401(k) · DOL Form 5500 · 2022

Mortgage Equity Partners, LLC 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
126
Participants Small participant base
53rd
Percentile by assets National rank
$45,098
Avg per participant Low balance/head
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Official DOL plan name: Mortgage Equity Partners Retirement Plan · Sponsored by Mortgage Equity Partners, LLC · Massachusetts · Finance & Insurance

$6M in assets, 126 participants

Mortgage Equity Partners, LLC's Mortgage Equity Partners Retirement Plan reported $6M in total assets and 126 participants in its 2022 DOL Form 5500 filing, ranking in the 53rd 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.

  • #3,452 in Finance & Insurance (9,261 peers)

Coverage in Massachusetts

Mortgage Equity Partners Retirement Plan covers 126 participants in Massachusetts, about 19% of the average Massachusetts filer (state average ~659 per filing). Assets: $6M.

#3,452
in Finance & Insurance (9,261 peers)
-6.7%
assets change YoY

The plan reported a net loss of $405K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Mortgage Equity Partners Retirement Plan's mid-pack asset rank among Finance & Insurance and all filers

Mortgage Equity Partners Retirement Plan vs every filed plan by assets

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

$5,682,295 Top 47% higher than 53% 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

Mortgage Equity Partners 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. Mortgage Equity Partners Retirement Plan sits mid-pack in the medium band (126 participants).

DOL schedule card

Filing strip 043545544 · Mortgage Equity Partners, LLC PY 2022 · 401(k)

Mortgage Equity Partners Retirement Plan · $6M · 126 · 53rd

  • RANK $6M
  • PHOTO 126
  • IND 53rd
  • EOY 401(k)
  • 5500 near Rosemore Employee Savings Plan and Trust
  • ASSETS ind #3452

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 →

Mortgage Equity Partners Retirement Plan in the asset neighbourhood

Mortgage Equity Partners Retirement PlanMortgage Equity Partners Ret…$6MRosemore Employee Savings Plan and TrustRosemore Employee Savings Pl…$6MWichita Kenworth, Inc. 401(k) PlanWichita Kenworth, Inc. 401(k…$6MSueba USA Corporation 401(k) PlanSueba USA Corporation 401(k)…$6MUsher Transport, Inc. 401(k) Profit Sharing PlanUsher Transport, Inc. 401(k)…$6M
End-of-year total assets ($M) among Mortgage Equity Partners Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Massachusetts filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$6M
Net Income-$405K
Employer EIN043545544
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mortgage Equity Partners, LLC)

Sponsor-wide plan assets over time

All Mortgage Equity Partners, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$10M 83.81850995064494% vs 2022
2024 filing year
$4M$6M$8M$10M$12M 202220232024 $5.68M $10.5M ▲ +84.0%
Year Plans Participants Total Assets
2022 1 126 $6M
2023 1 130 $9M
2024 1 179 $10M

Nearby 401(k) Plans in Massachusetts

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

Mortgage Equity Partners Retirement Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants Mortgage Equity Partners Retirement Plan, Total assets ($B): 0.005682295 · Participants: 126Mortgage Equity Partners Retirement 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
Mortgage Equity Partners Retirement Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Mortgage Equity Partners Retirement Plan side-by-side with 3 peers →

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

Outside Massachusetts, the nearest 401(k) by assets is Rosemore Employee Savings Plan and Trust in MD ($6M); by covered participants it is Texas Citizens Bank, N. a. 401(k) Plan in TX (126 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (126 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 Mortgage Equity Partners Retirement Plan assets move in 2022? ▼
Mortgage Equity Partners Retirement Plan pulled back noticeably - down 6.7% during 2022, from $6M to $6M. Reported net income was -$405K.
How have Mortgage Equity Partners, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mortgage Equity Partners, LLC's sponsor-wide assets grew 83.8%, from $6M to $10M.
Which 401(k) plans are similar in size to Mortgage Equity Partners Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Rosemore Employee Savings Plan and Trust in MD ($6M, 19 participants).
Which 401(k) plans cover a similar participant headcount to Mortgage Equity Partners Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Texas Citizens Bank, N. a. 401(k) Plan in TX (126 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 043545544.

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.