401(k) · DOL Form 5500 · 2024
Finance of America Equity Capital LLC 401(k) Plan
Data updated 2026-08-11
- $152M
- Total assets
- 939
- Participants
- 93rd
- Percentile by assets
- $162,063
- Avg per participant
Official DOL plan name: Finance of America Companies 401(k) Plan · Sponsored by Finance of America Equity Capital LLC · Texas · Finance & Insurance
$152M in assets, 939 participants
Finance of America Equity Capital LLC's Finance of America Companies 401(k) Plan reported $152M in total assets and 939 participants in its 2024 DOL Form 5500 filing, ranking in the 93rd 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.
- 93rd percentile by assets (of 123,622 plans)
- #7,606 in Finance & Insurance (8,549 peers)
Where Finance of America Companies 401(k) Plan sits by assets
Finance of America Companies 401(k) Plan sits in the top 10% of all filed plans by assets, $152M for 939 participants (~$162,063/participant), down 9.0% in 2024.
- $152M
- total plan assets (2024 EOY)
- 939
- covered participants
- 93rd
- percentile by assets (of 123,622 plans)
- $162,063
- avg assets per participant
The plan reported a net loss of $15M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Finance of America Companies 401(k) Plan reported net income rose from -$42M in the plan year 2023 filing to -$15M in the plan year 2024 filing.
- Finance of America Companies 401(k) Plan reported participants fell from 2,136 in the plan year 2023 filing to 939 in the plan year 2024 filing.
- Finance of America Companies 401(k) Plan end-of-year assets fell from $167M in the plan year 2023 filing to $152M in the plan year 2024 filing.
Finance of America Companies 401(k) Plan vs the 2024 asset distribution
By assets, Finance of America Companies 401(k) Plan outranks 93% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 1.5x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $167M |
|---|---|
| Net Assets (End of Year) | $152M |
| Net Income | -$15M |
| Employer EIN | 800948242 |
| Plan Effective Date | 1997-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Finance of America Equity Capital LLC)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 5,438 | $209M |
| 2023 | 1 | 2,136 | $167M |
| 2024 | 1 | 939 | $152M |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Finance of America Companies 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
- AT&T Retirement Savings Plan $43.1B · 109,889
- Exxonmobil Savings Plan $23.7B · 21,990
- Chevron Employee Savings Investment Plan $20.4B · 21,505
- Caterpillar 401(k) Savings Plan $18.8B · 43,873
- Southwest Airlines Co. Retirement Savings Plan $17.0B · 67,820
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Finance of America Companies 401(k) Plan by total assets, not by location.
Frequently Asked Questions
How did Finance of America Companies 401(k) Plan assets move in 2024? ▼
How have Finance of America Equity Capital LLC plan assets changed over time? ▼
Where does Finance of America Companies 401(k) Plan rank by assets among Form 5500 filers? ▼
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Next read for Finance of America Companies 401(k) Plan
Scale reading
Ways to act on Finance of America Companies 401(k) Plan's numbers.
- By total assets, Finance of America Companies 401(k) Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Texas. Compare plans
- Finance of America Equity Capital LLC's sponsor-wide assets have declined 27.2% since 2022 across 3 plan years on file. More Finance & Insurance plans