401(k) · DOL Form 5500 · 2022

Hometap Equity Partners LLC 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
135
Participants Small participant base
50th
Percentile by assets National rank
$35,754
Avg per participant Low balance/head
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Official DOL plan name: Hometap Equity Partners 401(k) Plan · Sponsored by Hometap Equity Partners LLC · Massachusetts · Finance & Insurance

$5M in assets, 135 participants

Hometap Equity Partners LLC's Hometap Equity Partners 401(k) Plan reported $5M in total assets and 135 participants in its 2022 DOL Form 5500 filing, ranking in the 50th 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.

  • #3,209 in Finance & Insurance (9,261 peers)

Coverage in Massachusetts

Hometap Equity Partners 401(k) Plan covers 135 participants in Massachusetts, about 21% of the average Massachusetts filer (state average ~659 per filing). Assets: $5M.

#3,209
in Finance & Insurance (9,261 peers)
+104.1%
assets growth YoY

Hometap Equity Partners 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Hometap Equity Partners 401(k) Plan vs every filed plan by assets

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

$4,826,764 Top 50% higher than 50% 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

Hometap Equity Partners 401(k) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Hometap Equity Partners 401(k) Plan sits mid-pack in the medium band (135 participants).

EBSA filing schedule strip

Filing strip 823844831 · Hometap Equity Partners LLC PY 2022 · 401(k)

Hometap Equity Partners 401(k) Plan · $5M · 135 · 50th

  • EIN $5M
  • RANK 135
  • PHOTO 50th
  • IND 401(k)
  • EOY near Vetsez 401(k) Plan
  • 5500 ind #3209

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 →

Hometap Equity Partners 401(k) Plan in the asset neighbourhood

Hometap Equity Partners 401(k) PlanHometap Equity Partners 401(…$5MVetsez 401(k) Plan$5MYoung Automotive Group 401(k) Plan & TrustYoung Automotive Group 401(k…$5MKompan, Inc. 401(k) Plan$5MTortorella Swimming Pools LLC Retirement PlanTortorella Swimming Pools LL…$5M
End-of-year total assets ($M) among Hometap Equity Partners 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Massachusetts filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$5M
Net Income$2M
Employer EIN823844831
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hometap Equity Partners LLC)

Sponsor-wide plan assets over time

All Hometap Equity Partners LLC plans reported in each filing year

Latest sponsor-wide plan assets
$13M 168.19372150782596% vs 2022
2024 filing year
$0M$5M$10M$15M 202220232024 $4.83M $13M ▲ +168.1%
Year Plans Participants Total Assets
2022 1 135 $5M
2023 1 231 $9M
2024 1 190 $13M

Nearby 401(k) Plans in Massachusetts

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

Hometap Equity Partners 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants Hometap Equity Partners 401(k) Plan, Total assets ($B): 0.004826764 · Participants: 135Hometap Equity Partners 401(k) 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
Hometap Equity Partners 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Hometap Equity Partners 401(k) Plan side-by-side with 3 peers →

Hometap Equity Partners 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Vetsez 401(k) Plan in CA ($5M); by covered participants it is Concordia Life Care Community 403(b) Plan in OK (135 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

Similar participant headcount

Nearest other-state filings by covered participants (135 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 Hometap Equity Partners 401(k) Plan assets move in 2022? ▼
Hometap Equity Partners 401(k) Plan surged - up 104.1% during 2022, from $2M to $5M. Reported net income was $2M.
How have Hometap Equity Partners LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hometap Equity Partners LLC's sponsor-wide assets grew 168.2%, from $5M to $13M.
Which 401(k) plans are similar in size to Hometap Equity Partners 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Vetsez 401(k) Plan in CA ($5M, 159 participants).
Which 401(k) plans cover a similar participant headcount to Hometap Equity Partners 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Concordia Life Care Community 403(b) Plan in OK (135 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 823844831.

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.