401(k) · DOL Form 5500 · 2022

Hb Wealth Management LLC 401(k) Plan

Data updated 2026-08-25

$28M
Total assets Below avg plan size
144
Participants Small participant base
82nd
Percentile by assets National rank
$191,125
Avg per participant Above avg balance/head
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Official DOL plan name: Homrich Berg 401(k) Profit Sharing Plan · Sponsored by Hb Wealth Management LLC · Georgia · Finance & Insurance

$28M in assets, 144 participants

Hb Wealth Management LLC's Homrich Berg 401(k) Profit Sharing Plan reported $28M in total assets and 144 participants in its 2022 DOL Form 5500 filing, ranking in the 82nd 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.

  • #6,529 in Finance & Insurance (9,261 peers)

Coverage in Georgia

Homrich Berg 401(k) Profit Sharing Plan covers 144 participants in Georgia, about 13% of the average Georgia filer (state average ~1,096 per filing). Assets: $28M.

#6,529
in Finance & Insurance (9,261 peers)
-4.2%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Homrich Berg 401(k) Profit Sharing Plan's outsized position by total assets

Homrich Berg 401(k) Profit Sharing Plan vs every filed plan by assets

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

$27,522,043 Top 18% higher than 82% 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

Homrich Berg 401(k) Profit Sharing 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. Homrich Berg 401(k) Profit Sharing Plan sits mid-pack in the medium band (144 participants).

Published 5500 schedule card

Filing strip 872119854 · Hb Wealth Management LLC PY 2022 · 401(k)

Homrich Berg 401(k) Profit Sharing Plan · $28M · 144 · 82nd

  • TYPE $28M
  • TYPE 144
  • TYPE 82nd
  • TYPE 401(k)
  • TYPE near Midwest Bankcentre Employees 401(k) Plan
  • TYPE ind #6529

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 Georgia →

Homrich Berg 401(k) Profit Sharing Plan in the asset neighbourhood

Cornerstone Government Affairs, Inc. 401(k) Profit Sharing PlanCornerstone Government Affai…$28MHomrich Berg 401(k) Profit Sharing PlanHomrich Berg 401(k) Profit S…$28MMidwest Bankcentre Employees 401(k) PlanMidwest Bankcentre Employees…$28MBeyer Blinder Belle Architects and Planners LLP 401(k) Salary Savings PlanBeyer Blinder Belle Architec…$28MTodd & Weld 401(k) Profit Sharing PlanTodd & Weld 401(k) Profit Sh…$28M
End-of-year total assets ($M) among Homrich Berg 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Georgia filing particulars

Total Assets (Beginning of Year)$29M
Net Assets (End of Year)$28M
Net Income-$1M
Employer EIN872119854
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hb Wealth Management LLC)

Sponsor-wide plan assets over time

All Hb Wealth Management LLC plans reported in each filing year

Latest sponsor-wide plan assets
$46M 66.10079782231283% vs 2022
2024 filing year
$20M$30M$40M$50M 202220232024 $27.5M $45.7M ▲ +66.1%
Year Plans Participants Total Assets
2022 1 144 $28M
2023 1 172 $36M
2024 1 185 $46M

Nearby 401(k) Plans in Georgia

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

Homrich Berg 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -2000000200000400000600000 -505101520 Total assets ($B) Participants Homrich Berg 401(k) Profit Sharing Plan, Total assets ($B): 0.027522043 · Participants: 144Homrich Berg 401(k) Profit Sharing PlanThe Teamster-UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 14.668727371 · Participants: 549610The Teamster-UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 13.242875281 · Participants: 72820Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 11.498981924 · Participants: 12193Delta 401(k) Retirement Plan for PilotsUPS 401 (K) Savings Plan, Total assets ($B): 11.31621995 · Participants: 107310UPS 401 (K) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 10.714648719 · Participants: 423174The Home Depot Futurebuilder
Homrich Berg 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Homrich Berg 401(k) Profit Sharing Plan side-by-side with 3 peers →

Homrich Berg 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is Midwest Bankcentre Employees 401(k) Plan in MO ($28M); by covered participants it is Combs Concrete Construction Company 401(k) Plan in NC (144 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (144 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 Homrich Berg 401(k) Profit Sharing Plan assets move in 2022? ▼
Homrich Berg 401(k) Profit Sharing Plan edged down modestly - down 4.2% during 2022, from $29M to $28M. Reported net income was -$1M.
How have Hb Wealth Management LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hb Wealth Management LLC's sponsor-wide assets grew 66.1%, from $28M to $46M.
Where does Homrich Berg 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Homrich Berg 401(k) Profit Sharing Plan ranks in the 82nd 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 Homrich Berg 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Midwest Bankcentre Employees 401(k) Plan in MO ($28M, 275 participants).
Which 401(k) plans cover a similar participant headcount to Homrich Berg 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Combs Concrete Construction Company 401(k) Plan in NC (144 participants, $30K 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 872119854.

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.