401(k) · DOL Form 5500 · 2024

Plaza Home Mortgage, Inc. 401(k) Plan

Data updated 2026-08-25

$44M
Total assets Below avg plan size
423
Participants Below avg headcount
83rd
Percentile by assets National rank
$104,183
Avg per participant Below avg balance/head
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Official DOL plan name: Plaza Home Mortgage, Inc. 401(k) Plan · Sponsored by Plaza Home Mortgage, Inc. · California · Finance & Insurance

$44M in assets, 423 participants

Plaza Home Mortgage, Inc.'s Plaza Home Mortgage, Inc. 401(k) Plan reported $44M in total assets and 423 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.

  • #6,255 in Finance & Insurance (8,549 peers)

Where Plaza Home Mortgage, Inc. 401(k) Plan sits by assets

Plaza Home Mortgage, Inc. 401(k) Plan sits in the top quartile of all filed plans by assets, $44M for 423 participants (~$104,183/participant), up 11.7% in 2024.

#6,255
in Finance & Insurance (8,549 peers)
+11.7%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Plaza Home Mortgage, Inc. 401(k) Plan's outsized position by total assets

Plaza Home Mortgage, Inc. 401(k) Plan vs every filed plan by assets

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

$44,069,282 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

Plaza Home Mortgage, Inc. 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. Plaza Home Mortgage, Inc. 401(k) Plan sits mid-pack in the medium band (423 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Plaza Home Mortgage, Inc. 401(k) Plan reported net income rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Plaza Home Mortgage, Inc. 401(k) Plan end-of-year assets rose from $39M in the plan year 2023 filing to $44M in the plan year 2024 filing.
  • Plaza Home Mortgage, Inc. 401(k) Plan reported participants fell from 449 in the plan year 2023 filing to 423 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 330941669 · Plaza Home Mortgage, Inc. PY 2024 · 401(k)

Plaza Home Mortgage, Inc. 401(k) Plan · $44M · 423 · 83rd

  • RANK $44M
  • PHOTO 423
  • IND 83rd
  • EOY 401(k)
  • 5500 near Cumulus 401(k) Profit Sharing Plan
  • ASSETS ind #6255

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 California →

Plaza Home Mortgage, Inc. 401(k) Plan in the asset neighbourhood

Plaza Home Mortgage, Inc. 401(k) PlanPlaza Home Mortgage, Inc. 40…$44MCumulus 401(k) Profit Sharing PlanCumulus 401(k) Profit Sharin…$44MRrvw-Tcw Incentive Compensation Savings PlanRrvw-Tcw Incentive Compensat…$44MCentral Steel & Wire Company Savings PlanCentral Steel & Wire Company…$44MFirst Bank and Trust Company Employee Stock Ownership and Savings PlanFirst Bank and Trust Company…$44M
End-of-year total assets ($M) among Plaza Home Mortgage, Inc. 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)$39M
Net Assets (End of Year)$44M
Net Income$5M
Employer EIN330941669
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Plaza Home Mortgage, Inc.)

Sponsor-wide plan assets over time

All Plaza Home Mortgage, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$44M 24.37723793420238% vs 2022
2024 filing year
$30M$35M$40M$45M 202220232024 $35.4M $44.1M ▲ +24.4%
Year Plans Participants Total Assets
2022 1 555 $35M
2023 1 449 $39M
2024 1 423 $44M

Nearby 401(k) Plans in California

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

Plaza Home Mortgage, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Plaza Home Mortgage, Inc. 401(k) Plan, Total assets ($B): 0.044069282 · Participants: 423Plaza Home Mortgage, Inc. 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Plaza Home Mortgage, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Plaza Home Mortgage, Inc. 401(k) Plan side-by-side with 3 peers →

Plaza Home Mortgage, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Cumulus 401(k) Profit Sharing Plan in KS ($44M); by covered participants it is Sioux Center Health 401(k) Plan in IA (423 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (423 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 Plaza Home Mortgage, Inc. 401(k) Plan assets move in 2024? ▼
Plaza Home Mortgage, Inc. 401(k) Plan grew at a solid clip - up 11.7% during 2024, from $39M to $44M. Reported net income was $5M.
How have Plaza Home Mortgage, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Plaza Home Mortgage, Inc.'s sponsor-wide assets grew 24.4%, from $35M to $44M.
Where does Plaza Home Mortgage, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Plaza Home Mortgage, Inc. 401(k) 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 Plaza Home Mortgage, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cumulus 401(k) Profit Sharing Plan in KS ($44M, 472 participants).
Which 401(k) plans cover a similar participant headcount to Plaza Home Mortgage, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Sioux Center Health 401(k) Plan in IA (423 participants, $38M 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 330941669.

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.