401(k) · DOL Form 5500 · 2022
Home Loan Investment Bank, Fsb 401(k) Plan
Data updated 2026-08-25
- $14M
- Total assets Small plan by assets
- 104
- Participants Small participant base
- 71st
- Percentile by assets National rank
- $130,988
- Avg per participant Near avg balance/head
Official DOL plan name: Sbera 401(k) Plan as Adopted by Home Loan Investment Bank, Fsb · Sponsored by Home Loan Investment Bank, Fsb · Rhode Island · Finance & Insurance
$14M in assets, 104 participants
Home Loan Investment Bank, Fsb's Sbera 401(k) Plan as Adopted by Home Loan Investment Bank, Fsb reported $14M in total assets and 104 participants in its 2022 DOL Form 5500 filing, ranking in the 71st 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.
- #5,110 in Finance & Insurance (9,261 peers)
Coverage in Rhode Island
Sbera 401(k) Plan as Adopted by Home Loan Investment Bank, Fsb covers 104 participants in Rhode Island, about 7% of the average Rhode Island filer (state average ~1,449 per filing). Assets: $14M.
- #5,110
- in Finance & Insurance (9,261 peers)
- -13.5%
- assets change YoY
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Sbera 401(k) Plan as Adopted by Home Loan Investment Bank, Fsb's outsized position by total assets
Sbera 401(k) Plan as Adopted by Home Loan Investment Bank, Fsb vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$13,622,786 Top 29% higher than 71% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Sbera 401(k) Plan as Adopted by Home Loan Investment Bank, Fsb 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. Sbera 401(k) Plan as Adopted by Home Loan Investment Bank, Fsb sits mid-pack in the medium band (104 participants).
EBSA filing schedule strip
Filing strip 050348208 · Home Loan Investment Bank, Fsb PY 2022 · 401(k)
Sbera 401(k) Plan as Adopted by Home Loan Investment Bank, Fsb · $14M · 104 · 71st
- NET $14M
- BOOK 104
- VS-ST 71st
- BOY 401(k)
- SCH near Salt Lake Community Action Program 401(k) Plan
- EBSA ind #5110
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 Rhode Island →
Sbera 401(k) Plan as Adopted by Home Loan Investment Bank, Fsb in the asset neighbourhood
Rhode Island filing particulars
| Total Assets (Beginning of Year) | $16M |
|---|---|
| Net Assets (End of Year) | $14M |
| Net Income | -$2M |
| Employer EIN | 050348208 |
| Plan Effective Date | 1974-08-30 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Home Loan Investment Bank, Fsb)
Sponsor-wide plan assets over time
All Home Loan Investment Bank, Fsb plans reported in each filing year
- Latest sponsor-wide plan assets
- $20M 46.13708972599291% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 104 | $14M |
| 2023 | 1 | 96 | $17M |
| 2024 | 1 | 105 | $20M |
Nearby 401(k) Plans in Rhode Island
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- CVS Health Future Fund 401(k) Plan $24.2B · 273,274
- Textron Savings Plan $5.0B · 25,353
- Cfg Retirement Savings Plan $2.5B · 17,454
- Unfi 401(k) Plan $2.5B · 24,670
- Fm Global 401(k) Savings Plan $1.4B · 3,865
Sbera 401(k) Plan as Adopted by Home Loan Investment Bank, Fsb's out-of-state 401(k) peers by assets and headcount
Outside Rhode Island, the nearest 401(k) by assets is Salt Lake Community Action Program 401(k) Plan in UT ($14M); by covered participants it is First City Credit Union 401(k) Plan in CA (104 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($14M here).
- Salt Lake Community Action Program 401(k) Plan (UT) $14M · 515
- Ks Surgery & Recovery Center 401(k) Plan (KS) $14M · 185
- Shaw Electric, Inc. Retirement Savings Plan (IA) $14M · 134
- Polywood 401(k) Profit Sharing Plan (IN) $14M · 871
Similar participant headcount
Nearest other-state filings by covered participants (104 participants); asset peers above are excluded.
- First City Credit Union 401(k) Plan (CA) 104 · 0 off
- Able Communications Inc. 401(k) Plan (TX) 104 · 0 off
- Ppr Foods, LLC 401(k) Profit Sharing Plan (NC) 104 · 0 off
- Taprite, Inc. 401(k) Retirement Plan (TX) 104 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.