ESOP · DOL Form 5500 · 2022

Home Loan Financial Corporation ESOP

Data updated 2026-08-11

$7M
Total assets
14
Participants
58th
Percentile by assets
$506,320
Avg per participant
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Official DOL plan name: Home Loan Financial Corporation Employee Stock Ownership Plan · Sponsored by Home Loan Financial Corporation · Ohio · Management of Enterprises

$7M in assets, 14 participants

Home Loan Financial Corporation's Home Loan Financial Corporation Employee Stock Ownership Plan reported $7M in total assets and 14 participants in its 2022 DOL Form 5500 filing, ranking in the 58th 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.

  • 58th percentile by assets (of 139,126 plans)
  • #445 in Management of Enterprises (1,193 peers)

Management of Enterprises sector rank

Within Management of Enterprises, Home Loan Financial Corporation Employee Stock Ownership Plan ranks #445 of 1,193 2022 filers by assets (5016% of the sector average)-$7M for 14 participants.

$7M
total plan assets (2022 EOY)
14
covered participants
58th
percentile by assets (of 139,126 plans)
$506,320
avg assets per participant

The plan reported a net loss of $466K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where Home Loan Financial Corporation Employee Stock Ownership Plan sits by total assets

Home Loan Financial Corporation Employee Stock Ownership Plan vs every filed plan by assets

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

$7,088,476 Top 42% higher than 58% of 139,123 filed plans

This plan $0 $2,010,000,000 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

Rank #445 in Management of Enterprises

Among 1,193 Management of Enterprises plans that filed a Form 5500 for plan year 2022, Home Loan Financial Corporation Employee Stock Ownership Plan ranks #445 by end-of-year assets - about 5016% of the sector average of $356M. Nationally it sits in the 58th percentile, a weaker position within its industry than across all filers.

Management of Enterprises filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$7M
Net Income-$466K
Employer EIN311578552
Plan Effective Date1997-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Home Loan Financial Corporation)

$6.5M$7M$7.5M$8M$8.5M$9M 202220232024 $7.09M $8.75M ▲ +23.4%
Total plan assets by year, all Home Loan Financial Corporation plans on file
Year Plans Participants Total Assets
2022 1 14 $7M
2023 1 13 $8M
2024 1 11 $9M

Nearby ESOP Plans in Ohio

Peer ESOP plans, same state, same plan type, ranked by total assets.

Home Loan Financial Corporation Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants

Home Loan Financial Corporation Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -50510152025 Total assets ($B) Participants Home Loan Financial …Procter & Gamble Pro…The Garland Industri…Advanced Drainage Sy…Messer Inc. Employee…Cleveland Steel Cont…
Home Loan Financial Corporation Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Home Loan Financial Corporation Employee Stock Ownership Plan by total assets, not by location.

Frequently Asked Questions

How did Home Loan Financial Corporation Employee Stock Ownership Plan assets move in 2022?
Home Loan Financial Corporation Employee Stock Ownership Plan pulled back noticeably - down 6.2% during 2022, from $8M to $7M. Reported net income was -$466K.
How have Home Loan Financial Corporation plan assets changed over time?
Across 3 plan years on file (2022-2024), Home Loan Financial Corporation's sponsor-wide assets grew 23.5%, from $7M to $9M.
Which ESOP plans are similar in size to Home Loan Financial Corporation Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by assets is De Anza Tile Employee Stock Ownership Plan in CA ($7M, 118 participants).

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Filing takeaways

Ways to act on Home Loan Financial Corporation Employee Stock Ownership Plan's numbers.