401(k) · DOL Form 5500 · 2022

Planet Home Lending, LLC 401(k) Plan

Data updated 2026-08-25

$36M
Total assets Below avg plan size
1,402
Participants Near avg headcount
85th
Percentile by assets National rank
$25,411
Avg per participant Low balance/head
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Official DOL plan name: Planet Home Lending, LLC Profit Sharing Plan & Trust · Sponsored by Planet Home Lending, LLC · Florida · Finance & Insurance

$36M in assets, 1,402 participants

Planet Home Lending, LLC's Planet Home Lending, LLC Profit Sharing Plan & Trust reported $36M in total assets and 1,402 participants in its 2022 DOL Form 5500 filing, ranking in the 85th 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.

  • #6,989 in Finance & Insurance (9,261 peers)

Coverage in Florida

Planet Home Lending, LLC Profit Sharing Plan & Trust covers 1,402 participants in Florida, 2.2x the typical Florida plan (state average ~628 per filing). Assets: $36M.

#6,989
in Finance & Insurance (9,261 peers)
-3.5%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Planet Home Lending, LLC Profit Sharing Plan & Trust's outsized position by total assets

Planet Home Lending, LLC Profit Sharing Plan & Trust vs every filed plan by assets

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

$35,626,644 Top 15% higher than 85% 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

Planet Home Lending, LLC Profit Sharing Plan & Trust's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Planet Home Lending, LLC Profit Sharing Plan & Trust lands in the large band (1,402 participants).

DOL schedule card

Filing strip 260362771 · Planet Home Lending, LLC PY 2022 · 401(k)

Planet Home Lending, LLC Profit Sharing Plan & Trust · $36M · 1,402 · 85th

  • PHOTO $36M
  • PHOTO 1,402
  • PHOTO 85th
  • PHOTO 401(k)
  • PHOTO near C. D. Smith Construction, Inc. Profit Sharing Plan
  • PHOTO ind #6989

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 Florida →

Planet Home Lending, LLC Profit Sharing Plan & Trust in the asset neighbourhood

Planet Home Lending, LLC Profit Sharing Plan & TrustPlanet Home Lending, LLC Pro…$36MC. D. Smith Construction, Inc. Profit Sharing PlanC. D. Smith Construction, In…$36MAutodie LLC 401(k) Plan$36MWyche Professional Association Profit Sharing PlanWyche Professional Associati…$36MFirst Southern Bancorp Inc 401(k) PlanFirst Southern Bancorp Inc 4…$36M
End-of-year total assets ($M) among Planet Home Lending, LLC Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Florida filing particulars

Total Assets (Beginning of Year)$37M
Net Assets (End of Year)$36M
Net Income-$1M
Employer EIN260362771
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Planet Home Lending, LLC)

Sponsor-wide plan assets over time

All Planet Home Lending, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$58M 62.5198910119067% vs 2022
2024 filing year
$30M$40M$50M$60M$70M 202220232024 $35.6M $57.9M ▲ +62.5%
Year Plans Participants Total Assets
2022 1 1,402 $36M
2023 1 1,217 $47M
2024 1 1,078 $58M

Nearby 401(k) Plans in Florida

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

Planet Home Lending, LLC Profit Sharing Plan & Trust vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -5051015 Total assets ($B) Participants Planet Home Lending, LLC Profit Sharing Plan & Trust, Total assets ($B): 0.035626644 · Participants: 1402Planet Home Lending, LLC Profit Sharing Plan & TrustL3harris Retirement Savings Plan, Total assets ($B): 12.863481581 · Participants: 41096L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pricewatercoopers LLP, Total assets ($B): 9.121428518 · Participants: 50354Savings Plan for Employees and Partners of Pricewatercoopers LLPAdp Totalsource Retirement Savings Plan, Total assets ($B): 6.687694478 · Participants: 287453Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.05990007 · Participants: 176752Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.44531949 · Participants: 14889Nextera Energy, Inc. Employee Retirement Savings Plan
Planet Home Lending, LLC Profit Sharing Plan & Trust vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Planet Home Lending, LLC Profit Sharing Plan & Trust side-by-side with 3 peers →

Planet Home Lending, LLC Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is C. D. Smith Construction, Inc. Profit Sharing Plan in WI ($36M); by covered participants it is Ritchie Bros. Auctioneers America, Inc. Cash or Deferred 401(k) Plan in NE (1,402 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($36M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,402 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 Planet Home Lending, LLC Profit Sharing Plan & Trust assets move in 2022? ▼
Planet Home Lending, LLC Profit Sharing Plan & Trust edged down modestly - down 3.5% during 2022, from $37M to $36M. Reported net income was -$1M.
How have Planet Home Lending, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Planet Home Lending, LLC's sponsor-wide assets grew 62.5%, from $36M to $58M.
Where does Planet Home Lending, LLC Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼
Planet Home Lending, LLC Profit Sharing Plan & Trust ranks in the 85th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Planet Home Lending, LLC Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is C. D. Smith Construction, Inc. Profit Sharing Plan in WI ($36M, 142 participants).
Which 401(k) plans cover a similar participant headcount to Planet Home Lending, LLC Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Ritchie Bros. Auctioneers America, Inc. Cash or Deferred 401(k) Plan in NE (1,402 participants, $102M 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 260362771.

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.