401(k) · DOL Form 5500 · 2024

Flat Branch Mortgage, Inc. 401(k) Plan

Data updated 2026-08-25

$75M
Total assets Below avg plan size
580
Participants Below avg headcount
88th
Percentile by assets National rank
$129,839
Avg per participant Near avg balance/head
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Official DOL plan name: Flat Branch Mortgage, Inc. Plan Retirement Savings Plan · Sponsored by Flat Branch Mortgage, Inc. · Missouri · Finance & Insurance

$75M in assets, 580 participants

Flat Branch Mortgage, Inc.'s Flat Branch Mortgage, Inc. Plan Retirement Savings Plan reported $75M in total assets and 580 participants in its 2024 DOL Form 5500 filing, ranking in the 88th 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.

  • #6,988 in Finance & Insurance (8,549 peers)

Where Flat Branch Mortgage, Inc. Plan Retirement Savings Plan sits by assets

Flat Branch Mortgage, Inc. Plan Retirement Savings Plan sits in the top quartile of all filed plans by assets, $75M for 580 participants (~$129,839/participant), up 21.2% in 2024.

#6,988
in Finance & Insurance (8,549 peers)
+21.2%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Flat Branch Mortgage, Inc. Plan Retirement Savings Plan's outsized position by total assets

Flat Branch Mortgage, Inc. Plan Retirement Savings Plan vs every filed plan by assets

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

$75,306,534 Top 12% higher than 88% 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

Flat Branch Mortgage, Inc. Plan Retirement Savings 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. Flat Branch Mortgage, Inc. Plan Retirement Savings Plan sits mid-pack in the medium band (580 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Flat Branch Mortgage, Inc. Plan Retirement Savings Plan reported net income rose from $7M in the plan year 2023 filing to $13M in the plan year 2024 filing.
  • Flat Branch Mortgage, Inc. Plan Retirement Savings Plan end-of-year assets rose from $62M in the plan year 2023 filing to $75M in the plan year 2024 filing.
  • Flat Branch Mortgage, Inc. Plan Retirement Savings Plan reported participants fell from 612 in the plan year 2023 filing to 580 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 202746596 · Flat Branch Mortgage, Inc. PY 2024 · 401(k)

Flat Branch Mortgage, Inc. Plan Retirement Savings Plan · $75M · 580 · 88th

  • EBSA $75M
  • EBSA 580
  • EBSA 88th
  • EBSA 401(k)
  • EBSA near Westmoreland Mining Employees' Savings Plan
  • EBSA ind #6988

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 Missouri →

Flat Branch Mortgage, Inc. Plan Retirement Savings Plan in the asset neighbourhood

Flat Branch Mortgage, Inc. Plan Retirement Savings PlanFlat Branch Mortgage, Inc. P…$75MWestmoreland Mining Employees' Savings PlanWestmoreland Mining Employee…$75MGoldentree Asset Management Retirement PlanGoldentree Asset Management …$75MCitizens & Northern Corporation Savings & Retirement PlanCitizens & Northern Corporat…$75MCalportland Company Thrift & Profit Sharing Plan for Hourly EmployeesCalportland Company Thrift &…$75M
End-of-year total assets ($M) among Flat Branch Mortgage, Inc. Plan Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$62M
Net Assets (End of Year)$75M
Net Income$13M
Employer EIN202746596
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Flat Branch Mortgage, Inc.)

Sponsor-wide plan assets over time

All Flat Branch Mortgage, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$75M 37.595617230804514% vs 2022
2024 filing year
$50M$60M$70M$80M 202220232024 $54.7M $75.3M ▲ +37.6%
Year Plans Participants Total Assets
2022 1 652 $55M
2023 1 612 $62M
2024 1 580 $75M

Nearby 401(k) Plans in Missouri

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

Flat Branch Mortgage, Inc. Plan Retirement Savings Plan vs. nearby 401(k) plans in Missouri, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Flat Branch Mortgage, Inc. Plan Retirement Savings Plan, Total assets ($B): 0.075306534 · Participants: 580Flat Branch Mortgage, Inc. Plan Retirement Savings PlanEdward D. Jones & Co. Profit Sharing and 401(k) Plan, Total assets ($B): 12.368282167 · Participants: 47254Edward D. Jones & Co. Profit Sharing and 401(k) PlanBayer Corporation Savings and Retirement Plan, Total assets ($B): 10.811159993 · Participants: 19357Bayer Corporation Savings and Retirement PlanEmerson Savings Plan, Total assets ($B): 7.357409447 · Participants: 8315Emerson Savings PlanEnterprise Holdings Retirement Savings Plan, Total assets ($B): 6.521110634 · Participants: 72024Enterprise Holdings Retirement Savings PlanCentene Management Corporation Retirement Plan, Total assets ($B): 4.716699086 · Participants: 53760Centene Management Corporation Retirement Plan
Flat Branch Mortgage, Inc. Plan Retirement Savings Plan vs. nearby 401(k) plans in Missouri, assets vs. participants
Compare Flat Branch Mortgage, Inc. Plan Retirement Savings Plan side-by-side with 3 peers →

Flat Branch Mortgage, Inc. Plan Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Missouri, the nearest 401(k) by assets is Westmoreland Mining Employees' Savings Plan in CO ($75M); by covered participants it is Enviri Corporation Savings Plan in PA (580 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (580 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 Flat Branch Mortgage, Inc. Plan Retirement Savings Plan assets move in 2024? ▼
Flat Branch Mortgage, Inc. Plan Retirement Savings Plan grew sharply - up 21.2% during 2024, from $62M to $75M. Reported net income was $13M.
How have Flat Branch Mortgage, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Flat Branch Mortgage, Inc.'s sponsor-wide assets grew 37.6%, from $55M to $75M.
Where does Flat Branch Mortgage, Inc. Plan Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Flat Branch Mortgage, Inc. Plan Retirement Savings Plan ranks in the 88th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Flat Branch Mortgage, Inc. Plan Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Westmoreland Mining Employees' Savings Plan in CO ($75M, 295 participants).
Which 401(k) plans cover a similar participant headcount to Flat Branch Mortgage, Inc. Plan Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Enviri Corporation Savings Plan in PA (580 participants, $82M 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 202746596.

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.