401(k) · DOL Form 5500 · 2023

Homebridge Financial Services 401(k) Plan

Data updated 2026-08-11

$74M
Total assets: 1,692
Participants: 89th
Percentile by assets: $43,529
Avg per participant

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.

89th percentile by assets (of 127,072 plans)
#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.

$74M
total plan assets (2023 EOY): 1,692
covered participants: 89th
percentile by assets (of 127,072 plans): $43,529
avg assets per participant

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 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.

See the national 2022→2023 release diff →

State

New Jersey

Industry

Finance & Insurance

Participants vs New Jersey filers

In New Jersey, the average filing covers about 844 participants across 4,145 plans. Homebridge Financial Services 401(k) Plan & Trust reports 1,692 participants - 2.0x that state average ($74M EOY assets).

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)

Total plan assets by year, all Homebridge Financial Services plans on file

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.

Homebridge Financial Services 401(k) Plan & Trust vs. nearby 401(k) plans in New Jersey, assets vs. participants

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

Compare Homebridge Financial Services 401(k) Pla… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Homebridge Financial Services 401(k) Plan & Trust by total assets, not by location.

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

Frequently Asked Questions

How did Homebridge Financial Services 401(k) Plan & Trust assets move in 2023? ▼

Homebridge Financial Services 401(k) Plan & Trust contracted severely - down 39.8% during 2023, from $122M to $74M. Reported net income was -$49M.

How have Homebridge Financial Services plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Homebridge Financial Services's sponsor-wide assets declined 45.6%, from $122M to $67M.

Where does Homebridge Financial Services 401(k) Plan & Trust rank by assets among Form 5500 filers? ▼

Homebridge Financial Services 401(k) Plan & Trust ranks in the 89th 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 Homebridge Financial Services 401(k) Plan & Trust? ▼

Among 401(k) plans in other states, the closest by assets is Eight Eleven Group, LLC. 401(k) Profit Sharing Trust in IN ($74M, 1,776 participants).

Next read for Homebridge Financial Services 401(k) Pla…

Filing takeaways

Ways to act on Homebridge Financial Services 401(k) Plan & Trust's numbers.

By total assets, Homebridge Financial Services 401(k) Plan & Trust ranks in the top quartile of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in New Jersey. Compare plans
Homebridge Financial Services's sponsor-wide assets have declined 45.6% since 2022 across 3 plan years on file. More Finance & Insurance plans

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 223123730.