401(k) · DOL Form 5500 · 2023

HEADWAY 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets: 4
Participants Small participant base: 31st
Percentile by assets National rank: $517,153
Avg per participant High balance/head

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Official DOL plan name: Headway 401(k) Profit Sharing Plan & Trust · Sponsored by HEADWAY · California · Professional & Technical Services

$2M in assets, 4 participants

HEADWAY's Headway 401(k) Profit Sharing Plan & Trust reported $2M in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 31st 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.

#5,471 in Professional & Technical Services (20,321 peers)

HEADWAY multi-year trail

HEADWAY's plans moved +62.0% in assets from 2022 to 2024; this filing shows Headway 401(k) Profit Sharing Plan & Trust at $2M / 4 participants.

#5,471
in Professional & Technical Services (20,321 peers): +26.4%
assets growth YoY

Headway 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

Headway 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$2,068,610 31st percentile higher than 31% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Headway 401(k) Profit Sharing Plan & Trust among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Headway 401(k) Profit Sharing Plan & Trust is a micro filing (4 participants), the leftmost band.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Headway 401(k) Profit Sharing Plan & Trust reported net income rose from -$69K in the plan year 2022 filing to $432K in the plan year 2023 filing.
Headway 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 202722761 · HEADWAY PY 2023 · 401(k)

Headway 401(k) Profit Sharing Plan & Trust · $2M · 4 · 31st

PCT $2M
EIN 4
RANK 31st
PHOTO 401(k)
IND near Morrow Holdings Inc 401(k) Plan
EOY ind #5471

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 Professional & Technical Services retirement plans → · Plans in California →

End-of-year total assets ($M) among Headway 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

HEADWAY multi-year asset trail

Latest sponsor-wide plan assets: $3M 61.9801103217412% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	4	$2M
2023	1	4	$2M
2024	1	4	$3M

HEADWAY filing trail (2023)

Total Assets (Beginning of Year)	$2M
Net Assets (End of Year)	$2M
Net Income	$432K
Employer EIN	202722761
Plan Effective Date	2008-09-12
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in California

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

Headway 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants

Wells Fargo & Company 401(k) Plan $51.8B · 193,919
Google LLC 401(k) Savings Plan $39.0B · 122,867
Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
Intel 401(k) Savings Plan $22.2B · 59,863
Apple 401(k) Plan $19.8B · 106,111

Compare Headway 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Headway 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Morrow Holdings Inc 401(k) Plan in MO ($2M); by covered participants it is Makingchg, Inc. Retirement Plan in TN (4 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Morrow Holdings Inc 401(k) Plan (MO) $2M · 19
Institute for Human Services Inc 401(k) Plan (HI) $2M · 150
Answernet 401(k) Savings Plan (PA) $2M · 813
Med Advantage 401(k) Plan (NJ) $2M · 205

Similar participant headcount

Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.

Makingchg, Inc. Retirement Plan (TN) 4 · 0 off
Dolan Law Offices, P.C. Profit Sharing Plan & Trust (IL) 4 · 0 off
Cromie Bros. 3 Inc. Retirement Plan (NH) 4 · 0 off
Br3 Enterprises, Inc. 401(k) Plan (MO) 4 · 0 off

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Headway 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼

Headway 401(k) Profit Sharing Plan & Trust grew sharply - up 26.4% during 2023, from $2M to $2M. Reported net income was $432K.

How have HEADWAY plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), HEADWAY's sponsor-wide assets grew 62.0%, from $2M to $3M.

Which 401(k) plans are similar in size to Headway 401(k) Profit Sharing Plan & Trust? ▼

Among 401(k) plans in other states, the closest by assets is Morrow Holdings Inc 401(k) Plan in MO ($2M, 19 participants).

Which 401(k) plans cover a similar participant headcount to Headway 401(k) Profit Sharing Plan & Trust? ▼

Among 401(k) plans in other states, the closest by covered participants is Makingchg, Inc. Retirement Plan in TN (4 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 202722761.