401(k) · DOL Form 5500 · 2024

Mann Mortgage, LLC 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
373
Participants Below avg headcount
71st
Percentile by assets National rank
$54,862
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Mann Mortgage, LLC 401(k) Plan · Sponsored by Mann Mortgage, LLC · Montana · Finance & Insurance

$20M in assets, 373 participants

Mann Mortgage, LLC's Mann Mortgage, LLC 401(k) Plan reported $20M in total assets and 373 participants in its 2024 DOL Form 5500 filing, ranking in the 71st 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.

  • #4,779 in Finance & Insurance (8,549 peers)

2024 asset change

Mann Mortgage, LLC 401(k) Plan declined sharply 25.0% in 2024 ($27M → $20M) for 373 participants.

#4,779
in Finance & Insurance (8,549 peers)
-25.0%
assets change YoY

The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Mann Mortgage, LLC 401(k) Plan's outsized position by total assets

Mann Mortgage, LLC 401(k) Plan vs every filed plan by assets

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

$20,463,596 Top 29% higher than 71% 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

Mann Mortgage, LLC 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. Mann Mortgage, LLC 401(k) Plan sits mid-pack in the medium band (373 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Mann Mortgage, LLC 401(k) Plan reported net income fell from $5M in the plan year 2023 filing to -$7M in the plan year 2024 filing.
  • Mann Mortgage, LLC 401(k) Plan end-of-year assets fell from $27M in the plan year 2023 filing to $20M in the plan year 2024 filing.
  • Mann Mortgage, LLC 401(k) Plan reported participants fell from 383 in the plan year 2023 filing to 373 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 342000096 · Mann Mortgage, LLC PY 2024 · 401(k)

Mann Mortgage, LLC 401(k) Plan · $20M · 373 · 71st

  • ASSETS $20M
  • ASSETS 373
  • ASSETS 71st
  • ASSETS 401(k)
  • ASSETS near Red Dot Corporation 401(k) Plan
  • ASSETS ind #4779

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 Montana →

Mann Mortgage, LLC 401(k) Plan in the asset neighbourhood

M&r Printing Equipment, Inc. & Subsidiaries Profit Sharing & 401(k) PlanM&r Printing Equipment, Inc.…$20MMann Mortgage, LLC 401(k) PlanMann Mortgage, LLC 401(k) Pl…$20MRed Dot Corporation 401(k) PlanRed Dot Corporation 401(k) P…$20MIci Services Retirement Savings PlanIci Services Retirement Savi…$20MNational Multifamily Housing Council Profit Sharing 401(k) PlanNational Multifamily Housing…$20M
End-of-year total assets ($M) among Mann Mortgage, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Mann Mortgage, LLC years around the 2024 move

Sponsor-wide plan assets over time

All Mann Mortgage, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$20M 6.749307076802831% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $21.9M $20.5M ▼ -6.7%
Year Plans Participants Total Assets
2022 1 479 $22M
2023 1 383 $27M
2024 2 417 $20M

2024 asset-move particulars

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$20M
Net Income-$7M
Employer EIN342000096
Plan Effective Date1997-10-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Montana

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

Mann Mortgage, LLC 401(k) Plan vs. nearby 401(k) plans in Montana, assets vs. participants Scatter plot of 6 data points. 010002000300040005000 -2000200400600800 Total assets ($M) Participants Mann Mortgage, LLC 401(k) Plan, Total assets ($M): 20.463596 · Participants: 373Mann Mortgage, LLC 401(k) PlanD.a. Davidson Companies Retirement Savings and Profit Sharing Plan, Total assets ($M): 622.672637 · Participants: 1619D.a. Davidson Companies Retirement Savings and Profit Sharing PlanGlacier Bancorp, Inc. Profit Sharing and 401(k) Plan, Total assets ($M): 537.940129 · Participants: 3215Glacier Bancorp, Inc. Profit Sharing and 401(k) PlanNorthwestern Energy 401(k) Retirement Savings Plan, Total assets ($M): 512.769387 · Participants: 1571Northwestern Energy 401(k) Retirement Savings PlanLogan Health Retirement Savings Plan, Total assets ($M): 500.352847 · Participants: 4288Logan Health Retirement Savings PlanFirst Interstate Bancsystem, Inc. 401(k) Plan, Total assets ($M): 481.734557 · Participants: 3530First Interstate Bancsystem, Inc. 401(k) Plan
Mann Mortgage, LLC 401(k) Plan vs. nearby 401(k) plans in Montana, assets vs. participants
Compare Mann Mortgage, LLC 401(k) Plan side-by-side with 3 peers →

Mann Mortgage, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Montana, the nearest 401(k) by assets is Red Dot Corporation 401(k) Plan in WA ($20M); by covered participants it is Dura Bond Retirement Savings Plan in PA (373 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (373 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 Mann Mortgage, LLC 401(k) Plan assets move in 2024? ▼
Mann Mortgage, LLC 401(k) Plan declined sharply - down 25.0% during 2024, from $27M to $20M. Reported net income was -$7M.
How have Mann Mortgage, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mann Mortgage, LLC's sponsor-wide assets declined 6.7%, from $22M to $20M.
Which 401(k) plans are similar in size to Mann Mortgage, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Red Dot Corporation 401(k) Plan in WA ($20M, 419 participants).
Which 401(k) plans cover a similar participant headcount to Mann Mortgage, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Dura Bond Retirement Savings Plan in PA (373 participants, $29M 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 342000096.

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.