401(k) · DOL Form 5500 · 2024

Equitymax, Inc. 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
4
Participants Small participant base
45th
Percentile by assets National rank
$1.5M
Avg per participant High balance/head
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Official DOL plan name: Equitymax, Inc. 401(k) Plan · Sponsored by Equitymax, Inc. · Florida · Real Estate

$6M in assets, 4 participants

Equitymax, Inc.'s Equitymax, Inc. 401(k) Plan reported $6M in total assets and 4 participants in its 2024 DOL Form 5500 filing, ranking in the 45th 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.

  • #2,962 in Real Estate (4,605 peers)

Equitymax, Inc. multi-year trail

Equitymax, Inc.'s plans moved -51.7% in assets from 2022 to 2024; this filing shows Equitymax, Inc. 401(k) Plan at $6M / 4 participants.

#2,962
in Real Estate (4,605 peers)
-43.3%
assets change YoY

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Equitymax, Inc. 401(k) Plan's mid-pack asset rank among Real Estate and all filers

Equitymax, Inc. 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$5,846,079 45th percentile higher than 45% of 123,620 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 2024

Equitymax, Inc. 401(k) Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Equitymax, Inc. 401(k) Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Equitymax, Inc. 401(k) Plan reported net income fell from -$2M in the plan year 2023 filing to -$4M in the plan year 2024 filing.
  • Equitymax, Inc. 401(k) Plan end-of-year assets fell from $10M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Equitymax, Inc. 401(k) Plan reported participants fell from 5 in the plan year 2023 filing to 4 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 650201850 · Equitymax, Inc. PY 2024 · 401(k)

Equitymax, Inc. 401(k) Plan · $6M · 4 · 45th

  • BOY $6M
  • BOY 4
  • BOY 45th
  • BOY 401(k)
  • BOY near Telnyx, LLC 401(k) Plan
  • BOY ind #2962

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 Real Estate retirement plans → · Plans in Florida →

Equitymax, Inc. 401(k) Plan in the asset neighbourhood

Equitymax, Inc. 401(k) Plan$6MTelnyx, LLC 401(k) Plan$6MAddis Automotive Group, Inc. 401(k) PlanAddis Automotive Group, Inc.…$6MJyg Innovations 401(k) Plan$6MPavilion at Queens for Rehab & Nursing 401(k)Pavilion at Queens for Rehab…$6M
End-of-year total assets ($M) among Equitymax, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Equitymax, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Equitymax, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 51.70740435432077% vs 2022
2024 filing year
$4M$6M$8M$10M$12M$14M 202220232024 $12.1M $5.85M ▼ -51.7%
Year Plans Participants Total Assets
2022 1 6 $12M
2023 1 5 $10M
2024 1 4 $6M

Equitymax, Inc. filing trail (2024)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$6M
Net Income-$4M
Employer EIN650201850
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

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

Equitymax, Inc. 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Equitymax, Inc. 401(k) Plan, Total assets ($B): 0.005846079 · Participants: 4Equitymax, Inc. 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 16.316786122 · Participants: 40330L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 13.167098888 · Participants: 51081Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 9.190044852 · Participants: 310261Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 8.068866271 · Participants: 197102Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.484619612 · Participants: 16678Nextera Energy, Inc. Employee Retirement Savings Plan
Equitymax, Inc. 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Equitymax, Inc. 401(k) Plan side-by-side with 3 peers →

Equitymax, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Telnyx, LLC 401(k) Plan in TX ($6M); by covered participants it is Jab Investments, Inc. 401(k) Plan in WI (4 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($6M here).

Similar participant headcount

Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Equitymax, Inc. 401(k) Plan assets move in 2024? ▼
Equitymax, Inc. 401(k) Plan contracted severely - down 43.3% during 2024, from $10M to $6M. Reported net income was -$4M.
How have Equitymax, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Equitymax, Inc.'s sponsor-wide assets declined 51.7%, from $12M to $6M.
Which 401(k) plans are similar in size to Equitymax, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Telnyx, LLC 401(k) Plan in TX ($6M, 109 participants).
Which 401(k) plans cover a similar participant headcount to Equitymax, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Jab Investments, Inc. 401(k) Plan in WI (4 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 650201850.

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.