401(k) · DOL Form 5500 · 2023
Homebridge Financial Services 401(k) Plan
Data updated 2026-08-25
- $74M
- Total assets Below avg plan size
- 1,692
- Participants Near avg headcount
- 89th
- Percentile by assets National rank
- $43,529
- Avg per participant Low balance/head
Official DOL plan name: Homebridge Financial Services 401(k) Plan & Trust · Sponsored by Homebridge Financial Services · New Jersey · Finance & Insurance
$74M in assets, 1,692 participants
Homebridge Financial Services's Homebridge Financial Services 401(k) Plan & Trust reported $74M in total assets and 1,692 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.
- #7,363 in Finance & Insurance (8,869 peers)
Coverage in New Jersey
Homebridge Financial Services 401(k) Plan & Trust covers 1,692 participants in New Jersey, 2.0x the typical New Jersey plan (state average ~844 per filing). Assets: $74M.
- #7,363
- in Finance & Insurance (8,869 peers)
- -39.8%
- assets change YoY
- 0.7×
- vs typical plan assets (national mean)
The plan reported a net loss of $49M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Homebridge Financial Services 401(k) Plan & Trust's outsized position by total assets
Homebridge Financial Services 401(k) Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$73,650,262 Top 11% higher than 89% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Homebridge Financial Services 401(k) Plan & Trust's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Homebridge Financial Services 401(k) Plan & Trust lands in the large band (1,692 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Homebridge Financial Services 401(k) Plan & Trust reported net income fell from -$18M in the plan year 2022 filing to -$49M in the plan year 2023 filing.
- Homebridge Financial Services 401(k) Plan & Trust end-of-year assets fell from $122M in the plan year 2022 filing to $74M in the plan year 2023 filing.
- Homebridge Financial Services 401(k) Plan & Trust reported participants fell from 2,438 in the plan year 2022 filing to 1,692 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 223123730 · Homebridge Financial Services PY 2023 · 401(k)
Homebridge Financial Services 401(k) Plan & Trust · $74M · 1,692 · 89th
- BOY $74M
- SCH 1,692
- EBSA 89th
- PART 401(k)
- TYPE near Eight Eleven Group, LLC. 401(k) Profit Sharing Trust
- NET ind #7363
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 New Jersey →
Homebridge Financial Services 401(k) Plan & Trust in the asset neighbourhood
New Jersey filing particulars
| Total Assets (Beginning of Year) | $122M |
|---|---|
| Net Assets (End of Year) | $74M |
| Net Income | -$49M |
| Employer EIN | 223123730 |
| Plan Effective Date | 1999-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Homebridge Financial Services)
Sponsor-wide plan assets over time
All Homebridge Financial Services plans reported in each filing year
- Latest sponsor-wide plan assets
- $67M 45.56321184053003% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2,438 | $122M |
| 2023 | 1 | 1,692 | $74M |
| 2024 | 1 | 285 | $67M |
Nearby 401(k) Plans in New Jersey
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- JPMorgan Chase 401(k) Savings Plan $44.6B · 176,610
- Verizon Savings Plan for Management Employees $27.8B · 78,072
- Johnson and Johnson Savings Plan $22.2B · 41,291
- Ernst & Young Retirement Savings Plan $15.5B · 59,346
- Merck US Savings Plan $13.4B · 26,850
Homebridge Financial Services 401(k) Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside New Jersey, the nearest 401(k) by assets is Eight Eleven Group, LLC. 401(k) Profit Sharing Trust in IN ($74M); by covered participants it is Behavioral Innovations Retirement Savings Plan in TX (1,692 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($74M here).
- Eight Eleven Group, LLC. 401(k) Profit Sharing Trust (IN) $74M · 1,776
- D & H 401(k) Plan (PA) $74M · 1,478
- Ahf Products 401(k) Savings Plan (PA) $74M · 1,733
- The Fort Miller Group Incentive Savings Plan (NY) $74M · 426
Similar participant headcount
Nearest other-state filings by covered participants (1,692 participants); asset peers above are excluded.
- Behavioral Innovations Retirement Savings Plan (TX) 1,692 · 0 off
- Ataraxis, Inc. Retirement Savings Plan (ID) 1,692 · 0 off
- Spartannash Company Savings Plus Plan for Union Associates (MI) 1,691 · 1 off
- Ucb, Inc. 401(k) Retirement Plan (GA) 1,691 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.