401(k) · DOL Form 5500 · 2024

Mulligan Funding, LLC 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
146
Participants Small participant base
54th
Percentile by assets National rank
$62,179
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Mulligan Funding 401(k) Plan · Sponsored by Mulligan Funding, LLC · California · Finance & Insurance

$9M in assets, 146 participants

Mulligan Funding, LLC's Mulligan Funding 401(k) Plan reported $9M in total assets and 146 participants in its 2024 DOL Form 5500 filing, ranking in the 54th 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.

  • #3,218 in Finance & Insurance (8,549 peers)

Coverage in California

Mulligan Funding 401(k) Plan covers 146 participants in California, about 23% of the average California filer (state average ~630 per filing). Assets: $9M.

#3,218
in Finance & Insurance (8,549 peers)
+34.1%
assets growth YoY

Mulligan Funding 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Mulligan Funding 401(k) Plan vs every filed plan by assets

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

$9,078,106 Top 46% higher than 54% 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

Mulligan Funding 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. Mulligan Funding 401(k) Plan sits mid-pack in the medium band (146 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Mulligan Funding 401(k) Plan end-of-year assets rose from $7M in the plan year 2023 filing to $9M in the plan year 2024 filing.
  • Mulligan Funding 401(k) Plan reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Mulligan Funding 401(k) Plan reported participants fell from 171 in the plan year 2023 filing to 146 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 263605217 · Mulligan Funding, LLC PY 2024 · 401(k)

Mulligan Funding 401(k) Plan · $9M · 146 · 54th

  • EBSA $9M
  • EBSA 146
  • EBSA 54th
  • EBSA 401(k)
  • EBSA near The Crossing 401(k) Plan
  • EBSA ind #3218

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 California →

Mulligan Funding 401(k) Plan in the asset neighbourhood

Mulligan Funding 401(k) Plan$9MThe Crossing 401(k) Plan$9MTrc Staffing Services, Inc. 401(k) PlanTrc Staffing Services, Inc. …$9MKingsway Learning Center Retirement PlanKingsway Learning Center Ret…$9MIntepros Consulting 401(k) PlanIntepros Consulting 401(k) P…$9M
End-of-year total assets ($M) among Mulligan Funding 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$9M
Net Income$2M
Employer EIN263605217
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mulligan Funding, LLC)

Sponsor-wide plan assets over time

All Mulligan Funding, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$9M 34.12401258664845% vs 2023
2024 filing year
$6M$7M$8M$9M$10M 20232024 $6.77M $9.08M ▲ +34.1%
Year Plans Participants Total Assets
2023 1 171 $7M
2024 1 146 $9M

Nearby 401(k) Plans in California

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

Mulligan Funding 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Mulligan Funding 401(k) Plan, Total assets ($B): 0.009078106 · Participants: 146Mulligan Funding 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Mulligan Funding 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Mulligan Funding 401(k) Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is The Crossing 401(k) Plan in MO ($9M); by covered participants it is Gerresheimer Peachtree City, Inc. 401(k) Plan in GA (146 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($9M here).

Similar participant headcount

Nearest other-state filings by covered participants (146 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 Mulligan Funding 401(k) Plan assets move in 2024? ▼
Mulligan Funding 401(k) Plan surged - up 34.1% during 2024, from $7M to $9M. Reported net income was $2M.
How have Mulligan Funding, LLC plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Mulligan Funding, LLC's sponsor-wide assets grew 34.1%, from $7M to $9M.
Which 401(k) plans are similar in size to Mulligan Funding 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Crossing 401(k) Plan in MO ($9M, 129 participants).
Which 401(k) plans cover a similar participant headcount to Mulligan Funding 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Gerresheimer Peachtree City, Inc. 401(k) Plan in GA (146 participants, $3M 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 263605217.

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.