401(k) · DOL Form 5500 · 2024
Union Home Mortgage Corporation 401(k) Plan
Data updated 2026-08-25
- $95M
- Total assets Below avg plan size
- 1,409
- Participants Near avg headcount
- 90th
- Percentile by assets National rank
- $67,334
- Avg per participant Below avg balance/head
Official DOL plan name: Union Home Mortgage Corporation 401(k) Plan · Sponsored by Union Home Mortgage Corporation · Ohio · Finance & Insurance
$95M in assets, 1,409 participants
Union Home Mortgage Corporation's Union Home Mortgage Corporation 401(k) Plan reported $95M in total assets and 1,409 participants in its 2024 DOL Form 5500 filing, ranking in the 90th 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.
- #7,228 in Finance & Insurance (8,549 peers)
Where Union Home Mortgage Corporation 401(k) Plan sits by assets
Union Home Mortgage Corporation 401(k) Plan sits in the top 10% of all filed plans by assets, $95M for 1,409 participants (~$67,334/participant), up 25.7% in 2024.
- #7,228
- in Finance & Insurance (8,549 peers)
- +25.7%
- assets growth YoY
- 1.0×
- vs typical plan assets (national mean)
Union Home Mortgage Corporation 401(k) Plan's outsized position by total assets
Union Home Mortgage Corporation 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$94,873,255 Top 10% higher than 90% 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
Union Home Mortgage Corporation 401(k) Plan'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. Union Home Mortgage Corporation 401(k) Plan lands in the large band (1,409 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Union Home Mortgage Corporation 401(k) Plan end-of-year assets rose from $75M in the plan year 2023 filing to $95M in the plan year 2024 filing.
- Union Home Mortgage Corporation 401(k) Plan reported participants rose from 1,210 in the plan year 2023 filing to 1,409 in the plan year 2024 filing.
- Union Home Mortgage Corporation 401(k) Plan reported net income rose from $17M in the plan year 2023 filing to $19M in the plan year 2024 filing.
DOL schedule card
Filing strip 341084436 · Union Home Mortgage Corporation PY 2024 · 401(k)
Union Home Mortgage Corporation 401(k) Plan · $95M · 1,409 · 90th
- RANK $95M
- RANK 1,409
- RANK 90th
- RANK 401(k)
- RANK near Trenam Law 401(k) Plan
- RANK ind #7228
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 Ohio →
Union Home Mortgage Corporation 401(k) Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $75M |
|---|---|
| Net Assets (End of Year) | $95M |
| Net Income | $19M |
| Employer EIN | 341084436 |
| Plan Effective Date | 1993-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Union Home Mortgage Corporation)
Sponsor-wide plan assets over time
All Union Home Mortgage Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $95M 62.57064499159852% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,441 | $58M |
| 2023 | 1 | 1,210 | $75M |
| 2024 | 1 | 1,409 | $95M |
Nearby 401(k) Plans in Ohio
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- GE Aerospace Retirement Savings Plan $14.7B · 45,620
- The Kroger Co. 401(k) Retirement Savings Account Plan $11.8B · 135,373
- The Progressive 401(k) Plan $11.5B · 62,521
- The Sherwin-Williams Company 401(k) Plan $10.6B · 47,459
- Parker Retirement Savings Plan $9.0B · 26,315
Union Home Mortgage Corporation 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Ohio, the nearest 401(k) by assets is Trenam Law 401(k) Plan in FL ($95M); by covered participants it is Usdp 401(k) Plan in TX (1,409 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($95M here).
Similar participant headcount
Nearest other-state filings by covered participants (1,409 participants); asset peers above are excluded.
- Usdp 401(k) Plan (TX) 1,409 · 0 off
- Employees' 401(k) Plan of North Carolina Farm Bureau Mutual Insurance (NC) 1,409 · 0 off
- Cpi Card Group, Inc. 401(k) Plan (CO) 1,409 · 0 off
- The Robins & Morton Retirement Savings Plan (AL) 1,409 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.