401(k) · DOL Form 5500 · 2022

Homestreet, Inc. 401(k) Plan

Data updated 2026-08-25

$151M
Total assets Near avg plan size
979
Participants Near avg headcount
95th
Percentile by assets National rank
$154,102
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Homestreet, Inc 401(k) Savings Plan · Sponsored by Homestreet, Inc. · Washington · Finance & Insurance

$151M in assets, 979 participants

Homestreet, Inc.'s Homestreet, Inc 401(k) Savings Plan reported $151M in total assets and 979 participants in its 2022 DOL Form 5500 filing, ranking in the 95th 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.

  • #8,428 in Finance & Insurance (9,261 peers)

Where Homestreet, Inc 401(k) Savings Plan sits by assets

Homestreet, Inc 401(k) Savings Plan sits in the top 5% of all filed plans by assets, $151M for 979 participants (~$154,102/participant), down 18.7% in 2022.

#8,428
in Finance & Insurance (9,261 peers)
-18.7%
assets change YoY
1.5×
vs typical plan assets (national mean)

The plan reported a net loss of $35M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Homestreet, Inc 401(k) Savings Plan's outsized position by total assets

Homestreet, Inc 401(k) Savings Plan vs every filed plan by assets

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

$150,866,190 Top 5% higher than 95% 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

Homestreet, Inc 401(k) Savings Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Homestreet, Inc 401(k) Savings Plan sits mid-pack in the medium band (979 participants).

Plan-year Form 5500 strip

Filing strip 910186600 · Homestreet, Inc. PY 2022 · 401(k)

Homestreet, Inc 401(k) Savings Plan · $151M · 979 · 95th

  • NET $151M
  • BOOK 979
  • VS-ST 95th
  • BOY 401(k)
  • SCH near Woolpert 401(k) Plan
  • EBSA ind #8428

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 Washington →

Homestreet, Inc 401(k) Savings Plan in the asset neighbourhood

Ancestry Retirement Savings and Investment PlanAncestry Retirement Savings …$151MHomestreet, Inc 401(k) Savings PlanHomestreet, Inc 401(k) Savin…$151MWoolpert 401(k) Plan$151MSurgery Partners 401(k) Plan$151MUpsher-Smith Laboratories Retirement PlanUpsher-Smith Laboratories Re…$151M
End-of-year total assets ($M) among Homestreet, Inc 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$186M
Net Assets (End of Year)$151M
Net Income-$35M
Employer EIN910186600
Plan Effective Date1976-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Homestreet, Inc.)

Sponsor-wide plan assets over time

All Homestreet, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$179M 18.50838150018901% vs 2022
2024 filing year
$140M$150M$160M$170M$180M$190M 202220232024 $151M $179M ▲ +18.5%
Year Plans Participants Total Assets
2022 1 979 $151M
2023 1 955 $166M
2024 1 896 $179M

Nearby 401(k) Plans in Washington

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

Homestreet, Inc 401(k) Savings Plan vs. nearby 401(k) plans in Washington, assets vs. participants Scatter plot of 6 data points. -500000050000010000001500000 -20020406080 Total assets ($B) Participants Homestreet, Inc 401(k) Savings Plan, Total assets ($B): 0.15086619 · Participants: 979Homestreet, Inc 401(k) Savings PlanThe Boeing Company 401(k) Retirement Plan, Total assets ($B): 63.503643295 · Participants: 118434The Boeing Company 401(k) Retirement PlanMicrosoft Corporation Savings Plus 401(k) Plan, Total assets ($B): 39.602667639 · Participants: 109797Microsoft Corporation Savings Plus 401(k) PlanCostco 401(k) Retirement Plan, Total assets ($B): 25.912962472 · Participants: 181505Costco 401(k) Retirement PlanAmazon 401(k) Plan, Total assets ($B): 17.732345025 · Participants: 1230308Amazon 401(k) PlanT-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust, Total assets ($B): 7.280031396 · Participants: 75797T-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust
Homestreet, Inc 401(k) Savings Plan vs. nearby 401(k) plans in Washington, assets vs. participants
Compare Homestreet, Inc 401(k) Savings Plan side-by-side with 3 peers →

Homestreet, Inc 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Washington, the nearest 401(k) by assets is Woolpert 401(k) Plan in OH ($151M); by covered participants it is Milk Specialties Company Retirement Plan in MN (979 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($151M here).

Similar participant headcount

Nearest other-state filings by covered participants (979 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 Homestreet, Inc 401(k) Savings Plan assets move in 2022? ▼
Homestreet, Inc 401(k) Savings Plan declined sharply - down 18.7% during 2022, from $186M to $151M. Reported net income was -$35M.
How have Homestreet, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Homestreet, Inc.'s sponsor-wide assets grew 18.5%, from $151M to $179M.
Where does Homestreet, Inc 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
Homestreet, Inc 401(k) Savings Plan ranks in the 95th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Homestreet, Inc 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Woolpert 401(k) Plan in OH ($151M, 1,271 participants).
Which 401(k) plans cover a similar participant headcount to Homestreet, Inc 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Milk Specialties Company Retirement Plan in MN (979 participants, $47M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 910186600.

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.