401(k) · DOL Form 5500 · 2024
Hbw Holdings, Inc. 401(k) Plan
Data updated 2026-08-25
- $23M
- Total assets Small plan by assets
- 430
- Participants Below avg headcount
- 73rd
- Percentile by assets National rank
- $54,352
- Avg per participant Low balance/head
Official DOL plan name: Home Buyers Warranty Corporation Tax Saver 401(k) Salary Reduction Plan · Sponsored by Hbw Holdings, Inc. · Colorado · Finance & Insurance
$23M in assets, 430 participants
Hbw Holdings, Inc.'s Home Buyers Warranty Corporation Tax Saver 401(k) Salary Reduction Plan reported $23M in total assets and 430 participants in its 2024 DOL Form 5500 filing, ranking in the 73rd 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.
- #5,065 in Finance & Insurance (8,549 peers)
Hbw Holdings, Inc. multi-year trail
Hbw Holdings, Inc.'s plans moved +434.1% in assets from 2022 to 2024; this filing shows Home Buyers Warranty Corporation Tax Saver 401(k) Salary Reduction Plan at $23M / 430 participants.
- #5,065
- in Finance & Insurance (8,549 peers)
- -2.6%
- assets change YoY
The plan reported a net loss of $613K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Home Buyers Warranty Corporation Tax Saver 401(k) Salary Reduction Plan's outsized position by total assets
Home Buyers Warranty Corporation Tax Saver 401(k) Salary Reduction Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$23,371,435 Top 27% higher than 73% 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 Buyers Warranty Corporation Tax Saver 401(k) Salary Reduction 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 Buyers Warranty Corporation Tax Saver 401(k) Salary Reduction Plan sits mid-pack in the medium band (430 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Home Buyers Warranty Corporation Tax Saver 401(k) Salary Reduction Plan reported net income fell from $7M in the plan year 2023 filing to -$613K in the plan year 2024 filing.
- Home Buyers Warranty Corporation Tax Saver 401(k) Salary Reduction Plan end-of-year assets fell from $39M in the plan year 2023 filing to $23M in the plan year 2024 filing.
- Home Buyers Warranty Corporation Tax Saver 401(k) Salary Reduction Plan reported participants fell from 542 in the plan year 2023 filing to 430 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 760717719 · Hbw Holdings, Inc. PY 2024 · 401(k)
Home Buyers Warranty Corporation Tax Saver 401(k) Salary Reduction Plan · $23M · 430 · 73rd
- TYPE $23M
- NET 430
- BOOK 73rd
- VS-ST 401(k)
- BOY near Mvva, Inc. Profit Sharing & 401(k) Plan
- SCH ind #5065
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 Colorado →
Home Buyers Warranty Corporation Tax Saver 401(k) Salary Reduction Plan in the asset neighbourhood
Hbw Holdings, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Hbw Holdings, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $172M 434.09354053735314% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 558 | $32M |
| 2023 | 1 | 542 | $39M |
| 2024 | 6 | 2,860 | $172M |
Hbw Holdings, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $24M |
|---|---|
| Net Assets (End of Year) | $23M |
| Net Income | -$613K |
| Employer EIN | 760717719 |
| Plan Effective Date | 1986-04-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Colorado
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Davita Retirement Savings Plan $3.8B · 57,900
- Ball Corporation 401(k) and Employee Stock Ownership Plan $2.3B · 9,935
- Arcadis U.S., Inc. Retirement Savings Plan $2.3B · 7,607
- Empower Retirement, LLC 401(k) Savings Plan $2.2B · 10,185
- Woodward Retirement Savings Plan $2.0B · 6,210
Home Buyers Warranty Corporation Tax Saver 401(k) Salary Reduction Plan's out-of-state 401(k) peers by assets and headcount
Outside Colorado, the nearest 401(k) by assets is Mvva, Inc. Profit Sharing & 401(k) Plan in MA ($23M); by covered participants it is Vericity Holdings, Inc. 401(k) Plan in IL (430 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($23M here).
- Mvva, Inc. Profit Sharing & 401(k) Plan (MA) $23M · 100
- Messagebird USA, Inc 401(k) Profit Sharing Plan (MD) $23M · 120
- Pride Tree Holdings, Inc. 401(k) Savings Plan (NY) $23M · 100
- Aquestive Therapeutics 401(k) Plan (IN) $23M · 135
Similar participant headcount
Nearest other-state filings by covered participants (430 participants); asset peers above are excluded.
- Vericity Holdings, Inc. 401(k) Plan (IL) 430 · 0 off
- Betterment 401(k) Savings Plan (NY) 430 · 0 off
- Medely 401(k) Plan (CA) 430 · 0 off
- Psi America 401(k) Plan (PA) 430 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.