401(k) · DOL Form 5500 · 2023

The Debt Exchange, Inc. 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
51
Participants Small participant base
67th
Percentile by assets National rank
$292,027
Avg per participant High balance/head
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Official DOL plan name: The Debt Exchange 401(k) Retirement Plan · Sponsored by The Debt Exchange, Inc. · Massachusetts · Finance & Insurance

$15M in assets, 51 participants

The Debt Exchange, Inc.'s The Debt Exchange 401(k) Retirement Plan reported $15M in total assets and 51 participants in its 2023 DOL Form 5500 filing, ranking in the 67th 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.

  • #4,620 in Finance & Insurance (8,869 peers)

The Debt Exchange, Inc. multi-year trail

The Debt Exchange, Inc.'s plans moved -20.4% in assets from 2022 to 2024; this filing shows The Debt Exchange 401(k) Retirement Plan at $15M / 51 participants.

#4,620
in Finance & Insurance (8,869 peers)
-24.3%
assets change YoY

The Debt Exchange 401(k) Retirement Plan's outsized position by total assets

The Debt Exchange 401(k) Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$14,893,358 Top 33% higher than 67% of 127,068 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 2023

The Debt Exchange 401(k) Retirement Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Debt Exchange 401(k) Retirement Plan is a small filing (51 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Debt Exchange 401(k) Retirement Plan reported net income rose from -$8M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • The Debt Exchange 401(k) Retirement Plan end-of-year assets fell from $20M in the plan year 2022 filing to $15M in the plan year 2023 filing.
  • The Debt Exchange 401(k) Retirement Plan reported participants fell from 52 in the plan year 2022 filing to 51 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 043505105 · The Debt Exchange, Inc. PY 2023 · 401(k)

The Debt Exchange 401(k) Retirement Plan · $15M · 51 · 67th

  • NET $15M
  • NET 51
  • NET 67th
  • NET 401(k)
  • NET near Coastal States Bank 401(k) Plan
  • NET ind #4620

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 →

The Debt Exchange 401(k) Retirement Plan in the asset neighbourhood

Elk Operating Services, LLC 401(k) Profit Sharing PlanElk Operating Services, LLC …$15MQualstar Credit Union 401(k) Profit Sharing PlanQualstar Credit Union 401(k)…$15MThe Debt Exchange 401(k) Retirement PlanThe Debt Exchange 401(k) Ret…$15MCoastal States Bank 401(k) PlanCoastal States Bank 401(k) P…$15MSurgent Mccoy Cpe, LLC 401(k) PlanSurgent Mccoy Cpe, LLC 401(k…$15M
End-of-year total assets ($M) among The Debt Exchange 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

The Debt Exchange, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All The Debt Exchange, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$16M 20.42175263115065% vs 2022
2024 filing year
$14M$16M$18M$20M$22M 202220232024 $19.7M $15.7M ▼ -20.4%
Year Plans Participants Total Assets
2022 1 52 $20M
2023 1 51 $15M
2024 1 19 $16M

The Debt Exchange, Inc. filing trail (2023)

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$15M
Net Income$3M
Employer EIN043505105
Plan Effective Date2000-03-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

The Debt Exchange 401(k) Retirement Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants The Debt Exchange 401(k) Retirement Plan, Total assets ($B): 0.014893358 · Participants: 51The Debt Exchange 401(k) Retirement PlanFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
The Debt Exchange 401(k) Retirement Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare The Debt Exchange 401(k) Retirement Plan side-by-side with 3 peers →

The Debt Exchange 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Coastal States Bank 401(k) Plan in SC ($15M); by covered participants it is E.L.D. D'onofrio, Inc. 401(k) Profit Sharing Plan in OH (51 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (51 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did The Debt Exchange 401(k) Retirement Plan assets move in 2023? ▼
The Debt Exchange 401(k) Retirement Plan declined sharply - down 24.3% during 2023, from $20M to $15M. Reported net income was $3M.
How have The Debt Exchange, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Debt Exchange, Inc.'s sponsor-wide assets declined 20.4%, from $20M to $16M.
Which 401(k) plans are similar in size to The Debt Exchange 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Coastal States Bank 401(k) Plan in SC ($15M, 176 participants).
Which 401(k) plans cover a similar participant headcount to The Debt Exchange 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is E.L.D. D'onofrio, Inc. 401(k) Profit Sharing Plan in OH (51 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 043505105.

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.