401(k) · DOL Form 5500 · 2024

Hometap Equity Partners LLC 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
190
Participants Below avg headcount
61st
Percentile by assets National rank
$68,132
Avg per participant Below avg balance/head
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Official DOL plan name: Hometap Equity Partners 401(k) Plan · Sponsored by Hometap Equity Partners LLC · Massachusetts · Finance & Insurance

$13M in assets, 190 participants

Hometap Equity Partners LLC's Hometap Equity Partners 401(k) Plan reported $13M in total assets and 190 participants in its 2024 DOL Form 5500 filing, ranking in the 61st 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.

  • #3,869 in Finance & Insurance (8,549 peers)

Coverage in Massachusetts

Hometap Equity Partners 401(k) Plan covers 190 participants in Massachusetts, about 29% of the average Massachusetts filer (state average ~659 per filing). Assets: $13M.

#3,869
in Finance & Insurance (8,549 peers)
+47.0%
assets growth YoY

Hometap Equity Partners 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Hometap Equity Partners 401(k) Plan vs every filed plan by assets

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

$12,945,078 Top 39% higher than 61% 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

Hometap Equity Partners 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. Hometap Equity Partners 401(k) Plan sits mid-pack in the medium band (190 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Hometap Equity Partners 401(k) Plan end-of-year assets rose from $9M in the plan year 2023 filing to $13M in the plan year 2024 filing.
  • Hometap Equity Partners 401(k) Plan reported participants fell from 231 in the plan year 2023 filing to 190 in the plan year 2024 filing.
  • Hometap Equity Partners 401(k) Plan reported net income rose from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 823844831 · Hometap Equity Partners LLC PY 2024 · 401(k)

Hometap Equity Partners 401(k) Plan · $13M · 190 · 61st

  • BOY $13M
  • BOY 190
  • BOY 61st
  • BOY 401(k)
  • BOY near Old Dominion Insulation, Inc. 401(k) Plan
  • BOY ind #3869

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 →

Hometap Equity Partners 401(k) Plan in the asset neighbourhood

Hometap Equity Partners 401(k) PlanHometap Equity Partners 401(…$13MDraco Spring Manufacturing Company Employees Savings and ReDraco Spring Manufacturing C…$13MOld Dominion Insulation, Inc. 401(k) PlanOld Dominion Insulation, Inc…$13MPetersen Precision Engineering, LLC 401(k) Savings PlanPetersen Precision Engineeri…$13MDevco Residential Group 401(k) PlanDevco Residential Group 401(…$13M
End-of-year total assets ($M) among Hometap Equity Partners 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Massachusetts filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$13M
Net Income$4M
Employer EIN823844831
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hometap Equity Partners LLC)

Sponsor-wide plan assets over time

All Hometap Equity Partners LLC plans reported in each filing year

Latest sponsor-wide plan assets
$13M 168.19372150782596% vs 2022
2024 filing year
$0M$5M$10M$15M 202220232024 $4.83M $13M ▲ +168.1%
Year Plans Participants Total Assets
2022 1 135 $5M
2023 1 231 $9M
2024 1 190 $13M

Nearby 401(k) Plans in Massachusetts

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

Hometap Equity Partners 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Hometap Equity Partners 401(k) Plan, Total assets ($B): 0.012945078 · Participants: 190Hometap Equity Partners 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 34.201609937 · Participants: 66907Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 11.352606499 · Participants: 34618Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 7.720373045 · Participants: 14762Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 6.775289067 · Participants: 20639Boston Scientific Corporation 401(k) Retirement Savings PlanState Street Salary Savings Program, Total assets ($B): 6.532301643 · Participants: 12777State Street Salary Savings Program
Hometap Equity Partners 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Hometap Equity Partners 401(k) Plan side-by-side with 3 peers →

Hometap Equity Partners 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Old Dominion Insulation, Inc. 401(k) Plan in VA ($13M); by covered participants it is Spm Marketing & Communications 401(k) Profit Sharing Plan in IL (190 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (190 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 Hometap Equity Partners 401(k) Plan assets move in 2024? ▼
Hometap Equity Partners 401(k) Plan surged - up 47.0% during 2024, from $9M to $13M. Reported net income was $4M.
How have Hometap Equity Partners LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hometap Equity Partners LLC's sponsor-wide assets grew 168.2%, from $5M to $13M.
Which 401(k) plans are similar in size to Hometap Equity Partners 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Old Dominion Insulation, Inc. 401(k) Plan in VA ($13M, 740 participants).
Which 401(k) plans cover a similar participant headcount to Hometap Equity Partners 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Spm Marketing & Communications 401(k) Profit Sharing Plan in IL (190 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 823844831.

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.