401(k) · DOL Form 5500 · 2023

Homeowners Financial Group 401(k) Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
358
Participants Below avg headcount
75th
Percentile by assets National rank
$63,442
Avg per participant Low balance/head
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Official DOL plan name: Homeowners Financial Group 401(k) Plan · Sponsored by Homeowners Financial Group · Arizona · Finance & Insurance

$23M in assets, 358 participants

Homeowners Financial Group's Homeowners Financial Group 401(k) Plan reported $23M in total assets and 358 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.

  • #5,514 in Finance & Insurance (8,869 peers)

Where Homeowners Financial Group 401(k) Plan sits by assets

Homeowners Financial Group 401(k) Plan sits in the top quartile of all filed plans by assets, $23M for 358 participants (~$63,442/participant), up 10.9% in 2023.

#5,514
in Finance & Insurance (8,869 peers)
+10.9%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Homeowners Financial Group 401(k) Plan's outsized position by total assets

Homeowners Financial Group 401(k) Plan vs every filed plan by assets

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

$22,712,203 Top 25% higher than 75% 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

Homeowners Financial Group 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. Homeowners Financial Group 401(k) Plan sits mid-pack in the medium band (358 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Homeowners Financial Group 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Homeowners Financial Group 401(k) Plan reported participants fell from 504 in the plan year 2022 filing to 358 in the plan year 2023 filing.
  • Homeowners Financial Group 401(k) Plan end-of-year assets rose from $20M in the plan year 2022 filing to $23M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 200640473 · Homeowners Financial Group PY 2023 · 401(k)

Homeowners Financial Group 401(k) Plan · $23M · 358 · 75th

  • PHOTO $23M
  • PHOTO 358
  • PHOTO 75th
  • PHOTO 401(k)
  • PHOTO near Nye Lubricants, Inc. 401(k) Plan
  • PHOTO ind #5514

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 Arizona →

Homeowners Financial Group 401(k) Plan in the asset neighbourhood

Homeowners Financial Group 401(k) PlanHomeowners Financial Group 4…$23MNye Lubricants, Inc. 401(k) PlanNye Lubricants, Inc. 401(k) …$23MHope Orthopedics of Oregon 401(k) Profit Sharing PlanHope Orthopedics of Oregon 4…$23MProgressive Machine & Design, LLC 401(k) PlanProgressive Machine & Design…$23MPortfolio 401(k) Plan$23M
End-of-year total assets ($M) among Homeowners Financial Group 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)$20M
Net Assets (End of Year)$23M
Net Income$2M
Employer EIN200640473
Plan Effective Date2005-06-22
Filing StatusFILING RECEIVED

Sponsor Plan History (Homeowners Financial Group)

Sponsor-wide plan assets over time

All Homeowners Financial Group plans reported in each filing year

Latest sponsor-wide plan assets
$23M 13.246939345129247% vs 2022
2024 filing year
$20M$21M$22M$23M$24M 202220232024 $20.5M $23.2M ▲ +13.2%
Year Plans Participants Total Assets
2022 1 504 $20M
2023 1 358 $23M
2024 1 321 $23M

Nearby 401(k) Plans in Arizona

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

Homeowners Financial Group 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246 Total assets ($B) Participants Homeowners Financial Group 401(k) Plan, Total assets ($B): 0.022712203 · Participants: 358Homeowners Financial Group 401(k) PlanBechtel Trust & Thrift Plan, Total assets ($B): 5.691074806 · Participants: 7448Bechtel Trust & Thrift PlanBanner Health Employees 401(k) Plan, Total assets ($B): 4.270882725 · Participants: 52452Banner Health Employees 401(k) PlanRepublic Services, Inc. 401(k) Plan, Total assets ($B): 2.379834679 · Participants: 28131Republic Services, Inc. 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 2.323111586 · Participants: 13105Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramStantec 401(k) Plan, Total assets ($B): 2.021683156 · Participants: 10719Stantec 401(k) Plan
Homeowners Financial Group 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Homeowners Financial Group 401(k) Plan side-by-side with 3 peers →

Homeowners Financial Group 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Nye Lubricants, Inc. 401(k) Plan in MA ($23M); by covered participants it is Clark Hill Non-Member Attorneys 401(k) Savings Plan in MI (358 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($23M here).

Similar participant headcount

Nearest other-state filings by covered participants (358 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 Homeowners Financial Group 401(k) Plan assets move in 2023? ▼
Homeowners Financial Group 401(k) Plan grew at a solid clip - up 10.9% during 2023, from $20M to $23M. Reported net income was $2M.
How have Homeowners Financial Group plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Homeowners Financial Group's sponsor-wide assets grew 13.2%, from $20M to $23M.
Where does Homeowners Financial Group 401(k) Plan rank by assets among Form 5500 filers? ▼
Homeowners Financial Group 401(k) Plan ranks in the 75th 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 Homeowners Financial Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Nye Lubricants, Inc. 401(k) Plan in MA ($23M, 188 participants).
Which 401(k) plans cover a similar participant headcount to Homeowners Financial Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Clark Hill Non-Member Attorneys 401(k) Savings Plan in MI (358 participants, $72M 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 200640473.

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.