401(k) · DOL Form 5500 · 2023

The Home Loan Expert LLC 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
54
Participants Small participant base
25th
Percentile by assets National rank
$22,176
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: The Home Loan Expert LLC · Sponsored by The Home Loan Expert LLC · Texas · Finance & Insurance

$1M in assets, 54 participants

The Home Loan Expert LLC's The Home Loan Expert LLC reported $1M in total assets and 54 participants in its 2023 DOL Form 5500 filing, ranking in the 25th 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.

  • #1,458 in Finance & Insurance (8,869 peers)

The Home Loan Expert LLC multi-year trail

The Home Loan Expert LLC's plans moved -72.3% in assets from 2022 to 2023; this filing shows The Home Loan Expert LLC at $1M / 54 participants.

#1,458
in Finance & Insurance (8,869 peers)
-72.3%
assets change YoY

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Home Loan Expert LLC among the smaller filed plans by assets

The Home Loan Expert LLC vs every filed plan by assets

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

$1,197,510 25th percentile higher than 25% 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 Home Loan Expert LLC 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 Home Loan Expert LLC is a small filing (54 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Home Loan Expert LLC reported net income fell from -$293K in the plan year 2022 filing to -$3M in the plan year 2023 filing.
  • The Home Loan Expert LLC reported participants fell from 209 in the plan year 2022 filing to 54 in the plan year 2023 filing.
  • The Home Loan Expert LLC end-of-year assets fell from $4M in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 472469140 · The Home Loan Expert LLC PY 2023 · 401(k)

The Home Loan Expert LLC · $1M · 54 · 25th

  • TYPE $1M
  • TYPE 54
  • TYPE 25th
  • TYPE 401(k)
  • TYPE near Stat Construction 401(k) Profit Sharing Plan and Trust
  • TYPE ind #1458

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 Texas →

The Home Loan Expert LLC in the asset neighbourhood

The Home Loan Expert LLC$1MStat Construction 401(k) Profit Sharing Plan and TrustStat Construction 401(k) Pro…$1M55n5 Inc Retirement Plan$1MUnity for the Homeless 401(k) PlanUnity for the Homeless 401(k…$1MCreating Beautiful Smiles 401(k) Plan and TrustCreating Beautiful Smiles 40…$1M
End-of-year total assets ($M) among The Home Loan Expert LLC and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

The Home Loan Expert LLC multi-year asset trail

Sponsor-wide plan assets over time

All The Home Loan Expert LLC plans reported in each filing year

Latest sponsor-wide plan assets
$1M 72.30583080541835% vs 2022
2023 filing year
$0M$1M$2M$3M$4M$5M 20222023 $4.32M $1.2M ▼ -72.2%
Year Plans Participants Total Assets
2022 1 209 $4M
2023 1 54 $1M

The Home Loan Expert LLC filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$1M
Net Income-$3M
Employer EIN472469140
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

The Home Loan Expert LLC vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants The Home Loan Expert LLC, Total assets ($B): 0.00119751 · Participants: 54The Home Loan Expert LLCAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
The Home Loan Expert LLC vs. nearby 401(k) plans in Texas, assets vs. participants
Compare The Home Loan Expert LLC side-by-side with 3 peers →

The Home Loan Expert LLC's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Stat Construction 401(k) Profit Sharing Plan and Trust in NY ($1M); by covered participants it is Arco Publicidad Retirement Plan in PR (54 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (54 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 Home Loan Expert LLC assets move in 2023? ▼
The Home Loan Expert LLC contracted severely - down 72.3% during 2023, from $4M to $1M. Reported net income was -$3M.
How have The Home Loan Expert LLC plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), The Home Loan Expert LLC's sponsor-wide assets declined 72.3%, from $4M to $1M.
Where does The Home Loan Expert LLC rank by assets among Form 5500 filers? ▼
The Home Loan Expert LLC ranks in the 25th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the lower half of filed plans by assets).
Which 401(k) plans are similar in size to The Home Loan Expert LLC? ▼
Among 401(k) plans in other states, the closest by assets is Stat Construction 401(k) Profit Sharing Plan and Trust in NY ($1M, 14 participants).
Which 401(k) plans cover a similar participant headcount to The Home Loan Expert LLC? ▼
Among 401(k) plans in other states, the closest by covered participants is Arco Publicidad Retirement Plan in PR (54 participants, $231K 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 472469140.

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.