401(k) · DOL Form 5500 · 2023

Equity Prime Mortgage, LLC 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
316
Participants Below avg headcount
47th
Percentile by assets National rank
$18,268
Avg per participant Low balance/head
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Official DOL plan name: Equity Prime Mortgage, LLC 401(k) Profit Sharing Plan & Trust · Sponsored by Equity Prime Mortgage, LLC · Georgia · Finance & Insurance

$6M in assets, 316 participants

Equity Prime Mortgage, LLC's Equity Prime Mortgage, LLC 401(k) Profit Sharing Plan & Trust reported $6M in total assets and 316 participants in its 2023 DOL Form 5500 filing, ranking in the 47th 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.

  • #2,978 in Finance & Insurance (8,869 peers)

Coverage in Georgia

Equity Prime Mortgage, LLC 401(k) Profit Sharing Plan & Trust covers 316 participants in Georgia, about 29% of the average Georgia filer (state average ~1,096 per filing). Assets: $6M.

#2,978
in Finance & Insurance (8,869 peers)
-8.6%
assets change YoY

The plan reported a net loss of $541K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Equity Prime Mortgage, LLC 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Finance & Insurance and all filers

Equity Prime Mortgage, LLC 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$5,772,592 47th percentile higher than 47% 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

Equity Prime Mortgage, LLC 401(k) Profit Sharing Plan & Trust among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Equity Prime Mortgage, LLC 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (316 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Equity Prime Mortgage, LLC 401(k) Profit Sharing Plan & Trust reported net income fell from $2M in the plan year 2022 filing to -$541K in the plan year 2023 filing.
  • Equity Prime Mortgage, LLC 401(k) Profit Sharing Plan & Trust reported participants fell from 418 in the plan year 2022 filing to 316 in the plan year 2023 filing.
  • Equity Prime Mortgage, LLC 401(k) Profit Sharing Plan & Trust end-of-year assets fell from $6M in the plan year 2022 filing to $6M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 262053389 · Equity Prime Mortgage, LLC PY 2023 · 401(k)

Equity Prime Mortgage, LLC 401(k) Profit Sharing Plan & Trust · $6M · 316 · 47th

  • VS-ST $6M
  • VS-ST 316
  • VS-ST 47th
  • VS-ST 401(k)
  • VS-ST near Amtex Systems, Inc. 401(k) Plan
  • VS-ST ind #2978

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 Georgia →

Equity Prime Mortgage, LLC 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Equity Prime Mortgage, LLC 401(k) Profit Sharing Plan & TrustEquity Prime Mortgage, LLC 4…$6MAmtex Systems, Inc. 401(k) PlanAmtex Systems, Inc. 401(k) P…$6MKeystone Trading, Inc. 401(k) PlanKeystone Trading, Inc. 401(k…$6MAmerican Plastic Molding Corp. 401(k) PlanAmerican Plastic Molding Cor…$6MAllergy, Asthma, & Sinus Center, P.C. Profit Sharing & Trust PlanAllergy, Asthma, & Sinus Cen…$6M
End-of-year total assets ($M) among Equity Prime Mortgage, LLC 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Georgia filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$6M
Net Income-$541K
Employer EIN262053389
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Equity Prime Mortgage, LLC)

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$6M 11.745919973949412% vs 2022
2024 filing year
$5M$5.5M$6M$6.5M 202220232024 $6.31M $5.57M ▼ -11.7%
Year Plans Participants Total Assets
2022 1 418 $6M
2023 1 316 $6M
2024 1 250 $6M

Nearby 401(k) Plans in Georgia

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

Equity Prime Mortgage, LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -2000000200000400000600000 -505101520 Total assets ($B) Participants Equity Prime Mortgage, LLC 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.005772592 · Participants: 316Equity Prime Mortgage, LLC 401(k) Profit Sharing Plan & TrustThe Teamster - UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 17.183099452 · Participants: 510511The Teamster - UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 16.184491444 · Participants: 83136Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 13.670948783 · Participants: 13283Delta 401(k) Retirement Plan for PilotsUPS 401(k) Savings Plan, Total assets ($B): 13.111089897 · Participants: 102231UPS 401(k) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 12.585718117 · Participants: 413365The Home Depot Futurebuilder
Equity Prime Mortgage, LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Equity Prime Mortgage, LLC 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Equity Prime Mortgage, LLC 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is Amtex Systems, Inc. 401(k) Plan in NY ($6M); by covered participants it is Unitus Community Credit Union 401(k) Plan in OR (316 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (316 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 Equity Prime Mortgage, LLC 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼
Equity Prime Mortgage, LLC 401(k) Profit Sharing Plan & Trust pulled back noticeably - down 8.6% during 2023, from $6M to $6M. Reported net income was -$541K.
How have Equity Prime Mortgage, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Equity Prime Mortgage, LLC's sponsor-wide assets declined 11.7%, from $6M to $6M.
Which 401(k) plans are similar in size to Equity Prime Mortgage, LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Amtex Systems, Inc. 401(k) Plan in NY ($6M, 128 participants).
Which 401(k) plans cover a similar participant headcount to Equity Prime Mortgage, LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Unitus Community Credit Union 401(k) Plan in OR (316 participants, $46M 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 262053389.

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.