401(k) · DOL Form 5500 · 2022

Homemakers Upstate Group, Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
377
Participants Below avg headcount
36th
Percentile by assets National rank
$6,179
Avg per participant Low balance/head
PlainRetire home → About this data

Official DOL plan name: Homemakers Upstate Group, Inc. Retirement Plan and Trust · Sponsored by Homemakers Upstate Group, Inc. · New York · Healthcare & Social Assistance

$2M in assets, 377 participants

Homemakers Upstate Group, Inc.'s Homemakers Upstate Group, Inc. Retirement Plan and Trust reported $2M in total assets and 377 participants in its 2022 DOL Form 5500 filing, ranking in the 36th 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.

  • #7,655 in Healthcare & Social Assistance (20,060 peers)

Coverage in New York

Homemakers Upstate Group, Inc. Retirement Plan and Trust covers 377 participants in New York, about 47% of the average New York filer (state average ~798 per filing). Assets: $2M.

#7,655
in Healthcare & Social Assistance (20,060 peers)
-32.4%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Homemakers Upstate Group, Inc. Retirement Plan and Trust's mid-pack asset rank among Healthcare & Social Assistance and all filers

Homemakers Upstate Group, Inc. Retirement Plan and Trust vs every filed plan by assets

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

$2,329,319 36th percentile higher than 36% 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

Homemakers Upstate Group, Inc. Retirement 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. Homemakers Upstate Group, Inc. Retirement Plan and Trust sits mid-pack in the medium band (377 participants).

EBSA filing schedule strip

Filing strip 160979130 · Homemakers Upstate Group, Inc. PY 2022 · 401(k)

Homemakers Upstate Group, Inc. Retirement Plan and Trust · $2M · 377 · 36th

  • BOY $2M
  • SCH 377
  • EBSA 36th
  • PART 401(k)
  • TYPE near Banks & Watson 401(k) Profit Sharing Plan & Trust
  • NET ind #7655

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 New York →

Homemakers Upstate Group, Inc. Retirement Plan and Trust in the asset neighbourhood

Homemakers Upstate Group, Inc. Retirement Plan and TrustHomemakers Upstate Group, In…$2MBanks & Watson 401(k) Profit Sharing Plan & TrustBanks & Watson 401(k) Profit…$2MLawrence Osman, M.D. 401(k) Profit Sharing PlanLawrence Osman, M.D. 401(k) …$2MDealerbuilt 401(k) Plan$2MCompliance 401(k) Multiple Employer PlanCompliance 401(k) Multiple E…$2M
End-of-year total assets ($M) among Homemakers Upstate Group, Inc. Retirement Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$2M
Net Income-$1M
Employer EIN160979130
Plan Effective Date1993-12-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Homemakers Upstate Group, Inc. Retirement Plan and Trust vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Homemakers Upstate Group, Inc. Retirement Plan and Trust, Total assets ($B): 0.002329319 · Participants: 377Homemakers Upstate Group, Inc. Retirement Plan and TrustIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Homemakers Upstate Group, Inc. Retirement Plan and Trust vs. nearby 401(k) plans in New York, assets vs. participants
Compare Homemakers Upstate Group, Inc. Retirement Plan and Trust side-by-side with 3 peers →

Homemakers Upstate Group, Inc. Retirement Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Banks & Watson 401(k) Profit Sharing Plan & Trust in CA ($2M); by covered participants it is Jim Lupient Companies Employee Savings Plan in MN (377 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (377 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 Homemakers Upstate Group, Inc. Retirement Plan and Trust assets move in 2022? ▼
Homemakers Upstate Group, Inc. Retirement Plan and Trust contracted severely - down 32.4% during 2022, from $3M to $2M. Reported net income was -$1M.
Which 401(k) plans are similar in size to Homemakers Upstate Group, Inc. Retirement Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Banks & Watson 401(k) Profit Sharing Plan & Trust in CA ($2M, 4 participants).
Which 401(k) plans cover a similar participant headcount to Homemakers Upstate Group, Inc. Retirement Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Jim Lupient Companies Employee Savings Plan in MN (377 participants, $16M 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 160979130.

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.