401(k) · DOL Form 5500 · 2022

Homeward Bound, Inc. 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
301
Participants Below avg headcount
64th
Percentile by assets National rank
$32,412
Avg per participant Low balance/head
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Official DOL plan name: Homeward Bound, Inc. 403(b) Retirement Savings Plan · Sponsored by Homeward Bound, Inc. · Minnesota · Healthcare & Social Assistance

$10M in assets, 301 participants

Homeward Bound, Inc.'s Homeward Bound, Inc. 403(b) Retirement Savings Plan reported $10M in total assets and 301 participants in its 2022 DOL Form 5500 filing, ranking in the 64th 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.

  • #14,005 in Healthcare & Social Assistance (20,060 peers)

Coverage in Minnesota

Homeward Bound, Inc. 403(b) Retirement Savings Plan covers 301 participants in Minnesota, about 27% of the average Minnesota filer (state average ~1,126 per filing). Assets: $10M.

#14,005
in Healthcare & Social Assistance (20,060 peers)
-13.2%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Homeward Bound, Inc. 403(b) Retirement Savings Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Homeward Bound, Inc. 403(b) Retirement Savings Plan vs every filed plan by assets

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

$9,755,945 Top 36% higher than 64% 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

Homeward Bound, Inc. 403(b) Retirement Savings 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, Inc. 403(b) Retirement Savings Plan sits mid-pack in the medium band (301 participants).

DOL schedule card

Filing strip 411223085 · Homeward Bound, Inc. PY 2022 · 401(k)

Homeward Bound, Inc. 403(b) Retirement Savings Plan · $10M · 301 · 64th

  • SCH $10M
  • SCH 301
  • SCH 64th
  • SCH 401(k)
  • SCH near Ln & Jn Investments LLC 401(k) Plan
  • SCH ind #14005

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 Minnesota →

Homeward Bound, Inc. 403(b) Retirement Savings Plan in the asset neighbourhood

Homeward Bound, Inc. 403(b) Retirement Savings PlanHomeward Bound, Inc. 403(b) …$10MLn & Jn Investments LLC 401(k) PlanLn & Jn Investments LLC 401(…$10MCarousel 401(k) Plan$10MTires Unlimited Inc. Retirement PlanTires Unlimited Inc. Retirem…$10MFairfax Imaging, Inc. 401(k) PlanFairfax Imaging, Inc. 401(k)…$10M
End-of-year total assets ($M) among Homeward Bound, Inc. 403(b) Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Minnesota filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$10M
Net Income-$1M
Employer EIN411223085
Plan Effective Date1976-08-02
Filing StatusFILING RECEIVED

Sponsor Plan History (Homeward Bound, Inc.)

Sponsor-wide plan assets over time

All Homeward Bound, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 8.140421045834104% vs 2022
2024 filing year
$8M$8.5M$9M$9.5M$10M 202220232024 $9.76M $8.96M ▼ -8.2%
Year Plans Participants Total Assets
2022 1 301 $10M
2023 1 275 $8M
2024 1 248 $9M

Nearby 401(k) Plans in Minnesota

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

Homeward Bound, Inc. 403(b) Retirement Savings Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -505101520 Total assets ($B) Participants Homeward Bound, Inc. 403(b) Retirement Savings Plan, Total assets ($B): 0.009755945 · Participants: 301Homeward Bound, Inc. 403(b) Retirement Savings PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 18.576379778 · Participants: 176886Unitedhealth Group 401(k) Savings PlanMedtronic Savings and Investment Plan (Also Known as the Medtronic 401(k) Plan), Total assets ($B): 12.198295 · Participants: 38825Medtronic Savings and Investment Plan (Also Known as the Medtronic 401(k) Plan)Target Corporation 401(k) Plan, Total assets ($B): 11.216824857 · Participants: 400422Target Corporation 401(k) Plan3M Voluntary Investment Plan and Employee Stock Ownership Plan, Total assets ($B): 11.138527656 · Participants: 371593M Voluntary Investment Plan and Employee Stock Ownership PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 8.266408521 · Participants: 67646U.S. Bank 401(k) Savings Plan
Homeward Bound, Inc. 403(b) Retirement Savings Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Homeward Bound, Inc. 403(b) Retirement Savings Plan side-by-side with 3 peers →

Homeward Bound, Inc. 403(b) Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Ln & Jn Investments LLC 401(k) Plan in NJ ($10M); by covered participants it is Norway Savings Bank 401(k) Plan in ME (301 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($10M here).

Similar participant headcount

Nearest other-state filings by covered participants (301 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 Homeward Bound, Inc. 403(b) Retirement Savings Plan assets move in 2022? ▼
Homeward Bound, Inc. 403(b) Retirement Savings Plan pulled back noticeably - down 13.2% during 2022, from $11M to $10M. Reported net income was -$1M.
How have Homeward Bound, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Homeward Bound, Inc.'s sponsor-wide assets declined 8.1%, from $10M to $9M.
Which 401(k) plans are similar in size to Homeward Bound, Inc. 403(b) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ln & Jn Investments LLC 401(k) Plan in NJ ($10M, 174 participants).
Which 401(k) plans cover a similar participant headcount to Homeward Bound, Inc. 403(b) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Norway Savings Bank 401(k) Plan in ME (301 participants, $43M 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 411223085.

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.