401(k) · DOL Form 5500 · 2024

Ruoff Mortgage Company, Inc. 401(k) Plan

Data updated 2026-08-25

$37M
Total assets Below avg plan size
684
Participants Below avg headcount
80th
Percentile by assets National rank
$53,560
Avg per participant Low balance/head
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Official DOL plan name: Ruoff Mortgage Company, Inc. 401(k) Profit Sharing Plan and Trust · Sponsored by Ruoff Mortgage Company, Inc. · Indiana · Finance & Insurance

$37M in assets, 684 participants

Ruoff Mortgage Company, Inc.'s Ruoff Mortgage Company, Inc. 401(k) Profit Sharing Plan and Trust reported $37M in total assets and 684 participants in its 2024 DOL Form 5500 filing, ranking in the 80th 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.

  • #5,909 in Finance & Insurance (8,549 peers)

Where Ruoff Mortgage Company, Inc. 401(k) Profit Sharing Plan and Trust sits by assets

Ruoff Mortgage Company, Inc. 401(k) Profit Sharing Plan and Trust sits in the top quartile of all filed plans by assets, $37M for 684 participants (~$53,560/participant), up 4.1% in 2024.

#5,909
in Finance & Insurance (8,549 peers)
+4.1%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Ruoff Mortgage Company, Inc. 401(k) Profit Sharing Plan and Trust's outsized position by total assets

Ruoff Mortgage Company, Inc. 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$36,635,310 Top 20% higher than 80% 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

Ruoff Mortgage Company, Inc. 401(k) Profit Sharing Plan and Trust 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. Ruoff Mortgage Company, Inc. 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (684 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Ruoff Mortgage Company, Inc. 401(k) Profit Sharing Plan and Trust reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Ruoff Mortgage Company, Inc. 401(k) Profit Sharing Plan and Trust reported participants fell from 884 in the plan year 2023 filing to 684 in the plan year 2024 filing.
  • Ruoff Mortgage Company, Inc. 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $35M in the plan year 2023 filing to $37M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 351616238 · Ruoff Mortgage Company, Inc. PY 2024 · 401(k)

Ruoff Mortgage Company, Inc. 401(k) Profit Sharing Plan and Trust · $37M · 684 · 80th

  • RANK $37M
  • PHOTO 684
  • IND 80th
  • EOY 401(k)
  • 5500 near The Angell Pension Group, Inc. Profit Sharing Savings Plan
  • ASSETS ind #5909

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 Indiana →

Ruoff Mortgage Company, Inc. 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Ruoff Mortgage Company, Inc. 401(k) Profit Sharing Plan and TrustRuoff Mortgage Company, Inc.…$37MThe Angell Pension Group, Inc. Profit Sharing Savings PlanThe Angell Pension Group, In…$37MBp Partnership Savings Plan$37MNusenda Federal Credit Union 401(k) PlanNusenda Federal Credit Union…$37MMillennium Physician Group 401(k) Plan & TrustMillennium Physician Group 4…$37M
End-of-year total assets ($M) among Ruoff Mortgage Company, Inc. 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$35M
Net Assets (End of Year)$37M
Net Income$1M
Employer EIN351616238
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ruoff Mortgage Company, Inc.)

Sponsor-wide plan assets over time

All Ruoff Mortgage Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$37M 10.386975465553544% vs 2022
2024 filing year
$32M$34M$36M$38M 202220232024 $33.2M $36.6M ▲ +10.4%
Year Plans Participants Total Assets
2022 1 1,072 $33M
2023 1 884 $35M
2024 1 684 $37M

Nearby 401(k) Plans in Indiana

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

Ruoff Mortgage Company, Inc. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Ruoff Mortgage Company, Inc. 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.03663531 · Participants: 684Ruoff Mortgage Company, Inc. 401(k) Profit Sharing Plan and TrustThe Lilly Employee 401(k) Plan, Total assets ($B): 13.056609955 · Participants: 19977The Lilly Employee 401(k) PlanElevance Health 401(k) Plan, Total assets ($B): 12.109864062 · Participants: 73120Elevance Health 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 6.366370789 · Participants: 30272Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 4.481656061 · Participants: 38460Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.996436059 · Participants: 9385Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Ruoff Mortgage Company, Inc. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Ruoff Mortgage Company, Inc. 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Ruoff Mortgage Company, Inc. 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is The Angell Pension Group, Inc. Profit Sharing Savings Plan in RI ($37M); by covered participants it is Skyward, Inc. 401(k) Plan in WI (684 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (684 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 Ruoff Mortgage Company, Inc. 401(k) Profit Sharing Plan and Trust assets move in 2024? ▼
Ruoff Mortgage Company, Inc. 401(k) Profit Sharing Plan and Trust edged up modestly - up 4.1% during 2024, from $35M to $37M. Reported net income was $1M.
How have Ruoff Mortgage Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ruoff Mortgage Company, Inc.'s sponsor-wide assets grew 10.4%, from $33M to $37M.
Where does Ruoff Mortgage Company, Inc. 401(k) Profit Sharing Plan and Trust rank by assets among Form 5500 filers? ▼
Ruoff Mortgage Company, Inc. 401(k) Profit Sharing Plan and Trust ranks in the 80th 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 Ruoff Mortgage Company, Inc. 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is The Angell Pension Group, Inc. Profit Sharing Savings Plan in RI ($37M, 104 participants).
Which 401(k) plans cover a similar participant headcount to Ruoff Mortgage Company, Inc. 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Skyward, Inc. 401(k) Plan in WI (684 participants, $106M 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 351616238.

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.