401(k) · DOL Form 5500 · 2023

Union Home Mortgage Corporation 401(k) Plan

Data updated 2026-08-11

$75M
Total assets: 1,210
Participants: 89th
Percentile by assets: $62,368
Avg per participant

Official DOL plan name: Union Home Mortgage Corporation 401(k) Plan · Sponsored by Union Home Mortgage Corporation · Ohio · Finance & Insurance

$75M in assets, 1,210 participants

Union Home Mortgage Corporation's Union Home Mortgage Corporation 401(k) Plan reported $75M in total assets and 1,210 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)
#7,390 in Finance & Insurance (8,869 peers)

Where Union Home Mortgage Corporation 401(k) Plan sits by assets

Union Home Mortgage Corporation 401(k) Plan sits in the top quartile of all filed plans by assets, $75M for 1,210 participants (~$62,368/participant), up 29.3% in 2023.

$75M
total plan assets (2023 EOY): 1,210
covered participants: 89th
percentile by assets (of 127,072 plans): $62,368
avg assets per participant

Union Home Mortgage Corporation 401(k) Plan reported net income rose from -$9M in the plan year 2022 filing to $17M in the plan year 2023 filing.
Union Home Mortgage Corporation 401(k) Plan end-of-year assets rose from $58M in the plan year 2022 filing to $75M in the plan year 2023 filing.
Union Home Mortgage Corporation 401(k) Plan reported participants fell from 1,441 in the plan year 2022 filing to 1,210 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

Ohio

Industry

Finance & Insurance

Union Home Mortgage Corporation 401(k) Plan vs the 2023 asset distribution

By assets, Union Home Mortgage Corporation 401(k) Plan outranks 89% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.8x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)	$58M
Net Assets (End of Year)	$75M
Net Income	$17M
Employer EIN	341084436
Plan Effective Date	1993-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Union Home Mortgage Corporation)

Total plan assets by year, all Union Home Mortgage Corporation plans on file

Year	Plans	Participants	Total Assets
2022	1	1,441	$58M
2023	1	1,210	$75M
2024	1	1,409	$95M

Nearby 401(k) Plans in Ohio

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

Union Home Mortgage Corporation 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants

GE Retirement Savings Plan $19.5B · 59,766
The Sherwin-Williams Company 401(k) Plan $10.1B · 47,362
The Progressive 401(k) Plan $9.2B · 56,176
The Kroger Co. 401(k) Retirement Savings Account Plan $8.4B · 129,769
Nationwide Savings Plan $7.6B · 24,715

Compare Union Home Mortgage Corporation 401(k) P… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Union Home Mortgage Corporation 401(k) Plan by total assets, not by location.

Encore Electric, Inc. 401(k) Plan (CO) $75M · 981
403(b) Plan for Self-Help Services Corporation (NC) $75M · 298
Monro, Inc. 401(k) Plan (NY) $75M · 8,479
Whitcraft LLC 401(k) Plan (CT) $75M · 1,063

Frequently Asked Questions

How did Union Home Mortgage Corporation 401(k) Plan assets move in 2023? ▼

Union Home Mortgage Corporation 401(k) Plan grew sharply - up 29.3% during 2023, from $58M to $75M. Reported net income was $17M.

How have Union Home Mortgage Corporation plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Union Home Mortgage Corporation's sponsor-wide assets grew 62.6%, from $58M to $95M.

Where does Union Home Mortgage Corporation 401(k) Plan rank by assets among Form 5500 filers? ▼

Union Home Mortgage Corporation 401(k) Plan 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 Union Home Mortgage Corporation 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Encore Electric, Inc. 401(k) Plan in CO ($75M, 981 participants).

Next read for Union Home Mortgage Corporation 401(k) P…

Scale reading

Ways to act on Union Home Mortgage Corporation 401(k) Plan's numbers.

By total assets, Union Home Mortgage Corporation 401(k) Plan 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 Ohio. Compare plans
Union Home Mortgage Corporation's sponsor-wide assets have grown 62.6% 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 341084436.