  • PART $30M
  • PART 339
  • PART 77th
  • PART 401(k)
  • PART near Brown Strauss, Inc. 401(k) Savings Plan
  • PART ind #5546

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 Tennessee →

Mortgage Investors Group 401(k) Retirement Plan in the asset neighbourhood

Mortgage Investors Group 401(k) Retirement PlanMortgage Investors Group 401…$30MBrown Strauss, Inc. 401(k) Savings PlanBrown Strauss, Inc. 401(k) S…$30MInsure Homes Parent, LLC 401(k) PlanInsure Homes Parent, LLC 401…$30MLocus Robotics Corp-401(k) PlanLocus Robotics Corp-401(k) P…$30MThe Spiratex Company Retirement PlanThe Spiratex Company Retirem…$30M
End-of-year total assets ($M) among Mortgage Investors Group 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Tennessee filing particulars

Total Assets (Beginning of Year)$30M
Net Assets (End of Year)$30M
Net Income$14K
Employer EIN830310268
Plan Effective Date1993-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mortgage Investors Group)

Sponsor-wide plan assets over time

All Mortgage Investors Group plans reported in each filing year

Latest sponsor-wide plan assets
$30M 5.981199058034739% vs 2022
2024 filing year
$28M$29M$30M$31M 202220232024 $28.5M $30.2M ▲ +6.0%
Year Plans Participants Total Assets
2022 1 410 $28M
2023 1 425 $30M
2024 1 339 $30M

Nearby 401(k) Plans in Tennessee

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

Mortgage Investors Group 401(k) Retirement Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -100102030 Total assets ($B) Participants Mortgage Investors Group 401(k) Retirement Plan, Total assets ($B): 0.030167277 · Participants: 339Mortgage Investors Group 401(k) Retirement PlanFedex Corporation Retirement Savings Plan, Total assets ($B): 25.378065969 · Participants: 113079Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 23.821303026 · Participants: 307086Hca 401(k) PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 5.306930367 · Participants: 5830Federal Express Corporation Pilots Retirement Savings PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.993858777 · Participants: 12564International Paper Company Salaried Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.778242011 · Participants: 59441Chs/Community Health Systems, Inc. Retirement Savings Plan
Mortgage Investors Group 401(k) Retirement Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare Mortgage Investors Group 401(k) Retirement Plan side-by-side with 3 peers →

Mortgage Investors Group 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is Brown Strauss, Inc. 401(k) Savings Plan in CO ($30M); by covered participants it is Smart Sand, Inc. Retirement Plan in IL (339 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($30M here).

Similar participant headcount

Nearest other-state filings by covered participants (339 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 Investors Group 401(k) Retirement Plan assets move in 2024? ▼
Mortgage Investors Group 401(k) Retirement Plan held essentially flat - up 0.0% during 2024, from $30M to $30M. Reported net income was $14K.
How have Mortgage Investors Group plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mortgage Investors Group's sponsor-wide assets grew 6.0%, from $28M to $30M.
Where does Mortgage Investors Group 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Mortgage Investors Group 401(k) Retirement Plan ranks in the 77th 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 Mortgage Investors Group 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Brown Strauss, Inc. 401(k) Savings Plan in CO ($30M, 232 participants).
Which 401(k) plans cover a similar participant headcount to Mortgage Investors Group 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Smart Sand, Inc. Retirement Plan in IL (339 participants, $17M 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 830310268.

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.