401(k) · DOL Form 5500 · 2024
Planet Home Lending, LLC 401(k) Plan
Data updated 2026-08-25
- $58M
- Total assets Below avg plan size
- 1,078
- Participants Near avg headcount
- 86th
- Percentile by assets National rank
- $53,711
- Avg per participant Low balance/head
Official DOL plan name: Planet Home Lending, LLC Profit Sharing Plan & Trust · Sponsored by Planet Home Lending, LLC · Texas · Finance & Insurance
$58M in assets, 1,078 participants
Planet Home Lending, LLC's Planet Home Lending, LLC Profit Sharing Plan & Trust reported $58M in total assets and 1,078 participants in its 2024 DOL Form 5500 filing, ranking in the 86th 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.
- #6,648 in Finance & Insurance (8,549 peers)
Where Planet Home Lending, LLC Profit Sharing Plan & Trust sits by assets
Planet Home Lending, LLC Profit Sharing Plan & Trust sits in the top quartile of all filed plans by assets, $58M for 1,078 participants (~$53,711/participant), up 24.0% in 2024.
- #6,648
- in Finance & Insurance (8,549 peers)
- +24.0%
- assets growth YoY
- 0.6×
- vs typical plan assets (national mean)
Planet Home Lending, LLC Profit Sharing Plan & Trust's outsized position by total assets
Planet Home Lending, LLC Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$57,900,383 Top 14% higher than 86% 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
Planet Home Lending, LLC Profit Sharing Plan & Trust's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Planet Home Lending, LLC Profit Sharing Plan & Trust lands in the large band (1,078 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Planet Home Lending, LLC Profit Sharing Plan & Trust end-of-year assets rose from $47M in the plan year 2023 filing to $58M in the plan year 2024 filing.
- Planet Home Lending, LLC Profit Sharing Plan & Trust reported participants fell from 1,217 in the plan year 2023 filing to 1,078 in the plan year 2024 filing.
- Planet Home Lending, LLC Profit Sharing Plan & Trust reported net income rose from $11M in the plan year 2023 filing to $11M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 260362771 · Planet Home Lending, LLC PY 2024 · 401(k)
Planet Home Lending, LLC Profit Sharing Plan & Trust · $58M · 1,078 · 86th
- VS-ST $58M
- BOY 1,078
- SCH 86th
- EBSA 401(k)
- PART near Guild Education, Inc. 401(k) Plan
- TYPE ind #6648
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 Texas →
Planet Home Lending, LLC Profit Sharing Plan & Trust in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $47M |
|---|---|
| Net Assets (End of Year) | $58M |
| Net Income | $11M |
| Employer EIN | 260362771 |
| Plan Effective Date | 2016-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Planet Home Lending, LLC)
Sponsor-wide plan assets over time
All Planet Home Lending, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $58M 62.5198910119067% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,402 | $36M |
| 2023 | 1 | 1,217 | $47M |
| 2024 | 1 | 1,078 | $58M |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $43.1B · 109,889
- Exxonmobil Savings Plan $23.7B · 21,990
- Chevron Employee Savings Investment Plan $20.4B · 21,505
- Caterpillar 401(k) Savings Plan $18.8B · 43,873
- Southwest Airlines Co. Retirement Savings Plan $17.0B · 67,820
Planet Home Lending, LLC Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Guild Education, Inc. 401(k) Plan in CO ($58M); by covered participants it is Bh Shoe Holdings, Inc. Investment and Retirement Plan (401(k) Plan for Non Union Employees) in CT (1,078 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($58M here).
- Guild Education, Inc. 401(k) Plan (CO) $58M · 1,194
- Alaska Power & Telephone Company Employee Stock Ownership & Savings Plan (AK) $58M · 148
- Nephrology Associates, P.a. 401(k) Profit Sharing Plan (DE) $58M · 116
- Mobis-Alabama 401(k) Plan (AL) $58M · 1,803
Similar participant headcount
Nearest other-state filings by covered participants (1,078 participants); asset peers above are excluded.
- Bh Shoe Holdings, Inc. Investment and Retirement Plan (401(k) Plan for Non Union Employees) (CT) 1,078 · 0 off
- Louis Dreyfus Retirement Savings Plan (CT) 1,078 · 0 off
- Icw Group Holdings, Inc. Salary Savings Plan (CA) 1,078 · 0 off
- Tinuiti, Inc. Retirement Plan (PA) 1,078 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.