401(k) · DOL Form 5500 · 2022

Homeowners Financial Group 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
504
Participants Below avg headcount
78th
Percentile by assets National rank
$40,647
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Homeowners Financial Group 401(k) Plan · Sponsored by Homeowners Financial Group · Arizona · Finance & Insurance

$20M in assets, 504 participants

Homeowners Financial Group's Homeowners Financial Group 401(k) Plan reported $20M in total assets and 504 participants in its 2022 DOL Form 5500 filing, ranking in the 78th 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.

  • #5,966 in Finance & Insurance (9,261 peers)

Where Homeowners Financial Group 401(k) Plan sits by assets

Homeowners Financial Group 401(k) Plan sits in the top quartile of all filed plans by assets, $20M for 504 participants (~$40,647/participant), down 8.5% in 2022.

#5,966
in Finance & Insurance (9,261 peers)
-8.5%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Homeowners Financial Group 401(k) Plan's outsized position by total assets

Homeowners Financial Group 401(k) Plan vs every filed plan by assets

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

$20,486,302 Top 22% higher than 78% 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

Homeowners Financial Group 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. Homeowners Financial Group 401(k) Plan sits mid-pack in the medium band (504 participants).

EBSA filing schedule strip

Filing strip 200640473 · Homeowners Financial Group PY 2022 · 401(k)

Homeowners Financial Group 401(k) Plan · $20M · 504 · 78th

  • EBSA $20M
  • EBSA 504
  • EBSA 78th
  • EBSA 401(k)
  • EBSA near World Energy 401(k) Plan
  • EBSA ind #5966

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 Arizona →

Homeowners Financial Group 401(k) Plan in the asset neighbourhood

Homeowners Financial Group 401(k) PlanHomeowners Financial Group 4…$20MWorld Energy 401(k) Plan$20MBay West 401(k) Plan$20MKeim Lumber Company 401(k) Retirement PlanKeim Lumber Company 401(k) R…$20MSoltesz, Inc. Profit Sharing PlanSoltesz, Inc. Profit Sharing…$20M
End-of-year total assets ($M) among Homeowners Financial Group 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)$22M
Net Assets (End of Year)$20M
Net Income-$2M
Employer EIN200640473
Plan Effective Date2005-06-22
Filing StatusFILING RECEIVED

Sponsor Plan History (Homeowners Financial Group)

Sponsor-wide plan assets over time

All Homeowners Financial Group plans reported in each filing year

Latest sponsor-wide plan assets
$23M 13.246939345129247% vs 2022
2024 filing year
$20M$21M$22M$23M$24M 202220232024 $20.5M $23.2M ▲ +13.2%
Year Plans Participants Total Assets
2022 1 504 $20M
2023 1 358 $23M
2024 1 321 $23M

Nearby 401(k) Plans in Arizona

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

Homeowners Financial Group 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -101234 Total assets ($B) Participants Homeowners Financial Group 401(k) Plan, Total assets ($B): 0.020486302 · Participants: 504Homeowners Financial Group 401(k) PlanBanner Health Employees 401(k) Plan, Total assets ($B): 3.566847679 · Participants: 50602Banner Health Employees 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 1.923226111 · Participants: 12362Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramRepublic Services, Inc. 401(k) Plan, Total assets ($B): 1.806929859 · Participants: 28320Republic Services, Inc. 401(k) PlanStantec 401(k) Plan, Total assets ($B): 1.682454193 · Participants: 8764Stantec 401(k) PlanReliance Steel & Aluminum Co. Master 401(k) Plan, Total assets ($B): 1.33677823 · Participants: 9895Reliance Steel & Aluminum Co. Master 401(k) Plan
Homeowners Financial Group 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Homeowners Financial Group 401(k) Plan side-by-side with 3 peers →

Homeowners Financial Group 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is World Energy 401(k) Plan in MA ($20M); by covered participants it is Central Retirement Savings Plan & Trust Agreement in KY (504 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($20M here).

Similar participant headcount

Nearest other-state filings by covered participants (504 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 Homeowners Financial Group 401(k) Plan assets move in 2022? ▼
Homeowners Financial Group 401(k) Plan pulled back noticeably - down 8.5% during 2022, from $22M to $20M. Reported net income was -$2M.
How have Homeowners Financial Group plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Homeowners Financial Group's sponsor-wide assets grew 13.2%, from $20M to $23M.
Where does Homeowners Financial Group 401(k) Plan rank by assets among Form 5500 filers? ▼
Homeowners Financial Group 401(k) Plan ranks in the 78th 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 Homeowners Financial Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is World Energy 401(k) Plan in MA ($20M, 262 participants).
Which 401(k) plans cover a similar participant headcount to Homeowners Financial Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Central Retirement Savings Plan & Trust Agreement in KY (504 participants, $80M 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 200640473.

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.