Profit Sharing · DOL Form 5500 · 2024

Union Home Loan, Inc. Profit Sharing Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets: 5
Participants Small participant base: 37th
Percentile by assets National rank: $746,689
Avg per participant High balance/head

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Official DOL plan name: Union Home Loan Inc. Profit Sharing Plan · Sponsored by Union Home Loan, Inc. · California · Finance & Insurance

$4M in assets, 5 participants

Union Home Loan, Inc.'s Union Home Loan Inc. Profit Sharing Plan reported $4M in total assets and 5 participants in its 2024 DOL Form 5500 filing, ranking in the 37th 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.

#2,106 in Finance & Insurance (8,549 peers)

What the 2024 filing shows

Union Home Loan Inc. Profit Sharing Plan holds $4M for 5 participants - about $746,689 per participant, in the lower half of filed plans by assets.

#2,106
in Finance & Insurance (8,549 peers): +0.8%
assets growth YoY

Union Home Loan Inc. Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers

Union Home Loan Inc. Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$3,733,444 37th percentile higher than 37% 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 Loan Inc. Profit Sharing Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Union Home Loan Inc. Profit Sharing Plan is a micro filing (5 participants), the leftmost band.

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Union Home Loan Inc. Profit Sharing Plan reported net income rose from -$77K in the plan year 2023 filing to $28K in the plan year 2024 filing.
Union Home Loan Inc. Profit Sharing Plan reported participants rose from 3 in the plan year 2023 filing to 5 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 330472051 · Union Home Loan, Inc. PY 2024 · Profit Sharing

Union Home Loan Inc. Profit Sharing Plan · $4M · 5 · 37th

IND $4M
EOY 5
5500 37th
ASSETS Profit Sharing
PCT near R.W.S., Inc. Retirement Plan
EIN ind #2106

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 California →

End-of-year total assets ($M) among Union Home Loan Inc. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)	$4M
Net Assets (End of Year)	$4M
Net Income	$28K
Employer EIN	330472051
Plan Effective Date	2009-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Union Home Loan, Inc.)

Latest sponsor-wide plan assets: $4M 1.2890388075928336% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	3	$4M
2023	1	3	$4M
2024	1	5	$4M

Nearby Profit Sharing Plans in California

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Union Home Loan Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants

Scpmg Keogh Plan $7.9B · 10,749
Intel Retirement Contribution Plan $7.3B · 19,044
Motion Picture Industry Individual Account Plan $6.2B · 67,842
Memorialcare Retirement Plan $1.4B · 4,491
Disney Retirement Savings Plan $1.4B · 36,338

Compare Union Home Loan Inc. Profit Sharing Plan side-by-side with 3 peers →

Union Home Loan Inc. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is R.W.S., Inc. Retirement Plan in IL ($4M); by covered participants it is Rl Barron Holdings Inc. Retirement Plan in GA (5 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

R.W.S., Inc. Retirement Plan (IL) $4M · 7
John P Schmidt Md Sc Profit Sharing Plan (WI) $4M · 1
Harris Steel Profit Sharing Plan (TX) $4M · 7
Magee General Hospital 403(b) Plan (MS) $4M · 183

Similar participant headcount

Nearest other-state filings by covered participants (5 participants); asset peers above are excluded.

Rl Barron Holdings Inc. Retirement Plan (GA) 5 · 0 off
Integrated Home Interiors, Inc. Retirement Plan (FL) 5 · 0 off
Fostering Innocence Inc. Retirement Plan (NC) 5 · 0 off
Nusrat Rahman Md PC Profit Sharing Plan (MI) 5 · 0 off

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Union Home Loan Inc. Profit Sharing Plan assets move in 2024? ▼

Union Home Loan Inc. Profit Sharing Plan held essentially flat - up 0.8% during 2024, from $4M to $4M. Reported net income was $28K.

How have Union Home Loan, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Union Home Loan, Inc.'s sponsor-wide assets declined 1.3%, from $4M to $4M.

Which Profit Sharing plans are similar in size to Union Home Loan Inc. Profit Sharing Plan? ▼

Among Profit Sharing plans in other states, the closest by assets is R.W.S., Inc. Retirement Plan in IL ($4M, 7 participants).

Which Profit Sharing plans cover a similar participant headcount to Union Home Loan Inc. Profit Sharing Plan? ▼

Among Profit Sharing plans in other states, the closest by covered participants is Rl Barron Holdings Inc. Retirement Plan in GA (5 participants, $735K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 330472051.