401(k) · DOL Form 5500 · 2024
Mortgage Research Center LLC 401(k) Plan
Data updated 2026-08-11
- $485M
- Total assets
- 4,282
- Participants
- 97th
- Percentile by assets
- $113,170
- Avg per participant
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.
- 97th percentile by assets (of 123,622 plans)
- #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.
- $485M
- total plan assets (2024 EOY)
- 4,282
- covered participants
- 97th
- percentile by assets (of 123,622 plans)
- $113,170
- avg assets per participant
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.
Participants vs Missouri filers
In Missouri, the average filing covers about 737 participants across 2,297 plans. Veterans United Home Loans 401(k) Plan reports 4,282 participants - 5.8x that state average ($485M EOY assets).
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)
| 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.
Veterans United Home Loans 401(k) Plan vs. nearby 401(k) plans in Missouri, assets vs. participants
- 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
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Veterans United Home Loans 401(k) Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Veterans United Home Loans 401(k) Plan assets move in 2024? ▼
How have Mortgage Research Center LLC plan assets changed over time? ▼
Where does Veterans United Home Loans 401(k) Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Veterans United Home Loans 401(k) Plan? ▼
Next read for Veterans United Home Loans 401(k) Plan
Filing takeaways
Ways to act on Veterans United Home Loans 401(k) Plan's numbers.
- By total assets, Veterans United Home Loans 401(k) Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Missouri. Compare plans
- Mortgage Research Center LLC's sponsor-wide assets have declined 25.4% since 2022 across 3 plan years on file. More Finance & Insurance plans