401(k) · DOL Form 5500 · 2023
Home Loan Investment Bank, Fsb 401(k) Plan
Data updated 2026-08-25
- $17M
- Total assets Small plan by assets
- 96
- Participants Small participant base
- 69th
- Percentile by assets National rank
- $175,430
- Avg per participant Above avg balance/head
Official DOL plan name: Sbera 401(k) Plan as Adopted by Home Loan Investment Bank, Fsb · Sponsored by Home Loan Investment Bank, Fsb · Rhode Island · Finance & Insurance
$17M in assets, 96 participants
Home Loan Investment Bank, Fsb's Sbera 401(k) Plan as Adopted by Home Loan Investment Bank, Fsb reported $17M in total assets and 96 participants in its 2023 DOL Form 5500 filing, ranking in the 69th 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.
- #4,886 in Finance & Insurance (8,869 peers)
Home Loan Investment Bank, Fsb multi-year trail
Home Loan Investment Bank, Fsb's plans moved +46.1% in assets from 2022 to 2024; this filing shows Sbera 401(k) Plan as Adopted by Home Loan Investment Bank, Fsb at $17M / 96 participants.
- #4,886
- in Finance & Insurance (8,869 peers)
- +23.6%
- assets growth YoY
Sbera 401(k) Plan as Adopted by Home Loan Investment Bank, Fsb's outsized position by total assets
Sbera 401(k) Plan as Adopted by Home Loan Investment Bank, Fsb vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$16,841,240 Top 31% higher than 69% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Sbera 401(k) Plan as Adopted by Home Loan Investment Bank, Fsb among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sbera 401(k) Plan as Adopted by Home Loan Investment Bank, Fsb is a small filing (96 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Sbera 401(k) Plan as Adopted by Home Loan Investment Bank, Fsb reported net income rose from -$2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- Sbera 401(k) Plan as Adopted by Home Loan Investment Bank, Fsb end-of-year assets rose from $14M in the plan year 2022 filing to $17M in the plan year 2023 filing.
- Sbera 401(k) Plan as Adopted by Home Loan Investment Bank, Fsb reported participants fell from 104 in the plan year 2022 filing to 96 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 050348208 · Home Loan Investment Bank, Fsb PY 2023 · 401(k)
Sbera 401(k) Plan as Adopted by Home Loan Investment Bank, Fsb · $17M · 96 · 69th
- EIN $17M
- EIN 96
- EIN 69th
- EIN 401(k)
- EIN near New Age Industrial 401(k) Plan
- EIN ind #4886
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 Rhode Island →
Sbera 401(k) Plan as Adopted by Home Loan Investment Bank, Fsb in the asset neighbourhood
Home Loan Investment Bank, Fsb multi-year asset trail
Sponsor-wide plan assets over time
All Home Loan Investment Bank, Fsb plans reported in each filing year
- Latest sponsor-wide plan assets
- $20M 46.13708972599291% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 104 | $14M |
| 2023 | 1 | 96 | $17M |
| 2024 | 1 | 105 | $20M |
Home Loan Investment Bank, Fsb filing trail (2023)
| Total Assets (Beginning of Year) | $14M |
|---|---|
| Net Assets (End of Year) | $17M |
| Net Income | $3M |
| Employer EIN | 050348208 |
| Plan Effective Date | 1974-08-30 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Rhode Island
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- CVS Health Future Fund 401(k) Plan $27.6B · 265,760
- Textron Savings Plan $5.7B · 26,580
- Cfg Retirement Savings Plan $2.9B · 19,047
- Unfi 401(k) Plan $2.7B · 25,475
- Fm Global 401(k) Savings Plan $1.7B · 4,295
Sbera 401(k) Plan as Adopted by Home Loan Investment Bank, Fsb's out-of-state 401(k) peers by assets and headcount
Outside Rhode Island, the nearest 401(k) by assets is New Age Industrial 401(k) Plan in KS ($17M); by covered participants it is Knowledge Link Inc. 401(k) Plan in VA (96 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($17M here).
Similar participant headcount
Nearest other-state filings by covered participants (96 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.