401(k) · DOL Form 5500 · 2024

Agnc Mortgage Management, LLC 401(k) Plan

Data updated 2026-08-25

$33M
Total assets Below avg plan size
53
Participants Small participant base
79th
Percentile by assets National rank
$616,279
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Agnc Mortgage Management, LLC 401(k) Plan · Sponsored by Agnc Mortgage Management, LLC · Maryland · Finance & Insurance

$33M in assets, 53 participants

Agnc Mortgage Management, LLC's Agnc Mortgage Management, LLC 401(k) Plan reported $33M in total assets and 53 participants in its 2024 DOL Form 5500 filing, ranking in the 79th 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.

  • #5,692 in Finance & Insurance (8,549 peers)

Where Agnc Mortgage Management, LLC 401(k) Plan sits by assets

Agnc Mortgage Management, LLC 401(k) Plan sits in the top quartile of all filed plans by assets, $33M for 53 participants (~$616,279/participant), up 25.1% in 2024.

#5,692
in Finance & Insurance (8,549 peers)
+25.1%
assets growth YoY
0.3×
vs typical plan assets (national mean)

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

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

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

$32,662,810 Top 21% higher than 79% 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

Agnc Mortgage Management, LLC 401(k) Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Agnc Mortgage Management, LLC 401(k) Plan is a small filing (53 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Agnc Mortgage Management, LLC 401(k) Plan end-of-year assets rose from $26M in the plan year 2023 filing to $33M in the plan year 2024 filing.
  • Agnc Mortgage Management, LLC 401(k) Plan reported net income rose from $6M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • Agnc Mortgage Management, LLC 401(k) Plan reported participants rose from 51 in the plan year 2023 filing to 53 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 261708812 · Agnc Mortgage Management, LLC PY 2024 · 401(k)

Agnc Mortgage Management, LLC 401(k) Plan · $33M · 53 · 79th

  • IND $33M
  • EOY 53
  • 5500 79th
  • ASSETS 401(k)
  • PCT near Welldyne Rx 401(k) Retirement Plan
  • EIN ind #5692

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 Maryland →

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

Welldyne Rx 401(k) Retirement PlanWelldyne Rx 401(k) Retiremen…$33MBank of England Mortgage 401(k) PlanBank of England Mortgage 401…$33MTucker Ellis LLP Counsel & Associates Retirement PlanTucker Ellis LLP Counsel & A…$33MAgnc Mortgage Management, LLC 401(k) PlanAgnc Mortgage Management, LL…$33MSecurity National Bank of Omaha Thrift Savings PlanSecurity National Bank of Om…$33M
End-of-year total assets ($M) among Agnc Mortgage Management, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$33M
Net Income$7M
Employer EIN261708812
Plan Effective Date2016-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Agnc Mortgage Management, LLC)

Sponsor-wide plan assets over time

All Agnc Mortgage Management, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$33M 62.59000419332628% vs 2022
2024 filing year
$15M$20M$25M$30M$35M 202220232024 $20.1M $32.7M ▲ +62.6%
Year Plans Participants Total Assets
2022 1 50 $20M
2023 1 51 $26M
2024 1 53 $33M

Nearby 401(k) Plans in Maryland

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

Agnc Mortgage Management, LLC 401(k) Plan vs. nearby 401(k) plans in Maryland, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Agnc Mortgage Management, LLC 401(k) Plan, Total assets ($B): 0.03266281 · Participants: 53Agnc Mortgage Management, LLC 401(k) PlanLockheed Martin Corporation Salaried Savings Plan, Total assets ($B): 51.448624264 · Participants: 96812Lockheed Martin Corporation Salaried Savings PlanMarriott Retirement Savings Plan, Total assets ($B): 11.712016434 · Participants: 101417Marriott Retirement Savings PlanT. Rowe Price U.S. Retirement Program, Total assets ($B): 4.948487009 · Participants: 6639T. Rowe Price U.S. Retirement ProgramNfl Player Second Career Savings Plan, Total assets ($B): 4.08462816 · Participants: 2771Nfl Player Second Career Savings PlanLockheed Martin Corporation Performance Sharing Plan for Bargaining Employees, Total assets ($B): 2.987191008 · Participants: 18370Lockheed Martin Corporation Performance Sharing Plan for Bargaining Employees
Agnc Mortgage Management, LLC 401(k) Plan vs. nearby 401(k) plans in Maryland, assets vs. participants
Compare Agnc Mortgage Management, LLC 401(k) Plan side-by-side with 3 peers →

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

Outside Maryland, the nearest 401(k) by assets is Welldyne Rx 401(k) Retirement Plan in FL ($33M); by covered participants it is Belmont Day School, Corp 401(k) Plan in VA (53 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (53 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 Agnc Mortgage Management, LLC 401(k) Plan assets move in 2024? ▼
Agnc Mortgage Management, LLC 401(k) Plan grew sharply - up 25.1% during 2024, from $26M to $33M. Reported net income was $7M.
How have Agnc Mortgage Management, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Agnc Mortgage Management, LLC's sponsor-wide assets grew 62.6%, from $20M to $33M.
Where does Agnc Mortgage Management, LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Agnc Mortgage Management, LLC 401(k) Plan ranks in the 79th 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 Agnc Mortgage Management, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Welldyne Rx 401(k) Retirement Plan in FL ($33M, 650 participants).
Which 401(k) plans cover a similar participant headcount to Agnc Mortgage Management, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Belmont Day School, Corp 401(k) Plan in VA (53 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 261708812.

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.