401(k) · DOL Form 5500 · 2023

Homeland Credit Union, Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
68
Participants Small participant base
38th
Percentile by assets National rank
$52,769
Avg per participant Low balance/head
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Official DOL plan name: Homeland Credit Union, Inc. 401(k) Plan · Sponsored by Homeland Credit Union, Inc. · Ohio · Finance & Insurance

$4M in assets, 68 participants

Homeland Credit Union, Inc.'s Homeland Credit Union, Inc. 401(k) Plan reported $4M in total assets and 68 participants in its 2023 DOL Form 5500 filing, ranking in the 38th 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.

  • #2,383 in Finance & Insurance (8,869 peers)

Homeland Credit Union, Inc. multi-year trail

Homeland Credit Union, Inc.'s plans moved +32.6% in assets from 2022 to 2024; this filing shows Homeland Credit Union, Inc. 401(k) Plan at $4M / 68 participants.

#2,383
in Finance & Insurance (8,869 peers)
+13.0%
assets growth YoY

Homeland Credit Union, Inc. 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Homeland Credit Union, Inc. 401(k) Plan vs every filed plan by assets

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

$3,588,281 38th percentile higher than 38% 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

Homeland Credit Union, Inc. 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Homeland Credit Union, Inc. 401(k) Plan is a small filing (68 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Homeland Credit Union, Inc. 401(k) Plan reported net income rose from -$949K in the plan year 2022 filing to $413K in the plan year 2023 filing.
  • Homeland Credit Union, Inc. 401(k) Plan reported participants fell from 79 in the plan year 2022 filing to 68 in the plan year 2023 filing.
  • Homeland Credit Union, Inc. 401(k) Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 310395830 · Homeland Credit Union, Inc. PY 2023 · 401(k)

Homeland Credit Union, Inc. 401(k) Plan · $4M · 68 · 38th

  • SCH $4M
  • SCH 68
  • SCH 38th
  • SCH 401(k)
  • SCH near Moody's Electric, Inc. 401(k) Plan
  • SCH ind #2383

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 Ohio →

Homeland Credit Union, Inc. 401(k) Plan in the asset neighbourhood

Homeland Credit Union, Inc. 401(k) PlanHomeland Credit Union, Inc. …$4MMoody's Electric, Inc. 401(k) PlanMoody's Electric, Inc. 401(k…$4MBenchmark Therapies, Inc. 401(k) Profit Sharing PlanBenchmark Therapies, Inc. 40…$4MKeystone International 401(k) PlanKeystone International 401(k…$4MRich Ford 401(k) Plan$4M
End-of-year total assets ($M) among Homeland Credit Union, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Homeland Credit Union, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Homeland Credit Union, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 32.61391921919955% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M 202220232024 $3.18M $4.21M ▲ +32.4%
Year Plans Participants Total Assets
2022 1 79 $3M
2023 1 68 $4M
2024 1 76 $4M

Homeland Credit Union, Inc. filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$413K
Employer EIN310395830
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Ohio

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

Homeland Credit Union, Inc. 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Homeland Credit Union, Inc. 401(k) Plan, Total assets ($B): 0.003588281 · Participants: 68Homeland Credit Union, Inc. 401(k) PlanGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
Homeland Credit Union, Inc. 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Homeland Credit Union, Inc. 401(k) Plan side-by-side with 3 peers →

Homeland Credit Union, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Moody's Electric, Inc. 401(k) Plan in AL ($4M); by covered participants it is Shumaker & Sieffert P a 401(k) Profit Sharing Plan and Trust in MN (68 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

Similar participant headcount

Nearest other-state filings by covered participants (68 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 Homeland Credit Union, Inc. 401(k) Plan assets move in 2023? ▼
Homeland Credit Union, Inc. 401(k) Plan grew at a solid clip - up 13.0% during 2023, from $3M to $4M. Reported net income was $413K.
How have Homeland Credit Union, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Homeland Credit Union, Inc.'s sponsor-wide assets grew 32.6%, from $3M to $4M.
Which 401(k) plans are similar in size to Homeland Credit Union, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Moody's Electric, Inc. 401(k) Plan in AL ($4M, 62 participants).
Which 401(k) plans cover a similar participant headcount to Homeland Credit Union, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Shumaker & Sieffert P a 401(k) Profit Sharing Plan and Trust in MN (68 participants, $28M 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 310395830.

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.