401(k) · DOL Form 5500 · 2022

Homesteaders Life Co. 401(k) Plan

Data updated 2026-08-25

$45M
Total assets Below avg plan size
263
Participants Below avg headcount
87th
Percentile by assets National rank
$169,758
Avg per participant Above avg balance/head
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Official DOL plan name: Homesteaders Life Co. 401(k) Retirement Plan · Sponsored by Homesteaders Life Co. · Iowa · Finance & Insurance

$45M in assets, 263 participants

Homesteaders Life Co.'s Homesteaders Life Co. 401(k) Retirement Plan reported $45M in total assets and 263 participants in its 2022 DOL Form 5500 filing, ranking in the 87th 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.

  • #7,332 in Finance & Insurance (9,261 peers)

Coverage in Iowa

Homesteaders Life Co. 401(k) Retirement Plan covers 263 participants in Iowa, about 43% of the average Iowa filer (state average ~609 per filing). Assets: $45M.

#7,332
in Finance & Insurance (9,261 peers)
-12.1%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Homesteaders Life Co. 401(k) Retirement Plan's outsized position by total assets

Homesteaders Life Co. 401(k) Retirement Plan vs every filed plan by assets

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

$44,646,457 Top 13% higher than 87% 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

Homesteaders Life Co. 401(k) 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. Homesteaders Life Co. 401(k) Retirement Plan sits mid-pack in the medium band (263 participants).

EBSA filing schedule strip

Filing strip 420316600 · Homesteaders Life Co. PY 2022 · 401(k)

Homesteaders Life Co. 401(k) Retirement Plan · $45M · 263 · 87th

  • BOY $45M
  • BOY 263
  • BOY 87th
  • BOY 401(k)
  • BOY near Trion Solutions, Inc. 401(k) Profit Sharing Plan
  • BOY ind #7332

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 Finance & Insurance retirement plans → · Plans in Iowa →

Homesteaders Life Co. 401(k) Retirement Plan in the asset neighbourhood

Homesteaders Life Co. 401(k) Retirement PlanHomesteaders Life Co. 401(k)…$45MOptimas Oe Solutions, LLC Employee Savings PlanOptimas Oe Solutions, LLC Em…$45MTrion Solutions, Inc. 401(k) Profit Sharing PlanTrion Solutions, Inc. 401(k)…$45MAurora Behavioral Health Savings & Retirement PlanAurora Behavioral Health Sav…$45MAurora Behavioral Health Savings & Retirement PlanAurora Behavioral Health Sav…$45M
End-of-year total assets ($M) among Homesteaders Life Co. 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Iowa filing particulars

Total Assets (Beginning of Year)$51M
Net Assets (End of Year)$45M
Net Income-$6M
Employer EIN420316600
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Homesteaders Life Co.)

Sponsor-wide plan assets over time

All Homesteaders Life Co. plans reported in each filing year

Latest sponsor-wide plan assets
$54M 21.14682246790602% vs 2022
2024 filing year
$40M$45M$50M$55M$60M 202220232024 $44.7M $54.1M ▲ +21.1%
Year Plans Participants Total Assets
2022 1 263 $45M
2023 1 269 $49M
2024 1 291 $54M

Nearby 401(k) Plans in Iowa

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

Homesteaders Life Co. 401(k) Retirement Plan vs. nearby 401(k) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -101234 Total assets ($B) Participants Homesteaders Life Co. 401(k) Retirement Plan, Total assets ($B): 0.044646457 · Participants: 263Homesteaders Life Co. 401(k) 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
Homesteaders Life Co. 401(k) Retirement Plan vs. nearby 401(k) plans in Iowa, assets vs. participants
Compare Homesteaders Life Co. 401(k) Retirement Plan side-by-side with 3 peers →

Homesteaders Life Co. 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Iowa, the nearest 401(k) by assets is Trion Solutions, Inc. 401(k) Profit Sharing Plan in MI ($45M); by covered participants it is 2nd Watch 401(k) Plan in WA (263 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (263 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 Homesteaders Life Co. 401(k) Retirement Plan assets move in 2022? ▼
Homesteaders Life Co. 401(k) Retirement Plan pulled back noticeably - down 12.1% during 2022, from $51M to $45M. Reported net income was -$6M.
How have Homesteaders Life Co. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Homesteaders Life Co.'s sponsor-wide assets grew 21.1%, from $45M to $54M.
Where does Homesteaders Life Co. 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Homesteaders Life Co. 401(k) Retirement Plan ranks in the 87th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Homesteaders Life Co. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Trion Solutions, Inc. 401(k) Profit Sharing Plan in MI ($45M, 8,172 participants).
Which 401(k) plans cover a similar participant headcount to Homesteaders Life Co. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is 2nd Watch 401(k) Plan in WA (263 participants, $11M 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 420316600.

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.