401(k) · DOL Form 5500 · 2024
Homebridge Financial Services 401(k) Plan
Data updated 2026-08-25
- $67M
- Total assets Below avg plan size
- 285
- Participants Below avg headcount
- 87th
- Percentile by assets National rank
- $233,843
- Avg per participant Above avg balance/head
Official DOL plan name: Homebridge Financial Services 401(k) Plan & Trust · Sponsored by Homebridge Financial Services · New Jersey · Finance & Insurance
$67M in assets, 285 participants
Homebridge Financial Services's Homebridge Financial Services 401(k) Plan & Trust reported $67M in total assets and 285 participants in its 2024 DOL Form 5500 filing, ranking in the 87th 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.
- #6,847 in Finance & Insurance (8,549 peers)
Coverage in New Jersey
Homebridge Financial Services 401(k) Plan & Trust covers 285 participants in New Jersey, about 34% of the average New Jersey filer (state average ~844 per filing). Assets: $67M.
- #6,847
- in Finance & Insurance (8,549 peers)
- -9.5%
- assets change YoY
- 0.7×
- vs typical plan assets (national mean)
The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Homebridge Financial Services 401(k) Plan & Trust's outsized position by total assets
Homebridge Financial Services 401(k) Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$66,645,374 Top 13% higher than 87% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Homebridge Financial Services 401(k) Plan & Trust 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. Homebridge Financial Services 401(k) Plan & Trust sits mid-pack in the medium band (285 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Homebridge Financial Services 401(k) Plan & Trust reported net income rose from -$49M in the plan year 2023 filing to -$7M in the plan year 2024 filing.
- Homebridge Financial Services 401(k) Plan & Trust reported participants fell from 1,692 in the plan year 2023 filing to 285 in the plan year 2024 filing.
- Homebridge Financial Services 401(k) Plan & Trust end-of-year assets fell from $74M in the plan year 2023 filing to $67M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 223123730 · Homebridge Financial Services PY 2024 · 401(k)
Homebridge Financial Services 401(k) Plan & Trust · $67M · 285 · 87th
- SCH $67M
- SCH 285
- SCH 87th
- SCH 401(k)
- SCH near Milk Specialties Company Retirement Plan
- SCH ind #6847
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 New Jersey →
Homebridge Financial Services 401(k) Plan & Trust in the asset neighbourhood
New Jersey filing particulars
| Total Assets (Beginning of Year) | $74M |
|---|---|
| Net Assets (End of Year) | $67M |
| Net Income | -$7M |
| Employer EIN | 223123730 |
| Plan Effective Date | 1999-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Homebridge Financial Services)
Sponsor-wide plan assets over time
All Homebridge Financial Services plans reported in each filing year
- Latest sponsor-wide plan assets
- $67M 45.56321184053003% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2,438 | $122M |
| 2023 | 1 | 1,692 | $74M |
| 2024 | 1 | 285 | $67M |
Nearby 401(k) Plans in New Jersey
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- JPMorgan Chase 401(k) Savings Plan $52.9B · 185,532
- Verizon Savings Plan for Management Employees $29.4B · 69,218
- Johnson and Johnson Savings Plan $23.6B · 42,583
- Ernst & Young Retirement Savings Plan $18.3B · 56,714
- Merck US Savings Plan $15.0B · 27,956
Homebridge Financial Services 401(k) Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside New Jersey, the nearest 401(k) by assets is Milk Specialties Company Retirement Plan in MN ($67M); by covered participants it is Wright & Filippis, Inc. 401(k) Retirement Plan in MI (285 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($67M here).
- Milk Specialties Company Retirement Plan (MN) $67M · 1,166
- Rk Industries, LLC Salary Savings Plan (CO) $67M · 1,205
- Entek 401(k) Plan (OR) $67M · 567
- Nossaman LLP Profit Sharing & Retirement Savings Plan II (CA) $67M · 86
Similar participant headcount
Nearest other-state filings by covered participants (285 participants); asset peers above are excluded.
- Wright & Filippis, Inc. 401(k) Retirement Plan (MI) 285 · 0 off
- Mineral, Inc. 401(k) Plan (CA) 285 · 0 off
- Jetson Mailer 401(k) Plan (IL) 285 · 0 off
- Gulf Coast Community Services Association 401(k) Plan (TX) 285 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.