401(k) · DOL Form 5500 · 2024

Plaza Home Mortgage, Inc. 401(k) Plan

Data updated 2026-08-11

$44M
Total assets
423
Participants
83rd
Percentile by assets
$104,183
Avg per participant
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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.

  • 83rd percentile by assets (of 123,622 plans)
  • #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.

$44M
total plan assets (2024 EOY)
423
covered participants
83rd
percentile by assets (of 123,622 plans)
$104,183
avg assets per participant

Where Plaza Home Mortgage, Inc. 401(k) Plan sits 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 $2,010,000,000 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

  • 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 →

State
California
Industry
Finance & Insurance

Plaza Home Mortgage, Inc. 401(k) Plan vs the 2024 asset distribution

By assets, Plaza Home Mortgage, Inc. 401(k) Plan outranks 83% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.4x the national average plan size of $100M (721 average participants).

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.)

$30M$35M$40M$45M 202220232024 $35.4M $44.1M ▲ +24.4%
Total plan assets by year, all Plaza Home Mortgage, Inc. plans on file
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 ($B) Participants Plaza Home Mortgage,…, Total assets ($B): 0.044069282 · Participants: 423Plaza Home Mortgage,…Google LLC 401(k) Sa…, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Sa…Oracle Corporation 4…, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 4…Intel 401(k) Savings…, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings…Apple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 4…, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 4…
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 →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Plaza Home Mortgage, Inc. 401(k) Plan by total assets, not by location.

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).

Next read for Plaza Home Mortgage, Inc. 401(k) Plan

Scale reading

Ways to act on Plaza Home Mortgage, Inc. 401(k) 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 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.