401(k) · DOL Form 5500 · 2024

Hb Wealth Management LLC 401(k) Plan

Data updated 2026-08-25

$46M
Total assets Below avg plan size
185
Participants Below avg headcount
83rd
Percentile by assets National rank
$247,105
Avg per participant Above avg balance/head
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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.

  • #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.

#6,316
in Finance & Insurance (8,549 peers)
+25.3%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Homrich Berg 401(k) Profit Sharing Plan's outsized position 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 $2,050,000,000 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

Homrich Berg 401(k) Profit Sharing 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. Homrich Berg 401(k) Profit Sharing Plan sits mid-pack in the medium band (185 participants).

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 →

DOL schedule card

Filing strip 872119854 · Hb Wealth Management LLC PY 2024 · 401(k)

Homrich Berg 401(k) Profit Sharing Plan · $46M · 185 · 83rd

  • 5500 $46M
  • ASSETS 185
  • PCT 83rd
  • EIN 401(k)
  • RANK near Nolato Gw Employee Retirement Savings Plan
  • PHOTO ind #6316

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 Georgia →

Homrich Berg 401(k) Profit Sharing Plan in the asset neighbourhood

Nolato Gw Employee Retirement Savings PlanNolato Gw Employee Retiremen…$46MKite Realty Group 401(k) Profit Sharing PlanKite Realty Group 401(k) Pro…$46MDynatect Manufacturing, Inc. Retirement & Employee Savings PlanDynatect Manufacturing, Inc.…$46MHomrich Berg 401(k) Profit Sharing PlanHomrich Berg 401(k) Profit S…$46MSummit Funding, Inc. 401(k) PlanSummit Funding, Inc. 401(k) …$46M
End-of-year total assets ($M) among Homrich Berg 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

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)

Sponsor-wide plan assets over time

All Hb Wealth Management LLC plans reported in each filing year

Latest sponsor-wide plan assets
$46M 66.10079782231283% vs 2022
2024 filing year
$20M$30M$40M$50M 202220232024 $27.5M $45.7M ▲ +66.1%
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 ($B) Participants Homrich Berg 401(k) Profit Sharing Plan, Total assets ($B): 0.045714333 · Participants: 185Homrich Berg 401(k) Profit Sharing PlanThe Teamster - UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 19.309174243 · Participants: 452126The Teamster - UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 18.985170319 · Participants: 89836Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 15.928334925 · Participants: 14473Delta 401(k) Retirement Plan for PilotsUPS 401(k) Savings Plan, Total assets ($B): 14.192071511 · Participants: 95250UPS 401(k) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 14.149677171 · Participants: 398464The Home Depot Futurebuilder
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 →

Homrich Berg 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is Nolato Gw Employee Retirement Savings Plan in VT ($46M); by covered participants it is Precision Document Solutions, Inc. 401(k) Plan in TX (185 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (185 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 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).
Which 401(k) plans cover a similar participant headcount to Homrich Berg 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Precision Document Solutions, Inc. 401(k) Plan in TX (185 participants, $982K in assets).

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.