401(k) · DOL Form 5500 · 2022

Homesmart Services, LLC 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
183
Participants Below avg headcount
46th
Percentile by assets National rank
$21,575
Avg per participant Low balance/head
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Official DOL plan name: Homesmart Services, LLC 401(k) and Profit Sharing Plan · Sponsored by Homesmart Services, LLC · Arizona · Real Estate

$4M in assets, 183 participants

Homesmart Services, LLC's Homesmart Services, LLC 401(k) and Profit Sharing Plan reported $4M in total assets and 183 participants in its 2022 DOL Form 5500 filing, ranking in the 46th 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.

  • #3,234 in Real Estate (5,057 peers)

Coverage in Arizona

Homesmart Services, LLC 401(k) and Profit Sharing Plan covers 183 participants in Arizona, about 32% of the average Arizona filer (state average ~564 per filing). Assets: $4M.

#3,234
in Real Estate (5,057 peers)
+8.0%
assets growth YoY

Homesmart Services, LLC 401(k) and Profit Sharing Plan's mid-pack asset rank among Real Estate and all filers

Homesmart Services, LLC 401(k) and Profit Sharing Plan vs every filed plan by assets

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

$3,948,143 46th percentile higher than 46% 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

Homesmart Services, LLC 401(k) and Profit Sharing 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. Homesmart Services, LLC 401(k) and Profit Sharing Plan sits mid-pack in the medium band (183 participants).

Published 5500 schedule card

Filing strip 853872813 · Homesmart Services, LLC PY 2022 · 401(k)

Homesmart Services, LLC 401(k) and Profit Sharing Plan · $4M · 183 · 46th

  • EBSA $4M
  • PART 183
  • TYPE 46th
  • NET 401(k)
  • BOOK near Delight Restaurant Group 401(k) Plan
  • VS-ST ind #3234

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 Arizona →

Homesmart Services, LLC 401(k) and Profit Sharing Plan in the asset neighbourhood

Homesmart Services, LLC 401(k) and Profit Sharing PlanHomesmart Services, LLC 401(…$4MDelight Restaurant Group 401(k) PlanDelight Restaurant Group 401…$4MCommunity Care 401(k) Plan$4MWgc USA, Inc. 401(k) Savings PlanWgc USA, Inc. 401(k) Savings…$4MFrontier Tank Lines 401(k) Retirement Savings PlanFrontier Tank Lines 401(k) R…$4M
End-of-year total assets ($M) among Homesmart Services, LLC 401(k) and Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Arizona filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$293K
Employer EIN853872813
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Homesmart Services, LLC)

Sponsor-wide plan assets over time

All Homesmart Services, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$5M 35.74992091218581% vs 2022
2024 filing year
$3.5M$4M$4.5M$5M$5.5M$6M 202220232024 $3.95M $5.36M ▲ +35.7%
Year Plans Participants Total Assets
2022 1 183 $4M
2023 1 202 $5M
2024 1 178 $5M

Nearby 401(k) Plans in Arizona

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

Homesmart Services, LLC 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -101234 Total assets ($B) Participants Homesmart Services, LLC 401(k) and Profit Sharing Plan, Total assets ($B): 0.003948143 · Participants: 183Homesmart Services, LLC 401(k) and Profit Sharing PlanBanner Health Employees 401(k) Plan, Total assets ($B): 3.566847679 · Participants: 50602Banner Health Employees 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 1.923226111 · Participants: 12362Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramRepublic Services, Inc. 401(k) Plan, Total assets ($B): 1.806929859 · Participants: 28320Republic Services, Inc. 401(k) PlanStantec 401(k) Plan, Total assets ($B): 1.682454193 · Participants: 8764Stantec 401(k) PlanReliance Steel & Aluminum Co. Master 401(k) Plan, Total assets ($B): 1.33677823 · Participants: 9895Reliance Steel & Aluminum Co. Master 401(k) Plan
Homesmart Services, LLC 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Homesmart Services, LLC 401(k) and Profit Sharing Plan side-by-side with 3 peers →

Homesmart Services, LLC 401(k) and Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Delight Restaurant Group 401(k) Plan in KS ($4M); by covered participants it is Masy's Retirement Plan in MA (183 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

Similar participant headcount

Nearest other-state filings by covered participants (183 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 Homesmart Services, LLC 401(k) and Profit Sharing Plan assets move in 2022? ▼
Homesmart Services, LLC 401(k) and Profit Sharing Plan grew at a solid clip - up 8.0% during 2022, from $4M to $4M. Reported net income was $293K.
How have Homesmart Services, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Homesmart Services, LLC's sponsor-wide assets grew 35.7%, from $4M to $5M.
Which 401(k) plans are similar in size to Homesmart Services, LLC 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Delight Restaurant Group 401(k) Plan in KS ($4M, 2,379 participants).
Which 401(k) plans cover a similar participant headcount to Homesmart Services, LLC 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Masy's Retirement Plan in MA (183 participants, N/A 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 853872813.

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.