401(k) · DOL Form 5500 · 2024

Mortgageflex Systems, Inc. 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
25
Participants Small participant base
49th
Percentile by assets National rank
$297,355
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Mortgageflex 401(k) Plan · Sponsored by Mortgageflex Systems, Inc. · Florida · Professional & Technical Services

$7M in assets, 25 participants

Mortgageflex Systems, Inc.'s Mortgageflex 401(k) Plan reported $7M in total assets and 25 participants in its 2024 DOL Form 5500 filing, ranking in the 49th 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.

  • #9,610 in Professional & Technical Services (20,173 peers)

Mortgageflex Systems, Inc. multi-year trail

Mortgageflex Systems, Inc.'s plans moved +26.8% in assets from 2022 to 2024; this filing shows Mortgageflex 401(k) Plan at $7M / 25 participants.

#9,610
in Professional & Technical Services (20,173 peers)
+5.4%
assets growth YoY

Mortgageflex 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Mortgageflex 401(k) Plan vs every filed plan by assets

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

$7,433,865 49th percentile higher than 49% 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

Mortgageflex 401(k) Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mortgageflex 401(k) Plan is a small filing (25 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Mortgageflex 401(k) Plan reported net income fell from $1M in the plan year 2023 filing to $378K in the plan year 2024 filing.
  • Mortgageflex 401(k) Plan end-of-year assets rose from $7M in the plan year 2023 filing to $7M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 330204883 · Mortgageflex Systems, Inc. PY 2024 · 401(k)

Mortgageflex 401(k) Plan · $7M · 25 · 49th

  • EBSA $7M
  • EBSA 25
  • EBSA 49th
  • EBSA 401(k)
  • EBSA near Alan J. Vallarine, D.D.S., Inc. 401(k) Profit Sharing Plan
  • EBSA ind #9610

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 Professional & Technical Services retirement plans → · Plans in Florida →

Mortgageflex 401(k) Plan in the asset neighbourhood

Mortgageflex 401(k) Plan$7MAlan J. Vallarine, D.D.S., Inc. 401(k) Profit Sharing PlanAlan J. Vallarine, D.D.S., I…$7MNovetus 401(k) Plan$7MThe Cynosure Group 401(k) PlanThe Cynosure Group 401(k) Pl…$7MHomer's Tree-Mendous 401(k) Plan and TrustHomer's Tree-Mendous 401(k) …$7M
End-of-year total assets ($M) among Mortgageflex 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Mortgageflex Systems, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Mortgageflex Systems, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 26.81431004529506% vs 2022
2024 filing year
$5.5M$6M$6.5M$7M$7.5M$8M 202220232024 $5.86M $7.43M ▲ +26.8%
Year Plans Participants Total Assets
2022 1 25 $6M
2023 1 25 $7M
2024 1 25 $7M

Mortgageflex Systems, Inc. filing trail (2024)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$7M
Net Income$378K
Employer EIN330204883
Plan Effective Date2000-02-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

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

Mortgageflex 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Mortgageflex 401(k) Plan, Total assets ($B): 0.007433865 · Participants: 25Mortgageflex 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 16.316786122 · Participants: 40330L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 13.167098888 · Participants: 51081Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 9.190044852 · Participants: 310261Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 8.068866271 · Participants: 197102Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.484619612 · Participants: 16678Nextera Energy, Inc. Employee Retirement Savings Plan
Mortgageflex 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Mortgageflex 401(k) Plan side-by-side with 3 peers →

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

Outside Florida, the nearest 401(k) by assets is Alan J. Vallarine, D.D.S., Inc. 401(k) Profit Sharing Plan in CA ($7M); by covered participants it is Idaho Skin Surgery Center 401(k) Plan in ID (25 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($7M here).

Similar participant headcount

Nearest other-state filings by covered participants (25 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 Mortgageflex 401(k) Plan assets move in 2024? ▼
Mortgageflex 401(k) Plan grew at a solid clip - up 5.4% during 2024, from $7M to $7M. Reported net income was $378K.
How have Mortgageflex Systems, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mortgageflex Systems, Inc.'s sponsor-wide assets grew 26.8%, from $6M to $7M.
Which 401(k) plans are similar in size to Mortgageflex 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Alan J. Vallarine, D.D.S., Inc. 401(k) Profit Sharing Plan in CA ($7M, 83 participants).
Which 401(k) plans cover a similar participant headcount to Mortgageflex 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Idaho Skin Surgery Center 401(k) Plan in ID (25 participants, $2M 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 330204883.

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.