401(k) · DOL Form 5500 · 2022

Western Home Services 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
763
Participants Near avg headcount
72nd
Percentile by assets National rank
$18,889
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Western Home Employees Retirement Plan · Sponsored by Western Home Services · Iowa · Healthcare & Social Assistance

$14M in assets, 763 participants

Western Home Services's Western Home Employees Retirement Plan reported $14M in total assets and 763 participants in its 2022 DOL Form 5500 filing, ranking in the 72nd 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.

  • #15,321 in Healthcare & Social Assistance (20,060 peers)

Western Home Services multi-year trail

Western Home Services's plans moved +15.0% in assets from 2022 to 2024; this filing shows Western Home Employees Retirement Plan at $14M / 763 participants.

#15,321
in Healthcare & Social Assistance (20,060 peers)
-17.1%
assets change YoY

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Western Home Employees Retirement Plan's outsized position by total assets

Western Home Employees Retirement Plan vs every filed plan by assets

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

$14,411,960 Top 28% higher than 72% 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

Western Home Employees Retirement 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. Western Home Employees Retirement Plan sits mid-pack in the medium band (763 participants).

Published 5500 schedule card

Filing strip 272825987 · Western Home Services PY 2022 · 401(k)

Western Home Employees Retirement Plan · $14M · 763 · 72nd

  • EBSA $14M
  • PART 763
  • TYPE 72nd
  • NET 401(k)
  • BOOK near Hills and Dales General Hospital, Inc. Tax Deferred Retirement Savings Plan
  • VS-ST ind #15321

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 Iowa →

Western Home Employees Retirement Plan in the asset neighbourhood

Western Home Employees Retirement PlanWestern Home Employees Retir…$14MHills and Dales General Hospital, Inc. Tax Deferred Retirement Savings PlanHills and Dales General Hosp…$14MFreeman Webb Company, Realtors 401(k) Salary Reduction PlanFreeman Webb Company, Realto…$14MCentral Valley Meat Co. 401(k) PlanCentral Valley Meat Co. 401(…$14MHurricanes Holdings, LLC 401(k) PlanHurricanes Holdings, LLC 401…$14M
End-of-year total assets ($M) among Western Home Employees Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Western Home Services multi-year asset trail

Sponsor-wide plan assets over time

All Western Home Services plans reported in each filing year

Latest sponsor-wide plan assets
$17M 14.955377339376463% vs 2022
2024 filing year
$14M$15M$16M$17M 202220232024 $14.4M $16.6M ▲ +15.0%
Year Plans Participants Total Assets
2022 1 763 $14M
2023 1 752 $16M
2024 1 804 $17M

Western Home Services filing trail (2022)

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$14M
Net Income-$3M
Employer EIN272825987
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Iowa

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

Western Home Employees Retirement Plan vs. nearby 401(k) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -101234 Total assets ($B) Participants Western Home Employees Retirement Plan, Total assets ($B): 0.01441196 · Participants: 763Western Home Employees Retirement PlanThe Principal Select Savings Plan, Total assets ($B): 3.613396259 · Participants: 12201The Principal Select Savings PlanIowa Health System Section 401(k) Retirement Savings Plan, Total assets ($B): 2.684422851 · Participants: 28603Iowa Health System Section 401(k) Retirement Savings PlanThe Hy-Vee and Affiliates 401(k) Plan, Total assets ($B): 2.447514997 · Participants: 59826The Hy-Vee and Affiliates 401(k) PlanThe Rsm US LLP Retirement Plan, Total assets ($B): 2.275604074 · Participants: 13793The Rsm US LLP Retirement PlanTransamerica 401(k) Retirement Savings Plan, Total assets ($B): 2.116061137 · Participants: 7262Transamerica 401(k) Retirement Savings Plan
Western Home Employees Retirement Plan vs. nearby 401(k) plans in Iowa, assets vs. participants
Compare Western Home Employees Retirement Plan side-by-side with 3 peers →

Western Home Employees Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Iowa, the nearest 401(k) by assets is Hills and Dales General Hospital, Inc. Tax Deferred Retirement Savings Plan in MI ($14M); by covered participants it is Wolverine Fuels Holding, LLC 401(k) Plan in UT (763 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (763 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 Western Home Employees Retirement Plan assets move in 2022? ▼
Western Home Employees Retirement Plan declined sharply - down 17.1% during 2022, from $17M to $14M. Reported net income was -$3M.
How have Western Home Services plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Western Home Services's sponsor-wide assets grew 15.0%, from $14M to $17M.
Which 401(k) plans are similar in size to Western Home Employees Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hills and Dales General Hospital, Inc. Tax Deferred Retirement Savings Plan in MI ($14M, 392 participants).
Which 401(k) plans cover a similar participant headcount to Western Home Employees Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Wolverine Fuels Holding, LLC 401(k) Plan in UT (763 participants, $66M 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 272825987.

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.