401(k) · DOL Form 5500 · 2022

United Methodist Homes, Inc. 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
380
Participants Below avg headcount
76th
Percentile by assets National rank
$49,855
Avg per participant Low balance/head
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Official DOL plan name: United Methodist Homes 401(k) Plan · Sponsored by United Methodist Homes, Inc. · Connecticut · Healthcare & Social Assistance

$19M in assets, 380 participants

United Methodist Homes, Inc.'s United Methodist Homes 401(k) Plan reported $19M in total assets and 380 participants in its 2022 DOL Form 5500 filing, ranking in the 76th 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.

  • #16,092 in Healthcare & Social Assistance (20,060 peers)

Where United Methodist Homes 401(k) Plan sits by assets

United Methodist Homes 401(k) Plan sits in the top quartile of all filed plans by assets, $19M for 380 participants (~$49,855/participant), down 14.3% in 2022.

#16,092
in Healthcare & Social Assistance (20,060 peers)
-14.3%
assets change YoY
0.2×
vs typical plan assets (national mean)

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.

United Methodist Homes 401(k) Plan's outsized position by total assets

United Methodist Homes 401(k) Plan vs every filed plan by assets

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

$18,944,907 Top 24% higher than 76% 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

United Methodist Homes 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. United Methodist Homes 401(k) Plan sits mid-pack in the medium band (380 participants).

EBSA filing schedule strip

Filing strip 060987394 · United Methodist Homes, Inc. PY 2022 · 401(k)

United Methodist Homes 401(k) Plan · $19M · 380 · 76th

  • BOY $19M
  • SCH 380
  • EBSA 76th
  • PART 401(k)
  • TYPE near Park Hotels & Resorts 401(k) Plan
  • NET ind #16092

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 Connecticut →

United Methodist Homes 401(k) Plan in the asset neighbourhood

Gissing North America LLC 401(k) PlanGissing North America LLC 40…$19MCib Marine Bancshares, Inc. 401(k) PlanCib Marine Bancshares, Inc. …$19MCommunity First Healthcare of Illinois, Inc. 401(k) PlanCommunity First Healthcare o…$19MUnited Methodist Homes 401(k) PlanUnited Methodist Homes 401(k…$19MPark Hotels & Resorts 401(k) PlanPark Hotels & Resorts 401(k)…$19M
End-of-year total assets ($M) among United Methodist Homes 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)$22M
Net Assets (End of Year)$19M
Net Income-$3M
Employer EIN060987394
Plan Effective Date2000-03-15
Filing StatusFILING RECEIVED

Sponsor Plan History (United Methodist Homes, Inc.)

Sponsor-wide plan assets over time

All United Methodist Homes, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$22M 17.591503616248946% vs 2022
2024 filing year
$18M$20M$22M$24M 202220232024 $18.9M $22.3M ▲ +17.6%
Year Plans Participants Total Assets
2022 1 380 $19M
2023 1 396 $20M
2024 2 614 $22M

Nearby 401(k) Plans in Connecticut

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

United Methodist Homes 401(k) Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -200204060 Total assets ($B) Participants United Methodist Homes 401(k) Plan, Total assets ($B): 0.018944907 · Participants: 380United Methodist Homes 401(k) PlanUnited Technologies Corporation Employee Savings Plan, Total assets ($B): 48.916975 · Participants: 55762United Technologies Corporation Employee Savings PlanGE Retirement Savings Plan, Total assets ($B): 24.786830027 · Participants: 57522GE Retirement Savings PlanCiti Retirement Savings Plan, Total assets ($B): 17.438946034 · Participants: 70070Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 5.615003 · Participants: 17724The Hartford Investment and Savings PlanXerox Corporation Savings Plan, Total assets ($B): 3.641347 · Participants: 11876Xerox Corporation Savings Plan
United Methodist Homes 401(k) Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare United Methodist Homes 401(k) Plan side-by-side with 3 peers →

United Methodist Homes 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Park Hotels & Resorts 401(k) Plan in VA ($19M); by covered participants it is The Healthalliance Hospital - Broadway Campus 401(k) Savings Plan in NY (380 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (380 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 United Methodist Homes 401(k) Plan assets move in 2022? ▼
United Methodist Homes 401(k) Plan pulled back noticeably - down 14.3% during 2022, from $22M to $19M. Reported net income was -$3M.
How have United Methodist Homes, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), United Methodist Homes, Inc.'s sponsor-wide assets grew 17.6%, from $19M to $22M.
Where does United Methodist Homes 401(k) Plan rank by assets among Form 5500 filers? ▼
United Methodist Homes 401(k) Plan ranks in the 76th 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 United Methodist Homes 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Park Hotels & Resorts 401(k) Plan in VA ($19M, 105 participants).
Which 401(k) plans cover a similar participant headcount to United Methodist Homes 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Healthalliance Hospital - Broadway Campus 401(k) Savings Plan in NY (380 participants, N/A 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 060987394.

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.