401(k) · DOL Form 5500 · 2024

Mortgage Express, LLC 401(k) Plan

Data updated 2026-08-11

$21M
Total assets
106
Participants
71st
Percentile by assets
$193,452
Avg per participant
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Official DOL plan name: Mortgage Express, LLC 401(k) Profit Sharing Plan · Sponsored by Mortgage Express, LLC · Oregon · Finance & Insurance

$21M in assets, 106 participants

Mortgage Express, LLC's Mortgage Express, LLC 401(k) Profit Sharing Plan reported $21M in total assets and 106 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.

  • 71st percentile by assets (of 123,622 plans)
  • #4,786 in Finance & Insurance (8,549 peers)

Coverage in Oregon

Mortgage Express, LLC 401(k) Profit Sharing Plan covers 106 participants in Oregon, about 24% of the average Oregon filer (state average ~443 per filing). Assets: $21M.

$21M
total plan assets (2024 EOY)
106
covered participants
71st
percentile by assets (of 123,622 plans)
$193,452
avg assets per participant

Where Mortgage Express, LLC 401(k) Profit Sharing Plan sits by total assets

Mortgage Express, LLC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$20,505,876 Top 29% higher than 71% of 123,620 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Mortgage Express, LLC 401(k) Profit Sharing Plan reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Mortgage Express, LLC 401(k) Profit Sharing Plan end-of-year assets rose from $18M in the plan year 2023 filing to $21M in the plan year 2024 filing.
  • Mortgage Express, LLC 401(k) Profit Sharing Plan reported participants fell from 112 in the plan year 2023 filing to 106 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State
Oregon
Industry
Finance & Insurance

Participants vs Oregon filers

In Oregon, the average filing covers about 443 participants across 1,736 plans. Mortgage Express, LLC 401(k) Profit Sharing Plan reports 106 participants - about 24% of that state average ($21M EOY assets).

Oregon filing particulars

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$21M
Net Income$2M
Employer EIN931296762
Plan Effective Date2004-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mortgage Express, LLC)

$14M$16M$18M$20M$22M 202220232024 $14.9M $20.5M ▲ +37.7%
Total plan assets by year, all Mortgage Express, LLC plans on file
Year Plans Participants Total Assets
2022 1 131 $15M
2023 1 112 $18M
2024 1 106 $21M

Nearby 401(k) Plans in Oregon

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

Mortgage Express, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Mortgage Express, LL…, Total assets ($B): 0.020505876 · Participants: 106Mortgage Express, LL…401(k) Savings and P…, Total assets ($B): 5.896318452 · Participants: 37293401(k) Savings and P…Daimler Truck North …, Total assets ($B): 2.72094907 · Participants: 8431Daimler Truck North …Precision Castparts …, Total assets ($B): 2.483708639 · Participants: 17047Precision Castparts …Xpo Logistics Retire…, Total assets ($B): 1.888295912 · Participants: 5689Xpo Logistics Retire…Pacificorp K Plus Em…, Total assets ($B): 1.771250677 · Participants: 5201Pacificorp K Plus Em…
Mortgage Express, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare Mortgage Express, LLC 401(k) Profit Shar… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Mortgage Express, LLC 401(k) Profit Sharing Plan by total assets, not by location.

Frequently Asked Questions

How did Mortgage Express, LLC 401(k) Profit Sharing Plan assets move in 2024? ▼
Mortgage Express, LLC 401(k) Profit Sharing Plan grew at a solid clip - up 13.8% during 2024, from $18M to $21M. Reported net income was $2M.
How have Mortgage Express, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mortgage Express, LLC's sponsor-wide assets grew 37.7%, from $15M to $21M.
Which 401(k) plans are similar in size to Mortgage Express, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Greenfield Rehabilitation Agency Inc. Employees' 401(k) Retirement Savings Plan in WI ($21M, 377 participants).

Next read for Mortgage Express, LLC 401(k) Profit Shar…

Filing takeaways

Ways to act on Mortgage Express, LLC 401(k) Profit Sharing Plan's numbers.

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 931296762.

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.