401(k) · DOL Form 5500 · 2022
The Home Loan Expert LLC 401(k) Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 209
- Participants Below avg headcount
- 48th
- Percentile by assets National rank
- $20,689
- Avg per participant Low balance/head
Official DOL plan name: The Home Loan Expert LLC · Sponsored by The Home Loan Expert LLC · Missouri · Finance & Insurance
$4M in assets, 209 participants
The Home Loan Expert LLC's The Home Loan Expert LLC reported $4M in total assets and 209 participants in its 2022 DOL Form 5500 filing, ranking in the 48th 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.
- #3,047 in Finance & Insurance (9,261 peers)
Coverage in Missouri
The Home Loan Expert LLC covers 209 participants in Missouri, about 28% of the average Missouri filer (state average ~737 per filing). Assets: $4M.
- #3,047
- in Finance & Insurance (9,261 peers)
- -6.3%
- assets change YoY
The plan reported a net loss of $293K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
The Home Loan Expert LLC's mid-pack asset rank among Finance & Insurance and all filers
The Home Loan Expert LLC vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$4,324,051 48th percentile higher than 48% 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
The Home Loan Expert LLC 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. The Home Loan Expert LLC sits mid-pack in the medium band (209 participants).
DOL schedule card
Filing strip 472469140 · The Home Loan Expert LLC PY 2022 · 401(k)
The Home Loan Expert LLC · $4M · 209 · 48th
- IND $4M
- IND 209
- IND 48th
- IND 401(k)
- IND near Tigergraph 401(k) Plan
- IND ind #3047
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 Missouri →
The Home Loan Expert LLC in the asset neighbourhood
Missouri filing particulars
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | -$293K |
| Employer EIN | 472469140 |
| Plan Effective Date | 2016-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Home Loan Expert LLC)
Sponsor-wide plan assets over time
All The Home Loan Expert LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $1M 72.30583080541835% vs 2022
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 209 | $4M |
| 2023 | 1 | 54 | $1M |
Nearby 401(k) Plans in Missouri
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Bayer Corporation Savings and Retirement Plan $9.2B · 18,917
- Edward D. Jones & Co. Profit Sharing and 401(k) Plan $8.7B · 47,923
- Enterprise Holdings Retirement Savings Plan $4.5B · 59,568
- Centene Management Corporation Retirement Plan $3.2B · 49,060
- Anheuser-Busch 401(k) Savings and Retirement Plan $3.1B · 14,556
The Home Loan Expert LLC's out-of-state 401(k) peers by assets and headcount
Outside Missouri, the nearest 401(k) by assets is Tigergraph 401(k) Plan in CA ($4M); by covered participants it is Com Av,LLC 401(k) Profit Sharing Plan in CA (209 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (209 participants); asset peers above are excluded.
- Com Av,LLC 401(k) Profit Sharing Plan (CA) 209 · 0 off
- Vali Cooper and Associates Profit Sharing Plan (CA) 209 · 0 off
- Creative Systems and Consulting (VA) 209 · 0 off
- Traction on Demand US Inc 401(k) Profit Sharing Plan & Trust (WA) 209 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.