401(k) · DOL Form 5500 · 2024

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

Data updated 2026-08-25

$164M
Total assets Near avg plan size
3,015
Participants Above avg headcount
93rd
Percentile by assets National rank
$54,236
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

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.

  • #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.

#7,647
in Finance & Insurance (8,549 peers)
+36.0%
assets growth YoY
1.6×
vs typical plan assets (national mean)

Cmg Financial 401(k) Plan's outsized position 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

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

Cmg Financial 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cmg Financial 401(k) Plan lands in the large band (3,015 participants).

What changed between DOL Form 5500 filings

plan year 2023 → 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 →

Form 5500 schedule snapshot

Filing strip 680309242 · Cmg Mortgage, Inc. Dba Cmg Financial PY 2024 · 401(k)

Cmg Financial 401(k) Plan · $164M · 3,015 · 93rd

  • EIN $164M
  • RANK 3,015
  • PHOTO 93rd
  • IND 401(k)
  • EOY near Select Equity Group, L.P. 401(k) Psp and Trust
  • 5500 ind #7647

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 →

Cmg Financial 401(k) Plan in the asset neighbourhood

Akumin 401(k) Plan$164MSelect Equity Group, L.P. 401(k) Psp and TrustSelect Equity Group, L.P. 40…$164MAurora Flight Sciences Corporation 401(k) PlanAurora Flight Sciences Corpo…$164MCmg Financial 401(k) Plan$164MThe Profit Sharing and 401(k) PlanThe Profit Sharing and 401(k…$163M
End-of-year total assets ($M) among Cmg Financial 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$120M
Net Assets (End of Year)$164M
Net Income$43M
Employer EIN680309242
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

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

Sponsor-wide plan assets over time

All Cmg Mortgage, Inc. Dba Cmg Financial plans reported in each filing year

Latest sponsor-wide plan assets
$164M 104.9810204024046% vs 2022
2024 filing year
$50M$100M$150M$200M 202220232024 $79.8M $164M ▲ +105.0%
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 Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Cmg Financial 401(k) Plan, Total assets ($B): 0.16352011 · Participants: 3015Cmg Financial 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Cmg Financial 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Cmg Financial 401(k) Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Select Equity Group, L.P. 401(k) Psp and Trust in NY ($164M); by covered participants it is Merit Medical Systems, Inc. 401(k) Profit Sharing Plan in UT (3,015 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($164M here).

Similar participant headcount

Nearest other-state filings by covered participants (3,015 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 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).
Which 401(k) plans cover a similar participant headcount to Cmg Financial 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Merit Medical Systems, Inc. 401(k) Profit Sharing Plan in UT (3,015 participants, $217M 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 680309242.

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.