Profit Sharing · DOL Form 5500 · 2022
Homestead Management, Inc. Profit Sharing Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 26th
- Percentile by assets National rank
- $528,567
- Avg per participant High balance/head
Official DOL plan name: Homestead Management, Inc. Profit Sharing Plan · Sponsored by Homestead Management, Inc. · Ohio · Real Estate
$1M in assets, 2 participants
Homestead Management, Inc.'s Homestead Management, Inc. Profit Sharing Plan reported $1M in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 26th 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.
- #2,134 in Real Estate (5,057 peers)
2022 asset change
Homestead Management, Inc. Profit Sharing Plan contracted severely 38.1% in 2022 ($2M → $1M) for 2 participants.
- #2,134
- in Real Estate (5,057 peers)
- -38.1%
- assets change YoY
The plan reported a net loss of $650K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Homestead Management, Inc. Profit Sharing Plan among the smaller filed plans by assets
Homestead Management, Inc. Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,057,134 26th percentile higher than 26% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Homestead Management, Inc. Profit Sharing Plan among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Homestead Management, Inc. Profit Sharing Plan is a micro filing (2 participants), the leftmost band.
EBSA filing schedule strip
Filing strip 311002928 · Homestead Management, Inc. PY 2022 · Profit Sharing
Homestead Management, Inc. Profit Sharing Plan · $1M · 2 · 26th
- PHOTO $1M
- IND 2
- EOY 26th
- 5500 Profit Sharing
- ASSETS near Blakely Enterprises, Inc. Retirement Plan
- PCT ind #2134
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 Real Estate retirement plans → · Plans in Ohio →
Homestead Management, Inc. Profit Sharing Plan in the asset neighbourhood
2022 asset-move particulars
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | -$650K |
| Employer EIN | 311002928 |
| Plan Effective Date | 1982-03-31 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Ohio
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Cleveland Clinic Investment Pension Plan $1.2B · 46,417
- The Employer Retirement Savings Plan- Premier Health Partners $202M · 11,973
- White Castle Profit Sharing Plan $172M · 4,241
- Holzer Health System 401a Profit Sharing Plan $166M · 1,876
- Southern Ohio Medical Center Retirement Savings Program $136M · 3,162
Homestead Management, Inc. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Ohio, the nearest Profit Sharing by assets is Blakely Enterprises, Inc. Retirement Plan in GA ($1M); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
Similar participant headcount
Nearest other-state filings by covered participants (2 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.