401(k) · DOL Form 5500 · 2024
Mortgagetrade Holding Co., LLC 401(k) Plan
Data updated 2026-08-11
- $9M
- Total assets
- 113
- Participants
- 54th
- Percentile by assets
- $81,291
- Avg per participant
Official DOL plan name: Mortgagetrade 401(k) Plan · Sponsored by Mortgagetrade Holding Co., LLC · Mississippi · Finance & Insurance
$9M in assets, 113 participants
Mortgagetrade Holding Co., LLC's Mortgagetrade 401(k) Plan reported $9M in total assets and 113 participants in its 2024 DOL Form 5500 filing, ranking in the 54th 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.
- 54th percentile by assets (of 123,622 plans)
- #3,238 in Finance & Insurance (8,549 peers)
Coverage in Mississippi
Mortgagetrade 401(k) Plan covers 113 participants in Mississippi, about 31% of the average Mississippi filer (state average ~366 per filing). Assets: $9M.
- $9M
- total plan assets (2024 EOY)
- 113
- covered participants
- 54th
- percentile by assets (of 123,622 plans)
- $81,291
- avg assets per participant
Where Mortgagetrade 401(k) Plan sits by total assets
Mortgagetrade 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$9,185,873 Top 46% higher than 54% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Mortgagetrade 401(k) Plan reported net income rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Mortgagetrade 401(k) Plan end-of-year assets rose from $7M in the plan year 2023 filing to $9M in the plan year 2024 filing.
- Mortgagetrade 401(k) Plan reported participants fell from 118 in the plan year 2023 filing to 113 in the plan year 2024 filing.
Participants vs Mississippi filers
In Mississippi, the average filing covers about 366 participants across 521 plans. Mortgagetrade 401(k) Plan reports 113 participants - about 31% of that state average ($9M EOY assets).
Mississippi filing particulars
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | $2M |
| Employer EIN | 812061655 |
| Plan Effective Date | 2016-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Mortgagetrade Holding Co., LLC)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 161 | $6M |
| 2023 | 1 | 118 | $7M |
| 2024 | 1 | 113 | $9M |
Nearby 401(k) Plans in Mississippi
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Mortgagetrade 401(k) Plan vs. nearby 401(k) plans in Mississippi, assets vs. participants
- Cadence 401(k) Profit-Sharing Plan $817M · 6,117
- Ergon 401(k) Plan $771M · 3,508
- V2x 401(k) Retirement Plan $644M · 6,644
- Hancock Whitney Corporation 401(k) Savings Plan $608M · 3,561
- Southern Farm Bureau and Adopting Companies 401(k) Plan $528M · 2,689
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Mortgagetrade 401(k) Plan by total assets, not by location.
Frequently Asked Questions
How did Mortgagetrade 401(k) Plan assets move in 2024? ▼
How have Mortgagetrade Holding Co., LLC plan assets changed over time? ▼
Which 401(k) plans are similar in size to Mortgagetrade 401(k) Plan? ▼
Next read for Mortgagetrade 401(k) Plan
Filing takeaways
Ways to act on Mortgagetrade 401(k) Plan's numbers.
- By total assets, Mortgagetrade 401(k) Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Mississippi. Compare plans
- Mortgagetrade Holding Co., LLC's sponsor-wide assets have grown 65.9% since 2022 across 3 plan years on file. More Finance & Insurance plans