401(k) · DOL Form 5500 · 2022

Hallmark Home Mortgage 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
205
Participants Below avg headcount
69th
Percentile by assets National rank
$58,893
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Hallmark Home Mortgage 401(k) Plan · Sponsored by Hallmark Home Mortgage · Indiana · Finance & Insurance

$12M in assets, 205 participants

Hallmark Home Mortgage's Hallmark Home Mortgage 401(k) Plan reported $12M in total assets and 205 participants in its 2022 DOL Form 5500 filing, ranking in the 69th 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.

  • #4,853 in Finance & Insurance (9,261 peers)

Coverage in Indiana

Hallmark Home Mortgage 401(k) Plan covers 205 participants in Indiana, about 38% of the average Indiana filer (state average ~541 per filing). Assets: $12M.

#4,853
in Finance & Insurance (9,261 peers)
-5.7%
assets change YoY

The plan reported a net loss of $738K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Hallmark Home Mortgage 401(k) Plan's outsized position by total assets

Hallmark Home Mortgage 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$12,073,093 Top 31% higher than 69% of 139,123 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 2022

Hallmark Home Mortgage 401(k) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Hallmark Home Mortgage 401(k) Plan sits mid-pack in the medium band (205 participants).

Form 5500 schedule snapshot

Filing strip 208549934 · Hallmark Home Mortgage PY 2022 · 401(k)

Hallmark Home Mortgage 401(k) Plan · $12M · 205 · 69th

  • IND $12M
  • IND 205
  • IND 69th
  • IND 401(k)
  • IND near Curology 401(k) Plan
  • IND ind #4853

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 Indiana →

Hallmark Home Mortgage 401(k) Plan in the asset neighbourhood

Hallmark Home Mortgage 401(k) PlanHallmark Home Mortgage 401(k…$12MCurology 401(k) Plan$12MGulf Stream Marine, Inc. 401(k) PlanGulf Stream Marine, Inc. 401…$12MKennedy, White & Riggs Orthopaedic Surgery, 401(k) PlanKennedy, White & Riggs Ortho…$12MNals Apartment Homes, LLC 401(k) Profit Sharing Plan & TrustNals Apartment Homes, LLC 40…$12M
End-of-year total assets ($M) among Hallmark Home Mortgage 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Indiana filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$12M
Net Income-$738K
Employer EIN208549934
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hallmark Home Mortgage)

Sponsor-wide plan assets over time

All Hallmark Home Mortgage plans reported in each filing year

Latest sponsor-wide plan assets
$17M 38.309453923696275% vs 2022
2024 filing year
$10M$12M$14M$16M$18M 202220232024 $12.1M $16.7M ▲ +38.4%
Year Plans Participants Total Assets
2022 1 205 $12M
2023 1 223 $15M
2024 1 188 $17M

Nearby 401(k) Plans in Indiana

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

Hallmark Home Mortgage 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510 Total assets ($B) Participants Hallmark Home Mortgage 401(k) Plan, Total assets ($B): 0.012073093 · Participants: 205Hallmark Home Mortgage 401(k) PlanElevance Health 401(k) Plan, Total assets ($B): 9.467911456 · Participants: 71898Elevance Health 401(k) PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 8.875255354 · Participants: 15607The Lilly Employee 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 4.386787904 · Participants: 23710Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 3.245347601 · Participants: 39243Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.020286876 · Participants: 8632Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Hallmark Home Mortgage 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Hallmark Home Mortgage 401(k) Plan side-by-side with 3 peers →

Hallmark Home Mortgage 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Curology 401(k) Plan in CA ($12M); by covered participants it is Fresh Venture Foods 401(k) Plan in CA (205 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (205 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Hallmark Home Mortgage 401(k) Plan assets move in 2022? ▼
Hallmark Home Mortgage 401(k) Plan pulled back noticeably - down 5.7% during 2022, from $13M to $12M. Reported net income was -$738K.
How have Hallmark Home Mortgage plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hallmark Home Mortgage's sponsor-wide assets grew 38.3%, from $12M to $17M.
Which 401(k) plans are similar in size to Hallmark Home Mortgage 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Curology 401(k) Plan in CA ($12M, 607 participants).
Which 401(k) plans cover a similar participant headcount to Hallmark Home Mortgage 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Fresh Venture Foods 401(k) Plan in CA (205 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 208549934.

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.