401(k) · DOL Form 5500 · 2022
Homebridge Financial Services 401(k) Plan
Data updated 2026-08-25
- $122M
- Total assets Near avg plan size
- 2,438
- Participants Above avg headcount
- 94th
- Percentile by assets National rank
- $50,216
- Avg per participant Low balance/head
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.
- #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.
- #8,323
- in Finance & Insurance (9,261 peers)
- -12.7%
- assets change YoY
- 1.2×
- vs typical plan assets (national mean)
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.
Homebridge Financial Services 401(k) Plan & Trust's outsized position 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
Homebridge Financial Services 401(k) 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. Homebridge Financial Services 401(k) Plan & Trust lands in the large band (2,438 participants).
EBSA filing schedule strip
Filing strip 223123730 · Homebridge Financial Services PY 2022 · 401(k)
Homebridge Financial Services 401(k) Plan & Trust · $122M · 2,438 · 94th
- ASSETS $122M
- ASSETS 2,438
- ASSETS 94th
- ASSETS 401(k)
- ASSETS near Msc (USA) Holdings Retirement Plan
- ASSETS ind #8323
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 New Jersey →
Homebridge Financial Services 401(k) Plan & Trust in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Homebridge Financial Services plans reported in each filing year
- Latest sponsor-wide plan assets
- $67M 45.56321184053003% vs 2022
- 2024 filing year
| 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.
- 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
Homebridge Financial Services 401(k) Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside New Jersey, the nearest 401(k) by assets is Msc (USA) Holdings Retirement Plan in NY ($122M); by covered participants it is Westfield Employee Retirement Savings Plan in OH (2,438 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($122M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (2,438 participants); asset peers above are excluded.
- Westfield Employee Retirement Savings Plan (OH) 2,438 · 0 off
- Regus Management Group, LLC 401(k) Savings Plan (TX) 2,438 · 0 off
- Netsmart Technologies, Inc. 401(k) Plan (KS) 2,438 · 0 off
- Titlemax Employee's Incentive Savings Plan (GA) 2,439 · 1 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.