401(k) · DOL Form 5500 · 2023
Hometrust Bancshares, Inc. 401(k) Plan
Data updated 2026-08-11
- $78M
- Total assets
- 505
- Participants
- 90th
- Percentile by assets
- $155,437
- Avg per participant
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.
- 90th percentile by assets (of 127,072 plans)
- #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.
- $78M
- total plan assets (2023 EOY)
- 505
- covered participants
- 90th
- percentile by assets (of 127,072 plans)
- $155,437
- avg assets per participant
Where Hometrust Bank Ksop Plan sits 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
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 vs the 2023 asset distribution
By assets, Hometrust Bank Ksop Plan outranks 90% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.8x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $67M |
|---|---|
| Net Assets (End of Year) | $73M |
| Net Income | $12M |
| Employer EIN | 560181785 |
| Plan Effective Date | 1984-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Hometrust Bancshares, Inc.)
| 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
- The Bank of America 401(k) Plan $54.8B · 173,899
- Honeywell 401(k) Plan $15.4B · 40,004
- Duke Energy Retirement Savings Plan $10.4B · 28,121
- Truist Financial Corporation 401(k) Savings Plan $10.1B · 55,480
- Nucor Corporation Profit Sharing and Retirement Savings Plan $8.5B · 24,174
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Hometrust Bank Ksop Plan by total assets, not by location.
Frequently Asked Questions
How did Hometrust Bank Ksop Plan assets move in 2023? ▼
How have Hometrust Bancshares, Inc. plan assets changed over time? ▼
Where does Hometrust Bank Ksop Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Hometrust Bank Ksop Plan? ▼
Next read for Hometrust Bank Ksop Plan
Scale reading
Ways to act on Hometrust Bank Ksop Plan's numbers.
- By total assets, Hometrust Bank Ksop Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in North Carolina. Compare plans
- Hometrust Bancshares, Inc.'s sponsor-wide assets have grown 15.7% since 2023 across 2 plan years on file. More Finance & Insurance plans