401(k) · DOL Form 5500 · 2024

Mortgage Bankers Association 401(k) Plan

Data updated 2026-08-25

$78M
Total assets Below avg plan size
159
Participants Small participant base
88th
Percentile by assets National rank
$487,727
Avg per participant High balance/head
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Official DOL plan name: The Mortgage Bankers Association 401(k) Savings Plan · Sponsored by Mortgage Bankers Association · District of Columbia · Other Services

$78M in assets, 159 participants

Mortgage Bankers Association's The Mortgage Bankers Association 401(k) Savings Plan reported $78M in total assets and 159 participants in its 2024 DOL Form 5500 filing, ranking in the 88th 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.

  • #7,370 in Other Services (7,719 peers)

Coverage in District of Columbia

The Mortgage Bankers Association 401(k) Savings Plan covers 159 participants in District of Columbia, about 11% of the average District of Columbia filer (state average ~1,456 per filing). Assets: $78M.

#7,370
in Other Services (7,719 peers)
+9.6%
assets growth YoY
0.8×
vs typical plan assets (national mean)

The Mortgage Bankers Association 401(k) Savings Plan's outsized position by total assets

The Mortgage Bankers Association 401(k) Savings Plan vs every filed plan by assets

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

$77,548,514 Top 12% higher than 88% 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

The Mortgage Bankers Association 401(k) Savings 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. The Mortgage Bankers Association 401(k) Savings Plan sits mid-pack in the medium band (159 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Mortgage Bankers Association 401(k) Savings Plan reported net income fell from $8M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • The Mortgage Bankers Association 401(k) Savings Plan end-of-year assets rose from $71M in the plan year 2023 filing to $78M in the plan year 2024 filing.
  • The Mortgage Bankers Association 401(k) Savings Plan reported participants fell from 167 in the plan year 2023 filing to 159 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 361505650 · Mortgage Bankers Association PY 2024 · 401(k)

The Mortgage Bankers Association 401(k) Savings Plan · $78M · 159 · 88th

  • BOY $78M
  • SCH 159
  • EBSA 88th
  • PART 401(k)
  • TYPE near Sunrise Medical 401(k) Plan
  • NET ind #7370

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 Other Services retirement plans → · Plans in District of Columbia →

The Mortgage Bankers Association 401(k) Savings Plan in the asset neighbourhood

Pgh Wong Engineering, Inc. 401(k) PlanPgh Wong Engineering, Inc. 4…$78MThe Mortgage Bankers Association 401(k) Savings PlanThe Mortgage Bankers Associa…$78MSunrise Medical 401(k) Plan$78MBbc Studios Americas, Inc. 401(k) Retirement PlanBbc Studios Americas, Inc. 4…$78MShimmick Construction Co., Inc. 401(k) Profit Sharing PlanShimmick Construction Co., I…$78M
End-of-year total assets ($M) among The Mortgage Bankers Association 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

District of Columbia filing particulars

Total Assets (Beginning of Year)$71M
Net Assets (End of Year)$78M
Net Income$7M
Employer EIN361505650
Plan Effective Date1980-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mortgage Bankers Association)

Sponsor-wide plan assets over time

All Mortgage Bankers Association plans reported in each filing year

Latest sponsor-wide plan assets
$78M 23.307351952575544% vs 2022
2024 filing year
$60M$65M$70M$75M$80M 202220232024 $62.9M $77.6M ▲ +23.3%
Year Plans Participants Total Assets
2022 1 156 $63M
2023 1 167 $71M
2024 1 159 $78M

Nearby 401(k) Plans in District of Columbia

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

The Mortgage Bankers Association 401(k) Savings Plan vs. nearby 401(k) plans in District of Columbia, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants The Mortgage Bankers Association 401(k) Savings Plan, Total assets ($B): 0.077548514 · Participants: 159The Mortgage Bankers Association 401(k) Savings PlanDanaher Corporation & Subsidiaries Savings Plan, Total assets ($B): 6.46217777 · Participants: 23090Danaher Corporation & Subsidiaries Savings PlanGeico 401(k) Savings Plan, Total assets ($B): 6.227697332 · Participants: 30641Geico 401(k) Savings PlanFederal National Mortgage Association Retirement Savings Plan for Employees, Total assets ($B): 4.602350192 · Participants: 8108Federal National Mortgage Association Retirement Savings Plan for EmployeesFinra Savings Plus Plan, Total assets ($B): 2.487396082 · Participants: 4201Finra Savings Plus PlanHogan Lovells US LLP Retirement Savings Plan, Total assets ($B): 1.905912868 · Participants: 1973Hogan Lovells US LLP Retirement Savings Plan
The Mortgage Bankers Association 401(k) Savings Plan vs. nearby 401(k) plans in District of Columbia, assets vs. participants
Compare The Mortgage Bankers Association 401(k) Savings Plan side-by-side with 3 peers →

The Mortgage Bankers Association 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside District of Columbia, the nearest 401(k) by assets is Sunrise Medical 401(k) Plan in CA ($78M); by covered participants it is Innovative Control Systems, Inc. 401(k) Plan in PA (159 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (159 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 The Mortgage Bankers Association 401(k) Savings Plan assets move in 2024? ▼
The Mortgage Bankers Association 401(k) Savings Plan grew at a solid clip - up 9.6% during 2024, from $71M to $78M. Reported net income was $7M.
How have Mortgage Bankers Association plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mortgage Bankers Association's sponsor-wide assets grew 23.3%, from $63M to $78M.
Where does The Mortgage Bankers Association 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
The Mortgage Bankers Association 401(k) Savings Plan ranks in the 88th 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 The Mortgage Bankers Association 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sunrise Medical 401(k) Plan in CA ($78M, 451 participants).
Which 401(k) plans cover a similar participant headcount to The Mortgage Bankers Association 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Innovative Control Systems, Inc. 401(k) Plan in PA (159 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 361505650.

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.