401(k) · DOL Form 5500 · 2024
Mortgage Research Center LLC 401(k) Plan
Data updated 2026-08-25
- $485M
- Total assets Above avg plan size
- 4,282
- Participants Above avg headcount
- 97th
- Percentile by assets National rank
- $113,170
- Avg per participant Below avg balance/head
Official DOL plan name: Veterans United Home Loans 401(k) Plan · Sponsored by Mortgage Research Center LLC · Missouri · Finance & Insurance
$485M in assets, 4,282 participants
Mortgage Research Center LLC's Veterans United Home Loans 401(k) Plan reported $485M in total assets and 4,282 participants in its 2024 DOL Form 5500 filing, ranking in the 97th 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.
- #8,112 in Finance & Insurance (8,549 peers)
Coverage in Missouri
Veterans United Home Loans 401(k) Plan covers 4,282 participants in Missouri, 5.8x the typical Missouri plan (state average ~737 per filing). Assets: $485M.
- #8,112
- in Finance & Insurance (8,549 peers)
- +22.1%
- assets growth YoY
- 4.9×
- vs typical plan assets (national mean)
Veterans United Home Loans 401(k) Plan's outsized position by total assets
Veterans United Home Loans 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$484,592,646 Top 3% higher than 97% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Veterans United Home Loans 401(k) Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Veterans United Home Loans 401(k) Plan lands in the large band (4,282 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Veterans United Home Loans 401(k) Plan end-of-year assets rose from $397M in the plan year 2023 filing to $485M in the plan year 2024 filing.
- Veterans United Home Loans 401(k) Plan reported participants fell from 4,928 in the plan year 2023 filing to 4,282 in the plan year 2024 filing.
- Veterans United Home Loans 401(k) Plan reported net income rose from $82M in the plan year 2023 filing to $88M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 431965151 · Mortgage Research Center LLC PY 2024 · 401(k)
Veterans United Home Loans 401(k) Plan · $485M · 4,282 · 97th
- IND $485M
- EOY 4,282
- 5500 97th
- ASSETS 401(k)
- PCT near Toshiba Tec U.S. Employees' 401(k) Savings Plan
- EIN ind #8112
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 Missouri →
Veterans United Home Loans 401(k) Plan in the asset neighbourhood
Missouri filing particulars
| Total Assets (Beginning of Year) | $397M |
|---|---|
| Net Assets (End of Year) | $484M |
| Net Income | $88M |
| Employer EIN | 431965151 |
| Plan Effective Date | 2005-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Mortgage Research Center LLC)
Sponsor-wide plan assets over time
All Mortgage Research Center LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $485M 25.38203124310695% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 4 | 12,217 | $649M |
| 2023 | 1 | 4,928 | $397M |
| 2024 | 1 | 4,282 | $485M |
Nearby 401(k) Plans in Missouri
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Edward D. Jones & Co. Profit Sharing and 401(k) Plan $12.4B · 47,254
- Bayer Corporation Savings and Retirement Plan $10.8B · 19,357
- Emerson Savings Plan $7.4B · 8,315
- Enterprise Holdings Retirement Savings Plan $6.5B · 72,024
- Centene Management Corporation Retirement Plan $4.7B · 53,760
Veterans United Home Loans 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Missouri, the nearest 401(k) by assets is Toshiba Tec U.S. Employees' 401(k) Savings Plan in NC ($485M); by covered participants it is Sei Capital Accumulation Plan in PA (4,283 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($485M here).
- Toshiba Tec U.S. Employees' 401(k) Savings Plan (NC) $485M · 3,456
- Hmshost Hudson 401(k) Retirement Savings Plan (MD) $485M · 16,078
- Amadeus North America, Inc. 401(k) Plan (FL) $485M · 2,242
- Magnit Global Solutions, Inc. and Subsidiaries 401(k) Employee Savings Plan (CA) $484M · 25,100
Similar participant headcount
Nearest other-state filings by covered participants (4,282 participants); asset peers above are excluded.
- Sei Capital Accumulation Plan (PA) 4,283 · 1 off
- Briad Affiliated Companies 401(k) Plan (NJ) 4,281 · 1 off
- Terex Corporation and Affiliates 401(k) Retirement Savings Plan (CT) 4,280 · 2 off
- Steelcase Inc. Retirement Plan (MI) 4,280 · 2 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.