401(k) · DOL Form 5500 · 2022

Plaza Home Mortgage, Inc. 401(k) Plan

Data updated 2026-08-25

$35M
Total assets Below avg plan size
555
Participants Below avg headcount
85th
Percentile by assets National rank
$63,841
Avg per participant Low balance/head
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Official DOL plan name: Plaza Home Mortgage, Inc. 401(k) Plan · Sponsored by Plaza Home Mortgage, Inc. · California · Finance & Insurance

$35M in assets, 555 participants

Plaza Home Mortgage, Inc.'s Plaza Home Mortgage, Inc. 401(k) Plan reported $35M in total assets and 555 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.

  • #6,980 in Finance & Insurance (9,261 peers)

Where Plaza Home Mortgage, Inc. 401(k) Plan sits by assets

Plaza Home Mortgage, Inc. 401(k) Plan sits in the top quartile of all filed plans by assets, $35M for 555 participants (~$63,841/participant), down 20.5% in 2022.

#6,980
in Finance & Insurance (9,261 peers)
-20.5%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $9M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Plaza Home Mortgage, Inc. 401(k) Plan's outsized position by total assets

Plaza Home Mortgage, Inc. 401(k) Plan vs every filed plan by assets

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

$35,431,951 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

Plaza Home Mortgage, Inc. 401(k) Plan 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. Plaza Home Mortgage, Inc. 401(k) Plan sits mid-pack in the medium band (555 participants).

EBSA filing schedule strip

Filing strip 330941669 · Plaza Home Mortgage, Inc. PY 2022 · 401(k)

Plaza Home Mortgage, Inc. 401(k) Plan · $35M · 555 · 85th

  • RANK $35M
  • PHOTO 555
  • IND 85th
  • EOY 401(k)
  • 5500 near Morton G. Thalhimer Inc. 401(k) Plan
  • ASSETS ind #6980

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 California →

Plaza Home Mortgage, Inc. 401(k) Plan in the asset neighbourhood

Plaza Home Mortgage, Inc. 401(k) PlanPlaza Home Mortgage, Inc. 40…$35MMorton G. Thalhimer Inc. 401(k) PlanMorton G. Thalhimer Inc. 401…$35MRue Gilt Groupe 401(k) Plan$35MAllied Printing Services, Incorporated 401(k) Retirement Savings PlanAllied Printing Services, In…$35MCws Savings Plan (401(k))$35M
End-of-year total assets ($M) among Plaza Home Mortgage, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$45M
Net Assets (End of Year)$35M
Net Income-$9M
Employer EIN330941669
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Plaza Home Mortgage, Inc.)

Sponsor-wide plan assets over time

All Plaza Home Mortgage, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$44M 24.37723793420238% vs 2022
2024 filing year
$30M$35M$40M$45M 202220232024 $35.4M $44.1M ▲ +24.4%
Year Plans Participants Total Assets
2022 1 555 $35M
2023 1 449 $39M
2024 1 423 $44M

Nearby 401(k) Plans in California

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

Plaza Home Mortgage, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Plaza Home Mortgage, Inc. 401(k) Plan, Total assets ($B): 0.035431951 · Participants: 555Plaza Home Mortgage, Inc. 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Plaza Home Mortgage, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Plaza Home Mortgage, Inc. 401(k) Plan side-by-side with 3 peers →

Plaza Home Mortgage, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Morton G. Thalhimer Inc. 401(k) Plan in VA ($35M); by covered participants it is Club Exploria, LLC 401(k) Plan in FL (555 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($35M here).

Similar participant headcount

Nearest other-state filings by covered participants (555 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 Plaza Home Mortgage, Inc. 401(k) Plan assets move in 2022? ▼
Plaza Home Mortgage, Inc. 401(k) Plan declined sharply - down 20.5% during 2022, from $45M to $35M. Reported net income was -$9M.
How have Plaza Home Mortgage, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Plaza Home Mortgage, Inc.'s sponsor-wide assets grew 24.4%, from $35M to $44M.
Where does Plaza Home Mortgage, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Plaza Home Mortgage, Inc. 401(k) Plan 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 Plaza Home Mortgage, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Morton G. Thalhimer Inc. 401(k) Plan in VA ($35M, 366 participants).
Which 401(k) plans cover a similar participant headcount to Plaza Home Mortgage, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Club Exploria, LLC 401(k) Plan in FL (555 participants, $5M 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 330941669.

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.