401(k) · DOL Form 5500 · 2023

Planet Home Lending, LLC 401(k) Plan

Data updated 2026-08-25

$47M
Total assets Below avg plan size
1,217
Participants Near avg headcount
85th
Percentile by assets National rank
$38,366
Avg per participant Low balance/head
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Official DOL plan name: Planet Home Lending, LLC Profit Sharing Plan & Trust · Sponsored by Planet Home Lending, LLC · Florida · Finance & Insurance

$47M in assets, 1,217 participants

Planet Home Lending, LLC's Planet Home Lending, LLC Profit Sharing Plan & Trust reported $47M in total assets and 1,217 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.

  • #6,811 in Finance & Insurance (8,869 peers)

Where Planet Home Lending, LLC Profit Sharing Plan & Trust sits by assets

Planet Home Lending, LLC Profit Sharing Plan & Trust sits in the top quartile of all filed plans by assets, $47M for 1,217 participants (~$38,366/participant), up 31.1% in 2023.

#6,811
in Finance & Insurance (8,869 peers)
+31.1%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Planet Home Lending, LLC Profit Sharing Plan & Trust's outsized position by total assets

Planet Home Lending, LLC Profit Sharing Plan & Trust vs every filed plan by assets

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

$46,691,680 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

Planet Home Lending, LLC Profit Sharing Plan & Trust's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Planet Home Lending, LLC Profit Sharing Plan & Trust lands in the large band (1,217 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Planet Home Lending, LLC Profit Sharing Plan & Trust reported net income rose from -$1M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Planet Home Lending, LLC Profit Sharing Plan & Trust end-of-year assets rose from $36M in the plan year 2022 filing to $47M in the plan year 2023 filing.
  • Planet Home Lending, LLC Profit Sharing Plan & Trust reported participants fell from 1,402 in the plan year 2022 filing to 1,217 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 260362771 · Planet Home Lending, LLC PY 2023 · 401(k)

Planet Home Lending, LLC Profit Sharing Plan & Trust · $47M · 1,217 · 85th

  • VS-ST $47M
  • BOY 1,217
  • SCH 85th
  • EBSA 401(k)
  • PART near Manning Gross + Massenburg LLP 401(k) Profit Sharing Plan
  • TYPE ind #6811

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 Florida →

Planet Home Lending, LLC Profit Sharing Plan & Trust in the asset neighbourhood

Trailer Park Inc. Retirement Savings PlanTrailer Park Inc. Retirement…$47MPlanet Home Lending, LLC Profit Sharing Plan & TrustPlanet Home Lending, LLC Pro…$47MManning Gross + Massenburg LLP 401(k) Profit Sharing PlanManning Gross + Massenburg L…$47MFirst Financial Federal Credit Union 401(k) Profit Sharing Plan and TrustFirst Financial Federal Cred…$47MRegulus 401(k)$47M
End-of-year total assets ($M) among Planet Home Lending, LLC Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$36M
Net Assets (End of Year)$47M
Net Income$11M
Employer EIN260362771
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Planet Home Lending, LLC)

Sponsor-wide plan assets over time

All Planet Home Lending, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$58M 62.5198910119067% vs 2022
2024 filing year
$30M$40M$50M$60M$70M 202220232024 $35.6M $57.9M ▲ +62.5%
Year Plans Participants Total Assets
2022 1 1,402 $36M
2023 1 1,217 $47M
2024 1 1,078 $58M

Nearby 401(k) Plans in Florida

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

Planet Home Lending, LLC Profit Sharing Plan & Trust vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Planet Home Lending, LLC Profit Sharing Plan & Trust, Total assets ($B): 0.04669168 · Participants: 1217Planet Home Lending, LLC Profit Sharing Plan & TrustL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
Planet Home Lending, LLC Profit Sharing Plan & Trust vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Planet Home Lending, LLC Profit Sharing Plan & Trust side-by-side with 3 peers →

Planet Home Lending, LLC Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Manning Gross + Massenburg LLP 401(k) Profit Sharing Plan in MA ($47M); by covered participants it is Crowell & Moring LLP Retirement Plan in DC (1,217 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,217 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 Planet Home Lending, LLC Profit Sharing Plan & Trust assets move in 2023? ▼
Planet Home Lending, LLC Profit Sharing Plan & Trust surged - up 31.1% during 2023, from $36M to $47M. Reported net income was $11M.
How have Planet Home Lending, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Planet Home Lending, LLC's sponsor-wide assets grew 62.5%, from $36M to $58M.
Where does Planet Home Lending, LLC Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼
Planet Home Lending, LLC Profit Sharing Plan & Trust 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 Planet Home Lending, LLC Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Manning Gross + Massenburg LLP 401(k) Profit Sharing Plan in MA ($47M, 311 participants).
Which 401(k) plans cover a similar participant headcount to Planet Home Lending, LLC Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Crowell & Moring LLP Retirement Plan in DC (1,217 participants, $617M 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 260362771.

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.