401(k) · DOL Form 5500 · 2024
Movement Mortgage, LLC 401(k) Plan
Data updated 2026-08-11
- $334M
- Total assets
- 4,373
- Participants
- 96th
- Percentile by assets
- $76,358
- Avg per participant
Official DOL plan name: Movement Mortgage 401(k) Plan · Sponsored by Movement Mortgage, LLC · South Carolina · Finance & Insurance
$334M in assets, 4,373 participants
Movement Mortgage, LLC's Movement Mortgage 401(k) Plan reported $334M in total assets and 4,373 participants in its 2024 DOL Form 5500 filing, ranking in the 96th 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.
- 96th percentile by assets (of 123,622 plans)
- #7,988 in Finance & Insurance (8,549 peers)
Coverage in South Carolina
Movement Mortgage 401(k) Plan covers 4,373 participants in South Carolina, 12x the typical South Carolina plan (state average ~369 per filing). Assets: $334M.
- $334M
- total plan assets (2024 EOY)
- 4,373
- covered participants
- 96th
- percentile by assets (of 123,622 plans)
- $76,358
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Movement Mortgage 401(k) Plan reported net income fell from $62M in the plan year 2023 filing to $44M in the plan year 2024 filing.
- Movement Mortgage 401(k) Plan end-of-year assets rose from $292M in the plan year 2023 filing to $334M in the plan year 2024 filing.
- Movement Mortgage 401(k) Plan reported participants fell from 4,510 in the plan year 2023 filing to 4,373 in the plan year 2024 filing.
Participants vs South Carolina filers
In South Carolina, the average filing covers about 369 participants across 1,490 plans. Movement Mortgage 401(k) Plan reports 4,373 participants - 12x that state average ($334M EOY assets).
South Carolina filing particulars
| Total Assets (Beginning of Year) | $292M |
|---|---|
| Net Assets (End of Year) | $334M |
| Net Income | $44M |
| Employer EIN | 260595342 |
| Plan Effective Date | 2008-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Movement Mortgage, LLC)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4,738 | $230M |
| 2023 | 1 | 4,510 | $292M |
| 2024 | 1 | 4,373 | $334M |
Nearby 401(k) Plans in South Carolina
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Movement Mortgage 401(k) Plan vs. nearby 401(k) plans in South Carolina, assets vs. participants
- Michelin 401(k) Savings Plan $4.5B · 15,095
- The Savannah River Nuclear Solutions, LLC Defined Contribution Plan $2.8B · 9,296
- Sonoco Retirement & Savings Plan $1.7B · 11,813
- Blue Cross Blue Shield of Sc Employee Savings and Salary Reduction Plan $1.5B · 11,878
- The Milliken Retirement Plan $1.4B · 5,733
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Movement Mortgage 401(k) Plan by total assets, not by location.
- Troon Golf, L.L.C. 401(k) Plan (AZ) $334M · 23,435
- Retirement Plan of Sullivan & Cromwell LLP (NY) $334M · 198
- Berkadia 401(k) Retirement Plan (PA) $334M · 1,538
- Advantagecare Physicians PC 401(k) Plan (NY) $333M · 913
Frequently Asked Questions
How did Movement Mortgage 401(k) Plan assets move in 2024? ▼
How have Movement Mortgage, LLC plan assets changed over time? ▼
Where does Movement Mortgage 401(k) Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Movement Mortgage 401(k) Plan? ▼
Next read for Movement Mortgage 401(k) Plan
Filing takeaways
Ways to act on Movement Mortgage 401(k) Plan's numbers.
- By total assets, Movement Mortgage 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 South Carolina. Compare plans
- Movement Mortgage, LLC's sponsor-wide assets have grown 45.4% since 2022 across 3 plan years on file. More Finance & Insurance plans