Profit Sharing · DOL Form 5500 · 2023
Union Home Loan, Inc. Profit Sharing Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 39th
- Percentile by assets National rank
- $1.2M
- Avg per participant High balance/head
Official DOL plan name: Union Home Loan Inc. Profit Sharing Plan · Sponsored by Union Home Loan, Inc. · California · Finance & Insurance
$4M in assets, 3 participants
Union Home Loan, Inc.'s Union Home Loan Inc. Profit Sharing Plan reported $4M in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 39th 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.
- #2,426 in Finance & Insurance (8,869 peers)
What the 2023 filing shows
Union Home Loan Inc. Profit Sharing Plan holds $4M for 3 participants - about $1.2M per participant, in the lower half of filed plans by assets.
- #2,426
- in Finance & Insurance (8,869 peers)
- -2.0%
- assets change YoY
The plan reported a net loss of $77K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Union Home Loan Inc. Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers
Union Home Loan Inc. Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$3,705,563 39th percentile higher than 39% 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
Union Home Loan Inc. Profit Sharing Plan among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Union Home Loan Inc. Profit Sharing Plan is a micro filing (3 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Union Home Loan Inc. Profit Sharing Plan reported net income rose from -$97K in the plan year 2022 filing to -$77K in the plan year 2023 filing.
- Union Home Loan Inc. Profit Sharing Plan end-of-year assets fell from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 330472051 · Union Home Loan, Inc. PY 2023 · Profit Sharing
Union Home Loan Inc. Profit Sharing Plan · $4M · 3 · 39th
- TYPE $4M
- NET 3
- BOOK 39th
- VS-ST Profit Sharing
- BOY near Copper State Rubber of Arizona, Inc. Profit Sharing Plan
- SCH ind #2426
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 California →
Union Home Loan Inc. Profit Sharing Plan in the asset neighbourhood
Filing particulars (2023)
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | -$77K |
| Employer EIN | 330472051 |
| Plan Effective Date | 2009-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Union Home Loan, Inc.)
Sponsor-wide plan assets over time
All Union Home Loan, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 1.2890388075928336% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $4M |
| 2023 | 1 | 3 | $4M |
| 2024 | 1 | 5 | $4M |
Nearby Profit Sharing Plans in California
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Intel Retirement Contribution Plan $7.2B · 21,513
- Scpmg Keogh Plan $6.8B · 10,125
- Motion Picture Industry Individual Account Plan $5.9B · 71,071
- Memorialcare Retirement Plan $1.3B · 4,728
- Disney Retirement Savings Plan $1.1B · 37,110
Union Home Loan Inc. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount
Outside California, the nearest Profit Sharing by assets is Copper State Rubber of Arizona, Inc. Profit Sharing Plan in TX ($4M); by covered participants it is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (3 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.