401(k) · DOL Form 5500 · 2022

Homespire Mortgage Corporation 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
451
Participants Below avg headcount
67th
Percentile by assets National rank
$24,484
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Homespire Mortgage Corporation 401(k) Profit Sharing Plan and Tru · Sponsored by Homespire Mortgage Corporation · Maryland · Finance & Insurance

$11M in assets, 451 participants

Homespire Mortgage Corporation's Homespire Mortgage Corporation 401(k) Profit Sharing Plan and Tru reported $11M in total assets and 451 participants in its 2022 DOL Form 5500 filing, ranking in the 67th 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.

  • #4,670 in Finance & Insurance (9,261 peers)

Coverage in Maryland

Homespire Mortgage Corporation 401(k) Profit Sharing Plan and Tru covers 451 participants in Maryland, about 49% of the average Maryland filer (state average ~929 per filing). Assets: $11M.

#4,670
in Finance & Insurance (9,261 peers)
-7.9%
assets change YoY

The plan reported a net loss of $947K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Homespire Mortgage Corporation 401(k) Profit Sharing Plan and Tru's outsized position by total assets

Homespire Mortgage Corporation 401(k) Profit Sharing Plan and Tru vs every filed plan by assets

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

$11,042,451 Top 33% higher than 67% 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

Homespire Mortgage Corporation 401(k) Profit Sharing Plan and Tru 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. Homespire Mortgage Corporation 401(k) Profit Sharing Plan and Tru sits mid-pack in the medium band (451 participants).

Form 5500 schedule snapshot

Filing strip 208279218 · Homespire Mortgage Corporation PY 2022 · 401(k)

Homespire Mortgage Corporation 401(k) Profit Sharing Plan and Tru · $11M · 451 · 67th

  • TYPE $11M
  • TYPE 451
  • TYPE 67th
  • TYPE 401(k)
  • TYPE near Clinton's Ditch Steelworkers 401(k) Plan
  • TYPE ind #4670

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 Maryland →

Homespire Mortgage Corporation 401(k) Profit Sharing Plan and Tru in the asset neighbourhood

Homespire Mortgage Corporation 401(k) Profit Sharing Plan and TruHomespire Mortgage Corporati…$11MClinton's Ditch Steelworkers 401(k) PlanClinton's Ditch Steelworkers…$11M403(b) Thrift Plan for Employees of the United Way of Greater Rochester and the Finger Lakes, Inc.403(b) Thrift Plan for Emplo…$11MRainier Industries Ltd. 401(k) and Profit Sharing PlanRainier Industries Ltd. 401(…$11MTaft Electric Company, Inc. 401(k) Profit Sharing PlanTaft Electric Company, Inc. …$11M
End-of-year total assets ($M) among Homespire Mortgage Corporation 401(k) Profit Sharing Plan and Tru and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Maryland filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$11M
Net Income-$947K
Employer EIN208279218
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Homespire Mortgage Corporation)

Sponsor-wide plan assets over time

All Homespire Mortgage Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$9M 17.078581557663238% vs 2022
2024 filing year
$8M$9M$10M$11M$12M 202220232024 $11M $9.16M ▼ -17.0%
Year Plans Participants Total Assets
2022 1 451 $11M
2023 1 243 $11M
2024 1 175 $9M

Nearby 401(k) Plans in Maryland

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

Homespire Mortgage Corporation 401(k) Profit Sharing Plan and Tru vs. nearby 401(k) plans in Maryland, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -1001020304050 Total assets ($B) Participants Homespire Mortgage Corporation 401(k) Profit Sharing Plan and Tru, Total assets ($B): 0.011042451 · Participants: 451Homespire Mortgage Corporation 401(k) Profit Sharing Plan and TruLockheed Martin Corporation Salaried Savings Plan, Total assets ($B): 43.624690273 · Participants: 87666Lockheed Martin Corporation Salaried Savings PlanMarriott Retirement Savings Plan, Total assets ($B): 8.25929933 · Participants: 82576Marriott Retirement Savings PlanT. Rowe Price U.S. Retirement Program, Total assets ($B): 3.651080244 · Participants: 6107T. Rowe Price U.S. Retirement ProgramNfl Player Second Career Savings Plan, Total assets ($B): 3.260404321 · Participants: 2819Nfl Player Second Career Savings PlanSodexo 401 (K) Employees' Retirement Savings Plan and Trust, Total assets ($B): 1.938654635 · Participants: 74729Sodexo 401 (K) Employees' Retirement Savings Plan and Trust
Homespire Mortgage Corporation 401(k) Profit Sharing Plan and Tru vs. nearby 401(k) plans in Maryland, assets vs. participants

Homespire Mortgage Corporation 401(k) Profit Sharing Plan and Tru's out-of-state 401(k) peers by assets and headcount

Outside Maryland, the nearest 401(k) by assets is Clinton's Ditch Steelworkers 401(k) Plan in NY ($11M); by covered participants it is Jim Lupient Companies Employee Savings Plan in MN (451 participants). Same-state nearby plans are listed separately above.

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 Homespire Mortgage Corporation 401(k) Profit Sharing Plan and Tru assets move in 2022?
Homespire Mortgage Corporation 401(k) Profit Sharing Plan and Tru pulled back noticeably - down 7.9% during 2022, from $12M to $11M. Reported net income was -$947K.
How have Homespire Mortgage Corporation plan assets changed over time?
Across 3 plan years on file (2022-2024), Homespire Mortgage Corporation's sponsor-wide assets declined 17.1%, from $11M to $9M.
Which 401(k) plans are similar in size to Homespire Mortgage Corporation 401(k) Profit Sharing Plan and Tru?
Among 401(k) plans in other states, the closest by assets is Clinton's Ditch Steelworkers 401(k) Plan in NY ($11M, 123 participants).
Which 401(k) plans cover a similar participant headcount to Homespire Mortgage Corporation 401(k) Profit Sharing Plan and Tru?
Among 401(k) plans in other states, the closest by covered participants is Jim Lupient Companies Employee Savings Plan in MN (451 participants, $16M in assets).