401(k) · DOL Form 5500 · 2023

Hometrust Bancshares, Inc. 401(k) Plan

Data updated 2026-08-25

$78M
Total assets Below avg plan size
505
Participants Below avg headcount
90th
Percentile by assets National rank
$155,437
Avg per participant Above avg balance/head
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Official DOL plan name: Hometrust Bank Ksop Plan · Sponsored by Hometrust Bancshares, Inc. · North Carolina · Finance & Insurance

$78M in assets, 505 participants

Hometrust Bancshares, Inc.'s Hometrust Bank Ksop Plan reported $78M in total assets and 505 participants in its 2023 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.

  • #7,434 in Finance & Insurance (8,869 peers)

Where Hometrust Bank Ksop Plan sits by assets

Hometrust Bank Ksop Plan sits in the top 10% of all filed plans by assets, $78M for 505 participants (~$155,437/participant), up 17.3% in 2023.

#7,434
in Finance & Insurance (8,869 peers)
+17.3%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Hometrust Bank Ksop Plan's outsized position by total assets

Hometrust Bank Ksop Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$78,495,581 Top 10% higher than 90% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Hometrust Bank Ksop Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Hometrust Bank Ksop Plan sits mid-pack in the medium band (505 participants).

Plan-year Form 5500 strip

Filing strip 560181785 · Hometrust Bancshares, Inc. PY 2023 · 401(k)

Hometrust Bank Ksop Plan · $78M · 505 · 90th

  • PCT $78M
  • PCT 505
  • PCT 90th
  • PCT 401(k)
  • PCT near Fisher Auto Parts 401(k) Plan
  • PCT ind #7434

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 North Carolina →

Hometrust Bank Ksop Plan in the asset neighbourhood

Riemer & Braunstein LLP 401(k) and Profit Sharing PlanRiemer & Braunstein LLP 401(…$79MHometrust Bank Ksop Plan$78MFisher Auto Parts 401(k) Plan$78MPricewaterhousecoopers It Services (US) LLC 401(k) Savings PlanPricewaterhousecoopers It Se…$78MPon North America Inc. Defined Contribution PlanPon North America Inc. Defin…$78M
End-of-year total assets ($M) among Hometrust Bank Ksop Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$67M
Net Assets (End of Year)$73M
Net Income$12M
Employer EIN560181785
Plan Effective Date1984-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hometrust Bancshares, Inc.)

Sponsor-wide plan assets over time

All Hometrust Bancshares, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$91M 15.727735042817251% vs 2023
2024 filing year
$75M$80M$85M$90M$95M 20232024 $78.5M $90.8M ▲ +15.7%
Year Plans Participants Total Assets
2023 1 505 $78M
2024 1 560 $91M

Nearby 401(k) Plans in North Carolina

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Hometrust Bank Ksop Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Hometrust Bank Ksop Plan, Total assets ($B): 0.078495581 · Participants: 505Hometrust Bank Ksop PlanThe Bank of America 401(k) Plan, Total assets ($B): 54.848846192 · Participants: 173899The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 15.388124058 · Participants: 40004Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 10.354065 · Participants: 28121Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 10.120701726 · Participants: 55480Truist Financial Corporation 401(k) Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 8.510660989 · Participants: 24174Nucor Corporation Profit Sharing and Retirement Savings Plan
Hometrust Bank Ksop Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Hometrust Bank Ksop Plan side-by-side with 3 peers →

Hometrust Bank Ksop Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Fisher Auto Parts 401(k) Plan in VA ($78M); by covered participants it is Nation Pizza Products, LLC Employees' 401(k) Retirement Savings Plan in IL (505 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (505 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Hometrust Bank Ksop Plan assets move in 2023? ▼
Hometrust Bank Ksop Plan grew sharply - up 17.3% during 2023, from $67M to $78M. Reported net income was $12M.
How have Hometrust Bancshares, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Hometrust Bancshares, Inc.'s sponsor-wide assets grew 15.7%, from $78M to $91M.
Where does Hometrust Bank Ksop Plan rank by assets among Form 5500 filers? ▼
Hometrust Bank Ksop Plan ranks in the 90th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Hometrust Bank Ksop Plan? ▼
Among 401(k) plans in other states, the closest by assets is Fisher Auto Parts 401(k) Plan in VA ($78M, 4,495 participants).
Which 401(k) plans cover a similar participant headcount to Hometrust Bank Ksop Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nation Pizza Products, LLC Employees' 401(k) Retirement Savings Plan in IL (505 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 560181785.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.