401(k) · DOL Form 5500 · 2022

The Debt Exchange, Inc. 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
52
Participants Small participant base
77th
Percentile by assets National rank
$378,346
Avg per participant High balance/head
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Official DOL plan name: The Debt Exchange 401(k) Retirement Plan · Sponsored by The Debt Exchange, Inc. · Massachusetts · Finance & Insurance

$20M in assets, 52 participants

The Debt Exchange, Inc.'s The Debt Exchange 401(k) Retirement Plan reported $20M in total assets and 52 participants in its 2022 DOL Form 5500 filing, ranking in the 77th 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.

  • #5,887 in Finance & Insurance (9,261 peers)

Where The Debt Exchange 401(k) Retirement Plan sits by assets

The Debt Exchange 401(k) Retirement Plan sits in the top quartile of all filed plans by assets, $20M for 52 participants (~$378,346/participant), down 28.2% in 2022.

#5,887
in Finance & Insurance (9,261 peers)
-28.2%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $8M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Debt Exchange 401(k) Retirement Plan's outsized position by total assets

The Debt Exchange 401(k) Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$19,673,997 Top 23% higher than 77% of 139,123 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 2022

The Debt Exchange 401(k) Retirement Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Debt Exchange 401(k) Retirement Plan is a small filing (52 participants) on this national headcount ladder.

DOL schedule card

Filing strip 043505105 · The Debt Exchange, Inc. PY 2022 · 401(k)

The Debt Exchange 401(k) Retirement Plan · $20M · 52 · 77th

  • TYPE $20M
  • TYPE 52
  • TYPE 77th
  • TYPE 401(k)
  • TYPE near Main Street Capital Corporation 401(k) Savings Plan
  • TYPE ind #5887

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 Massachusetts →

The Debt Exchange 401(k) Retirement Plan in the asset neighbourhood

Cooper Companies 401(k) Savings and Retirement PlanCooper Companies 401(k) Savi…$20MThe Debt Exchange 401(k) Retirement PlanThe Debt Exchange 401(k) Ret…$20MMain Street Capital Corporation 401(k) Savings PlanMain Street Capital Corporat…$20MSerrala US Corporation 401(k) PlanSerrala US Corporation 401(k…$20MThe Salary Reduction Thrift Plan for Employees of N.B. Handy Company, IncThe Salary Reduction Thrift …$20M
End-of-year total assets ($M) among The Debt Exchange 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$20M
Net Income-$8M
Employer EIN043505105
Plan Effective Date2000-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Debt Exchange, Inc.)

Sponsor-wide plan assets over time

All The Debt Exchange, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$16M 20.42175263115065% vs 2022
2024 filing year
$14M$16M$18M$20M$22M 202220232024 $19.7M $15.7M ▼ -20.4%
Year Plans Participants Total Assets
2022 1 52 $20M
2023 1 51 $15M
2024 1 19 $16M

Nearby 401(k) Plans in Massachusetts

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

The Debt Exchange 401(k) Retirement Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants The Debt Exchange 401(k) Retirement Plan, Total assets ($B): 0.019673997 · Participants: 52The Debt Exchange 401(k) Retirement PlanFidelity Retirement Savings Plan, Total assets ($B): 22.953563448 · Participants: 52036Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 8.79802945 · Participants: 32843Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 5.810585521 · Participants: 13690Massachusetts Institute of Technology Supplemental 401(k) PlanPhilips North America 401(k) Plan, Total assets ($B): 5.180251859 · Participants: 19750Philips North America 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 4.853752256 · Participants: 18359Boston Scientific Corporation 401(k) Retirement Savings Plan
The Debt Exchange 401(k) Retirement Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare The Debt Exchange 401(k) Retirement Plan side-by-side with 3 peers →

The Debt Exchange 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Main Street Capital Corporation 401(k) Savings Plan in TX ($20M); by covered participants it is Maserati North America, Inc. 401(k) Plan in MI (52 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (52 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did The Debt Exchange 401(k) Retirement Plan assets move in 2022? ▼
The Debt Exchange 401(k) Retirement Plan declined sharply - down 28.2% during 2022, from $27M to $20M. Reported net income was -$8M.
How have The Debt Exchange, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Debt Exchange, Inc.'s sponsor-wide assets declined 20.4%, from $20M to $16M.
Where does The Debt Exchange 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
The Debt Exchange 401(k) Retirement Plan ranks in the 77th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to The Debt Exchange 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Main Street Capital Corporation 401(k) Savings Plan in TX ($20M, 78 participants).
Which 401(k) plans cover a similar participant headcount to The Debt Exchange 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Maserati North America, Inc. 401(k) Plan in MI (52 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 043505105.

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.