401(k) · DOL Form 5500 · 2022

Union Home Mortgage Corporation 401(k) Plan

Data updated 2026-08-25

$58M
Total assets Below avg plan size
1,441
Participants Near avg headcount
89th
Percentile by assets National rank
$40,498
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Union Home Mortgage Corporation 401(k) Plan · Sponsored by Union Home Mortgage Corporation · Ohio · Finance & Insurance

$58M in assets, 1,441 participants

Union Home Mortgage Corporation's Union Home Mortgage Corporation 401(k) Plan reported $58M in total assets and 1,441 participants in its 2022 DOL Form 5500 filing, ranking in the 89th 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.

  • #7,651 in Finance & Insurance (9,261 peers)

Where Union Home Mortgage Corporation 401(k) Plan sits by assets

Union Home Mortgage Corporation 401(k) Plan sits in the top quartile of all filed plans by assets, $58M for 1,441 participants (~$40,498/participant), down 13.8% in 2022.

#7,651
in Finance & Insurance (9,261 peers)
-13.8%
assets change YoY
0.6×
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.

Union Home Mortgage Corporation 401(k) Plan's outsized position by total assets

Union Home Mortgage Corporation 401(k) Plan vs every filed plan by assets

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

$58,358,171 Top 11% higher than 89% 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

Union Home Mortgage Corporation 401(k) Plan'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. Union Home Mortgage Corporation 401(k) Plan lands in the large band (1,441 participants).

Published 5500 schedule card

Filing strip 341084436 · Union Home Mortgage Corporation PY 2022 · 401(k)

Union Home Mortgage Corporation 401(k) Plan · $58M · 1,441 · 89th

  • PHOTO $58M
  • PHOTO 1,441
  • PHOTO 89th
  • PHOTO 401(k)
  • PHOTO near Nuscale Power, LLC 401(k) Plan
  • PHOTO ind #7651

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 Ohio →

Union Home Mortgage Corporation 401(k) Plan in the asset neighbourhood

Union Home Mortgage Corporation 401(k) PlanUnion Home Mortgage Corporat…$58MNuscale Power, LLC 401(k) PlanNuscale Power, LLC 401(k) Pl…$58MWeg U.S. 401(k) Retirement PlanWeg U.S. 401(k) Retirement P…$58MHome Federal Bank of Tennessee 401(k) Profit Sharing PlanHome Federal Bank of Tenness…$58MGlenwood Management Corporation 401(k) Savings PlanGlenwood Management Corporat…$58M
End-of-year total assets ($M) among Union Home Mortgage Corporation 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)$68M
Net Assets (End of Year)$58M
Net Income-$9M
Employer EIN341084436
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Union Home Mortgage Corporation)

Sponsor-wide plan assets over time

All Union Home Mortgage Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$95M 62.57064499159852% vs 2022
2024 filing year
$40M$60M$80M$100M 202220232024 $58.4M $94.9M ▲ +62.6%
Year Plans Participants Total Assets
2022 1 1,441 $58M
2023 1 1,210 $75M
2024 1 1,409 $95M

Nearby 401(k) Plans in Ohio

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

Union Home Mortgage Corporation 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20246810 Total assets ($B) Participants Union Home Mortgage Corporation 401(k) Plan, Total assets ($B): 0.058358171 · Participants: 1441Union Home Mortgage Corporation 401(k) PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 8.343834208 · Participants: 44890The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 7.60950811 · Participants: 50299The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 7.311555 · Participants: 116133The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 6.73672335 · Participants: 24278Nationwide Savings PlanMarathon Petroleum Thrift Plan, Total assets ($B): 6.371480588 · Participants: 17666Marathon Petroleum Thrift Plan
Union Home Mortgage Corporation 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Union Home Mortgage Corporation 401(k) Plan side-by-side with 3 peers →

Union Home Mortgage Corporation 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Nuscale Power, LLC 401(k) Plan in OR ($58M); by covered participants it is Powell Industries, Inc. Employees Incentive Savings Plan in TX (1,441 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,441 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 Union Home Mortgage Corporation 401(k) Plan assets move in 2022? ▼
Union Home Mortgage Corporation 401(k) Plan pulled back noticeably - down 13.8% during 2022, from $68M to $58M. Reported net income was -$9M.
How have Union Home Mortgage Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Union Home Mortgage Corporation's sponsor-wide assets grew 62.6%, from $58M to $95M.
Where does Union Home Mortgage Corporation 401(k) Plan rank by assets among Form 5500 filers? ▼
Union Home Mortgage Corporation 401(k) Plan ranks in the 89th 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 Union Home Mortgage Corporation 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Nuscale Power, LLC 401(k) Plan in OR ($58M, 444 participants).
Which 401(k) plans cover a similar participant headcount to Union Home Mortgage Corporation 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Powell Industries, Inc. Employees Incentive Savings Plan in TX (1,441 participants, $200M 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 341084436.

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.