Defined Benefit (Pension) · DOL Form 5500 · 2022

The Homestead, L.C. Pension Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
70
Participants Small participant base
75th
Percentile by assets National rank
$247,547
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

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.

  • #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.

#4,308
in Food Services & Accommodation (4,592 peers)
-12.0%
assets change YoY
0.2×
vs typical plan assets (national mean)

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.

The Homestead Retirement Plan's outsized position 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 $2,050,000,000 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

The Homestead Retirement Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Homestead Retirement Plan is a small filing (70 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 752500327 · The Homestead, L.C. PY 2022 · Defined Benefit (Pension)

The Homestead Retirement Plan · $17M · 70 · 75th

  • NET $17M
  • BOOK 70
  • VS-ST 75th
  • BOY Defined Benefit (Pension)
  • SCH near Clearon Corporation Employees' Pension Plan
  • EBSA ind #4308

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 Food Services & Accommodation retirement plans → · Plans in Texas →

The Homestead Retirement Plan in the asset neighbourhood

George W. Prescott Publishing Pension PlanGeorge W. Prescott Publishin…$17MRetirement Plan for Employees of Bethesda Health Group, Inc.Retirement Plan for Employee…$17MPuerto Rico Telephone Company Lump Sum Retirement PlanPuerto Rico Telephone Compan…$17MThe Homestead Retirement Plan$17MClearon Corporation Employees' Pension PlanClearon Corporation Employee…$17M
End-of-year total assets ($M) among The Homestead Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

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.)

Sponsor-wide plan assets over time

All The Homestead, L.C. plans reported in each filing year

Latest sponsor-wide plan assets
$281K 98.38003382104715% vs 2022
2024 filing year
$0M$5M$10M$15M$20M 202220232024 $17.3M $0.28M ▼ -98.4%
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 ($B) Participants The Homestead Retirement Plan, Total assets ($B): 0.017328263 · Participants: 70The Homestead Retirement PlanAT&T Pension Benefit Plan, Total assets ($B): 40.998144 · Participants: 119463AT&T Pension Benefit PlanShell Pension Plan, Total assets ($B): 14.642588618 · Participants: 12912Shell Pension PlanExxonmobil Pension Plan, Total assets ($B): 11.599 · Participants: 23661Exxonmobil Pension PlanCaterpillar Inc. Retirement Income Plan, Total assets ($B): 9.541187279 · Participants: 12815Caterpillar Inc. Retirement Income PlanBp Retirement Accumulation Plan, Total assets ($B): 5.371602289 · Participants: 9156Bp Retirement Accumulation Plan
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 →

The Homestead Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Texas, the nearest Defined Benefit (Pension) by assets is Clearon Corporation Employees' Pension Plan in WV ($17M); by covered participants it is Hulman & Company Retirement Plan in IN (70 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (70 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 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).
Which Defined Benefit (Pension) plans cover a similar participant headcount to The Homestead Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Hulman & Company Retirement Plan in IN (70 participants, $6M 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 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.