401(k) · DOL Form 5500 · 2023

Home Bank NA 401(k) Plan

Data updated 2026-08-25

$47M
Total assets Below avg plan size
484
Participants Below avg headcount
85th
Percentile by assets National rank
$96,808
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Home Bank, N.a. Profit Sharing and 401(k) Plan · Sponsored by Home Bank NA · Louisiana · Finance & Insurance

$47M in assets, 484 participants

Home Bank NA's Home Bank, N.a. Profit Sharing and 401(k) Plan reported $47M in total assets and 484 participants in its 2023 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.

  • #6,820 in Finance & Insurance (8,869 peers)

Where Home Bank, N.a. Profit Sharing and 401(k) Plan sits by assets

Home Bank, N.a. Profit Sharing and 401(k) Plan sits in the top quartile of all filed plans by assets, $47M for 484 participants (~$96,808/participant), up 23.1% in 2023.

#6,820
in Finance & Insurance (8,869 peers)
+23.1%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Home Bank, N.a. Profit Sharing and 401(k) Plan's outsized position by total assets

Home Bank, N.a. Profit Sharing and 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$46,855,176 Top 15% higher than 85% of 127,068 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 2023

Home Bank, N.a. Profit Sharing and 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Home Bank, N.a. Profit Sharing and 401(k) Plan sits mid-pack in the medium band (484 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Home Bank, N.a. Profit Sharing and 401(k) Plan reported net income rose from -$4M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Home Bank, N.a. Profit Sharing and 401(k) Plan end-of-year assets rose from $38M in the plan year 2022 filing to $47M in the plan year 2023 filing.
  • Home Bank, N.a. Profit Sharing and 401(k) Plan reported participants rose from 454 in the plan year 2022 filing to 484 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 720214660 · Home Bank NA PY 2023 · 401(k)

Home Bank, N.a. Profit Sharing and 401(k) Plan · $47M · 484 · 85th

  • PHOTO $47M
  • IND 484
  • EOY 85th
  • 5500 401(k)
  • ASSETS near Aafcpas, Inc 401(k) Savings Plan
  • PCT ind #6820

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 Louisiana →

Home Bank, N.a. Profit Sharing and 401(k) Plan in the asset neighbourhood

Home Bank, N.a. Profit Sharing and 401(k) PlanHome Bank, N.a. Profit Shari…$47MAafcpas, Inc 401(k) Savings PlanAafcpas, Inc 401(k) Savings …$47MThe Houstonian 401(k) Plan$47MJk Moving Services & Caprelo Profit Sharing & 401(k) PlanJk Moving Services & Caprelo…$47MClass Produce Group, LLC Profit Sharing PlanClass Produce Group, LLC Pro…$47M
End-of-year total assets ($M) among Home Bank, N.a. Profit Sharing and 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$38M
Net Assets (End of Year)$47M
Net Income$9M
Employer EIN720214660
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Home Bank NA)

Sponsor-wide plan assets over time

All Home Bank NA plans reported in each filing year

Latest sponsor-wide plan assets
$56M 46.65885425246883% vs 2022
2024 filing year
$30M$40M$50M$60M 202220232024 $38.1M $55.8M ▲ +46.7%
Year Plans Participants Total Assets
2022 1 454 $38M
2023 1 484 $47M
2024 1 479 $56M

Nearby 401(k) Plans in Louisiana

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

Home Bank, N.a. Profit Sharing and 401(k) Plan vs. nearby 401(k) plans in Louisiana, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Home Bank, N.a. Profit Sharing and 401(k) Plan, Total assets ($B): 0.046855176 · Participants: 484Home Bank, N.a. Profit Sharing and 401(k) PlanLumen 401(k) Savings Plan, Total assets ($B): 7.140330247 · Participants: 24522Lumen 401(k) Savings PlanSavings Plan of Entergy Corporation and Subsidiaries, Total assets ($B): 3.827701341 · Participants: 10136Savings Plan of Entergy Corporation and SubsidiariesOchsner Clinic Foundation 401(k) Plan, Total assets ($B): 2.304723514 · Participants: 31221Ochsner Clinic Foundation 401(k) PlanLouisiana Children's Medical Center Retirement and Savings Plan, Total assets ($B): 0.866658906 · Participants: 12934Louisiana Children's Medical Center Retirement and Savings PlanAmedisys Holding, LLC 401(k) Plan, Total assets ($B): 0.849210896 · Participants: 20100Amedisys Holding, LLC 401(k) Plan
Home Bank, N.a. Profit Sharing and 401(k) Plan vs. nearby 401(k) plans in Louisiana, assets vs. participants
Compare Home Bank, N.a. Profit Sharing and 401(k) Plan side-by-side with 3 peers →

Home Bank, N.a. Profit Sharing and 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Louisiana, the nearest 401(k) by assets is Aafcpas, Inc 401(k) Savings Plan in MA ($47M); by covered participants it is Verizon Savings and Security Plan for West Region Hourly Employees in NJ (484 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($47M here).

Similar participant headcount

Nearest other-state filings by covered participants (484 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Home Bank, N.a. Profit Sharing and 401(k) Plan assets move in 2023? ▼
Home Bank, N.a. Profit Sharing and 401(k) Plan grew sharply - up 23.1% during 2023, from $38M to $47M. Reported net income was $9M.
How have Home Bank NA plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Home Bank NA's sponsor-wide assets grew 46.7%, from $38M to $56M.
Where does Home Bank, N.a. Profit Sharing and 401(k) Plan rank by assets among Form 5500 filers? ▼
Home Bank, N.a. Profit Sharing and 401(k) Plan ranks in the 85th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Home Bank, N.a. Profit Sharing and 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Aafcpas, Inc 401(k) Savings Plan in MA ($47M, 280 participants).
Which 401(k) plans cover a similar participant headcount to Home Bank, N.a. Profit Sharing and 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Verizon Savings and Security Plan for West Region Hourly Employees in NJ (484 participants, $301M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 720214660.

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.