Other · DOL Form 5500 · 2022
Homeward Bound of Marin Retirement Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 133
- Participants Small participant base
- 31st
- Percentile by assets National rank
- $12,454
- Avg per participant Low balance/head
Official DOL plan name: Homeward Bound of Marin 403(b) Retirement Plan · Sponsored by Homeward Bound of Marin · California · Healthcare & Social Assistance
$2M in assets, 133 participants
Homeward Bound of Marin's Homeward Bound of Marin 403(b) Retirement Plan reported $2M in total assets and 133 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.
- #6,171 in Healthcare & Social Assistance (20,060 peers)
Coverage in California
Homeward Bound of Marin 403(b) Retirement Plan covers 133 participants in California, about 21% of the average California filer (state average ~630 per filing). Assets: $2M.
- #6,171
- in Healthcare & Social Assistance (20,060 peers)
- +7.0%
- assets growth YoY
Homeward Bound of Marin 403(b) Retirement Plan among the smaller filed plans by assets
Homeward Bound of Marin 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,656,394 31st percentile higher than 31% 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
Homeward Bound of Marin 403(b) 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. Homeward Bound of Marin 403(b) Retirement Plan sits mid-pack in the medium band (133 participants).
Plan-year Form 5500 strip
Filing strip 680011405 · Homeward Bound of Marin PY 2022 · Other
Homeward Bound of Marin 403(b) Retirement Plan · $2M · 133 · 31st
- RANK $2M
- PHOTO 133
- IND 31st
- EOY Other
- 5500 near Community Program Centers of Long Island, Inc. 403(b) DC Plan
- ASSETS ind #6171
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 →
Homeward Bound of Marin 403(b) Retirement Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $109K |
| Employer EIN | 680011405 |
| Plan Effective Date | 2015-05-01 |
| 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
Homeward Bound of Marin 403(b) Retirement Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Community Program Centers of Long Island, Inc. 403(b) DC Plan in NY ($2M); by covered participants it is Lifestream Services Inc. Retirement Savings Plan in IN (133 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (133 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.