401(k) · DOL Form 5500 · 2024
Royal United Mortgage, LLC 401(k) Plan
Data updated 2026-08-25
- $19M
- Total assets Small plan by assets
- 279
- Participants Below avg headcount
- 69th
- Percentile by assets National rank
- $66,610
- Avg per participant Below avg balance/head
Official DOL plan name: Royal United Mortgage LLC 401(k) Plan · Sponsored by Royal United Mortgage, LLC · Indiana · Finance & Insurance
$19M in assets, 279 participants
Royal United Mortgage, LLC's Royal United Mortgage LLC 401(k) Plan reported $19M in total assets and 279 participants in its 2024 DOL Form 5500 filing, ranking in the 69th 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.
- #4,558 in Finance & Insurance (8,549 peers)
Royal United Mortgage, LLC multi-year trail
Royal United Mortgage, LLC's plans moved +20.1% in assets from 2022 to 2024; this filing shows Royal United Mortgage LLC 401(k) Plan at $19M / 279 participants.
- #4,558
- in Finance & Insurance (8,549 peers)
- +7.5%
- assets growth YoY
Royal United Mortgage LLC 401(k) Plan's outsized position by total assets
Royal United Mortgage LLC 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$18,584,253 Top 31% higher than 69% 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
Royal United Mortgage LLC 401(k) 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. Royal United Mortgage LLC 401(k) Plan sits mid-pack in the medium band (279 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Royal United Mortgage LLC 401(k) Plan reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
- Royal United Mortgage LLC 401(k) Plan end-of-year assets rose from $17M in the plan year 2023 filing to $19M in the plan year 2024 filing.
DOL schedule card
Filing strip 261773722 · Royal United Mortgage, LLC PY 2024 · 401(k)
Royal United Mortgage LLC 401(k) Plan · $19M · 279 · 69th
- PHOTO $19M
- PHOTO 279
- PHOTO 69th
- PHOTO 401(k)
- PHOTO near Injured Workers Pharmacy 401(k) Plan
- PHOTO ind #4558
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 →
Royal United Mortgage LLC 401(k) Plan in the asset neighbourhood
Royal United Mortgage, LLC multi-year asset trail
Sponsor-wide plan assets over time
All Royal United Mortgage, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $19M 20.07886561907941% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 388 | $15M |
| 2023 | 1 | 277 | $17M |
| 2024 | 1 | 279 | $19M |
Royal United Mortgage, LLC filing trail (2024)
| Total Assets (Beginning of Year) | $17M |
|---|---|
| Net Assets (End of Year) | $19M |
| Net Income | $1M |
| Employer EIN | 261773722 |
| Plan Effective Date | 2009-03-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Indiana
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Lilly Employee 401(k) Plan $13.1B · 19,977
- Elevance Health 401(k) Plan $12.1B · 73,120
- Cummins Retirement and Savings Plan $6.4B · 30,272
- Iu Health 401(k) Savings Plan $4.5B · 38,460
- Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan $3.0B · 9,385
Royal United Mortgage LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Indiana, the nearest 401(k) by assets is Injured Workers Pharmacy 401(k) Plan in MA ($19M); by covered participants it is Paramit Corporation 401(k) Savings Plan in CA (279 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($19M here).
- Injured Workers Pharmacy 401(k) Plan (MA) $19M · 216
- Waymakers 401(k) Plan (CA) $19M · 276
- Beach Ford, Inc. Retirement Savings Plan and Trust (VA) $19M · 265
- Veros Technologies, LLC 401(k) Plan (VA) $19M · 104
Similar participant headcount
Nearest other-state filings by covered participants (279 participants); asset peers above are excluded.
- Paramit Corporation 401(k) Savings Plan (CA) 279 · 0 off
- Thk Rhythm Automotive Michigan Corporation 401(k) Plan (MI) 279 · 0 off
- Huck Finn Clothes, Inc. 401(k) Plan (NY) 279 · 0 off
- Graham Tire Company 401(k) Profit Sharing Plan (SD) 279 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.