401(k) · DOL Form 5500 · 2024

Finance of America Equity Capital LLC 401(k) Plan

Data updated 2026-08-25

$152M
Total assets Near avg plan size
939
Participants Near avg headcount
93rd
Percentile by assets National rank
$162,063
Avg per participant Above avg balance/head
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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.

  • #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.

#7,606
in Finance & Insurance (8,549 peers)
-9.0%
assets change YoY
1.5×
vs typical plan assets (national mean)

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.

Finance of America Companies 401(k) Plan's outsized position by total assets

Finance of America Companies 401(k) Plan vs every filed plan by assets

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

$152,177,161 Top 7% higher than 93% 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

Finance of America Companies 401(k) Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Finance of America Companies 401(k) Plan sits mid-pack in the medium band (939 participants).

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.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 800948242 · Finance of America Equity Capital LLC PY 2024 · 401(k)

Finance of America Companies 401(k) Plan · $152M · 939 · 93rd

  • EOY $152M
  • EOY 939
  • EOY 93rd
  • EOY 401(k)
  • EOY near Point B, Inc.& Affiliated Employers 401(k) Plan
  • EOY ind #7606

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 →

Finance of America Companies 401(k) Plan in the asset neighbourhood

Point B, Inc.& Affiliated Employers 401(k) PlanPoint B, Inc.& Affiliated Em…$152MFinance of America Companies 401(k) PlanFinance of America Companies…$152MCorbion America Holdings, Inc. Retirement Savings PlanCorbion America Holdings, In…$152MBpm Profit Sharing 401(k) PlanBpm Profit Sharing 401(k) Pl…$152MNutter, Mcclennen & Fish, LLP 401(k) Savings and Profit Sharing PlanNutter, Mcclennen & Fish, LL…$152M
End-of-year total assets ($M) among Finance of America Companies 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$167M
Net Assets (End of Year)$152M
Net Income-$15M
Employer EIN800948242
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Finance of America Equity Capital LLC)

Sponsor-wide plan assets over time

All Finance of America Equity Capital LLC plans reported in each filing year

Latest sponsor-wide plan assets
$152M 27.2369586227479% vs 2022
2024 filing year
$140M$160M$180M$200M$220M 202220232024 $209M $152M ▼ -27.2%
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 Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Finance of America Companies 401(k) Plan, Total assets ($B): 0.152177161 · Participants: 939Finance of America Companies 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Finance of America Companies 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Finance of America Companies 401(k) Plan side-by-side with 3 peers →

Finance of America Companies 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Point B, Inc.& Affiliated Employers 401(k) Plan in WA ($152M); by covered participants it is Headwater Companies, LLC 401(k) Plan in IN (939 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (939 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 Finance of America Companies 401(k) Plan assets move in 2024? ▼
Finance of America Companies 401(k) Plan pulled back noticeably - down 9.0% during 2024, from $167M to $152M. Reported net income was -$15M.
How have Finance of America Equity Capital LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Finance of America Equity Capital LLC's sponsor-wide assets declined 27.2%, from $209M to $152M.
Where does Finance of America Companies 401(k) Plan rank by assets among Form 5500 filers? ▼
Finance of America Companies 401(k) Plan ranks in the 93rd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Finance of America Companies 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Point B, Inc.& Affiliated Employers 401(k) Plan in WA ($152M, 671 participants).
Which 401(k) plans cover a similar participant headcount to Finance of America Companies 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Headwater Companies, LLC 401(k) Plan in IN (939 participants, $61M 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 800948242.

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.