401(k) · DOL Form 5500 · 2024
Better Home & Finance Holding Company 401(k) Plan
Data updated 2026-08-25
- $58M
- Total assets Below avg plan size
- 331
- Participants Below avg headcount
- 86th
- Percentile by assets National rank
- $175,127
- Avg per participant Above avg balance/head
Official DOL plan name: Better Home & Finance Holding Company 401(k) Plan · Sponsored by Better Home & Finance Holding Company · New York · Finance & Insurance
$58M in assets, 331 participants
Better Home & Finance Holding Company's Better Home & Finance Holding Company 401(k) Plan reported $58M in total assets and 331 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.
- #6,649 in Finance & Insurance (8,549 peers)
Coverage in New York
Better Home & Finance Holding Company 401(k) Plan covers 331 participants in New York, about 41% of the average New York filer (state average ~798 per filing). Assets: $58M.
- #6,649
- in Finance & Insurance (8,549 peers)
- +4.4%
- assets growth YoY
- 0.6×
- vs typical plan assets (national mean)
Better Home & Finance Holding Company 401(k) Plan's outsized position by total assets
Better Home & Finance Holding Company 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$57,967,132 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
Better Home & Finance Holding Company 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. Better Home & Finance Holding Company 401(k) Plan sits mid-pack in the medium band (331 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Better Home & Finance Holding Company 401(k) Plan reported net income rose from -$519K in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Better Home & Finance Holding Company 401(k) Plan reported participants fell from 590 in the plan year 2023 filing to 331 in the plan year 2024 filing.
- Better Home & Finance Holding Company 401(k) Plan end-of-year assets rose from $56M in the plan year 2023 filing to $58M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 933029990 · Better Home & Finance Holding Company PY 2024 · 401(k)
Better Home & Finance Holding Company 401(k) Plan · $58M · 331 · 86th
- RANK $58M
- PHOTO 331
- IND 86th
- EOY 401(k)
- 5500 near Cardiothoracic & Vascular Surgical Associates, S.C. Retirement Savings Plan
- ASSETS ind #6649
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 York →
Better Home & Finance Holding Company 401(k) Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $56M |
|---|---|
| Net Assets (End of Year) | $58M |
| Net Income | $2M |
| Employer EIN | 933029990 |
| Plan Effective Date | 2016-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Better Home & Finance Holding Company)
Sponsor-wide plan assets over time
All Better Home & Finance Holding Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $58M 4.421820898979996% vs 2023
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | 590 | $56M |
| 2024 | 1 | 331 | $58M |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401(k) Plan $60.4B · 52,674
- Morgan Stanley 401(k) Plan $22.2B · 53,860
- Pfizer Savings Plan $22.0B · 33,309
- The Pepsico Savings Plan $14.9B · 137,398
- The Goldman Sachs 401(k) Plan $12.8B · 23,227
Better Home & Finance Holding Company 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Cardiothoracic & Vascular Surgical Associates, S.C. Retirement Savings Plan in IL ($58M); by covered participants it is F.H. Furr Plumbing, Heating & Air Conditioning, Inc. 401(k) Plan in VA (331 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($58M here).
Similar participant headcount
Nearest other-state filings by covered participants (331 participants); asset peers above are excluded.
- F.H. Furr Plumbing, Heating & Air Conditioning, Inc. 401(k) Plan (VA) 331 · 0 off
- 401(k) Plan as Adopted by Westfield Bank (MA) 331 · 0 off
- Medical Data Systems, Inc. 401(k) Plan (FL) 331 · 0 off
- Franklin Mint Federal Credit Union 401(k) (PA) 331 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.