401(k) · DOL Form 5500 · 2022
Finance of America Equity Capital LLC 401(k) Plan
Data updated 2026-08-11
- $209M
- Total assets
- 5,438
- Participants
- 96th
- Percentile by assets
- $38,459
- Avg per participant
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.
- 96th percentile by assets (of 139,126 plans)
- #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.
- $209M
- total plan assets (2022 EOY)
- 5,438
- covered participants
- 96th
- percentile by assets (of 139,126 plans)
- $38,459
- avg assets per participant
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.
Participants vs Texas filers
In Texas, the average filing covers about 688 participants across 10,116 plans. Finance of America Companies 401(k) Plan reports 5,438 participants - 7.9x that state average ($209M EOY assets).
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)
| 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.
Finance of America Companies 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
- 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)
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Finance of America Companies 401(k) Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Finance of America Companies 401(k) Plan assets move in 2022? ▼
How have Finance of America Equity Capital LLC plan assets changed over time? ▼
Where does Finance of America Companies 401(k) Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Finance of America Companies 401(k) Plan? ▼
Next read for Finance of America Companies 401(k) Plan
Filing takeaways
Ways to act on Finance of America Companies 401(k) Plan's numbers.
- By total assets, Finance of America Companies 401(k) Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Texas. Compare plans
- Finance of America Equity Capital LLC's sponsor-wide assets have declined 27.2% since 2022 across 3 plan years on file. More Finance & Insurance plans