401(k) · DOL Form 5500 · 2022

Equitymax, Inc. 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
6
Participants Small participant base
69th
Percentile by assets National rank
$2.0M
Avg per participant High balance/head
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Official DOL plan name: Equitymax, Inc. 401(k) Plan · Sponsored by Equitymax, Inc. · Florida · Real Estate

$12M in assets, 6 participants

Equitymax, Inc.'s Equitymax, Inc. 401(k) Plan reported $12M in total assets and 6 participants in its 2022 DOL Form 5500 filing, ranking in the 69th 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.

  • #4,212 in Real Estate (5,057 peers)

Equitymax, Inc. multi-year trail

Equitymax, Inc.'s plans moved -51.7% in assets from 2022 to 2024; this filing shows Equitymax, Inc. 401(k) Plan at $12M / 6 participants.

#4,212
in Real Estate (5,057 peers)
-50.5%
assets change YoY

The plan reported a net loss of $12M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Equitymax, Inc. 401(k) Plan's outsized position by total assets

Equitymax, Inc. 401(k) Plan vs every filed plan by assets

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

$12,105,539 Top 31% higher than 69% 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

Equitymax, Inc. 401(k) Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Equitymax, Inc. 401(k) Plan is a micro filing (6 participants), the leftmost band.

DOL schedule card

Filing strip 650201850 · Equitymax, Inc. PY 2022 · 401(k)

Equitymax, Inc. 401(k) Plan · $12M · 6 · 69th

  • EIN $12M
  • RANK 6
  • PHOTO 69th
  • IND 401(k)
  • EOY near Bcc Software 401(k) Plan
  • 5500 ind #4212

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 Real Estate retirement plans → · Plans in Florida →

Equitymax, Inc. 401(k) Plan in the asset neighbourhood

Equitymax, Inc. 401(k) Plan$12MBcc Software 401(k) Plan$12MUniversal Land 401(k) Profit Sharing Plan and TrustUniversal Land 401(k) Profit…$12MGeorgia Nephrology, LLC 401(k) Profit Sharing PlanGeorgia Nephrology, LLC 401(…$12MW.D. Matthews Machinery Co. Profit Sharing Plan and TrustW.D. Matthews Machinery Co. …$12M
End-of-year total assets ($M) among Equitymax, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Equitymax, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Equitymax, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 51.70740435432077% vs 2022
2024 filing year
$4M$6M$8M$10M$12M$14M 202220232024 $12.1M $5.85M ▼ -51.7%
Year Plans Participants Total Assets
2022 1 6 $12M
2023 1 5 $10M
2024 1 4 $6M

Equitymax, Inc. filing trail (2022)

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$12M
Net Income-$12M
Employer EIN650201850
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

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

Equitymax, Inc. 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -5051015 Total assets ($B) Participants Equitymax, Inc. 401(k) Plan, Total assets ($B): 0.012105539 · Participants: 6Equitymax, Inc. 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 12.863481581 · Participants: 41096L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pricewatercoopers LLP, Total assets ($B): 9.121428518 · Participants: 50354Savings Plan for Employees and Partners of Pricewatercoopers LLPAdp Totalsource Retirement Savings Plan, Total assets ($B): 6.687694478 · Participants: 287453Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.05990007 · Participants: 176752Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.44531949 · Participants: 14889Nextera Energy, Inc. Employee Retirement Savings Plan
Equitymax, Inc. 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants

Equitymax, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Bcc Software 401(k) Plan in NY ($12M); by covered participants it is Firetower Farms, Inc. 401(k) Profit Sharing Plan in TX (6 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (6 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 Equitymax, Inc. 401(k) Plan assets move in 2022?
Equitymax, Inc. 401(k) Plan contracted severely - down 50.5% during 2022, from $24M to $12M. Reported net income was -$12M.
How have Equitymax, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Equitymax, Inc.'s sponsor-wide assets declined 51.7%, from $12M to $6M.
Which 401(k) plans are similar in size to Equitymax, Inc. 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Bcc Software 401(k) Plan in NY ($12M, 102 participants).
Which 401(k) plans cover a similar participant headcount to Equitymax, Inc. 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Firetower Farms, Inc. 401(k) Profit Sharing Plan in TX (6 participants, $302K in assets).