401(k) · DOL Form 5500 · 2024

Mortgage Financial Services, LLC 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
118
Participants Small participant base
44th
Percentile by assets National rank
$46,994
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Mortgage Financial Services 401(k) Plan · Sponsored by Mortgage Financial Services, LLC · Texas · Finance & Insurance

$6M in assets, 118 participants

Mortgage Financial Services, LLC's Mortgage Financial Services 401(k) Plan reported $6M in total assets and 118 participants in its 2024 DOL Form 5500 filing, ranking in the 44th 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.

  • #2,542 in Finance & Insurance (8,549 peers)

Coverage in Texas

Mortgage Financial Services 401(k) Plan covers 118 participants in Texas, about 17% of the average Texas filer (state average ~688 per filing). Assets: $6M.

#2,542
in Finance & Insurance (8,549 peers)
-1.0%
assets change YoY

The plan reported a net loss of $54K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Mortgage Financial Services 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Mortgage Financial Services 401(k) Plan vs every filed plan by assets

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

$5,545,335 44th percentile higher than 44% 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

Mortgage Financial Services 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. Mortgage Financial Services 401(k) Plan sits mid-pack in the medium band (118 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Mortgage Financial Services 401(k) Plan reported net income fell from $260K in the plan year 2023 filing to -$54K in the plan year 2024 filing.
  • Mortgage Financial Services 401(k) Plan reported participants fell from 143 in the plan year 2023 filing to 118 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 208468035 · Mortgage Financial Services, LLC PY 2024 · 401(k)

Mortgage Financial Services 401(k) Plan · $6M · 118 · 44th

  • BOY $6M
  • BOY 118
  • BOY 44th
  • BOY 401(k)
  • BOY near Lamarche Associates, Inc. 401(k) Plan
  • BOY ind #2542

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 Texas →

Mortgage Financial Services 401(k) Plan in the asset neighbourhood

Mortgage Financial Services 401(k) PlanMortgage Financial Services …$6MLamarche Associates, Inc. 401(k) PlanLamarche Associates, Inc. 40…$6MWintergreen Corporation 401(k) PlanWintergreen Corporation 401(…$6MTaphere! Technology, LLC 401(k) P/S PlanTaphere! Technology, LLC 401…$6MPhoenix Mecano, Inc. 401(k) PlanPhoenix Mecano, Inc. 401(k) …$6M
End-of-year total assets ($M) among Mortgage Financial Services 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$6M
Net Income-$54K
Employer EIN208468035
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mortgage Financial Services, LLC)

Sponsor-wide plan assets over time

All Mortgage Financial Services, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$6M 3.8493864735403256% vs 2022
2024 filing year
$5.3M$5.4M$5.5M$5.6M$5.7M 202220232024 $5.34M $5.55M ▲ +3.9%
Year Plans Participants Total Assets
2022 1 254 $5M
2023 1 143 $6M
2024 1 118 $6M

Nearby 401(k) Plans in Texas

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

Mortgage Financial Services 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Mortgage Financial Services 401(k) Plan, Total assets ($B): 0.005545335 · Participants: 118Mortgage Financial Services 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Mortgage Financial Services 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Mortgage Financial Services 401(k) Plan side-by-side with 3 peers →

Mortgage Financial Services 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Lamarche Associates, Inc. 401(k) Plan in MA ($6M); by covered participants it is Hyperform, Inc. 401(k) Profit Sharing Plan and Trust in FL (118 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($6M here).

Similar participant headcount

Nearest other-state filings by covered participants (118 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 Mortgage Financial Services 401(k) Plan assets move in 2024? ▼
Mortgage Financial Services 401(k) Plan held essentially flat - down 1.0% during 2024, from $6M to $6M. Reported net income was -$54K.
How have Mortgage Financial Services, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mortgage Financial Services, LLC's sponsor-wide assets grew 3.8%, from $5M to $6M.
Which 401(k) plans are similar in size to Mortgage Financial Services 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Lamarche Associates, Inc. 401(k) Plan in MA ($6M, 39 participants).
Which 401(k) plans cover a similar participant headcount to Mortgage Financial Services 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hyperform, Inc. 401(k) Profit Sharing Plan and Trust in FL (118 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 208468035.

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.