401(k) · DOL Form 5500 · 2023

Home State Insurance Group, Inc. 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
92
Participants Small participant base
69th
Percentile by assets National rank
$182,677
Avg per participant Above avg balance/head
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Official DOL plan name: Home State Insurance Group, Inc. 401(k) Profit Sharing Plan & Trust · Sponsored by Home State Insurance Group, Inc. · Texas · Finance & Insurance

$17M in assets, 92 participants

Home State Insurance Group, Inc.'s Home State Insurance Group, Inc. 401(k) Profit Sharing Plan & Trust reported $17M in total assets and 92 participants in its 2023 DOL Form 5500 filing, ranking in the 69th 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.

  • #4,882 in Finance & Insurance (8,869 peers)

Home State Insurance Group, Inc. multi-year trail

Home State Insurance Group, Inc.'s plans moved +16.7% in assets from 2022 to 2024; this filing shows Home State Insurance Group, Inc. 401(k) Profit Sharing Plan & Trust at $17M / 92 participants.

#4,882
in Finance & Insurance (8,869 peers)
+4.4%
assets growth YoY

Home State Insurance Group, Inc. 401(k) Profit Sharing Plan & Trust's outsized position by total assets

Home State Insurance Group, Inc. 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$16,806,273 Top 31% higher than 69% 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

Home State Insurance Group, Inc. 401(k) Profit Sharing Plan & Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Home State Insurance Group, Inc. 401(k) Profit Sharing Plan & Trust is a small filing (92 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Home State Insurance Group, Inc. 401(k) Profit Sharing Plan & Trust reported net income rose from -$3M in the plan year 2022 filing to $714K in the plan year 2023 filing.
  • Home State Insurance Group, Inc. 401(k) Profit Sharing Plan & Trust reported participants fell from 97 in the plan year 2022 filing to 92 in the plan year 2023 filing.
  • Home State Insurance Group, Inc. 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $16M in the plan year 2022 filing to $17M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 742287485 · Home State Insurance Group, Inc. PY 2023 · 401(k)

Home State Insurance Group, Inc. 401(k) Profit Sharing Plan & Trust · $17M · 92 · 69th

  • EBSA $17M
  • PART 92
  • TYPE 69th
  • NET 401(k)
  • BOOK near Litmus Software, Inc. Retirement Plan
  • VS-ST ind #4882

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 →

Home State Insurance Group, Inc. 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Home State Insurance Group, Inc. 401(k) Profit Sharing Plan & TrustHome State Insurance Group, …$17MLitmus Software, Inc. Retirement PlanLitmus Software, Inc. Retire…$17MDibble & Associates Consulting Engineers, Inc. 401(k) Profit Sharing PlanDibble & Associates Consulti…$17MSera Architects, Inc. Profit Sharing PlanSera Architects, Inc. Profit…$17MPella Mid-Atlantic, Inc. 401(k) Profit Sharing PlanPella Mid-Atlantic, Inc. 401…$17M
End-of-year total assets ($M) among Home State Insurance Group, Inc. 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Home State Insurance Group, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Home State Insurance Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$19M 16.651221832129593% vs 2022
2024 filing year
$15M$16M$17M$18M$19M$20M 202220232024 $16.1M $18.8M ▲ +16.7%
Year Plans Participants Total Assets
2022 1 97 $16M
2023 1 92 $17M
2024 1 88 $19M

Home State Insurance Group, Inc. filing trail (2023)

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$17M
Net Income$714K
Employer EIN742287485
Plan Effective Date1997-09-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Home State Insurance Group, Inc. 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Home State Insurance Group, Inc. 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.016806273 · Participants: 92Home State Insurance Group, Inc. 401(k) Profit Sharing Plan & TrustAT&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
Home State Insurance Group, Inc. 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Home State Insurance Group, Inc. 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Home State Insurance Group, Inc. 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Litmus Software, Inc. Retirement Plan in MA ($17M); by covered participants it is Melanson, P.C. 401(k) Plan in NH (92 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (92 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 Home State Insurance Group, Inc. 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼
Home State Insurance Group, Inc. 401(k) Profit Sharing Plan & Trust edged up modestly - up 4.4% during 2023, from $16M to $17M. Reported net income was $714K.
How have Home State Insurance Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Home State Insurance Group, Inc.'s sponsor-wide assets grew 16.7%, from $16M to $19M.
Which 401(k) plans are similar in size to Home State Insurance Group, Inc. 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Litmus Software, Inc. Retirement Plan in MA ($17M, 155 participants).
Which 401(k) plans cover a similar participant headcount to Home State Insurance Group, Inc. 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Melanson, P.C. 401(k) Plan in NH (92 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 742287485.

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.