Other · DOL Form 5500 · 2022
Homebridge, Inc. Retirement Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 361
- Participants Below avg headcount
- 55th
- Percentile by assets National rank
- $16,826
- Avg per participant Low balance/head
Official DOL plan name: Homebridge 403(b) Plan · Sponsored by Homebridge, Inc. · California · Healthcare & Social Assistance
$6M in assets, 361 participants
Homebridge, Inc.'s Homebridge 403(b) Plan reported $6M in total assets and 361 participants in its 2022 DOL Form 5500 filing, ranking in the 55th 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.
- #12,122 in Healthcare & Social Assistance (20,060 peers)
Homebridge, Inc. multi-year trail
Homebridge, Inc.'s plans moved +44.6% in assets from 2022 to 2024; this filing shows Homebridge 403(b) Plan at $6M / 361 participants.
- #12,122
- in Healthcare & Social Assistance (20,060 peers)
- -9.6%
- assets change YoY
The plan reported a net loss of $646K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Homebridge 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Homebridge 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$6,074,061 Top 45% higher than 55% 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
Homebridge 403(b) 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. Homebridge 403(b) Plan sits mid-pack in the medium band (361 participants).
EBSA filing schedule strip
Filing strip 942985244 · Homebridge, Inc. PY 2022 · Other
Homebridge 403(b) Plan · $6M · 361 · 55th
- BOOK $6M
- VS-ST 361
- BOY 55th
- SCH Other
- EBSA near Chartiers Community Mental Health and Retardation Center, Inc. 403(b) Plan
- PART ind #12122
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 Healthcare & Social Assistance retirement plans → · Plans in California →
Homebridge 403(b) Plan in the asset neighbourhood
Homebridge, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Homebridge, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $9M 44.596473430214154% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 361 | $6M |
| 2023 | 1 | 367 | $8M |
| 2024 | 1 | 514 | $9M |
Homebridge, Inc. filing trail (2022)
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | -$646K |
| Employer EIN | 942985244 |
| Plan Effective Date | 1996-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in California
Peer Other plans, same state, same plan type, ranked by total assets.
- Stanford Contributory Retirement Plan $9.4B · 22,514
- Sutter Health 403(b) Savings Plan $5.3B · 48,591
- Stanford Health Care Retirement Savings Plan $4.5B · 20,237
- Caltech Base Retirement Plan $4.2B · 9,827
- University of Southern California Tax-Deferred Annuity Plan $3.7B · 22,632
Homebridge 403(b) Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Chartiers Community Mental Health and Retardation Center, Inc. 403(b) Plan in PA ($6M); by covered participants it is Southminster Retirement Plan in NC (361 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
- Chartiers Community Mental Health and Retardation Center, Inc. 403(b) Plan (PA) $6M · 153
- Kingsley Montessori School Defined Contribution Retirement Plan (MA) $6M · 59
- Community Health Care Systems Retirement Plan (GA) $6M · 183
- Simpson Thacher & Bartlett LLP Retirement Plan for Legal and Other Personnel (NY) $6M · 10
Similar participant headcount
Nearest other-state filings by covered participants (361 participants); asset peers above are excluded.
- Southminster Retirement Plan (NC) 361 · 0 off
- Illinois Wesleyan University 403(b) Retirement Plan (IL) 361 · 0 off
- Longwood at Oakmont Retirement Savings Plan (PA) 361 · 0 off
- Lifespan, Incorporated Retirement Savings Plan (NC) 361 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.