401(k) · DOL Form 5500 · 2023

Plaza Home Mortgage, Inc. 401(k) Plan

Data updated 2026-08-25

$39M
Total assets Below avg plan size
449
Participants Below avg headcount
83rd
Percentile by assets National rank
$87,839
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Plaza Home Mortgage, Inc. 401(k) Plan · Sponsored by Plaza Home Mortgage, Inc. · California · Finance & Insurance

$39M in assets, 449 participants

Plaza Home Mortgage, Inc.'s Plaza Home Mortgage, Inc. 401(k) Plan reported $39M in total assets and 449 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.

  • #6,541 in Finance & Insurance (8,869 peers)

Where Plaza Home Mortgage, Inc. 401(k) Plan sits by assets

Plaza Home Mortgage, Inc. 401(k) Plan sits in the top quartile of all filed plans by assets, $39M for 449 participants (~$87,839/participant), up 11.3% in 2023.

#6,541
in Finance & Insurance (8,869 peers)
+11.3%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Plaza Home Mortgage, Inc. 401(k) Plan's outsized position by total assets

Plaza Home Mortgage, Inc. 401(k) Plan vs every filed plan by assets

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

$39,439,798 Top 17% higher than 83% 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

Plaza Home Mortgage, Inc. 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. Plaza Home Mortgage, Inc. 401(k) Plan sits mid-pack in the medium band (449 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Plaza Home Mortgage, Inc. 401(k) Plan reported net income rose from -$9M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Plaza Home Mortgage, Inc. 401(k) Plan reported participants fell from 555 in the plan year 2022 filing to 449 in the plan year 2023 filing.
  • Plaza Home Mortgage, Inc. 401(k) Plan end-of-year assets rose from $35M in the plan year 2022 filing to $39M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 330941669 · Plaza Home Mortgage, Inc. PY 2023 · 401(k)

Plaza Home Mortgage, Inc. 401(k) Plan · $39M · 449 · 83rd

  • TYPE $39M
  • TYPE 449
  • TYPE 83rd
  • TYPE 401(k)
  • TYPE near Acdi/Voca 401(k) Retirement Plan
  • TYPE ind #6541

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 California →

Plaza Home Mortgage, Inc. 401(k) Plan in the asset neighbourhood

Systra U.S.a., Inc. 401(k) PlanSystra U.S.a., Inc. 401(k) P…$39MPlaza Home Mortgage, Inc. 401(k) PlanPlaza Home Mortgage, Inc. 40…$39MAcdi/Voca 401(k) Retirement PlanAcdi/Voca 401(k) Retirement …$39MGeneral Shale Smart Savings 401(k) PlanGeneral Shale Smart Savings …$39MPrimary Care Partners, Inc. 401(k) Profit Sharing PlanPrimary Care Partners, Inc. …$39M
End-of-year total assets ($M) among Plaza Home Mortgage, Inc. 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)$35M
Net Assets (End of Year)$39M
Net Income$4M
Employer EIN330941669
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Plaza Home Mortgage, Inc.)

Sponsor-wide plan assets over time

All Plaza Home Mortgage, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$44M 24.37723793420238% vs 2022
2024 filing year
$30M$35M$40M$45M 202220232024 $35.4M $44.1M ▲ +24.4%
Year Plans Participants Total Assets
2022 1 555 $35M
2023 1 449 $39M
2024 1 423 $44M

Nearby 401(k) Plans in California

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

Plaza Home Mortgage, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Plaza Home Mortgage, Inc. 401(k) Plan, Total assets ($B): 0.039439798 · Participants: 449Plaza Home Mortgage, Inc. 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Plaza Home Mortgage, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Plaza Home Mortgage, Inc. 401(k) Plan side-by-side with 3 peers →

Plaza Home Mortgage, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Acdi/Voca 401(k) Retirement Plan in DC ($39M); by covered participants it is Bitsight Technologies Retirement Trust in MA (449 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($39M here).

Similar participant headcount

Nearest other-state filings by covered participants (449 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 Plaza Home Mortgage, Inc. 401(k) Plan assets move in 2023? ▼
Plaza Home Mortgage, Inc. 401(k) Plan grew at a solid clip - up 11.3% during 2023, from $35M to $39M. Reported net income was $4M.
How have Plaza Home Mortgage, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Plaza Home Mortgage, Inc.'s sponsor-wide assets grew 24.4%, from $35M to $44M.
Where does Plaza Home Mortgage, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Plaza Home Mortgage, Inc. 401(k) Plan ranks in the 83rd 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 Plaza Home Mortgage, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Acdi/Voca 401(k) Retirement Plan in DC ($39M, 154 participants).
Which 401(k) plans cover a similar participant headcount to Plaza Home Mortgage, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bitsight Technologies Retirement Trust in MA (449 participants, $36M 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 330941669.

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.