401(k) · DOL Form 5500 · 2022
Homebridge Financial Services 401(k) Plan
Data updated 2026-08-11
- $122M
- Total assets
- 2,438
- Participants
- 94th
- Percentile by assets
- $50,216
- Avg per participant
Official DOL plan name: Homebridge Financial Services 401(k) Plan & Trust · Sponsored by Homebridge Financial Services · New Jersey · Finance & Insurance
$122M in assets, 2,438 participants
Homebridge Financial Services's Homebridge Financial Services 401(k) Plan & Trust reported $122M in total assets and 2,438 participants in its 2022 DOL Form 5500 filing, ranking in the 94th 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.
- 94th percentile by assets (of 139,126 plans)
- #8,323 in Finance & Insurance (9,261 peers)
Coverage in New Jersey
Homebridge Financial Services 401(k) Plan & Trust covers 2,438 participants in New Jersey, 2.9x the typical New Jersey plan (state average ~844 per filing). Assets: $122M.
- $122M
- total plan assets (2022 EOY)
- 2,438
- covered participants
- 94th
- percentile by assets (of 139,126 plans)
- $50,216
- avg assets per participant
The plan reported a net loss of $18M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Where Homebridge Financial Services 401(k) Plan & Trust sits by total assets
Homebridge Financial Services 401(k) Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$122,427,087 Top 6% higher than 94% 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
Participants vs New Jersey filers
In New Jersey, the average filing covers about 844 participants across 4,145 plans. Homebridge Financial Services 401(k) Plan & Trust reports 2,438 participants - 2.9x that state average ($122M EOY assets).
New Jersey filing particulars
| Total Assets (Beginning of Year) | $140M |
|---|---|
| Net Assets (End of Year) | $122M |
| Net Income | -$18M |
| Employer EIN | 223123730 |
| Plan Effective Date | 1999-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Homebridge Financial Services)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2,438 | $122M |
| 2023 | 1 | 1,692 | $74M |
| 2024 | 1 | 285 | $67M |
Nearby 401(k) Plans in New Jersey
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Homebridge Financial Services 401(k) Plan & Trust vs. nearby 401(k) plans in New Jersey, assets vs. participants
- JPMorgan Chase 401(k) Savings Plan $36.8B · 168,280
- Verizon Savings Plan for Management Employees $25.2B · 76,788
- Johnson and Johnson Savings Plan $21.2B · 43,271
- Pfizer Savings Plan $17.8B · 27,796
- Ernst & Young Retirement Savings Plan $12.4B · 52,975
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Homebridge Financial Services 401(k) Plan & Trust by total assets, not by location.
- Msc (USA) Holdings Retirement Plan (NY) $122M · 1,457
- Anesthesiology Services Network, Ltd. 401(k) Profit Sharing (OH) $122M · 145
- Eversana 401(k) Plan (WI) $122M · 2,006
- Belfor Group 401(k) Plan (MI) $122M · 2,121
Frequently Asked Questions
How did Homebridge Financial Services 401(k) Plan & Trust assets move in 2022? ▼
How have Homebridge Financial Services plan assets changed over time? ▼
Where does Homebridge Financial Services 401(k) Plan & Trust rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Homebridge Financial Services 401(k) Plan & Trust? ▼
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Filing takeaways
Ways to act on Homebridge Financial Services 401(k) Plan & Trust's numbers.
- By total assets, Homebridge Financial Services 401(k) Plan & Trust ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in New Jersey. Compare plans
- Homebridge Financial Services's sponsor-wide assets have declined 45.6% since 2022 across 3 plan years on file. More Finance & Insurance plans