401(k) · DOL Form 5500 · 2022

Homestead Funding Corp. 401(k) Plan

Data updated 2026-08-25

$31M
Total assets Below avg plan size
460
Participants Below avg headcount
83rd
Percentile by assets National rank
$67,261
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Homestead Funding Corp. 401(k) Plan · Sponsored by Homestead Funding Corp. · New York · Finance & Insurance

$31M in assets, 460 participants

Homestead Funding Corp.'s Homestead Funding Corp. 401(k) Plan reported $31M in total assets and 460 participants in its 2022 DOL Form 5500 filing, ranking in the 83rd 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.

  • #6,744 in Finance & Insurance (9,261 peers)

Where Homestead Funding Corp. 401(k) Plan sits by assets

Homestead Funding Corp. 401(k) Plan sits in the top quartile of all filed plans by assets, $31M for 460 participants (~$67,261/participant), down 16.8% in 2022.

#6,744
in Finance & Insurance (9,261 peers)
-16.8%
assets change YoY
0.3×
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.

Homestead Funding Corp. 401(k) Plan's outsized position by total assets

Homestead Funding Corp. 401(k) Plan vs every filed plan by assets

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

$30,939,961 Top 17% higher than 83% 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

Homestead Funding Corp. 401(k) 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. Homestead Funding Corp. 401(k) Plan sits mid-pack in the medium band (460 participants).

Plan-year Form 5500 strip

Filing strip 141770243 · Homestead Funding Corp. PY 2022 · 401(k)

Homestead Funding Corp. 401(k) Plan · $31M · 460 · 83rd

  • PART $31M
  • PART 460
  • PART 83rd
  • PART 401(k)
  • PART near Electro-Mechanical Retirement Plan
  • PART ind #6744

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 New York →

Homestead Funding Corp. 401(k) Plan in the asset neighbourhood

Texas Health Flower Mound Employees Savings TrustTexas Health Flower Mound Em…$31MMissouri Farm Bureau Savings Plan and TrustMissouri Farm Bureau Savings…$31MHomestead Funding Corp. 401(k) PlanHomestead Funding Corp. 401(…$31MElectro-Mechanical Retirement PlanElectro-Mechanical Retiremen…$31MIsland Operating Company, Inc. Profit Sharing 401(k) PlanIsland Operating Company, In…$31M
End-of-year total assets ($M) among Homestead Funding Corp. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$37M
Net Assets (End of Year)$31M
Net Income-$6M
Employer EIN141770243
Plan Effective Date1995-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Homestead Funding Corp.)

Sponsor-wide plan assets over time

All Homestead Funding Corp. plans reported in each filing year

Latest sponsor-wide plan assets
$40M 29.6135441153271% vs 2022
2024 filing year
$30M$35M$40M$45M 202220232024 $30.9M $40.1M ▲ +29.6%
Year Plans Participants Total Assets
2022 1 460 $31M
2023 1 324 $35M
2024 1 299 $40M

Nearby 401(k) Plans in New York

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

Homestead Funding Corp. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Homestead Funding Corp. 401(k) Plan, Total assets ($B): 0.030939961 · Participants: 460Homestead Funding Corp. 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Homestead Funding Corp. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Homestead Funding Corp. 401(k) Plan side-by-side with 3 peers →

Homestead Funding Corp. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Electro-Mechanical Retirement Plan in VA ($31M); by covered participants it is Nord Gear Corporation 401(k) Profit Sharing Plan in WI (460 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (460 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 Homestead Funding Corp. 401(k) Plan assets move in 2022? ▼
Homestead Funding Corp. 401(k) Plan declined sharply - down 16.8% during 2022, from $37M to $31M. Reported net income was -$6M.
How have Homestead Funding Corp. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Homestead Funding Corp.'s sponsor-wide assets grew 29.6%, from $31M to $40M.
Where does Homestead Funding Corp. 401(k) Plan rank by assets among Form 5500 filers? ▼
Homestead Funding Corp. 401(k) Plan ranks in the 83rd 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 Homestead Funding Corp. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Electro-Mechanical Retirement Plan in VA ($31M, 419 participants).
Which 401(k) plans cover a similar participant headcount to Homestead Funding Corp. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nord Gear Corporation 401(k) Profit Sharing Plan in WI (460 participants, $30M 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 141770243.

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.