401(k) · DOL Form 5500 · 2024

Better Home & Finance Holding Company 401(k) Plan

Data updated 2026-08-11

$58M
Total assets
331
Participants
86th
Percentile by assets
$175,127
Avg per participant
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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.

  • 86th percentile by assets (of 123,622 plans)
  • #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.

$58M
total plan assets (2024 EOY)
331
covered participants
86th
percentile by assets (of 123,622 plans)
$175,127
avg assets per participant

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.

See the national 2023→2024 release diff →

State

Participants vs New York filers

In New York, the average filing covers about 798 participants across 9,061 plans. Better Home & Finance Holding Company 401(k) Plan reports 331 participants - about 41% of that state average ($58M EOY assets).

New York filing particulars

Total Assets (Beginning of Year)$56M
Net Assets (End of Year)$58M
Net Income$2M
Employer EIN933029990
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Better Home & Finance Holding Company)

$55M$56M$57M$58M$59M 20232024 $55.5M $58M ▲ +4.4%
Total plan assets by year, all Better Home & Finance Holding Company plans on file
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.

Better Home & Finance Holding Company 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants

Better Home & Finance Holding Company 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Better Home & Financ…IBM 401(k) PlanMorgan Stanley 401(k…Pfizer Savings PlanThe Pepsico Savings …The Goldman Sachs 40…
Better Home & Finance Holding Company 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Better Home & Finance Holding Company 401(k) Plan by total assets, not by location.

Frequently Asked Questions

How did Better Home & Finance Holding Company 401(k) Plan assets move in 2024?
Better Home & Finance Holding Company 401(k) Plan edged up modestly - up 4.4% during 2024, from $56M to $58M. Reported net income was $2M.
How have Better Home & Finance Holding Company plan assets changed over time?
Across 2 plan years on file (2023-2024), Better Home & Finance Holding Company's sponsor-wide assets grew 4.4%, from $56M to $58M.
Where does Better Home & Finance Holding Company 401(k) Plan rank by assets among Form 5500 filers?
Better Home & Finance Holding Company 401(k) Plan ranks in the 86th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Better Home & Finance Holding Company 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Cardiothoracic & Vascular Surgical Associates, S.C. Retirement Savings Plan in IL ($58M, 70 participants).

Next read for Better Home & Finance Holding Company 40…

Filing takeaways

Ways to act on Better Home & Finance Holding Company 401(k) Plan's numbers.

  • By total assets, Better Home & Finance Holding Company 401(k) Plan ranks in the top quartile of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar 401(k) plans in New York. Compare plans
  • Better Home & Finance Holding Company's sponsor-wide assets have grown 4.4% since 2023 across 2 plan years on file. More Finance & Insurance plans