401(k) · DOL Form 5500 · 2024

Cmg Mortgage, Inc. Dba Cmg Financial 401(k) Plan

Data updated 2026-08-11

$164M
Total assets: 3,015
Participants: 93rd
Percentile by assets: $54,236
Avg per participant

Official DOL plan name: Cmg Financial 401(k) Plan · Sponsored by Cmg Mortgage, Inc. Dba Cmg Financial · California · Finance & Insurance

$164M in assets, 3,015 participants

Cmg Mortgage, Inc. Dba Cmg Financial's Cmg Financial 401(k) Plan reported $164M in total assets and 3,015 participants in its 2024 DOL Form 5500 filing, ranking in the 93rd 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.

93rd percentile by assets (of 123,622 plans)
#7,647 in Finance & Insurance (8,549 peers)

Coverage in California

Cmg Financial 401(k) Plan covers 3,015 participants in California, 4.8x the typical California plan (state average ~630 per filing). Assets: $164M.

$164M
total plan assets (2024 EOY): 3,015
covered participants: 93rd
percentile by assets (of 123,622 plans): $54,236
avg assets per participant

Where Cmg Financial 401(k) Plan sits by total assets

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

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

$163,520,110 Top 7% higher than 93% 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

Cmg Financial 401(k) Plan reported participants rose from 1,990 in the plan year 2023 filing to 3,015 in the plan year 2024 filing.
Cmg Financial 401(k) Plan end-of-year assets rose from $120M in the plan year 2023 filing to $164M in the plan year 2024 filing.
Cmg Financial 401(k) Plan reported net income rose from $40M in the plan year 2023 filing to $43M in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

California

Industry

Finance & Insurance

Participants vs California filers

In California, the average filing covers about 630 participants across 15,291 plans. Cmg Financial 401(k) Plan reports 3,015 participants - 4.8x that state average ($164M EOY assets).

California filing particulars

Total Assets (Beginning of Year)	$120M
Net Assets (End of Year)	$164M
Net Income	$43M
Employer EIN	680309242
Plan Effective Date	1998-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Cmg Mortgage, Inc. Dba Cmg Financial)

Total plan assets by year, all Cmg Mortgage, Inc. Dba Cmg Financial plans on file

Year	Plans	Participants	Total Assets
2022	1	2,194	$80M
2023	1	1,990	$120M
2024	1	3,015	$164M

Nearby 401(k) Plans in California

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

Cmg Financial 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants

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

Compare Cmg Financial 401(k) Plan side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Cmg Financial 401(k) Plan by total assets, not by location.

Select Equity Group, L.P. 401(k) Psp and Trust (NY) $164M · 201
Aurora Flight Sciences Corporation 401(k) Plan (VA) $164M · 1,001
Akumin 401(k) Plan (FL) $164M · 3,106
The Profit Sharing and 401(k) Plan (OH) $163M · 3,587

Frequently Asked Questions

How did Cmg Financial 401(k) Plan assets move in 2024? ▼

Cmg Financial 401(k) Plan surged - up 36.0% during 2024, from $120M to $164M. Reported net income was $43M.

How have Cmg Mortgage, Inc. Dba Cmg Financial plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Cmg Mortgage, Inc. Dba Cmg Financial's sponsor-wide assets grew 105.0%, from $80M to $164M.

Where does Cmg Financial 401(k) Plan rank by assets among Form 5500 filers? ▼

Cmg Financial 401(k) Plan ranks in the 93rd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).

Which 401(k) plans are similar in size to Cmg Financial 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Select Equity Group, L.P. 401(k) Psp and Trust in NY ($164M, 201 participants).

Next read for Cmg Financial 401(k) Plan

Filing takeaways

Ways to act on Cmg Financial 401(k) Plan's numbers.

By total assets, Cmg Financial 401(k) Plan ranks in the top 10% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in California. Compare plans
Cmg Mortgage, Inc. Dba Cmg Financial's sponsor-wide assets have grown 105.0% since 2022 across 3 plan years on file. More Finance & Insurance plans

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 680309242.