401(k)
2022 plan-year 401(k) DOL Form 5500

Reverse Mortgage Funding LLC 401(k) Retirement Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Reverse Mortgage Funding LLC · New York · Real Estate

What the 2023 filing shows

Reverse Mortgage Funding LLC 401(k) Retirement Plan holds $25M for 522 participants — about $48,149 per participant, down 16.1% over the 2022 plan year.

$25M
total plan assets (2022 EOY)
522
covered participants
$48,149
avg assets per participant
-16.1%
assets change YoY

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.

Total Assets (2023)
$25M
Participants
522
State
Industry
Real Estate

What the Filing Says About Reverse Mortgage Funding LLC 401(k) Retirement Plan

Reverse Mortgage Funding LLC 401(k) Retirement Plan is a 401(k) retirement plan sponsored by Reverse Mortgage Funding LLC, headquartered in New York. As of the 2022 Form 5500 filing, the plan reports $25M in total end-of-year assets and covers 522 participants across the Real Estate industry. The sponsor's EIN on file with the U.S. Department of Labor is 800860209, and the plan has been effective since 2015-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $30M at the beginning of 2022 to $25M at year-end — a decline of 16.1%. Net assets (after liabilities) closed the year at $25M, with reported net income of $-4,814,569 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 1 prior plan-year filing from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$30M
Total Assets (End of Year)$25M
Net Assets (End of Year)$25M
Net Income$-4,814,569
Plan Type401(k)
Employer EIN800860209
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Reverse Mortgage Funding LLC)

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.

Frequently Asked Questions

How much money is in the Reverse Mortgage Funding LLC 401(k) Retirement Plan?
As of the 2022 Form 5500 filing, Reverse Mortgage Funding LLC 401(k) Retirement Plan holds $25M in total assets with 522 participants. It is sponsored by Reverse Mortgage Funding LLC.
What type of plan is Reverse Mortgage Funding LLC 401(k) Retirement Plan?
Reverse Mortgage Funding LLC 401(k) Retirement Plan is a 401(k) plan. It has been effective since 2015-01-01. The plan is filed with the U.S. Department of Labor under EIN 800860209.
Who sponsors the Reverse Mortgage Funding LLC 401(k) Retirement Plan?
Reverse Mortgage Funding LLC 401(k) Retirement Plan is sponsored by Reverse Mortgage Funding LLC, located in New York. The sponsor's EIN is 800860209 and the plan operates in the Real Estate industry.
How did Reverse Mortgage Funding LLC 401(k) Retirement Plan perform in 2022?
Reverse Mortgage Funding LLC 401(k) Retirement Plan declined by 16.1% during 2022, moving from $30M to $25M in total assets. Net income was $-4,814,569.
Where can I find official filings for Reverse Mortgage Funding LLC 401(k) Retirement Plan?
Official Form 5500 filings for Reverse Mortgage Funding LLC 401(k) Retirement Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 800860209 or plan name at efast.dol.gov.
How does Reverse Mortgage Funding LLC 401(k) Retirement Plan compare to other plans?
You can compare Reverse Mortgage Funding LLC 401(k) Retirement Plan against other 401(k) plans on the plan type page, or view plans in New York on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.