401(k) · DOL Form 5500 · 2022

Homer Management LLC 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
108
Participants Small participant base
51st
Percentile by assets National rank
$46,437
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Homer's Tree-Mendous 401(k) Plan and Trust · Sponsored by Homer Management LLC · Illinois · Administrative & Support Services

$5M in assets, 108 participants

Homer Management LLC's Homer's Tree-Mendous 401(k) Plan and Trust reported $5M in total assets and 108 participants in its 2022 DOL Form 5500 filing, ranking in the 51st 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.

  • #3,582 in Administrative & Support Services (4,927 peers)

Coverage in Illinois

Homer's Tree-Mendous 401(k) Plan and Trust covers 108 participants in Illinois, about 14% of the average Illinois filer (state average ~779 per filing). Assets: $5M.

#3,582
in Administrative & Support Services (4,927 peers)
-8.7%
assets change YoY

The plan reported a net loss of $484K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Homer's Tree-Mendous 401(k) Plan and Trust's mid-pack asset rank among Administrative & Support Services and all filers

Homer's Tree-Mendous 401(k) Plan and Trust vs every filed plan by assets

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

$5,015,144 Top 49% higher than 51% 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

Homer's Tree-Mendous 401(k) Plan and Trust 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. Homer's Tree-Mendous 401(k) Plan and Trust sits mid-pack in the medium band (108 participants).

DOL schedule card

Filing strip 471777110 · Homer Management LLC PY 2022 · 401(k)

Homer's Tree-Mendous 401(k) Plan and Trust · $5M · 108 · 51st

  • ASSETS $5M
  • PCT 108
  • EIN 51st
  • RANK 401(k)
  • PHOTO near Bromfield Sneider Wealth Advisors, Inc. 401(k) Profit Sharing Plan
  • IND ind #3582

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 Administrative & Support Services retirement plans → · Plans in Illinois →

Homer's Tree-Mendous 401(k) Plan and Trust in the asset neighbourhood

Homer's Tree-Mendous 401(k) Plan and TrustHomer's Tree-Mendous 401(k) …$5MBromfield Sneider Wealth Advisors, Inc. 401(k) Profit Sharing PlanBromfield Sneider Wealth Adv…$5MStar Retirement Plan$5MDartpoints 401(k) Retirement PlanDartpoints 401(k) Retirement…$5MFratelli Beretta USA, Inc. 401(k) PlanFratelli Beretta USA, Inc. 4…$5M
End-of-year total assets ($M) among Homer's Tree-Mendous 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Illinois filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income-$484K
Employer EIN471777110
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Homer Management LLC)

Sponsor-wide plan assets over time

All Homer Management LLC plans reported in each filing year

Latest sponsor-wide plan assets
$7M 48.24238346894924% vs 2022
2024 filing year
$4M$5M$6M$7M$8M 202220232024 $5.02M $7.43M ▲ +48.0%
Year Plans Participants Total Assets
2022 1 108 $5M
2023 1 103 $6M
2024 1 110 $7M

Nearby 401(k) Plans in Illinois

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

Homer's Tree-Mendous 401(k) Plan and Trust vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Homer's Tree-Mendous 401(k) Plan and Trust, Total assets ($B): 0.005015144 · Participants: 108Homer's Tree-Mendous 401(k) Plan and TrustState Farm 401(k) Savings Plan, Total assets ($B): 14.651519685 · Participants: 53616State Farm 401(k) Savings PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 14.283954811 · Participants: 66653Accenture United States 401(k) Match and Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 13.333286 · Participants: 36136Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 11.816542826 · Participants: 13437United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 11.682551768 · Participants: 238072Walgreens Retirement Savings Plan
Homer's Tree-Mendous 401(k) Plan and Trust vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Homer's Tree-Mendous 401(k) Plan and Trust side-by-side with 3 peers →

Homer's Tree-Mendous 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Bromfield Sneider Wealth Advisors, Inc. 401(k) Profit Sharing Plan in MA ($5M); by covered participants it is Holman Professional Counseling 401(k) Plan in CA (108 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (108 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 Homer's Tree-Mendous 401(k) Plan and Trust assets move in 2022? ▼
Homer's Tree-Mendous 401(k) Plan and Trust pulled back noticeably - down 8.7% during 2022, from $5M to $5M. Reported net income was -$484K.
How have Homer Management LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Homer Management LLC's sponsor-wide assets grew 48.2%, from $5M to $7M.
Which 401(k) plans are similar in size to Homer's Tree-Mendous 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Bromfield Sneider Wealth Advisors, Inc. 401(k) Profit Sharing Plan in MA ($5M, 3 participants).
Which 401(k) plans cover a similar participant headcount to Homer's Tree-Mendous 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Holman Professional Counseling 401(k) Plan in CA (108 participants, $1M 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 471777110.

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.