401(k) · DOL Form 5500 · 2023

Hbw Holdings, Inc. 401(k) Plan

Data updated 2026-08-25

$39M
Total assets Below avg plan size
542
Participants Below avg headcount
83rd
Percentile by assets National rank
$71,812
Avg per participant Below avg balance/head
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Official DOL plan name: Home Buyers Warranty 401(k) Plan · Sponsored by Hbw Holdings, Inc. · Colorado · Finance & Insurance

$39M in assets, 542 participants

Hbw Holdings, Inc.'s Home Buyers Warranty 401(k) Plan reported $39M in total assets and 542 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.

  • #6,523 in Finance & Insurance (8,869 peers)

Where Home Buyers Warranty 401(k) Plan sits by assets

Home Buyers Warranty 401(k) Plan sits in the top quartile of all filed plans by assets, $39M for 542 participants (~$71,812/participant), up 20.8% in 2023.

#6,523
in Finance & Insurance (8,869 peers)
+20.8%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Home Buyers Warranty 401(k) Plan's outsized position by total assets

Home Buyers Warranty 401(k) Plan vs every filed plan by assets

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

$38,922,183 Top 17% higher than 83% 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 Buyers Warranty 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. Home Buyers Warranty 401(k) Plan sits mid-pack in the medium band (542 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Home Buyers Warranty 401(k) Plan reported net income rose from -$6M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Home Buyers Warranty 401(k) Plan end-of-year assets rose from $32M in the plan year 2022 filing to $39M in the plan year 2023 filing.
  • Home Buyers Warranty 401(k) Plan reported participants fell from 558 in the plan year 2022 filing to 542 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 840933217 · Hbw Holdings, Inc. PY 2023 · 401(k)

Home Buyers Warranty 401(k) Plan · $39M · 542 · 83rd

  • BOY $39M
  • SCH 542
  • EBSA 83rd
  • PART 401(k)
  • TYPE near Medical Associates of Brevard, LLC 401(k) Plan
  • NET ind #6523

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 Colorado →

Home Buyers Warranty 401(k) Plan in the asset neighbourhood

Home Buyers Warranty 401(k) PlanHome Buyers Warranty 401(k) …$39MMedical Associates of Brevard, LLC 401(k) PlanMedical Associates of Brevar…$39MRhone Group Retirement Trust$39MOsg Bulk Ships, Inc. Money Purchase Pension PlanOsg Bulk Ships, Inc. Money P…$39MBarrington Orthopedic Specialists, Ltd. 401(k) Profit Sharing PlanBarrington Orthopedic Specia…$39M
End-of-year total assets ($M) among Home Buyers Warranty 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)$32M
Net Assets (End of Year)$39M
Net Income$7M
Employer EIN840933217
Plan Effective Date1986-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hbw Holdings, Inc.)

Sponsor-wide plan assets over time

All Hbw Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$39M 20.764052903478785% vs 2022
2023 filing year
$30M$35M$40M 20222023 $32.2M $38.9M ▲ +20.8%
Year Plans Participants Total Assets
2022 1 558 $32M
2023 1 542 $39M

Nearby 401(k) Plans in Colorado

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

Home Buyers Warranty 401(k) Plan vs. nearby 401(k) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -101234 Total assets ($B) Participants Home Buyers Warranty 401(k) Plan, Total assets ($B): 0.038922183 · Participants: 542Home Buyers Warranty 401(k) PlanDavita Retirement Savings Plan, Total assets ($B): 3.326219779 · Participants: 57711Davita Retirement Savings PlanBall Corporation 401(k) and Employee Stock Ownership Plan, Total assets ($B): 2.806549522 · Participants: 10349Ball Corporation 401(k) and Employee Stock Ownership PlanEmpower Retirement, LLC 401(k) Savings Plan, Total assets ($B): 1.852270164 · Participants: 10036Empower Retirement, LLC 401(k) Savings PlanWoodward Retirement Savings Plan, Total assets ($B): 1.765770435 · Participants: 5847Woodward Retirement Savings PlanArcadis U.S., Inc. Retirement Savings Plan, Total assets ($B): 1.686655183 · Participants: 5491Arcadis U.S., Inc. Retirement Savings Plan
Home Buyers Warranty 401(k) Plan vs. nearby 401(k) plans in Colorado, assets vs. participants
Compare Home Buyers Warranty 401(k) Plan side-by-side with 3 peers →

Home Buyers Warranty 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Colorado, the nearest 401(k) by assets is Medical Associates of Brevard, LLC 401(k) Plan in FL ($39M); by covered participants it is California Credit Union 401(k) Plan in CA (542 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (542 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 Buyers Warranty 401(k) Plan assets move in 2023? ▼
Home Buyers Warranty 401(k) Plan grew sharply - up 20.8% during 2023, from $32M to $39M. Reported net income was $7M.
How have Hbw Holdings, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Hbw Holdings, Inc.'s sponsor-wide assets grew 20.8%, from $32M to $39M.
Where does Home Buyers Warranty 401(k) Plan rank by assets among Form 5500 filers? ▼
Home Buyers Warranty 401(k) Plan ranks in the 83rd 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 Home Buyers Warranty 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Medical Associates of Brevard, LLC 401(k) Plan in FL ($39M, 215 participants).
Which 401(k) plans cover a similar participant headcount to Home Buyers Warranty 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is California Credit Union 401(k) Plan in CA (542 participants, $99M 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 840933217.

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.