401(k) · DOL Form 5500 · 2024
Hometrust Mortgage Company 401(k) Plan
Data updated 2026-08-25
- $23M
- Total assets Small plan by assets
- 88
- Participants Small participant base
- 73rd
- Percentile by assets National rank
- $259,382
- Avg per participant Above avg balance/head
Official DOL plan name: Hometrust Mortgage Company Employee 401(k) and Profit Sharing Plan · Sponsored by Hometrust Mortgage Company · Texas · Finance & Insurance
$23M in assets, 88 participants
Hometrust Mortgage Company's Hometrust Mortgage Company Employee 401(k) and Profit Sharing Plan reported $23M in total assets and 88 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.
- #5,002 in Finance & Insurance (8,549 peers)
Hometrust Mortgage Company multi-year trail
Hometrust Mortgage Company's plans moved -14.2% in assets from 2022 to 2024; this filing shows Hometrust Mortgage Company Employee 401(k) and Profit Sharing Plan at $23M / 88 participants.
- #5,002
- in Finance & Insurance (8,549 peers)
- -5.1%
- assets change YoY
The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Hometrust Mortgage Company Employee 401(k) and Profit Sharing Plan's outsized position by total assets
Hometrust Mortgage Company Employee 401(k) and Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$22,825,615 Top 27% higher than 73% 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
Hometrust Mortgage Company Employee 401(k) and Profit Sharing Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Hometrust Mortgage Company Employee 401(k) and Profit Sharing Plan is a small filing (88 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Hometrust Mortgage Company Employee 401(k) and Profit Sharing Plan reported net income rose from -$3M in the plan year 2023 filing to -$1M in the plan year 2024 filing.
- Hometrust Mortgage Company Employee 401(k) and Profit Sharing Plan reported participants fell from 119 in the plan year 2023 filing to 88 in the plan year 2024 filing.
- Hometrust Mortgage Company Employee 401(k) and Profit Sharing Plan end-of-year assets fell from $24M in the plan year 2023 filing to $23M in the plan year 2024 filing.
DOL schedule card
Filing strip 760578435 · Hometrust Mortgage Company PY 2024 · 401(k)
Hometrust Mortgage Company Employee 401(k) and Profit Sharing Plan · $23M · 88 · 73rd
- BOOK $23M
- BOOK 88
- BOOK 73rd
- BOOK 401(k)
- BOOK near Intex Corp. 401(k) Profit Sharing Plan
- BOOK ind #5002
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 →
Hometrust Mortgage Company Employee 401(k) and Profit Sharing Plan in the asset neighbourhood
Hometrust Mortgage Company multi-year asset trail
Sponsor-wide plan assets over time
All Hometrust Mortgage Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $23M 14.210980653509422% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 142 | $27M |
| 2023 | 1 | 119 | $24M |
| 2024 | 1 | 88 | $23M |
Hometrust Mortgage Company filing trail (2024)
| Total Assets (Beginning of Year) | $24M |
|---|---|
| Net Assets (End of Year) | $23M |
| Net Income | -$1M |
| Employer EIN | 760578435 |
| Plan Effective Date | 1990-01-01 |
| Filing Status | FILING RECEIVED |
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
Hometrust Mortgage Company Employee 401(k) and Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Intex Corp. 401(k) Profit Sharing Plan in CA ($23M); by covered participants it is Gana-A'yoo Limited 401(k) Retirement Plan in AK (88 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($23M here).
- Intex Corp. 401(k) Profit Sharing Plan (CA) $23M · 73
- Udc 401(k) Retirement Plan (CO) $23M · 390
- Mccray Lumber Company Profit Sharing Plan (KS) $23M · 231
- Nexcare Health Systems, LLC Retirement Savings Plan (MI) $23M · 2,096
Similar participant headcount
Nearest other-state filings by covered participants (88 participants); asset peers above are excluded.
- Gana-A'yoo Limited 401(k) Retirement Plan (AK) 88 · 0 off
- Masters Building Solutions, Inc. 401(k) Plan (WI) 88 · 0 off
- Fashionphile Group, LLC 401(k) Plan (CA) 88 · 0 off
- Marketing by Design, LLC 401(k) Plan (MA) 88 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.