401(k) · DOL Form 5500 · 2024

Hb Wealth Management LLC 401(k) Plan

Data updated 2026-08-11

$46M
Total assets
185
Participants
83rd
Percentile by assets
$247,105
Avg per participant
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Official DOL plan name: Homrich Berg 401(k) Profit Sharing Plan · Sponsored by Hb Wealth Management LLC · Georgia · Finance & Insurance

$46M in assets, 185 participants

Hb Wealth Management LLC's Homrich Berg 401(k) Profit Sharing Plan reported $46M in total assets and 185 participants in its 2024 DOL Form 5500 filing, ranking in the 83rd 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.

  • 83rd percentile by assets (of 123,622 plans)
  • #6,316 in Finance & Insurance (8,549 peers)

Coverage in Georgia

Homrich Berg 401(k) Profit Sharing Plan covers 185 participants in Georgia, about 17% of the average Georgia filer (state average ~1,096 per filing). Assets: $46M.

$46M
total plan assets (2024 EOY)
185
covered participants
83rd
percentile by assets (of 123,622 plans)
$247,105
avg assets per participant

Where Homrich Berg 401(k) Profit Sharing Plan sits by total assets

Homrich Berg 401(k) Profit Sharing Plan vs every filed plan by assets

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

$45,714,333 Top 17% higher than 83% of 123,620 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Homrich Berg 401(k) Profit Sharing Plan end-of-year assets rose from $36M in the plan year 2023 filing to $46M in the plan year 2024 filing.
  • Homrich Berg 401(k) Profit Sharing Plan reported participants rose from 172 in the plan year 2023 filing to 185 in the plan year 2024 filing.
  • Homrich Berg 401(k) Profit Sharing Plan reported net income rose from $9M in the plan year 2023 filing to $9M in the plan year 2024 filing.

See the national 2023→2024 release diff →

State
Georgia
Industry
Finance & Insurance

Participants vs Georgia filers

In Georgia, the average filing covers about 1,096 participants across 3,635 plans. Homrich Berg 401(k) Profit Sharing Plan reports 185 participants - about 17% of that state average ($46M EOY assets).

Georgia filing particulars

Total Assets (Beginning of Year)$36M
Net Assets (End of Year)$46M
Net Income$9M
Employer EIN872119854
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hb Wealth Management LLC)

$20M$30M$40M$50M 202220232024 $27.5M $45.7M ▲ +66.1%
Total plan assets by year, all Hb Wealth Management LLC plans on file
Year Plans Participants Total Assets
2022 1 144 $28M
2023 1 172 $36M
2024 1 185 $46M

Nearby 401(k) Plans in Georgia

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

Homrich Berg 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Homrich Berg 401(k) …, Total assets ($B): 0.045714333 · Participants: 185Homrich Berg 401(k) …The Teamster - UPS N…, Total assets ($B): 19.309174243 · Participants: 452126The Teamster - UPS N…Delta 401(k) Retirem…, Total assets ($B): 18.985170319 · Participants: 89836Delta 401(k) Retirem…Delta 401(k) Retirem…, Total assets ($B): 15.928334925 · Participants: 14473Delta 401(k) Retirem…UPS 401(k) Savings P…, Total assets ($B): 14.192071511 · Participants: 95250UPS 401(k) Savings P…The Home Depot Futur…, Total assets ($B): 14.149677171 · Participants: 398464The Home Depot Futur…
Homrich Berg 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Homrich Berg 401(k) Profit Sharing Plan side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Homrich Berg 401(k) Profit Sharing Plan by total assets, not by location.

Frequently Asked Questions

How did Homrich Berg 401(k) Profit Sharing Plan assets move in 2024? ▼
Homrich Berg 401(k) Profit Sharing Plan grew sharply - up 25.3% during 2024, from $36M to $46M. Reported net income was $9M.
How have Hb Wealth Management LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hb Wealth Management LLC's sponsor-wide assets grew 66.1%, from $28M to $46M.
Where does Homrich Berg 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Homrich Berg 401(k) Profit Sharing Plan ranks in the 83rd 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 Homrich Berg 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Nolato Gw Employee Retirement Savings Plan in VT ($46M, 462 participants).

Next read for Homrich Berg 401(k) Profit Sharing Plan

Filing takeaways

Ways to act on Homrich Berg 401(k) Profit Sharing Plan's numbers.

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 872119854.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.