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
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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

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

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.

See the national 2023→2024 release diff →

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

New Charter Technologies 401(k) PlanNew Charter Technologies 401…$56MHome Bank, N.a. Profit Sharing and 401(k) PlanHome Bank, N.a. Profit Shari…$56MFiscalnote 401(k) Retirement PlanFiscalnote 401(k) Retirement…$56MFerrotec Tax Savings Deposit and Investment PlanFerrotec Tax Savings Deposit…$56MSloan Implement Company, Inc. 401(k) PlanSloan Implement Company, Inc…$56M
End-of-year total assets ($M) among Home Bank, N.a. Profit Sharing and 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$47M
Net Assets (End of Year)$56M
Net Income$9M
Employer EIN720214660
Plan Effective Date1996-01-01
Filing StatusFILING 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
$30M$40M$50M$60M 202220232024 $38.1M $55.8M ▲ +46.7%
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.

Home Bank, N.a. Profit Sharing and 401(k) Plan vs. nearby 401(k) plans in Louisiana, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Home Bank, N.a. Profit Sharing and 401(k) Plan, Total assets ($B): 0.055818269 · Participants: 479Home Bank, N.a. Profit Sharing and 401(k) PlanLumen 401(k) Savings Plan, Total assets ($B): 7.295025591 · Participants: 26319Lumen 401(k) Savings PlanSavings Plan of Entergy Corporation and Subsidiaries, Total assets ($B): 4.363805537 · Participants: 9655Savings Plan of Entergy Corporation and SubsidiariesOchsner Clinic Foundation 401(k) Plan, Total assets ($B): 2.6891375 · Participants: 32229Ochsner Clinic Foundation 401(k) PlanLouisiana Children's Medical Center Retirement and Savings Plan, Total assets ($B): 1.01914034 · Participants: 13357Louisiana Children's Medical Center Retirement and Savings PlanAmedisys Holding, LLC 401(k) Plan, Total assets ($B): 0.954895996 · Participants: 18862Amedisys Holding, LLC 401(k) Plan
Home Bank, N.a. Profit Sharing and 401(k) Plan vs. nearby 401(k) plans in Louisiana, assets vs. participants

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).

Similar participant headcount

Nearest other-state filings by covered participants (479 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 Home Bank, N.a. Profit Sharing and 401(k) Plan assets move in 2024?
Home Bank, N.a. Profit Sharing and 401(k) Plan grew sharply - up 19.1% during 2024, from $47M to $56M. Reported net income was $9M.
How have Home Bank NA plan assets changed over time?
Across 3 plan years on file (2022-2024), Home Bank NA's sponsor-wide assets grew 46.7%, from $38M to $56M.
Where does Home Bank, N.a. Profit Sharing and 401(k) Plan rank by assets among Form 5500 filers?
Home Bank, N.a. Profit Sharing and 401(k) Plan ranks in the 85th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Home Bank, N.a. Profit Sharing and 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Fiscalnote 401(k) Retirement Plan in DC ($56M, 430 participants).
Which 401(k) plans cover a similar participant headcount to Home Bank, N.a. Profit Sharing and 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Sonnenalp Properties Profit Sharing Plan in CO (479 participants, N/A in assets).