401(k) · DOL Form 5500 · 2023

Hometap Equity Partners LLC 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
231
Participants Below avg headcount
56th
Percentile by assets National rank
$38,123
Avg per participant Low balance/head
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Official DOL plan name: Hometap Equity Partners 401(k) Plan · Sponsored by Hometap Equity Partners LLC · Massachusetts · Finance & Insurance

$9M in assets, 231 participants

Hometap Equity Partners LLC's Hometap Equity Partners 401(k) Plan reported $9M in total assets and 231 participants in its 2023 DOL Form 5500 filing, ranking in the 56th 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.

  • #3,607 in Finance & Insurance (8,869 peers)

Coverage in Massachusetts

Hometap Equity Partners 401(k) Plan covers 231 participants in Massachusetts, about 35% of the average Massachusetts filer (state average ~659 per filing). Assets: $9M.

#3,607
in Finance & Insurance (8,869 peers)
+82.5%
assets growth YoY

Hometap Equity Partners 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Hometap Equity Partners 401(k) Plan vs every filed plan by assets

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

$8,806,477 Top 44% higher than 56% 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

Hometap Equity Partners 401(k) Plan 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. Hometap Equity Partners 401(k) Plan sits mid-pack in the medium band (231 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Hometap Equity Partners 401(k) Plan end-of-year assets rose from $5M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Hometap Equity Partners 401(k) Plan reported participants rose from 135 in the plan year 2022 filing to 231 in the plan year 2023 filing.
  • Hometap Equity Partners 401(k) Plan reported net income rose from $2M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 823844831 · Hometap Equity Partners LLC PY 2023 · 401(k)

Hometap Equity Partners 401(k) Plan · $9M · 231 · 56th

  • PHOTO $9M
  • PHOTO 231
  • PHOTO 56th
  • PHOTO 401(k)
  • PHOTO near Dattilo Group 401(k) Profit Sharing Plan
  • PHOTO ind #3607

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 →

Hometap Equity Partners 401(k) Plan in the asset neighbourhood

Hometap Equity Partners 401(k) PlanHometap Equity Partners 401(…$9MDattilo Group 401(k) Profit Sharing PlanDattilo Group 401(k) Profit …$9MBrusco Tug and Barge, Inc. Employees Retirement PlanBrusco Tug and Barge, Inc. E…$9MMonterey Spine & Joint, PC 401(k) PlanMonterey Spine & Joint, PC 4…$9MSugaright, LLC 401(k) Plan$9M
End-of-year total assets ($M) among Hometap Equity Partners 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$9M
Net Income$4M
Employer EIN823844831
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hometap Equity Partners LLC)

Sponsor-wide plan assets over time

All Hometap Equity Partners LLC plans reported in each filing year

Latest sponsor-wide plan assets
$13M 168.19372150782596% vs 2022
2024 filing year
$0M$5M$10M$15M 202220232024 $4.83M $13M ▲ +168.1%
Year Plans Participants Total Assets
2022 1 135 $5M
2023 1 231 $9M
2024 1 190 $13M

Nearby 401(k) Plans in Massachusetts

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

Hometap Equity Partners 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Hometap Equity Partners 401(k) Plan, Total assets ($B): 0.008806477 · Participants: 231Hometap Equity Partners 401(k) 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
Hometap Equity Partners 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Hometap Equity Partners 401(k) Plan side-by-side with 3 peers →

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

Outside Massachusetts, the nearest 401(k) by assets is Dattilo Group 401(k) Profit Sharing Plan in CT ($9M); by covered participants it is Teacher Synergy LLC 401(k) Plan in NY (231 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (231 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 Hometap Equity Partners 401(k) Plan assets move in 2023? ▼
Hometap Equity Partners 401(k) Plan surged - up 82.5% during 2023, from $5M to $9M. Reported net income was $4M.
How have Hometap Equity Partners LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hometap Equity Partners LLC's sponsor-wide assets grew 168.2%, from $5M to $13M.
Which 401(k) plans are similar in size to Hometap Equity Partners 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Dattilo Group 401(k) Profit Sharing Plan in CT ($9M, 151 participants).
Which 401(k) plans cover a similar participant headcount to Hometap Equity Partners 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Teacher Synergy LLC 401(k) Plan in NY (231 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 823844831.

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.