401(k) · DOL Form 5500 · 2023

Hometrust Mortgage Company 401(k) Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
119
Participants Small participant base
76th
Percentile by assets National rank
$202,205
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Hometrust Mortgage Company Employee 401(k) and Profit Sharing Plan · Sponsored by Hometrust Mortgage Company · Texas · Finance & Insurance

$24M in assets, 119 participants

Hometrust Mortgage Company's Hometrust Mortgage Company Employee 401(k) and Profit Sharing Plan reported $24M in total assets and 119 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.

  • #5,633 in Finance & Insurance (8,869 peers)

Coverage in Texas

Hometrust Mortgage Company Employee 401(k) and Profit Sharing Plan covers 119 participants in Texas, about 17% of the average Texas filer (state average ~688 per filing). Assets: $24M.

#5,633
in Finance & Insurance (8,869 peers)
-9.6%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Hometrust Mortgage Company Employee 401(k) and Profit Sharing Plan's outsized position by total assets

Hometrust Mortgage Company Employee 401(k) and Profit Sharing Plan vs every filed plan by assets

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

$24,062,427 Top 24% higher than 76% 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

Hometrust Mortgage Company Employee 401(k) and Profit Sharing 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. Hometrust Mortgage Company Employee 401(k) and Profit Sharing Plan sits mid-pack in the medium band (119 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Hometrust Mortgage Company Employee 401(k) and Profit Sharing Plan reported net income rose from -$9M in the plan year 2022 filing to -$3M in the plan year 2023 filing.
  • Hometrust Mortgage Company Employee 401(k) and Profit Sharing Plan reported participants fell from 142 in the plan year 2022 filing to 119 in the plan year 2023 filing.
  • Hometrust Mortgage Company Employee 401(k) and Profit Sharing Plan end-of-year assets fell from $27M in the plan year 2022 filing to $24M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 760578435 · Hometrust Mortgage Company PY 2023 · 401(k)

Hometrust Mortgage Company Employee 401(k) and Profit Sharing Plan · $24M · 119 · 76th

  • PHOTO $24M
  • PHOTO 119
  • PHOTO 76th
  • PHOTO 401(k)
  • PHOTO near Fairlead Integrated, LLC 401(k) Plan
  • PHOTO ind #5633

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 Texas →

Hometrust Mortgage Company Employee 401(k) and Profit Sharing Plan in the asset neighbourhood

Mcgowan & Company, Inc. 401(k) PlanMcgowan & Company, Inc. 401(…$24MHometrust Mortgage Company Employee 401(k) and Profit Sharing PlanHometrust Mortgage Company E…$24MFairlead Integrated, LLC 401(k) PlanFairlead Integrated, LLC 401…$24MBrain Corporation 401(k) Plan$24MOptions for Southern Oregon, Inc. 403(b) PlanOptions for Southern Oregon,…$24M
End-of-year total assets ($M) among Hometrust Mortgage Company Employee 401(k) and Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$24M
Net Income-$3M
Employer EIN760578435
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hometrust Mortgage Company)

Sponsor-wide plan assets over time

All Hometrust Mortgage Company plans reported in each filing year

Latest sponsor-wide plan assets
$23M 14.210980653509422% vs 2022
2024 filing year
$22M$24M$26M$28M 202220232024 $26.6M $22.8M ▼ -14.2%
Year Plans Participants Total Assets
2022 1 142 $27M
2023 1 119 $24M
2024 1 88 $23M

Nearby 401(k) Plans in Texas

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

Hometrust Mortgage Company Employee 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Hometrust Mortgage Company Employee 401(k) and Profit Sharing Plan, Total assets ($B): 0.024062427 · Participants: 119Hometrust Mortgage Company Employee 401(k) and Profit Sharing PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Hometrust Mortgage Company Employee 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Hometrust Mortgage Company Employee 401(k) and Profit Sharing Plan side-by-side with 3 peers →

Hometrust Mortgage Company Employee 401(k) and Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Fairlead Integrated, LLC 401(k) Plan in VA ($24M); by covered participants it is Shared Service Systems Defined Contribution Retirement Plan in NE (119 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($24M here).

Similar participant headcount

Nearest other-state filings by covered participants (119 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 Hometrust Mortgage Company Employee 401(k) and Profit Sharing Plan assets move in 2023? ▼
Hometrust Mortgage Company Employee 401(k) and Profit Sharing Plan pulled back noticeably - down 9.6% during 2023, from $27M to $24M. Reported net income was -$3M.
How have Hometrust Mortgage Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hometrust Mortgage Company's sponsor-wide assets declined 14.2%, from $27M to $23M.
Where does Hometrust Mortgage Company Employee 401(k) and Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Hometrust Mortgage Company Employee 401(k) and Profit Sharing Plan ranks in the 76th 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 Hometrust Mortgage Company Employee 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Fairlead Integrated, LLC 401(k) Plan in VA ($24M, 386 participants).
Which 401(k) plans cover a similar participant headcount to Hometrust Mortgage Company Employee 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Shared Service Systems Defined Contribution Retirement Plan in NE (119 participants, N/A 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 760578435.

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.