401(k) · DOL Form 5500 · 2024

Movement Mortgage, LLC 401(k) Plan

Data updated 2026-08-25

$334M
Total assets Above avg plan size
4,373
Participants Above avg headcount
96th
Percentile by assets National rank
$76,358
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

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.

  • #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.

#7,988
in Finance & Insurance (8,549 peers)
+14.5%
assets growth YoY
3.4×
vs typical plan assets (national mean)

Movement Mortgage 401(k) Plan's outsized position by total assets

Movement Mortgage 401(k) Plan vs every filed plan by assets

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

$333,913,246 Top 4% higher than 96% 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

Movement Mortgage 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. Movement Mortgage 401(k) Plan lands in the large band (4,373 participants).

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.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 260595342 · Movement Mortgage, LLC PY 2024 · 401(k)

Movement Mortgage 401(k) Plan · $334M · 4,373 · 96th

  • PHOTO $334M
  • IND 4,373
  • EOY 96th
  • 5500 401(k)
  • ASSETS near Troon Golf, L.L.C. 401(k) Plan
  • PCT ind #7988

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 South Carolina →

Movement Mortgage 401(k) Plan in the asset neighbourhood

Berkadia 401(k) Retirement PlanBerkadia 401(k) Retirement P…$334MMovement Mortgage 401(k) Plan$334MTroon Golf, L.L.C. 401(k) PlanTroon Golf, L.L.C. 401(k) Pl…$334MRetirement Plan of Sullivan & Cromwell LLPRetirement Plan of Sullivan …$334MAdvantagecare Physicians PC 401(k) PlanAdvantagecare Physicians PC …$333M
End-of-year total assets ($M) among Movement Mortgage 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

South Carolina filing particulars

Total Assets (Beginning of Year)$292M
Net Assets (End of Year)$334M
Net Income$44M
Employer EIN260595342
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Movement Mortgage, LLC)

Sponsor-wide plan assets over time

All Movement Mortgage, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$334M 45.425534272718885% vs 2022
2024 filing year
$200M$250M$300M$350M 202220232024 $230M $334M ▲ +45.4%
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 Scatter plot of 6 data points. 05000100001500020000 012345 Total assets ($B) Participants Movement Mortgage 401(k) Plan, Total assets ($B): 0.333913246 · Participants: 4373Movement Mortgage 401(k) PlanMichelin 401(k) Savings Plan, Total assets ($B): 4.477517422 · Participants: 15095Michelin 401(k) Savings PlanThe Savannah River Nuclear Solutions, LLC Defined Contribution Plan, Total assets ($B): 2.829914985 · Participants: 9296The Savannah River Nuclear Solutions, LLC Defined Contribution PlanSonoco Retirement & Savings Plan, Total assets ($B): 1.663698617 · Participants: 11813Sonoco Retirement & Savings PlanBlue Cross Blue Shield of Sc Employee Savings and Salary Reduction Plan, Total assets ($B): 1.460862801 · Participants: 11878Blue Cross Blue Shield of Sc Employee Savings and Salary Reduction PlanThe Milliken Retirement Plan, Total assets ($B): 1.350798497 · Participants: 5733The Milliken Retirement Plan
Movement Mortgage 401(k) Plan vs. nearby 401(k) plans in South Carolina, assets vs. participants
Compare Movement Mortgage 401(k) Plan side-by-side with 3 peers →

Movement Mortgage 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside South Carolina, the nearest 401(k) by assets is Troon Golf, L.L.C. 401(k) Plan in AZ ($334M); by covered participants it is Measurement Solutions Profit Sharing Plan in MO (4,375 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($334M here).

Similar participant headcount

Nearest other-state filings by covered participants (4,373 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 Movement Mortgage 401(k) Plan assets move in 2024? ▼
Movement Mortgage 401(k) Plan grew at a solid clip - up 14.5% during 2024, from $292M to $334M. Reported net income was $44M.
How have Movement Mortgage, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Movement Mortgage, LLC's sponsor-wide assets grew 45.4%, from $230M to $334M.
Where does Movement Mortgage 401(k) Plan rank by assets among Form 5500 filers? ▼
Movement Mortgage 401(k) Plan ranks in the 96th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Movement Mortgage 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Troon Golf, L.L.C. 401(k) Plan in AZ ($334M, 23,435 participants).
Which 401(k) plans cover a similar participant headcount to Movement Mortgage 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Measurement Solutions Profit Sharing Plan in MO (4,375 participants, N/A 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 260595342.

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.