401(k) · DOL Form 5500 · 2023

Mortgage Equity Partners, LLC 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
130
Participants Small participant base
55th
Percentile by assets National rank
$65,512
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Mortgage Equity Partners Retirement Plan · Sponsored by Mortgage Equity Partners, LLC · Massachusetts · Finance & Insurance

$9M in assets, 130 participants

Mortgage Equity Partners, LLC's Mortgage Equity Partners Retirement Plan reported $9M in total assets and 130 participants in its 2023 DOL Form 5500 filing, ranking in the 55th 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.

  • #3,545 in Finance & Insurance (8,869 peers)

Coverage in Massachusetts

Mortgage Equity Partners Retirement Plan covers 130 participants in Massachusetts, about 20% of the average Massachusetts filer (state average ~659 per filing). Assets: $9M.

#3,545
in Finance & Insurance (8,869 peers)
+49.9%
assets growth YoY

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 2023 · DOL Form 5500

$8,516,610 Top 45% higher than 55% 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

Mortgage Equity Partners Retirement 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. Mortgage Equity Partners Retirement Plan sits mid-pack in the medium band (130 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Mortgage Equity Partners Retirement Plan reported net income rose from -$405K in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Mortgage Equity Partners Retirement Plan end-of-year assets rose from $6M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Mortgage Equity Partners Retirement Plan reported participants rose from 126 in the plan year 2022 filing to 130 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 043545544 · Mortgage Equity Partners, LLC PY 2023 · 401(k)

Mortgage Equity Partners Retirement Plan · $9M · 130 · 55th

  • IND $9M
  • EOY 130
  • 5500 55th
  • ASSETS 401(k)
  • PCT near Katecho, LLC 401(k) Plan
  • EIN ind #3545

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…$9MKatecho, LLC 401(k) Plan$9MGroup Rossignol USA, Inc. 401(k) PlanGroup Rossignol USA, Inc. 40…$9MJ. Kennedy and Associates, Inc. 401(k) Profit Sharing PlanJ. Kennedy and Associates, I…$9MHope International 401(k) PlanHope International 401(k) Pl…$9M
End-of-year total assets ($M) among Mortgage Equity Partners Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$9M
Net Income$3M
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. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Mortgage Equity Partners Retirement Plan, Total assets ($B): 0.00851661 · Participants: 130Mortgage Equity Partners 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
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 Katecho, LLC 401(k) Plan in IA ($9M); by covered participants it is Animax Designs, Inc. in TN (130 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($9M here).

Similar participant headcount

Nearest other-state filings by covered participants (130 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 Mortgage Equity Partners Retirement Plan assets move in 2023? ▼
Mortgage Equity Partners Retirement Plan surged - up 49.9% during 2023, from $6M to $9M. Reported net income was $3M.
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 Katecho, LLC 401(k) Plan in IA ($9M, 516 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 Animax Designs, Inc. in TN (130 participants, $3M 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 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.