401(k) · DOL Form 5500 · 2024
Mason Mcduffie Mortgage Corporation 401(k) Plan
Data updated 2026-08-25
- $14M
- Total assets Small plan by assets
- 338
- Participants Below avg headcount
- 63rd
- Percentile by assets National rank
- $41,180
- Avg per participant Low balance/head
Official DOL plan name: Mason Mcduffie Mortgage Corporation · Sponsored by Mason Mcduffie Mortgage Corporation · California · Finance & Insurance
$14M in assets, 338 participants
Mason Mcduffie Mortgage Corporation's Mason Mcduffie Mortgage Corporation reported $14M in total assets and 338 participants in its 2024 DOL Form 5500 filing, ranking in the 63rd 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.
- #4,003 in Finance & Insurance (8,549 peers)
Mason Mcduffie Mortgage Corporation multi-year trail
Mason Mcduffie Mortgage Corporation's plans moved +44.9% in assets from 2022 to 2024; this filing shows Mason Mcduffie Mortgage Corporation at $14M / 338 participants.
- #4,003
- in Finance & Insurance (8,549 peers)
- +9.4%
- assets growth YoY
Mason Mcduffie Mortgage Corporation's mid-pack asset rank among Finance & Insurance and all filers
Mason Mcduffie Mortgage Corporation vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$13,918,790 Top 37% higher than 63% 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
Mason Mcduffie Mortgage Corporation 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. Mason Mcduffie Mortgage Corporation sits mid-pack in the medium band (338 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Mason Mcduffie Mortgage Corporation reported net income fell from $3M in the plan year 2023 filing to $1M in the plan year 2024 filing.
- Mason Mcduffie Mortgage Corporation reported participants rose from 268 in the plan year 2023 filing to 338 in the plan year 2024 filing.
- Mason Mcduffie Mortgage Corporation end-of-year assets rose from $13M in the plan year 2023 filing to $14M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 202693054 · Mason Mcduffie Mortgage Corporation PY 2024 · 401(k)
Mason Mcduffie Mortgage Corporation · $14M · 338 · 63rd
- BOOK $14M
- BOOK 338
- BOOK 63rd
- BOOK 401(k)
- BOOK near Bryan Associated Group 401(k) and Profit Sharing Plan
- BOOK ind #4003
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 →
Mason Mcduffie Mortgage Corporation in the asset neighbourhood
Mason Mcduffie Mortgage Corporation multi-year asset trail
Sponsor-wide plan assets over time
All Mason Mcduffie Mortgage Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $14M 44.94835037145202% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 228 | $10M |
| 2023 | 1 | 268 | $13M |
| 2024 | 1 | 338 | $14M |
Mason Mcduffie Mortgage Corporation filing trail (2024)
| Total Assets (Beginning of Year) | $13M |
|---|---|
| Net Assets (End of Year) | $14M |
| Net Income | $1M |
| Employer EIN | 202693054 |
| Plan Effective Date | 2006-09-05 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Google LLC 401(k) Savings Plan $48.7B · 116,712
- Oracle Corporation 401(k) Savings and Investment Plan $31.0B · 58,962
- Intel 401(k) Savings Plan $24.9B · 55,298
- Apple 401(k) Plan $24.7B · 101,450
- Cisco Systems,Inc. 401(k) Plan $22.7B · 40,452
Mason Mcduffie Mortgage Corporation's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Bryan Associated Group 401(k) and Profit Sharing Plan in PA ($14M); by covered participants it is Healthcrest Surgical 401(k) Plan in OK (338 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($14M here).
- Bryan Associated Group 401(k) and Profit Sharing Plan (PA) $14M · 124
- Proforma 401(k) Plan (OH) $14M · 154
- City Line Distributors, LLC 401(k) Plan (CT) $14M · 234
- Nor-Am 401(k) Plan and Trust (IA) $14M · 517
Similar participant headcount
Nearest other-state filings by covered participants (338 participants); asset peers above are excluded.
- Healthcrest Surgical 401(k) Plan (OK) 338 · 0 off
- Replacements, Ltd. 401(k) Plan (NC) 338 · 0 off
- Murphy Employee Profit Sharing and 401(k) Plan (MO) 338 · 0 off
- Greater Nevada Credit Union 401(k) Plan (NV) 338 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.