401(k) · DOL Form 5500 · 2024

National Mortgage & Finance Co Ltd 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
101
Participants Small participant base
64th
Percentile by assets National rank
$143,789
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: National Mortgage and Finance Company, Limited Profit Sharing 401(k) Plan · Sponsored by National Mortgage & Finance Co Ltd · Hawaii · Real Estate

$15M in assets, 101 participants

National Mortgage & Finance Co Ltd's National Mortgage and Finance Company, Limited Profit Sharing 401(k) Plan reported $15M in total assets and 101 participants in its 2024 DOL Form 5500 filing, ranking in the 64th 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.

  • #3,664 in Real Estate (4,605 peers)

Coverage in Hawaii

National Mortgage and Finance Company, Limited Profit Sharing 401(k) Plan covers 101 participants in Hawaii, about 27% of the average Hawaii filer (state average ~380 per filing). Assets: $15M.

#3,664
in Real Estate (4,605 peers)
+10.7%
assets growth YoY

National Mortgage and Finance Company, Limited Profit Sharing 401(k) Plan's mid-pack asset rank among Real Estate and all filers

National Mortgage and Finance Company, Limited Profit Sharing 401(k) Plan vs every filed plan by assets

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

$14,522,702 Top 36% higher than 64% 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

National Mortgage and Finance Company, Limited Profit Sharing 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. National Mortgage and Finance Company, Limited Profit Sharing 401(k) Plan sits mid-pack in the medium band (101 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • National Mortgage and Finance Company, Limited Profit Sharing 401(k) Plan reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • National Mortgage and Finance Company, Limited Profit Sharing 401(k) Plan end-of-year assets rose from $13M in the plan year 2023 filing to $15M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 990049850 · National Mortgage & Finance Co Ltd PY 2024 · 401(k)

National Mortgage and Finance Company, Limited Profit Sharing 401(k) Plan · $15M · 101 · 64th

  • PCT $15M
  • PCT 101
  • PCT 64th
  • PCT 401(k)
  • PCT near Telecom Technicians Inc. 401(k) Plan
  • PCT ind #3664

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 Real Estate retirement plans → · Plans in Hawaii →

National Mortgage and Finance Company, Limited Profit Sharing 401(k) Plan in the asset neighbourhood

National Mortgage and Finance Company, Limited Profit Sharing 401(k) PlanNational Mortgage and Financ…$15MTelecom Technicians Inc. 401(k) PlanTelecom Technicians Inc. 401…$15MThe Hometown Savings Bank Employee 401(k) Plan and TrustThe Hometown Savings Bank Em…$15MFood Concepts International, LP 401(k) PlanFood Concepts International,…$15MIntelligent Decision Systems, Inc. 401(k) PlanIntelligent Decision Systems…$15M
End-of-year total assets ($M) among National Mortgage and Finance Company, Limited Profit Sharing 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Hawaii filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$15M
Net Income$1M
Employer EIN990049850
Plan Effective Date1953-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (National Mortgage & Finance Co Ltd)

Sponsor-wide plan assets over time

All National Mortgage & Finance Co Ltd plans reported in each filing year

Latest sponsor-wide plan assets
$15M 31.26829121025828% vs 2022
2024 filing year
$10M$12M$14M$16M 202220232024 $11.1M $14.5M ▲ +31.3%
Year Plans Participants Total Assets
2022 1 96 $11M
2023 1 102 $13M
2024 1 101 $15M

Nearby 401(k) Plans in Hawaii

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

National Mortgage and Finance Company, Limited Profit Sharing 401(k) Plan vs. nearby 401(k) plans in Hawaii, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -0.500.511.522.5 Total assets ($B) Participants National Mortgage and Finance Company, Limited Profit Sharing 401(k) Plan, Total assets ($B): 0.014522702 · Participants: 101National Mortgage and Finance Company, Limited Profit Sharing 401(k) PlanThe Queen's Health Systems Retirement Savings Plan, Total assets ($B): 1.952191043 · Participants: 9096The Queen's Health Systems Retirement Savings PlanBank of Hawaii Retirement Savings Plan, Total assets ($B): 0.819916775 · Participants: 1895Bank of Hawaii Retirement Savings PlanHawaiian Electric Industries Retirement Savings Plan, Total assets ($B): 0.780660919 · Participants: 2732Hawaiian Electric Industries Retirement Savings PlanHawaiian Airlines, Inc. Pilots' 401(k) Plan, Total assets ($B): 0.695629837 · Participants: 1140Hawaiian Airlines, Inc. Pilots' 401(k) PlanKamehameha Schools 401(k) Retirement Savings Plan, Total assets ($B): 0.653492062 · Participants: 2514Kamehameha Schools 401(k) Retirement Savings Plan
National Mortgage and Finance Company, Limited Profit Sharing 401(k) Plan vs. nearby 401(k) plans in Hawaii, assets vs. participants
Compare National Mortgage and Finance Company, Limited Profit Sharing 401(k) Plan side-by-side with 3 peers →

National Mortgage and Finance Company, Limited Profit Sharing 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Hawaii, the nearest 401(k) by assets is Telecom Technicians Inc. 401(k) Plan in MI ($15M); by covered participants it is Phh 401(k) Plan in TX (101 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (101 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 National Mortgage and Finance Company, Limited Profit Sharing 401(k) Plan assets move in 2024? ▼
National Mortgage and Finance Company, Limited Profit Sharing 401(k) Plan grew at a solid clip - up 10.7% during 2024, from $13M to $15M. Reported net income was $1M.
How have National Mortgage & Finance Co Ltd plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), National Mortgage & Finance Co Ltd's sponsor-wide assets grew 31.3%, from $11M to $15M.
Which 401(k) plans are similar in size to National Mortgage and Finance Company, Limited Profit Sharing 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Telecom Technicians Inc. 401(k) Plan in MI ($15M, 57 participants).
Which 401(k) plans cover a similar participant headcount to National Mortgage and Finance Company, Limited Profit Sharing 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Phh 401(k) Plan in TX (101 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 990049850.

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.