401(k) · DOL Form 5500 · 2022

HEADWAY 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
4
Participants Small participant base
31st
Percentile by assets National rank
$409,258
Avg per participant High balance/head
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Official DOL plan name: Headway 401(k) Profit Sharing Plan & Trust · Sponsored by HEADWAY · California · Professional & Technical Services

$2M in assets, 4 participants

HEADWAY's Headway 401(k) Profit Sharing Plan & Trust reported $2M in total assets and 4 participants in its 2022 DOL Form 5500 filing, ranking in the 31st 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.

  • #5,879 in Professional & Technical Services (21,562 peers)

HEADWAY multi-year trail

HEADWAY's plans moved +62.0% in assets from 2022 to 2024; this filing shows Headway 401(k) Profit Sharing Plan & Trust at $2M / 4 participants.

#5,879
in Professional & Technical Services (21,562 peers)
-4.0%
assets change YoY

The plan reported a net loss of $69K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Headway 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

Headway 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$1,637,030 31st percentile higher than 31% of 139,123 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 2022

Headway 401(k) Profit Sharing Plan & Trust among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Headway 401(k) Profit Sharing Plan & Trust is a micro filing (4 participants), the leftmost band.

DOL schedule card

Filing strip 202722761 · HEADWAY PY 2022 · 401(k)

Headway 401(k) Profit Sharing Plan & Trust · $2M · 4 · 31st

  • PART $2M
  • TYPE 4
  • NET 31st
  • BOOK 401(k)
  • VS-ST near Cherry Hill Construction 401(k) Plan
  • BOY ind #5879

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 Professional & Technical Services retirement plans → · Plans in California →

Headway 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Headway 401(k) Profit Sharing Plan & TrustHeadway 401(k) Profit Sharin…$2MCherry Hill Construction 401(k) PlanCherry Hill Construction 401…$2MMcveigh Global Meetings and Events, LLC Retirement PlanMcveigh Global Meetings and …$2MOnline Stores 401(k) Retirement PlanOnline Stores 401(k) Retirem…$2MA.R. Brouwer Co, L.L.C. - Profit Sharing PlanA.R. Brouwer Co, L.L.C. - Pr…$2M
End-of-year total assets ($M) among Headway 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

HEADWAY multi-year asset trail

Sponsor-wide plan assets over time

All HEADWAY plans reported in each filing year

Latest sponsor-wide plan assets
$3M 61.9801103217412% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M 202220232024 $1.64M $2.65M ▲ +61.6%
Year Plans Participants Total Assets
2022 1 4 $2M
2023 1 4 $2M
2024 1 4 $3M

HEADWAY filing trail (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$69K
Employer EIN202722761
Plan Effective Date2008-09-12
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Headway 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Headway 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.00163703 · Participants: 4Headway 401(k) Profit Sharing Plan & TrustWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Headway 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants

Headway 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Cherry Hill Construction 401(k) Plan in CT ($2M); by covered participants it is Reynolds Family Agency Retirement Plan in AL (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Headway 401(k) Profit Sharing Plan & Trust assets move in 2022?
Headway 401(k) Profit Sharing Plan & Trust edged down modestly - down 4.0% during 2022, from $2M to $2M. Reported net income was -$69K.
How have HEADWAY plan assets changed over time?
Across 3 plan years on file (2022-2024), HEADWAY's sponsor-wide assets grew 62.0%, from $2M to $3M.
Which 401(k) plans are similar in size to Headway 401(k) Profit Sharing Plan & Trust?
Among 401(k) plans in other states, the closest by assets is Cherry Hill Construction 401(k) Plan in CT ($2M, 177 participants).
Which 401(k) plans cover a similar participant headcount to Headway 401(k) Profit Sharing Plan & Trust?
Among 401(k) plans in other states, the closest by covered participants is Reynolds Family Agency Retirement Plan in AL (4 participants, N/A in assets).