401(k) · DOL Form 5500 · 2024

Homeowners Financial Group 401(k) Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
321
Participants Below avg headcount
73rd
Percentile by assets National rank
$72,274
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Homeowners Financial Group 401(k) Plan · Sponsored by Homeowners Financial Group · Arizona · Finance & Insurance

$23M in assets, 321 participants

Homeowners Financial Group's Homeowners Financial Group 401(k) Plan reported $23M in total assets and 321 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.

  • #5,046 in Finance & Insurance (8,549 peers)

Homeowners Financial Group multi-year trail

Homeowners Financial Group's plans moved +13.2% in assets from 2022 to 2024; this filing shows Homeowners Financial Group 401(k) Plan at $23M / 321 participants.

#5,046
in Finance & Insurance (8,549 peers)
+2.1%
assets growth YoY

Homeowners Financial Group 401(k) Plan's outsized position by total assets

Homeowners Financial Group 401(k) Plan vs every filed plan by assets

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

$23,200,110 Top 27% higher than 73% 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

Homeowners Financial Group 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. Homeowners Financial Group 401(k) Plan sits mid-pack in the medium band (321 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Homeowners Financial Group 401(k) Plan reported net income fell from $2M in the plan year 2023 filing to $488K in the plan year 2024 filing.
  • Homeowners Financial Group 401(k) Plan reported participants fell from 358 in the plan year 2023 filing to 321 in the plan year 2024 filing.
  • Homeowners Financial Group 401(k) Plan end-of-year assets rose from $23M in the plan year 2023 filing to $23M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 200640473 · Homeowners Financial Group PY 2024 · 401(k)

Homeowners Financial Group 401(k) Plan · $23M · 321 · 73rd

  • BOY $23M
  • SCH 321
  • EBSA 73rd
  • PART 401(k)
  • TYPE near Central Montana Medical Center 401(k) Plan
  • NET ind #5046

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 Arizona →

Homeowners Financial Group 401(k) Plan in the asset neighbourhood

Homeowners Financial Group 401(k) PlanHomeowners Financial Group 4…$23MCentral Montana Medical Center 401(k) PlanCentral Montana Medical Cent…$23MOpen Bank Employee's 401(k) PlanOpen Bank Employee's 401(k) …$23MNaco 401(k) Plan$23MRdr, Inc. 401(k) Profit Sharing PlanRdr, Inc. 401(k) Profit Shar…$23M
End-of-year total assets ($M) among Homeowners Financial Group 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Homeowners Financial Group multi-year asset trail

Sponsor-wide plan assets over time

All Homeowners Financial Group plans reported in each filing year

Latest sponsor-wide plan assets
$23M 13.246939345129247% vs 2022
2024 filing year
$20M$21M$22M$23M$24M 202220232024 $20.5M $23.2M ▲ +13.2%
Year Plans Participants Total Assets
2022 1 504 $20M
2023 1 358 $23M
2024 1 321 $23M

Homeowners Financial Group filing trail (2024)

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$23M
Net Income$488K
Employer EIN200640473
Plan Effective Date2005-06-22
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Arizona

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

Homeowners Financial Group 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Homeowners Financial Group 401(k) Plan, Total assets ($B): 0.02320011 · Participants: 321Homeowners Financial Group 401(k) PlanBechtel Trust & Thrift Plan, Total assets ($B): 6.067288511 · Participants: 7971Bechtel Trust & Thrift PlanBanner Health Employees 401(k) Plan, Total assets ($B): 4.918574883 · Participants: 54731Banner Health Employees 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 2.670667399 · Participants: 13770Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramRepublic Services, Inc. 401(k) Plan, Total assets ($B): 2.666764279 · Participants: 32629Republic Services, Inc. 401(k) PlanStantec 401(k) Plan, Total assets ($B): 2.319061108 · Participants: 11603Stantec 401(k) Plan
Homeowners Financial Group 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Homeowners Financial Group 401(k) Plan side-by-side with 3 peers →

Homeowners Financial Group 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Central Montana Medical Center 401(k) Plan in MT ($23M); by covered participants it is Investar Holding Corporation 401(k) Plan in LA (321 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($23M here).

Similar participant headcount

Nearest other-state filings by covered participants (321 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 Homeowners Financial Group 401(k) Plan assets move in 2024? ▼
Homeowners Financial Group 401(k) Plan edged up modestly - up 2.1% during 2024, from $23M to $23M. Reported net income was $488K.
How have Homeowners Financial Group plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Homeowners Financial Group's sponsor-wide assets grew 13.2%, from $20M to $23M.
Which 401(k) plans are similar in size to Homeowners Financial Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Central Montana Medical Center 401(k) Plan in MT ($23M, 248 participants).
Which 401(k) plans cover a similar participant headcount to Homeowners Financial Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Investar Holding Corporation 401(k) Plan in LA (321 participants, $27M 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 200640473.

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.