401(k) · DOL Form 5500 · 2024

Nationwide Mortgage Bankers in 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
518
Participants Below avg headcount
59th
Percentile by assets National rank
$22,254
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Nationwide Mortgage Bankers in 401(k) Profit Sharing Plan & Trust · Sponsored by Nationwide Mortgage Bankers in · New York · Finance & Insurance

$12M in assets, 518 participants

Nationwide Mortgage Bankers in's Nationwide Mortgage Bankers in 401(k) Profit Sharing Plan & Trust reported $12M in total assets and 518 participants in its 2024 DOL Form 5500 filing, ranking in the 59th 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.

  • #3,652 in Finance & Insurance (8,549 peers)

Nationwide Mortgage Bankers in multi-year trail

Nationwide Mortgage Bankers in's plans moved +79.8% in assets from 2022 to 2024; this filing shows Nationwide Mortgage Bankers in 401(k) Profit Sharing Plan & Trust at $12M / 518 participants.

#3,652
in Finance & Insurance (8,549 peers)
+35.1%
assets growth YoY

Nationwide Mortgage Bankers in 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Finance & Insurance and all filers

Nationwide Mortgage Bankers in 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$11,527,633 Top 41% higher than 59% 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

Nationwide Mortgage Bankers in 401(k) Profit Sharing Plan & Trust 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. Nationwide Mortgage Bankers in 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (518 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Nationwide Mortgage Bankers in 401(k) Profit Sharing Plan & Trust reported net income rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Nationwide Mortgage Bankers in 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $9M in the plan year 2023 filing to $12M in the plan year 2024 filing.
  • Nationwide Mortgage Bankers in 401(k) Profit Sharing Plan & Trust reported participants fell from 555 in the plan year 2023 filing to 518 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 452969502 · Nationwide Mortgage Bankers in PY 2024 · 401(k)

Nationwide Mortgage Bankers in 401(k) Profit Sharing Plan & Trust · $12M · 518 · 59th

  • RANK $12M
  • RANK 518
  • RANK 59th
  • RANK 401(k)
  • RANK near Solesis, LLC 401(k) Plan
  • RANK ind #3652

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 New York →

Nationwide Mortgage Bankers in 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Nationwide Mortgage Bankers in 401(k) Profit Sharing Plan & TrustNationwide Mortgage Bankers …$12MSolesis, LLC 401(k) Plan$12MRocky Mountain Youth Medical & Nursing Consultants, Inc. 401 (K) PlanRocky Mountain Youth Medical…$12MVestil Manufacturing Corp. Retirement Savings PlanVestil Manufacturing Corp. R…$12MReliable Software Resources, Inc. 401(k)Reliable Software Resources,…$12M
End-of-year total assets ($M) among Nationwide Mortgage Bankers in 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Nationwide Mortgage Bankers in multi-year asset trail

Sponsor-wide plan assets over time

All Nationwide Mortgage Bankers in plans reported in each filing year

Latest sponsor-wide plan assets
$12M 79.79139915320047% vs 2022
2024 filing year
$4M$6M$8M$10M$12M$14M 202220232024 $6.41M $11.5M ▲ +79.9%
Year Plans Participants Total Assets
2022 1 486 $6M
2023 1 555 $9M
2024 1 518 $12M

Nationwide Mortgage Bankers in filing trail (2024)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$12M
Net Income$3M
Employer EIN452969502
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Nationwide Mortgage Bankers in 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Nationwide Mortgage Bankers in 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.011527633 · Participants: 518Nationwide Mortgage Bankers in 401(k) Profit Sharing Plan & TrustIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Nationwide Mortgage Bankers in 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in New York, assets vs. participants
Compare Nationwide Mortgage Bankers in 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Nationwide Mortgage Bankers in 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Solesis, LLC 401(k) Plan in PA ($12M); by covered participants it is Etna Shared Services 401(k) & Profit Sharing Plan in MI (518 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (518 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 Nationwide Mortgage Bankers in 401(k) Profit Sharing Plan & Trust assets move in 2024? ▼
Nationwide Mortgage Bankers in 401(k) Profit Sharing Plan & Trust surged - up 35.1% during 2024, from $9M to $12M. Reported net income was $3M.
How have Nationwide Mortgage Bankers in plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Nationwide Mortgage Bankers in's sponsor-wide assets grew 79.8%, from $6M to $12M.
Which 401(k) plans are similar in size to Nationwide Mortgage Bankers in 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Solesis, LLC 401(k) Plan in PA ($12M, 233 participants).
Which 401(k) plans cover a similar participant headcount to Nationwide Mortgage Bankers in 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Etna Shared Services 401(k) & Profit Sharing Plan in MI (518 participants, $42M 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 452969502.

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.