401(k) · DOL Form 5500 · 2024

Approved Mortgage Corporation 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
92
Participants Small participant base
25th
Percentile by assets National rank
$13,469
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Approved Mortgage 401(k) Plan · Sponsored by Approved Mortgage Corporation · Indiana · Finance & Insurance

$1M in assets, 92 participants

Approved Mortgage Corporation's Approved Mortgage 401(k) Plan reported $1M in total assets and 92 participants in its 2024 DOL Form 5500 filing, ranking in the 25th 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.

  • #1,267 in Finance & Insurance (8,549 peers)

2024 asset change

Approved Mortgage 401(k) Plan grew at a solid clip 9.3% in 2024 ($1M → $1M) for 92 participants.

#1,267
in Finance & Insurance (8,549 peers)
+9.3%
assets growth YoY

Approved Mortgage 401(k) Plan among the smaller filed plans by assets

Approved Mortgage 401(k) Plan vs every filed plan by assets

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

$1,239,137 25th percentile higher than 25% 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

Approved Mortgage 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. Approved Mortgage 401(k) Plan is a small filing (92 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Approved Mortgage 401(k) Plan reported net income rose from -$513K in the plan year 2023 filing to $106K in the plan year 2024 filing.
  • Approved Mortgage 401(k) Plan end-of-year assets rose from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Approved Mortgage 401(k) Plan reported participants rose from N/A in the plan year 2023 filing to 92 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 351911849 · Approved Mortgage Corporation PY 2024 · 401(k)

Approved Mortgage 401(k) Plan · $1M · 92 · 25th

  • PHOTO $1M
  • IND 92
  • EOY 25th
  • 5500 401(k)
  • ASSETS near On West Main Inc 401(k) Plan
  • PCT ind #1267

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 Indiana →

Approved Mortgage 401(k) Plan in the asset neighbourhood

Approved Mortgage 401(k) Plan$1MOn West Main Inc 401(k) Plan$1MJust Ei Refurbs, Inc. 401(k) PlanJust Ei Refurbs, Inc. 401(k)…$1MKhera Cardiology Center, PC 401(k) Profit Sharing PlanKhera Cardiology Center, PC …$1MKlm VI Enterprises, Inc. 401(k) Profit Sharing PlanKlm VI Enterprises, Inc. 401…$1M
End-of-year total assets ($M) among Approved Mortgage 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Approved Mortgage Corporation years around the 2024 move

Sponsor-wide plan assets over time

All Approved Mortgage Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$1M 9.340956058442854% vs 2023
2024 filing year
$1.1M$1.15M$1.2M$1.25M$1.3M 20232024 $1.13M $1.24M ▲ +9.7%
Year Plans Participants Total Assets
2023 1 N/A $1M
2024 1 92 $1M

2024 asset-move particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$106K
Employer EIN351911849
Plan Effective Date2023-04-15
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Indiana

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

Approved Mortgage 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Approved Mortgage 401(k) Plan, Total assets ($B): 0.001239137 · Participants: 92Approved Mortgage 401(k) PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 13.056609955 · Participants: 19977The Lilly Employee 401(k) PlanElevance Health 401(k) Plan, Total assets ($B): 12.109864062 · Participants: 73120Elevance Health 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 6.366370789 · Participants: 30272Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 4.481656061 · Participants: 38460Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.996436059 · Participants: 9385Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Approved Mortgage 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Approved Mortgage 401(k) Plan side-by-side with 3 peers →

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

Outside Indiana, the nearest 401(k) by assets is On West Main Inc 401(k) Plan in TX ($1M); by covered participants it is Dlmc, Inc. Dba Kamaaina Health Services 401(k) Retirement Plan in HI (92 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (92 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 Approved Mortgage 401(k) Plan assets move in 2024? ▼
Approved Mortgage 401(k) Plan grew at a solid clip - up 9.3% during 2024, from $1M to $1M. Reported net income was $106K.
How have Approved Mortgage Corporation plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Approved Mortgage Corporation's sponsor-wide assets grew 9.3%, from $1M to $1M.
Where does Approved Mortgage 401(k) Plan rank by assets among Form 5500 filers? ▼
Approved Mortgage 401(k) Plan ranks in the 25th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the lower half of filed plans by assets).
Which 401(k) plans are similar in size to Approved Mortgage 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is On West Main Inc 401(k) Plan in TX ($1M, N/A participants).
Which 401(k) plans cover a similar participant headcount to Approved Mortgage 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Dlmc, Inc. Dba Kamaaina Health Services 401(k) Retirement Plan in HI (92 participants, $487K 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 351911849.

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.