ESOP · DOL Form 5500 · 2023
Home Loan Financial Corporation ESOP
Data updated 2026-08-25
- $8M
- Total assets Small plan by assets
- 13
- Participants Small participant base
- 53rd
- Percentile by assets National rank
- $585,200
- Avg per participant High balance/head
Official DOL plan name: Home Loan Financial Corporation Employee Stock Ownership Plan · Sponsored by Home Loan Financial Corporation · Ohio · Management of Enterprises
$8M in assets, 13 participants
Home Loan Financial Corporation's Home Loan Financial Corporation Employee Stock Ownership Plan reported $8M in total assets and 13 participants in its 2023 DOL Form 5500 filing, ranking in the 53rd 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.
- #382 in Management of Enterprises (1,137 peers)
Home Loan Financial Corporation multi-year trail
Home Loan Financial Corporation's plans moved +23.5% in assets from 2022 to 2024; this filing shows Home Loan Financial Corporation Employee Stock Ownership Plan at $8M / 13 participants.
- #382
- in Management of Enterprises (1,137 peers)
- +7.3%
- assets growth YoY
Home Loan Financial Corporation Employee Stock Ownership Plan's mid-pack asset rank among Management of Enterprises and all filers
Home Loan Financial Corporation Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$7,607,605 Top 47% higher than 53% 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
Home Loan Financial Corporation Employee Stock Ownership Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Home Loan Financial Corporation Employee Stock Ownership Plan is a small filing (13 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Home Loan Financial Corporation Employee Stock Ownership Plan reported net income rose from -$466K in the plan year 2022 filing to $519K in the plan year 2023 filing.
- Home Loan Financial Corporation Employee Stock Ownership Plan end-of-year assets rose from $7M in the plan year 2022 filing to $8M in the plan year 2023 filing.
- Home Loan Financial Corporation Employee Stock Ownership Plan reported participants fell from 14 in the plan year 2022 filing to 13 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 311578552 · Home Loan Financial Corporation PY 2023 · ESOP
Home Loan Financial Corporation Employee Stock Ownership Plan · $8M · 13 · 53rd
- VS-ST $8M
- BOY 13
- SCH 53rd
- EBSA ESOP
- PART near The Sherman Engineering Company Employee Stock Ownership Plan
- TYPE ind #382
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 What is an ESOP? → · Plans in Ohio →
Home Loan Financial Corporation Employee Stock Ownership Plan in the asset neighbourhood
Home Loan Financial Corporation multi-year asset trail
Sponsor-wide plan assets over time
All Home Loan Financial Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $9M 23.470475176892748% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 14 | $7M |
| 2023 | 1 | 13 | $8M |
| 2024 | 1 | 11 | $9M |
Home Loan Financial Corporation filing trail (2023)
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $8M |
| Net Income | $519K |
| Employer EIN | 311578552 |
| Plan Effective Date | 1997-07-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Ohio
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Procter & Gamble Profit Sharing Trust & Employee Stock Ownership Plan $23.1B · 32,152
- The Garland Industries, Inc. Employee Stock Ownership Plan & Trust $1.7B · 1,019
- Messer Inc. Employee Stock Ownership Plan $622M · 873
- Great Lakes Cheese Co., Inc. Employee Stock Ownership Plan $504M · 4,110
- Cleveland Steel Container Corporation Employee Stock Ownership Plan $452M · 434
Home Loan Financial Corporation Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Ohio, the nearest ESOP by assets is The Sherman Engineering Company Employee Stock Ownership Plan in PA ($8M); by covered participants it is Lipman Hearne, Inc. Employee Stock Ownership Plan in IL (13 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($8M here).
- The Sherman Engineering Company Employee Stock Ownership Plan (PA) $8M · 42
- Chandler Asset Management, Inc. Employee Stock Ownership Plan and Trust (CA) $8M · 30
- Cole's Employee Stock Ownership Plan & Trust Agreement (MN) $8M · 224
- Orr Company, Inc. Employee Stock Ownership Plan and Trust Agreement (SC) $8M · 89
Similar participant headcount
Nearest other-state filings by covered participants (13 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.