401(k) · DOL Form 5500 · 2024
Hometrust Bancshares, Inc. 401(k) Plan
Data updated 2026-08-25
- $91M
- Total assets Below avg plan size
- 560
- Participants Below avg headcount
- 90th
- Percentile by assets National rank
- $162,216
- Avg per participant Above avg balance/head
Official DOL plan name: Hometrust Bank Ksop Plan · Sponsored by Hometrust Bancshares, Inc. · North Carolina · Finance & Insurance
$91M in assets, 560 participants
Hometrust Bancshares, Inc.'s Hometrust Bank Ksop Plan reported $91M in total assets and 560 participants in its 2024 DOL Form 5500 filing, ranking in the 90th 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.
- #7,186 in Finance & Insurance (8,549 peers)
Where Hometrust Bank Ksop Plan sits by assets
Hometrust Bank Ksop Plan sits in the top 10% of all filed plans by assets, $91M for 560 participants (~$162,216/participant), up 15.7% in 2024.
- #7,186
- in Finance & Insurance (8,549 peers)
- +15.7%
- assets growth YoY
- 0.9×
- vs typical plan assets (national mean)
Hometrust Bank Ksop Plan's outsized position by total assets
Hometrust Bank Ksop Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$90,841,158 Top 10% higher than 90% 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
Hometrust Bank Ksop 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. Hometrust Bank Ksop Plan sits mid-pack in the medium band (560 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Hometrust Bank Ksop Plan end-of-year assets rose from $78M in the plan year 2023 filing to $91M in the plan year 2024 filing.
- Hometrust Bank Ksop Plan reported participants rose from 505 in the plan year 2023 filing to 560 in the plan year 2024 filing.
- Hometrust Bank Ksop Plan reported net income rose from $12M in the plan year 2023 filing to $13M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 560181785 · Hometrust Bancshares, Inc. PY 2024 · 401(k)
Hometrust Bank Ksop Plan · $91M · 560 · 90th
- 5500 $91M
- 5500 560
- 5500 90th
- 5500 401(k)
- 5500 near Allied Beverage Group Local 2-D Union Retirement Plan
- 5500 ind #7186
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 North Carolina →
Hometrust Bank Ksop Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $78M |
|---|---|
| Net Assets (End of Year) | $86M |
| Net Income | $13M |
| Employer EIN | 560181785 |
| Plan Effective Date | 1984-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Hometrust Bancshares, Inc.)
Sponsor-wide plan assets over time
All Hometrust Bancshares, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $91M 15.727735042817251% vs 2023
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | 505 | $78M |
| 2024 | 1 | 560 | $91M |
Nearby 401(k) Plans in North Carolina
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Bank of America 401(k) Plan $62.9B · 168,963
- Honeywell 401(k) Plan $16.3B · 39,468
- Duke Energy Retirement Savings Plan $11.3B · 27,341
- Nucor Corporation Profit Sharing and Retirement Savings Plan $9.3B · 27,070
- Truist Financial Corporation 401(k) Savings Plan $9.2B · 52,699
Hometrust Bank Ksop Plan's out-of-state 401(k) peers by assets and headcount
Outside North Carolina, the nearest 401(k) by assets is Allied Beverage Group Local 2-D Union Retirement Plan in NJ ($91M); by covered participants it is Range Resources Corporation 401(k) Plan in TX (560 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($91M here).
- Allied Beverage Group Local 2-D Union Retirement Plan (NJ) $91M · 306
- Alm Global, LLC 401(k) Plan (NY) $91M · 389
- Sharecare, Inc. 401(k) Plan (GA) $91M · 2,001
- Clark Hill Non-Member Attorneys 401(k) Savings Plan (MI) $91M · 380
Similar participant headcount
Nearest other-state filings by covered participants (560 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.