Defined Benefit (Pension) · DOL Form 5500 · 2022

The Homestead, L.C. Pension Plan

Data updated 2026-08-11

$17M
Total assets
70
Participants
75th
Percentile by assets
$247,547
Avg per participant
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Official DOL plan name: The Homestead Retirement Plan · Sponsored by The Homestead, L.C. · Texas · Food Services & Accommodation

$17M in assets, 70 participants

The Homestead, L.C.'s The Homestead Retirement Plan reported $17M in total assets and 70 participants in its 2022 DOL Form 5500 filing, ranking in the 75th 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.

  • 75th percentile by assets (of 139,126 plans)
  • #4,308 in Food Services & Accommodation (4,592 peers)

Where The Homestead Retirement Plan sits by assets

The Homestead Retirement Plan sits in the top quartile of all filed plans by assets, $17M for 70 participants (~$247,547/participant), down 12.0% in 2022.

$17M
total plan assets (2022 EOY)
70
covered participants
75th
percentile by assets (of 139,126 plans)
$247,547
avg assets per participant

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where The Homestead Retirement Plan sits by total assets

The Homestead Retirement Plan vs every filed plan by assets

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

$17,328,263 Top 25% higher than 75% of 139,123 filed plans

This plan $0 $2,010,000,000 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

State
Texas
Industry
Food Services & Accommodation

The Homestead Retirement Plan vs the 2022 asset distribution

By assets, The Homestead Retirement Plan outranks 75% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.2x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$17M
Net Income-$2M
Employer EIN752500327
Plan Effective Date1950-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Homestead, L.C.)

$-10M$0M$10M$20M 202220232024 $17.3M $0.28M ▼ -98.4%
Total plan assets by year, all The Homestead, L.C. plans on file
Year Plans Participants Total Assets
2022 1 70 $17M
2023 1 57 $17M
2024 1 54 $281K

Nearby Defined Benefit (Pension) Plans in Texas

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

The Homestead Retirement Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants The Homestead Retire…, Total assets ($B): 0.017328263 · Participants: 70The Homestead Retire…AT&T Pension Benefit…, Total assets ($B): 40.998144 · Participants: 119463AT&T Pension Benefit…Shell Pension Plan, Total assets ($B): 14.642588618 · Participants: 12912Shell Pension PlanExxonmobil Pension P…, Total assets ($B): 11.599 · Participants: 23661Exxonmobil Pension P…Caterpillar Inc. Ret…, Total assets ($B): 9.541187279 · Participants: 12815Caterpillar Inc. Ret…Bp Retirement Accumu…, Total assets ($B): 5.371602289 · Participants: 9156Bp Retirement Accumu…
The Homestead Retirement Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants
Compare The Homestead Retirement Plan side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to The Homestead Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did The Homestead Retirement Plan assets move in 2022? ▼
The Homestead Retirement Plan pulled back noticeably - down 12.0% during 2022, from $20M to $17M. Reported net income was -$2M.
How have The Homestead, L.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Homestead, L.C.'s sponsor-wide assets declined 98.4%, from $17M to $281K.
Where does The Homestead Retirement Plan rank by assets among Form 5500 filers? ▼
The Homestead Retirement Plan ranks in the 75th 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 Defined Benefit (Pension) plans are similar in size to The Homestead Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Clearon Corporation Employees' Pension Plan in WV ($17M, 13 participants).

Next read for The Homestead Retirement Plan

Scale reading

Ways to act on The Homestead Retirement Plan's numbers.

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 752500327.

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.