401(k) · DOL Form 5500 · 2022

Homefirst of Santa Clara County 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
318
Participants Below avg headcount
31st
Percentile by assets National rank
$5,397
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Homefirst Services of Santa Clara Co. 401(k) Profit Sharing Plan & Trust · Sponsored by Homefirst of Santa Clara County · California · Professional & Technical Services

$2M in assets, 318 participants

Homefirst of Santa Clara County's Homefirst Services of Santa Clara Co. 401(k) Profit Sharing Plan & Trust reported $2M in total assets and 318 participants in its 2022 DOL Form 5500 filing, ranking in the 31st 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.

  • #6,033 in Professional & Technical Services (21,562 peers)

Homefirst of Santa Clara County multi-year trail

Homefirst of Santa Clara County's plans moved +153.8% in assets from 2022 to 2024; this filing shows Homefirst Services of Santa Clara Co. 401(k) Profit Sharing Plan & Trust at $2M / 318 participants.

#6,033
in Professional & Technical Services (21,562 peers)
+2.4%
assets growth YoY

Homefirst Services of Santa Clara Co. 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

Homefirst Services of Santa Clara Co. 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$1,716,149 31st percentile higher than 31% 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

Homefirst Services of Santa Clara Co. 401(k) Profit Sharing Plan & 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. Homefirst Services of Santa Clara Co. 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (318 participants).

Published 5500 schedule card

Filing strip 942684272 · Homefirst of Santa Clara County PY 2022 · 401(k)

Homefirst Services of Santa Clara Co. 401(k) Profit Sharing Plan & Trust · $2M · 318 · 31st

  • EOY $2M
  • 5500 318
  • ASSETS 31st
  • PCT 401(k)
  • EIN near Prince William Dermatology PC 401(k) Profit Sharing Plan & Trust
  • RANK ind #6033

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 Professional & Technical Services retirement plans → · Plans in California →

Homefirst Services of Santa Clara Co. 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Homefirst Services of Santa Clara Co. 401(k) Profit Sharing Plan & TrustHomefirst Services of Santa …$2MPrince William Dermatology PC 401(k) Profit Sharing Plan & TrustPrince William Dermatology P…$2MVrable Healthcare, Inc. 401(k) Savings PlanVrable Healthcare, Inc. 401(…$2MRegina L. Lewis, D.D.S., Inc. 401(k) PlanRegina L. Lewis, D.D.S., Inc…$2MAspen Transportation Svc 401(k) PlanAspen Transportation Svc 401…$2M
End-of-year total assets ($M) among Homefirst Services of Santa Clara Co. 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Homefirst of Santa Clara County multi-year asset trail

Sponsor-wide plan assets over time

All Homefirst of Santa Clara County plans reported in each filing year

Latest sponsor-wide plan assets
$4M 153.77452657082807% vs 2022
2024 filing year
$1M$2M$3M$4M$5M 202220232024 $1.72M $4.36M ▲ +153.5%
Year Plans Participants Total Assets
2022 1 318 $2M
2023 1 375 $3M
2024 1 455 $4M

Homefirst of Santa Clara County filing trail (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$41K
Employer EIN942684272
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Homefirst Services of Santa Clara Co. 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Homefirst Services of Santa Clara Co. 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.001716149 · Participants: 318Homefirst Services of Santa Clara Co. 401(k) Profit Sharing Plan & TrustWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Homefirst Services of Santa Clara Co. 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare Homefirst Services of Santa Clara Co. 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Homefirst Services of Santa Clara Co. 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Prince William Dermatology PC 401(k) Profit Sharing Plan & Trust in VA ($2M); by covered participants it is The Homeaides LLC 401(k) Profit Sharing Plan & Trust in CT (318 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (318 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 Homefirst Services of Santa Clara Co. 401(k) Profit Sharing Plan & Trust assets move in 2022? ▼
Homefirst Services of Santa Clara Co. 401(k) Profit Sharing Plan & Trust edged up modestly - up 2.4% during 2022, from $2M to $2M. Reported net income was $41K.
How have Homefirst of Santa Clara County plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Homefirst of Santa Clara County's sponsor-wide assets grew 153.8%, from $2M to $4M.
Which 401(k) plans are similar in size to Homefirst Services of Santa Clara Co. 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Prince William Dermatology PC 401(k) Profit Sharing Plan & Trust in VA ($2M, 17 participants).
Which 401(k) plans cover a similar participant headcount to Homefirst Services of Santa Clara Co. 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is The Homeaides LLC 401(k) Profit Sharing Plan & Trust in CT (318 participants, $160K 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 942684272.

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.