401(k) · DOL Form 5500 · 2024

Homespire Mortgage Corporation 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
175
Participants Small participant base
54th
Percentile by assets National rank
$52,323
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Homespire Mortgage Corporation 401(k) Profit Sharing Plan and Tru · Sponsored by Homespire Mortgage Corporation · Maryland · Finance & Insurance

$9M in assets, 175 participants

Homespire Mortgage Corporation's Homespire Mortgage Corporation 401(k) Profit Sharing Plan and Tru reported $9M in total assets and 175 participants in its 2024 DOL Form 5500 filing, ranking in the 54th 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.

  • #3,235 in Finance & Insurance (8,549 peers)

Coverage in Maryland

Homespire Mortgage Corporation 401(k) Profit Sharing Plan and Tru covers 175 participants in Maryland, about 19% of the average Maryland filer (state average ~929 per filing). Assets: $9M.

#3,235
in Finance & Insurance (8,549 peers)
-16.7%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Homespire Mortgage Corporation 401(k) Profit Sharing Plan and Tru's mid-pack asset rank among Finance & Insurance and all filers

Homespire Mortgage Corporation 401(k) Profit Sharing Plan and Tru vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$9,156,557 Top 46% higher than 54% of 123,620 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 2024

Homespire Mortgage Corporation 401(k) Profit Sharing Plan and Tru among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Homespire Mortgage Corporation 401(k) Profit Sharing Plan and Tru sits mid-pack in the medium band (175 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Homespire Mortgage Corporation 401(k) Profit Sharing Plan and Tru reported net income fell from -$53K in the plan year 2023 filing to -$2M in the plan year 2024 filing.
  • Homespire Mortgage Corporation 401(k) Profit Sharing Plan and Tru reported participants fell from 243 in the plan year 2023 filing to 175 in the plan year 2024 filing.
  • Homespire Mortgage Corporation 401(k) Profit Sharing Plan and Tru end-of-year assets fell from $11M in the plan year 2023 filing to $9M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 208279218 · Homespire Mortgage Corporation PY 2024 · 401(k)

Homespire Mortgage Corporation 401(k) Profit Sharing Plan and Tru · $9M · 175 · 54th

  • PCT $9M
  • PCT 175
  • PCT 54th
  • PCT 401(k)
  • PCT near Fairfield Glade Community Club Retirement Plan
  • PCT ind #3235

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 Maryland →

Homespire Mortgage Corporation 401(k) Profit Sharing Plan and Tru in the asset neighbourhood

Homespire Mortgage Corporation 401(k) Profit Sharing Plan and TruHomespire Mortgage Corporati…$9MFairfield Glade Community Club Retirement PlanFairfield Glade Community Cl…$9MThompson Consultants, Inc. 401(k) Profit Sharing PlanThompson Consultants, Inc. 4…$9MJzanus Consulting, Inc. 401(k) Profit Sharing Plan and TrustJzanus Consulting, Inc. 401(…$9MBmi Companies Retirement Savings PlanBmi Companies Retirement Sav…$9M
End-of-year total assets ($M) among Homespire Mortgage Corporation 401(k) Profit Sharing Plan and Tru and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Maryland filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$9M
Net Income-$2M
Employer EIN208279218
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Homespire Mortgage Corporation)

Sponsor-wide plan assets over time

All Homespire Mortgage Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$9M 17.078581557663238% vs 2022
2024 filing year
$8M$9M$10M$11M$12M 202220232024 $11M $9.16M ▼ -17.0%
Year Plans Participants Total Assets
2022 1 451 $11M
2023 1 243 $11M
2024 1 175 $9M

Nearby 401(k) Plans in Maryland

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

Homespire Mortgage Corporation 401(k) Profit Sharing Plan and Tru vs. nearby 401(k) plans in Maryland, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Homespire Mortgage Corporation 401(k) Profit Sharing Plan and Tru, Total assets ($B): 0.009156557 · Participants: 175Homespire Mortgage Corporation 401(k) Profit Sharing Plan and TruLockheed Martin Corporation Salaried Savings Plan, Total assets ($B): 51.448624264 · Participants: 96812Lockheed Martin Corporation Salaried Savings PlanMarriott Retirement Savings Plan, Total assets ($B): 11.712016434 · Participants: 101417Marriott Retirement Savings PlanT. Rowe Price U.S. Retirement Program, Total assets ($B): 4.948487009 · Participants: 6639T. Rowe Price U.S. Retirement ProgramNfl Player Second Career Savings Plan, Total assets ($B): 4.08462816 · Participants: 2771Nfl Player Second Career Savings PlanLockheed Martin Corporation Performance Sharing Plan for Bargaining Employees, Total assets ($B): 2.987191008 · Participants: 18370Lockheed Martin Corporation Performance Sharing Plan for Bargaining Employees
Homespire Mortgage Corporation 401(k) Profit Sharing Plan and Tru vs. nearby 401(k) plans in Maryland, assets vs. participants

Homespire Mortgage Corporation 401(k) Profit Sharing Plan and Tru's out-of-state 401(k) peers by assets and headcount

Outside Maryland, the nearest 401(k) by assets is Fairfield Glade Community Club Retirement Plan in TN ($9M); by covered participants it is Robbins, Inc. Employees' Retirement Savings Plan in OH (175 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (175 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Homespire Mortgage Corporation 401(k) Profit Sharing Plan and Tru assets move in 2024?
Homespire Mortgage Corporation 401(k) Profit Sharing Plan and Tru declined sharply - down 16.7% during 2024, from $11M to $9M. Reported net income was -$2M.
How have Homespire Mortgage Corporation plan assets changed over time?
Across 3 plan years on file (2022-2024), Homespire Mortgage Corporation's sponsor-wide assets declined 17.1%, from $11M to $9M.
Which 401(k) plans are similar in size to Homespire Mortgage Corporation 401(k) Profit Sharing Plan and Tru?
Among 401(k) plans in other states, the closest by assets is Fairfield Glade Community Club Retirement Plan in TN ($9M, 350 participants).
Which 401(k) plans cover a similar participant headcount to Homespire Mortgage Corporation 401(k) Profit Sharing Plan and Tru?
Among 401(k) plans in other states, the closest by covered participants is Robbins, Inc. Employees' Retirement Savings Plan in OH (175 participants, $13M in assets).