401(k) · DOL Form 5500 · 2022

Reverse Mortgage Funding LLC 401(k) Plan

Data updated 2026-08-25

$25M
Total assets Below avg plan size
522
Participants Below avg headcount
81st
Percentile by assets National rank
$48,149
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Reverse Mortgage Funding LLC 401(k) Retirement Plan · Sponsored by Reverse Mortgage Funding LLC · New York · Real Estate

$25M in assets, 522 participants

Reverse Mortgage Funding LLC's Reverse Mortgage Funding LLC 401(k) Retirement Plan reported $25M in total assets and 522 participants in its 2022 DOL Form 5500 filing, ranking in the 81st 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.

  • #4,614 in Real Estate (5,057 peers)

Where Reverse Mortgage Funding LLC 401(k) Retirement Plan sits by assets

Reverse Mortgage Funding LLC 401(k) Retirement Plan sits in the top quartile of all filed plans by assets, $25M for 522 participants (~$48,149/participant), down 16.1% in 2022.

#4,614
in Real Estate (5,057 peers)
-16.1%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Reverse Mortgage Funding LLC 401(k) Retirement Plan's outsized position by total assets

Reverse Mortgage Funding LLC 401(k) Retirement Plan vs every filed plan by assets

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

$25,133,836 Top 19% higher than 81% 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

Reverse Mortgage Funding LLC 401(k) Retirement 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. Reverse Mortgage Funding LLC 401(k) Retirement Plan sits mid-pack in the medium band (522 participants).

Plan-year Form 5500 strip

Filing strip 800860209 · Reverse Mortgage Funding LLC PY 2022 · 401(k)

Reverse Mortgage Funding LLC 401(k) Retirement Plan · $25M · 522 · 81st

  • PHOTO $25M
  • IND 522
  • EOY 81st
  • 5500 401(k)
  • ASSETS near Hac, Inc. 401(k) Plan
  • PCT ind #4614

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 New York →

Reverse Mortgage Funding LLC 401(k) Retirement Plan in the asset neighbourhood

Hac, Inc. 401(k) Plan$25MReverse Mortgage Funding LLC 401(k) Retirement PlanReverse Mortgage Funding LLC…$25MCrystal Lake Oral & Maxillofacial Surgery Ltd Cash or Deferred Profit Sharing Plan and TrustCrystal Lake Oral & Maxillof…$25MSmart City Telecommunications LLC 401(k) PlanSmart City Telecommunication…$25MSamet Corporation 401(k) Profit Sharing PlanSamet Corporation 401(k) Pro…$25M
End-of-year total assets ($M) among Reverse Mortgage Funding LLC 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)$30M
Net Assets (End of Year)$25M
Net Income-$5M
Employer EIN800860209
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Reverse Mortgage Funding LLC)

Sponsor-wide plan assets over time

All Reverse Mortgage Funding LLC plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2023 filing year
$0M$10M$20M$30M 20222023 $25.1M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 522 $25M
2023 1 108 N/A

Nearby 401(k) Plans in New York

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

Reverse Mortgage Funding LLC 401(k) Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Reverse Mortgage Funding LLC 401(k) Retirement Plan, Total assets ($B): 0.025133836 · Participants: 522Reverse Mortgage Funding LLC 401(k) Retirement PlanIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Reverse Mortgage Funding LLC 401(k) Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Reverse Mortgage Funding LLC 401(k) Retirement Plan side-by-side with 3 peers →

Reverse Mortgage Funding LLC 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Hac, Inc. 401(k) Plan in OK ($25M); by covered participants it is Armstrong & Teasdale 401(k) Plan in MO (522 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (522 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 Reverse Mortgage Funding LLC 401(k) Retirement Plan assets move in 2022? ▼
Reverse Mortgage Funding LLC 401(k) Retirement Plan declined sharply - down 16.1% during 2022, from $30M to $25M. Reported net income was -$5M.
Where does Reverse Mortgage Funding LLC 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Reverse Mortgage Funding LLC 401(k) Retirement Plan ranks in the 81st 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 Reverse Mortgage Funding LLC 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hac, Inc. 401(k) Plan in OK ($25M, 935 participants).
Which 401(k) plans cover a similar participant headcount to Reverse Mortgage Funding LLC 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Armstrong & Teasdale 401(k) Plan in MO (522 participants, $129M 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 800860209.

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.