401(k) · DOL Form 5500 · 2024

Mortgage Equity Partners, LLC 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
179
Participants Small participant base
57th
Percentile by assets National rank
$58,353
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Mortgage Equity Partners Retirement Plan · Sponsored by Mortgage Equity Partners, LLC · Massachusetts · Finance & Insurance

$10M in assets, 179 participants

Mortgage Equity Partners, LLC's Mortgage Equity Partners Retirement Plan reported $10M in total assets and 179 participants in its 2024 DOL Form 5500 filing, ranking in the 57th 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.

  • #3,472 in Finance & Insurance (8,549 peers)

Coverage in Massachusetts

Mortgage Equity Partners Retirement Plan covers 179 participants in Massachusetts, about 27% of the average Massachusetts filer (state average ~659 per filing). Assets: $10M.

#3,472
in Finance & Insurance (8,549 peers)
+22.6%
assets growth YoY

Mortgage Equity Partners Retirement Plan's mid-pack asset rank among Finance & Insurance and all filers

Mortgage Equity Partners Retirement Plan vs every filed plan by assets

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

$10,445,110 Top 43% higher than 57% 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

Mortgage Equity Partners Retirement 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. Mortgage Equity Partners Retirement Plan sits mid-pack in the medium band (179 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Mortgage Equity Partners Retirement Plan reported participants rose from 130 in the plan year 2023 filing to 179 in the plan year 2024 filing.
  • Mortgage Equity Partners Retirement Plan reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Mortgage Equity Partners Retirement Plan end-of-year assets rose from $9M in the plan year 2023 filing to $10M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 043545544 · Mortgage Equity Partners, LLC PY 2024 · 401(k)

Mortgage Equity Partners Retirement Plan · $10M · 179 · 57th

  • PART $10M
  • PART 179
  • PART 57th
  • PART 401(k)
  • PART near Interface Media Group, Inc. 401(k) Plan
  • PART ind #3472

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 →

Mortgage Equity Partners Retirement Plan in the asset neighbourhood

Mortgage Equity Partners Retirement PlanMortgage Equity Partners Ret…$10MBerghammer Corporation 401(k) PlanBerghammer Corporation 401(k…$10MGreat Kitchens Food Company 401(k) PlanGreat Kitchens Food Company …$10MInterface Media Group, Inc. 401(k) PlanInterface Media Group, Inc. …$10MWesco Gas & Welding Supply, Inc. 401(k) Profit Sharing PlanWesco Gas & Welding Supply, …$10M
End-of-year total assets ($M) among Mortgage Equity Partners Retirement 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)$10M
Net Income$2M
Employer EIN043545544
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mortgage Equity Partners, LLC)

Sponsor-wide plan assets over time

All Mortgage Equity Partners, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$10M 83.81850995064494% vs 2022
2024 filing year
$4M$6M$8M$10M$12M 202220232024 $5.68M $10.5M ▲ +84.0%
Year Plans Participants Total Assets
2022 1 126 $6M
2023 1 130 $9M
2024 1 179 $10M

Nearby 401(k) Plans in Massachusetts

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

Mortgage Equity Partners Retirement Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Mortgage Equity Partners Retirement Plan, Total assets ($B): 0.01044511 · Participants: 179Mortgage Equity Partners Retirement 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
Mortgage Equity Partners Retirement Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Mortgage Equity Partners Retirement Plan side-by-side with 3 peers →

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

Outside Massachusetts, the nearest 401(k) by assets is Interface Media Group, Inc. 401(k) Plan in DC ($10M); by covered participants it is Pubco Corporation and Subsidiaries 401(k) Plan in OH (179 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (179 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 Mortgage Equity Partners Retirement Plan assets move in 2024? ▼
Mortgage Equity Partners Retirement Plan grew sharply - up 22.6% during 2024, from $9M to $10M. Reported net income was $2M.
How have Mortgage Equity Partners, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mortgage Equity Partners, LLC's sponsor-wide assets grew 83.8%, from $6M to $10M.
Which 401(k) plans are similar in size to Mortgage Equity Partners Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Interface Media Group, Inc. 401(k) Plan in DC ($10M, 39 participants).
Which 401(k) plans cover a similar participant headcount to Mortgage Equity Partners Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pubco Corporation and Subsidiaries 401(k) Plan in OH (179 participants, $24M 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 043545544.

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.