401(k) · DOL Form 5500 · 2024
Home Bank NA 401(k) Plan
Data updated 2026-08-25
- $56M
- Total assets Below avg plan size
- 479
- Participants Below avg headcount
- 85th
- Percentile by assets National rank
- $116,531
- Avg per participant Below avg balance/head
Official DOL plan name: Home Bank, N.a. Profit Sharing and 401(k) Plan · Sponsored by Home Bank NA · Louisiana · Finance & Insurance
$56M in assets, 479 participants
Home Bank NA's Home Bank, N.a. Profit Sharing and 401(k) Plan reported $56M in total assets and 479 participants in its 2024 DOL Form 5500 filing, ranking in the 85th 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.
- #6,599 in Finance & Insurance (8,549 peers)
Where Home Bank, N.a. Profit Sharing and 401(k) Plan sits by assets
Home Bank, N.a. Profit Sharing and 401(k) Plan sits in the top quartile of all filed plans by assets, $56M for 479 participants (~$116,531/participant), up 19.1% in 2024.
- #6,599
- in Finance & Insurance (8,549 peers)
- +19.1%
- assets growth YoY
- 0.6×
- vs typical plan assets (national mean)
Home Bank, N.a. Profit Sharing and 401(k) Plan's outsized position by total assets
Home Bank, N.a. Profit Sharing and 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$55,818,269 Top 15% higher than 85% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Home Bank, N.a. Profit Sharing and 401(k) Plan 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. Home Bank, N.a. Profit Sharing and 401(k) Plan sits mid-pack in the medium band (479 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Home Bank, N.a. Profit Sharing and 401(k) Plan end-of-year assets rose from $47M in the plan year 2023 filing to $56M in the plan year 2024 filing.
- Home Bank, N.a. Profit Sharing and 401(k) Plan reported participants fell from 484 in the plan year 2023 filing to 479 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 720214660 · Home Bank NA PY 2024 · 401(k)
Home Bank, N.a. Profit Sharing and 401(k) Plan · $56M · 479 · 85th
- 5500 $56M
- 5500 479
- 5500 85th
- 5500 401(k)
- 5500 near Fiscalnote 401(k) Retirement Plan
- 5500 ind #6599
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 Louisiana →
Home Bank, N.a. Profit Sharing and 401(k) Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $47M |
|---|---|
| Net Assets (End of Year) | $56M |
| Net Income | $9M |
| Employer EIN | 720214660 |
| Plan Effective Date | 1996-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Home Bank NA)
Sponsor-wide plan assets over time
All Home Bank NA plans reported in each filing year
- Latest sponsor-wide plan assets
- $56M 46.65885425246883% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 454 | $38M |
| 2023 | 1 | 484 | $47M |
| 2024 | 1 | 479 | $56M |
Nearby 401(k) Plans in Louisiana
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Lumen 401(k) Savings Plan $7.3B · 26,319
- Savings Plan of Entergy Corporation and Subsidiaries $4.4B · 9,655
- Ochsner Clinic Foundation 401(k) Plan $2.7B · 32,229
- Louisiana Children's Medical Center Retirement and Savings Plan $1.0B · 13,357
- Amedisys Holding, LLC 401(k) Plan $955M · 18,862
Home Bank, N.a. Profit Sharing and 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Louisiana, the nearest 401(k) by assets is Fiscalnote 401(k) Retirement Plan in DC ($56M); by covered participants it is Sonnenalp Properties Profit Sharing Plan in CO (479 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($56M here).
- Fiscalnote 401(k) Retirement Plan (DC) $56M · 430
- Ferrotec Tax Savings Deposit and Investment Plan (NH) $56M · 302
- New Charter Technologies 401(k) Plan (CO) $56M · 962
- Sloan Implement Company, Inc. 401(k) Plan (IL) $56M · 616
Similar participant headcount
Nearest other-state filings by covered participants (479 participants); asset peers above are excluded.
- Sonnenalp Properties Profit Sharing Plan (CO) 479 · 0 off
- Pinnergy, Ltd. 401(k) Plan (TX) 479 · 0 off
- Infrastructure Consulting & Engineering, PLLC 401(k) Plan (SC) 479 · 0 off
- Boeing Intelligence & Analytics 401(k) Profit Sharing Plan (MD) 479 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.