401(k) · DOL Form 5500 · 2024

Mutual Asset Corporation 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
5
Participants Small participant base
34th
Percentile by assets National rank
$608,154
Avg per participant High balance/head
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Official DOL plan name: Mutual Asset Corporation 401(k) Plan · Sponsored by Mutual Asset Corporation · Colorado · Finance & Insurance

$3M in assets, 5 participants

Mutual Asset Corporation's Mutual Asset Corporation 401(k) Plan reported $3M in total assets and 5 participants in its 2024 DOL Form 5500 filing, ranking in the 34th 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.

  • #1,915 in Finance & Insurance (8,549 peers)

Mutual Asset Corporation multi-year trail

Mutual Asset Corporation's plans moved +62.7% in assets from 2022 to 2024; this filing shows Mutual Asset Corporation 401(k) Plan at $3M / 5 participants.

#1,915
in Finance & Insurance (8,549 peers)
+30.2%
assets growth YoY

Mutual Asset Corporation 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Mutual Asset Corporation 401(k) Plan vs every filed plan by assets

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

$3,040,771 34th percentile higher than 34% 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

Mutual Asset Corporation 401(k) Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mutual Asset Corporation 401(k) Plan is a micro filing (5 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Mutual Asset Corporation 401(k) Plan reported net income rose from $467K in the plan year 2023 filing to $705K in the plan year 2024 filing.
  • Mutual Asset Corporation 401(k) Plan end-of-year assets rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 841567535 · Mutual Asset Corporation PY 2024 · 401(k)

Mutual Asset Corporation 401(k) Plan · $3M · 5 · 34th

  • PHOTO $3M
  • PHOTO 5
  • PHOTO 34th
  • PHOTO 401(k)
  • PHOTO near Goodwill Industries of Central Illinois, Inc. Safe Harbor 401(k) Plan
  • PHOTO ind #1915

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 Colorado →

Mutual Asset Corporation 401(k) Plan in the asset neighbourhood

Mutual Asset Corporation 401(k) PlanMutual Asset Corporation 401…$3MGoodwill Industries of Central Illinois, Inc. Safe Harbor 401(k) PlanGoodwill Industries of Centr…$3MMetropolitan Golf Group, LLC 401(k) Ps Plan and TrustMetropolitan Golf Group, LLC…$3MUnderground Contractors, Inc. 401(k) PlanUnderground Contractors, Inc…$3MFort Sill Apache Casino 401(k) PlanFort Sill Apache Casino 401(…$3M
End-of-year total assets ($M) among Mutual Asset Corporation 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Mutual Asset Corporation multi-year asset trail

Sponsor-wide plan assets over time

All Mutual Asset Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$3M 62.65260862867267% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M$3.5M 202220232024 $1.87M $3.04M ▲ +62.6%
Year Plans Participants Total Assets
2022 1 5 $2M
2023 1 5 $2M
2024 1 5 $3M

Mutual Asset Corporation filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$705K
Employer EIN841567535
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Colorado

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

Mutual Asset Corporation 401(k) Plan vs. nearby 401(k) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -1012345 Total assets ($B) Participants Mutual Asset Corporation 401(k) Plan, Total assets ($B): 0.003040771 · Participants: 5Mutual Asset Corporation 401(k) PlanDavita Retirement Savings Plan, Total assets ($B): 3.81412558 · Participants: 57900Davita Retirement Savings PlanBall Corporation 401(k) and Employee Stock Ownership Plan, Total assets ($B): 2.319532435 · Participants: 9935Ball Corporation 401(k) and Employee Stock Ownership PlanArcadis U.S., Inc. Retirement Savings Plan, Total assets ($B): 2.259964434 · Participants: 7607Arcadis U.S., Inc. Retirement Savings PlanEmpower Retirement, LLC 401(k) Savings Plan, Total assets ($B): 2.234179481 · Participants: 10185Empower Retirement, LLC 401(k) Savings PlanWoodward Retirement Savings Plan, Total assets ($B): 1.965265264 · Participants: 6210Woodward Retirement Savings Plan
Mutual Asset Corporation 401(k) Plan vs. nearby 401(k) plans in Colorado, assets vs. participants
Compare Mutual Asset Corporation 401(k) Plan side-by-side with 3 peers →

Mutual Asset Corporation 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Colorado, the nearest 401(k) by assets is Goodwill Industries of Central Illinois, Inc. Safe Harbor 401(k) Plan in IL ($3M); by covered participants it is Nasr Psychiatric Services 401(k) Plan in IN (5 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5 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 Mutual Asset Corporation 401(k) Plan assets move in 2024? ▼
Mutual Asset Corporation 401(k) Plan surged - up 30.2% during 2024, from $2M to $3M. Reported net income was $705K.
How have Mutual Asset Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mutual Asset Corporation's sponsor-wide assets grew 62.7%, from $2M to $3M.
Which 401(k) plans are similar in size to Mutual Asset Corporation 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Goodwill Industries of Central Illinois, Inc. Safe Harbor 401(k) Plan in IL ($3M, 246 participants).
Which 401(k) plans cover a similar participant headcount to Mutual Asset Corporation 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nasr Psychiatric Services 401(k) Plan in IN (5 participants, N/A 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 841567535.

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.