401(k) · DOL Form 5500 · 2024

Nations Direct Mortgage, LLC 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
157
Participants Small participant base
59th
Percentile by assets National rank
$73,850
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Nations Direct Mortgage 401(k) Profit Sharing Plan & Trust · Sponsored by Nations Direct Mortgage, LLC · Nevada · Finance & Insurance

$12M in assets, 157 participants

Nations Direct Mortgage, LLC's Nations Direct Mortgage 401(k) Profit Sharing Plan & Trust reported $12M in total assets and 157 participants in its 2024 DOL Form 5500 filing, ranking in the 59th 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 Finance & Insurance (8,549 peers)

Coverage in Nevada

Nations Direct Mortgage 401(k) Profit Sharing Plan & Trust covers 157 participants in Nevada, about 25% of the average Nevada filer (state average ~636 per filing). Assets: $12M.

#3,664
in Finance & Insurance (8,549 peers)
+22.3%
assets growth YoY

Nations Direct Mortgage 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Finance & Insurance and all filers

Nations Direct Mortgage 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$11,594,475 Top 41% higher than 59% 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

Nations Direct Mortgage 401(k) Profit Sharing Plan & Trust 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. Nations Direct Mortgage 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (157 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Nations Direct Mortgage 401(k) Profit Sharing Plan & Trust reported net income rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Nations Direct Mortgage 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $9M in the plan year 2023 filing to $12M in the plan year 2024 filing.
  • Nations Direct Mortgage 401(k) Profit Sharing Plan & Trust reported participants fell from 177 in the plan year 2023 filing to 157 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 208544905 · Nations Direct Mortgage, LLC PY 2024 · 401(k)

Nations Direct Mortgage 401(k) Profit Sharing Plan & Trust · $12M · 157 · 59th

  • RANK $12M
  • PHOTO 157
  • IND 59th
  • EOY 401(k)
  • 5500 near Wilson & Martino Dental, PLLC 401(k) Profit Sharing Plan
  • ASSETS 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 Finance & Insurance retirement plans → · Plans in Nevada →

Nations Direct Mortgage 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Mark Christopher Chevrolet Inc 401(k) Profit Sharing Plan & TrustMark Christopher Chevrolet I…$12MNations Direct Mortgage 401(k) Profit Sharing Plan & TrustNations Direct Mortgage 401(…$12MWilson & Martino Dental, PLLC 401(k) Profit Sharing PlanWilson & Martino Dental, PLL…$12MLaser Assets & Affiliates 401(k) PlanLaser Assets & Affiliates 40…$12MDoctors of Physical Therapy 401(k) PlanDoctors of Physical Therapy …$12M
End-of-year total assets ($M) among Nations Direct Mortgage 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Nevada filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$12M
Net Income$2M
Employer EIN208544905
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Nations Direct Mortgage, LLC)

Sponsor-wide plan assets over time

All Nations Direct Mortgage, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$12M 46.494306426394175% vs 2022
2024 filing year
$6M$8M$10M$12M 202220232024 $7.91M $11.6M ▲ +46.5%
Year Plans Participants Total Assets
2022 1 237 $8M
2023 1 177 $9M
2024 1 157 $12M

Nearby 401(k) Plans in Nevada

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

Nations Direct Mortgage 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Nevada, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -0.500.511.522.5 Total assets ($B) Participants Nations Direct Mortgage 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.011594475 · Participants: 157Nations Direct Mortgage 401(k) Profit Sharing Plan & TrustThe Mgm Resorts 401(k) Savings Plan, Total assets ($B): 2.241956368 · Participants: 37719The Mgm Resorts 401(k) Savings PlanCaesars Entertainment, Inc 401(k) Plan, Total assets ($B): 1.939824866 · Participants: 46859Caesars Entertainment, Inc 401(k) PlanBarrick Retirement Plan, Total assets ($B): 1.341794728 · Participants: 7327Barrick Retirement PlanEighth District Electrical Pension Fund Annuity Plan, Total assets ($B): 1.127663414 · Participants: 21516Eighth District Electrical Pension Fund Annuity PlanNv Energy 401(k) Plan, Total assets ($B): 1.125514142 · Participants: 2669Nv Energy 401(k) Plan
Nations Direct Mortgage 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Nevada, assets vs. participants
Compare Nations Direct Mortgage 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Nations Direct Mortgage 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Nevada, the nearest 401(k) by assets is Wilson & Martino Dental, PLLC 401(k) Profit Sharing Plan in WV ($12M); by covered participants it is Otis It Inc in DE (157 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (157 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 Nations Direct Mortgage 401(k) Profit Sharing Plan & Trust assets move in 2024? ▼
Nations Direct Mortgage 401(k) Profit Sharing Plan & Trust grew sharply - up 22.3% during 2024, from $9M to $12M. Reported net income was $2M.
How have Nations Direct Mortgage, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Nations Direct Mortgage, LLC's sponsor-wide assets grew 46.5%, from $8M to $12M.
Which 401(k) plans are similar in size to Nations Direct Mortgage 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Wilson & Martino Dental, PLLC 401(k) Profit Sharing Plan in WV ($12M, 83 participants).
Which 401(k) plans cover a similar participant headcount to Nations Direct Mortgage 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Otis It Inc in DE (157 participants, $63K 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 208544905.

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.