401(k) · DOL Form 5500 · 2023
Better Home & Finance Holding Company 401(k) Plan
Data updated 2026-08-25
- $56M
- Total assets Below avg plan size
- 590
- Participants Below avg headcount
- 87th
- Percentile by assets National rank
- $94,089
- Avg per participant Below avg balance/head
Official DOL plan name: Better Home & Finance Holding Company 401(k) Plan · Sponsored by Better Home & Finance Holding Company · New York · Finance & Insurance
$56M in assets, 590 participants
Better Home & Finance Holding Company's Better Home & Finance Holding Company 401(k) Plan reported $56M in total assets and 590 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.
- #7,046 in Finance & Insurance (8,869 peers)
Where Better Home & Finance Holding Company 401(k) Plan sits by assets
Better Home & Finance Holding Company 401(k) Plan sits in the top quartile of all filed plans by assets, $56M for 590 participants (~$94,089/participant), down 0.9% in 2023.
- #7,046
- in Finance & Insurance (8,869 peers)
- -0.9%
- assets change YoY
- 0.6×
- vs typical plan assets (national mean)
The plan reported a net loss of $519K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Better Home & Finance Holding Company 401(k) Plan's outsized position by total assets
Better Home & Finance Holding Company 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$55,512,470 Top 13% higher than 87% 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
Better Home & Finance Holding Company 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. Better Home & Finance Holding Company 401(k) Plan sits mid-pack in the medium band (590 participants).
DOL schedule card
Filing strip 933029990 · Better Home & Finance Holding Company PY 2023 · 401(k)
Better Home & Finance Holding Company 401(k) Plan · $56M · 590 · 87th
- IND $56M
- IND 590
- IND 87th
- IND 401(k)
- IND near Williams, Kastner & Gibbs PLLC Retirement Plan
- IND ind #7046
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 York →
Better Home & Finance Holding Company 401(k) Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $56M |
|---|---|
| Net Assets (End of Year) | $56M |
| Net Income | -$519K |
| Employer EIN | 933029990 |
| Plan Effective Date | 2016-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Better Home & Finance Holding Company)
Sponsor-wide plan assets over time
All Better Home & Finance Holding Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $58M 4.421820898979996% vs 2023
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | 590 | $56M |
| 2024 | 1 | 331 | $58M |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401 (K) Plus Plan $57.4B · 54,912
- Pfizer Savings Plan $19.6B · 30,033
- Morgan Stanley 401(k) Plan $19.2B · 55,363
- The Pepsico Savings Plan $13.7B · 133,597
- The Goldman Sachs 401(k) Plan $11.4B · 24,866
Better Home & Finance Holding Company 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Williams, Kastner & Gibbs PLLC Retirement Plan in WA ($56M); by covered participants it is Intellia Tx, Inc. 401(k) Plan in MA (590 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($56M here).
- Williams, Kastner & Gibbs PLLC Retirement Plan (WA) $56M · 94
- Erco Worldwide Inc. 401(k) Plan () $56M · 167
- Milestone Technologies, Inc 401(k) Profit Sharing Plan (CA) $55M · 1,923
- Clasen Quality Chocolate 401(k) Plan (WI) $55M · 562
Similar participant headcount
Nearest other-state filings by covered participants (590 participants); asset peers above are excluded.
- Intellia Tx, Inc. 401(k) Plan (MA) 590 · 0 off
- Myovant Sciences, Inc. 401(k) Plan (CA) 590 · 0 off
- Red River 401(k) Retirement Plan (NH) 590 · 0 off
- The Dave Thomas Family Companies, LLC 401(k) Profit Sharing Plan (OH) 590 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.