401(k) · DOL Form 5500 · 2022

Homestead America, Ltd. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
203
Participants Below avg headcount
40th
Percentile by assets National rank
$14,410
Avg per participant Low balance/head
PlainRetire home → About this data

Official DOL plan name: Homestead America, Ltd. 401(k) Profit Sharing Plan and Trust · Sponsored by Homestead America, Ltd. · Ohio · Administrative & Support Services

$3M in assets, 203 participants

Homestead America, Ltd.'s Homestead America, Ltd. 401(k) Profit Sharing Plan and Trust reported $3M in total assets and 203 participants in its 2022 DOL Form 5500 filing, ranking in the 40th 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.

  • #3,133 in Administrative & Support Services (4,927 peers)

Coverage in Ohio

Homestead America, Ltd. 401(k) Profit Sharing Plan and Trust covers 203 participants in Ohio, about 27% of the average Ohio filer (state average ~765 per filing). Assets: $3M.

#3,133
in Administrative & Support Services (4,927 peers)
-4.2%
assets change YoY

The plan reported a net loss of $127K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Homestead America, Ltd. 401(k) Profit Sharing Plan and Trust's mid-pack asset rank among Administrative & Support Services and all filers

Homestead America, Ltd. 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$2,925,289 40th percentile higher than 40% 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

Homestead America, Ltd. 401(k) Profit Sharing 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. Homestead America, Ltd. 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (203 participants).

EBSA filing schedule strip

Filing strip 841684973 · Homestead America, Ltd. PY 2022 · 401(k)

Homestead America, Ltd. 401(k) Profit Sharing Plan and Trust · $3M · 203 · 40th

  • SCH $3M
  • EBSA 203
  • PART 40th
  • TYPE 401(k)
  • NET near Golden Moments 401(k) Plan
  • BOOK ind #3133

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 Ohio →

Homestead America, Ltd. 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Homestead America, Ltd. 401(k) Profit Sharing Plan and TrustHomestead America, Ltd. 401(…$3MGolden Moments 401(k) Plan$3MWellpower UAW Local #2571 401(k) PlanWellpower UAW Local #2571 40…$3MCadiz, Inc 401(k) Plan$3MBeuthin & Beuthin, Cpa's - P.C. Employee Profit Sharing PlanBeuthin & Beuthin, Cpa's - P…$3M
End-of-year total assets ($M) among Homestead America, Ltd. 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Ohio filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income-$127K
Employer EIN841684973
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Ohio

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

Homestead America, Ltd. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20246810 Total assets ($B) Participants Homestead America, Ltd. 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.002925289 · Participants: 203Homestead America, Ltd. 401(k) Profit Sharing Plan and TrustThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 8.343834208 · Participants: 44890The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 7.60950811 · Participants: 50299The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 7.311555 · Participants: 116133The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 6.73672335 · Participants: 24278Nationwide Savings PlanMarathon Petroleum Thrift Plan, Total assets ($B): 6.371480588 · Participants: 17666Marathon Petroleum Thrift Plan
Homestead America, Ltd. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Ohio, assets vs. participants

Homestead America, Ltd. 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Golden Moments 401(k) Plan in NE ($3M); by covered participants it is Symbol Mattress 401(k) Plan in VA (203 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Similar participant headcount

Nearest other-state filings by covered participants (203 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 Homestead America, Ltd. 401(k) Profit Sharing Plan and Trust assets move in 2022?
Homestead America, Ltd. 401(k) Profit Sharing Plan and Trust edged down modestly - down 4.2% during 2022, from $3M to $3M. Reported net income was -$127K.
Which 401(k) plans are similar in size to Homestead America, Ltd. 401(k) Profit Sharing Plan and Trust?
Among 401(k) plans in other states, the closest by assets is Golden Moments 401(k) Plan in NE ($3M, 407 participants).
Which 401(k) plans cover a similar participant headcount to Homestead America, Ltd. 401(k) Profit Sharing Plan and Trust?
Among 401(k) plans in other states, the closest by covered participants is Symbol Mattress 401(k) Plan in VA (203 participants, N/A in assets).