401(k) · DOL Form 5500 · 2022
Finance of America Equity Capital LLC 401(k) Plan
Data updated 2026-08-25
- $209M
- Total assets Near avg plan size
- 5,438
- Participants Above avg headcount
- 96th
- Percentile by assets National rank
- $38,459
- Avg per participant Low balance/head
Official DOL plan name: Finance of America Companies 401(k) Plan · Sponsored by Finance of America Equity Capital LLC · Texas · Finance & Insurance
$209M in assets, 5,438 participants
Finance of America Equity Capital LLC's Finance of America Companies 401(k) Plan reported $209M in total assets and 5,438 participants in its 2022 DOL Form 5500 filing, ranking in the 96th 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.
- #8,592 in Finance & Insurance (9,261 peers)
Coverage in Texas
Finance of America Companies 401(k) Plan covers 5,438 participants in Texas, 7.9x the typical Texas plan (state average ~688 per filing). Assets: $209M.
- #8,592
- in Finance & Insurance (9,261 peers)
- -24.8%
- assets change YoY
- 2.1×
- vs typical plan assets (national mean)
The plan reported a net loss of $69M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Finance of America Companies 401(k) Plan's outsized position by total assets
Finance of America Companies 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$209,140,737 Top 4% higher than 96% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Finance of America Companies 401(k) Plan's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Finance of America Companies 401(k) Plan lands in the large band (5,438 participants).
Published 5500 schedule card
Filing strip 800948242 · Finance of America Equity Capital LLC PY 2022 · 401(k)
Finance of America Companies 401(k) Plan · $209M · 5,438 · 96th
- EOY $209M
- 5500 5,438
- ASSETS 96th
- PCT 401(k)
- EIN near Weeks Group 401(k) Savings Plan
- RANK ind #8592
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 →
Finance of America Companies 401(k) Plan in the asset neighbourhood
Texas filing particulars
| Total Assets (Beginning of Year) | $278M |
|---|---|
| Net Assets (End of Year) | $209M |
| Net Income | -$69M |
| Employer EIN | 800948242 |
| Plan Effective Date | 1997-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Finance of America Equity Capital LLC)
Sponsor-wide plan assets over time
All Finance of America Equity Capital LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $152M 27.2369586227479% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 5,438 | $209M |
| 2023 | 1 | 2,136 | $167M |
| 2024 | 1 | 939 | $152M |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $37.6B · 144,503
- Exxonmobil Savings Plan $21.3B · 23,619
- Caterpillar 401(k) Savings Plan $13.8B · 38,538
- American Airlines, Inc. 401(k) Plan $12.8B · 85,577
- Dell Inc. 401(k) Plan $12.0B · 47,532
Scale composition for Finance of America Companies 401(k) Plan
Finance of America Companies 401(k) Plan reports $209M in end-of-year assets across 5,438 participants (0.002% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $38,459 per participant (28% of the national average assets-per-participant) . Net income for plan year 2022 was -$69M.
This plan identity (EIN 800948242, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $209M to $152M (-27.2%) while covered participants moved from 5,438 to 939 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 5,438 | $209M | This page |
| 2023 | 2,136 | $167M | Open filing |
| 2024 · index core | 939 | $152M | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Finance of America Companies 401(k) Plan (401(k), $152M, 939 participants)
Finance of America Companies 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Weeks Group 401(k) Savings Plan in NJ ($209M); by covered participants it is The Terracon 401(k) and ESOP Plan in KS (5,437 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($209M here).
- Weeks Group 401(k) Savings Plan (NJ) $209M · 971
- The Association of International Certified Professional Accountants 401(k) Retirement Plan (NC) $209M · 710
- Teknor Savings Plus Plan (RI) $209M · 1,659
- Tkc Holdings, Inc. Retirement Plan (MO) $209M · 5,118
Similar participant headcount
Nearest other-state filings by covered participants (5,438 participants); asset peers above are excluded.
- The Terracon 401(k) and ESOP Plan (KS) 5,437 · 1 off
- Guardian Retirement Investment Plan (NY) 5,436 · 2 off
- Pra Holdings, Inc. 401(k) Plan (NC) 5,443 · 5 off
- Fusion Medical Staffing LLC 401(k) Plan (NE) 5,432 · 6 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.