401(k) · DOL Form 5500 · 2024
Mortgage Connect LP 401(k) Plan
Data updated 2026-08-25
- $16M
- Total assets Small plan by assets
- 780
- Participants Near avg headcount
- 66th
- Percentile by assets National rank
- $20,458
- Avg per participant Low balance/head
Official DOL plan name: Mortgage Connect LP 401(k) Profit Sharing Plan · Sponsored by Mortgage Connect LP · Pennsylvania · Finance & Insurance
$16M in assets, 780 participants
Mortgage Connect LP's Mortgage Connect LP 401(k) Profit Sharing Plan reported $16M in total assets and 780 participants in its 2024 DOL Form 5500 filing, ranking in the 66th 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.
- #4,263 in Finance & Insurance (8,549 peers)
Mortgage Connect LP multi-year trail
Mortgage Connect LP's plans moved +32.1% in assets from 2022 to 2024; this filing shows Mortgage Connect LP 401(k) Profit Sharing Plan at $16M / 780 participants.
- #4,263
- in Finance & Insurance (8,549 peers)
- +22.5%
- assets growth YoY
Mortgage Connect LP 401(k) Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers
Mortgage Connect LP 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$15,957,574 Top 34% higher than 66% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Mortgage Connect LP 401(k) Profit Sharing 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. Mortgage Connect LP 401(k) Profit Sharing Plan sits mid-pack in the medium band (780 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Mortgage Connect LP 401(k) Profit Sharing Plan reported net income rose from $886K in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Mortgage Connect LP 401(k) Profit Sharing Plan end-of-year assets rose from $13M in the plan year 2023 filing to $16M in the plan year 2024 filing.
- Mortgage Connect LP 401(k) Profit Sharing Plan reported participants fell from 886 in the plan year 2023 filing to 780 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 261671848 · Mortgage Connect LP PY 2024 · 401(k)
Mortgage Connect LP 401(k) Profit Sharing Plan · $16M · 780 · 66th
- NET $16M
- NET 780
- NET 66th
- NET 401(k)
- NET near Unlimited Technology 401(k) Plan
- NET ind #4263
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 Pennsylvania →
Mortgage Connect LP 401(k) Profit Sharing Plan in the asset neighbourhood
Mortgage Connect LP multi-year asset trail
Sponsor-wide plan assets over time
All Mortgage Connect LP plans reported in each filing year
- Latest sponsor-wide plan assets
- $16M 32.07917943515813% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2,073 | $12M |
| 2023 | 1 | 886 | $13M |
| 2024 | 1 | 780 | $16M |
Mortgage Connect LP filing trail (2024)
| Total Assets (Beginning of Year) | $13M |
|---|---|
| Net Assets (End of Year) | $16M |
| Net Income | $3M |
| Employer EIN | 261671848 |
| Plan Effective Date | 2015-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Pennsylvania
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Comcast Corporation Retirement - Investment Plan $19.7B · 90,495
- The Cigna Group 401(k) Plan $14.2B · 63,634
- The Vanguard Retirement and Savings Plan $11.1B · 18,066
- Thermo Fisher Scientific Inc. 401(k) Retirement Plan $10.3B · 36,150
- The PNC Financial Services Group, Inc. Incentive Savings Plan $10.2B · 54,604
Mortgage Connect LP 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Pennsylvania, the nearest 401(k) by assets is Unlimited Technology 401(k) Plan in VA ($16M); by covered participants it is Osisoft, LLC Section 401(k) Plan in CA (780 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($16M here).
- Unlimited Technology 401(k) Plan (VA) $16M · 332
- Wha Plan for Living 401(k) and Trust (VA) $16M · 168
- The Lenders Protection Employee 401(k) Plan (TX) $16M · 207
- Vickers & Nolan Enterprises, LLC Retirement Plan (VA) $16M · 92
Similar participant headcount
Nearest other-state filings by covered participants (780 participants); asset peers above are excluded.
- Osisoft, LLC Section 401(k) Plan (CA) 780 · 0 off
- Chopt Salad 401(k) Plan (NY) 780 · 0 off
- John a. Biewer Company, Inc. 401(k) Plan & Trust (MI) 780 · 0 off
- Hugg & Hall Equipment 401(k) Profit Sharing Plan (AR) 780 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.