401(k) · DOL Form 5500 · 2023

Belong Home, Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
259
Participants Below avg headcount
30th
Percentile by assets National rank
$7,291
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Belong Home, Inc. 401(k) Plan · Sponsored by Belong Home, Inc. · Florida · Real Estate

$2M in assets, 259 participants

Belong Home, Inc.'s Belong Home, Inc. 401(k) Plan reported $2M in total assets and 259 participants in its 2023 DOL Form 5500 filing, ranking in the 30th 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.

  • #2,317 in Real Estate (4,727 peers)

Coverage in Florida

Belong Home, Inc. 401(k) Plan covers 259 participants in Florida, about 41% of the average Florida filer (state average ~628 per filing). Assets: $2M.

#2,317
in Real Estate (4,727 peers)
+25.2%
assets growth YoY

Belong Home, Inc. 401(k) Plan among the smaller filed plans by assets

Belong Home, Inc. 401(k) Plan vs every filed plan by assets

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

$1,888,330 30th percentile higher than 30% of 127,068 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 2023

Belong Home, Inc. 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Belong Home, Inc. 401(k) Plan sits mid-pack in the medium band (259 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Belong Home, Inc. 401(k) Plan reported net income fell from $592K in the plan year 2022 filing to $380K in the plan year 2023 filing.
  • Belong Home, Inc. 401(k) Plan reported participants rose from 198 in the plan year 2022 filing to 259 in the plan year 2023 filing.
  • Belong Home, Inc. 401(k) Plan 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 824924684 · Belong Home, Inc. PY 2023 · 401(k)

Belong Home, Inc. 401(k) Plan · $2M · 259 · 30th

  • NET $2M
  • BOOK 259
  • VS-ST 30th
  • BOY 401(k)
  • SCH near Umortgage LLC 401(k) Plan
  • EBSA ind #2317

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 Real Estate retirement plans → · Plans in Florida →

Belong Home, Inc. 401(k) Plan in the asset neighbourhood

Belong Home, Inc. 401(k) Plan$2MUmortgage LLC 401(k) Plan$2MCoastal Management Solutions 401(k) Profit Sharing Plan & TruCoastal Management Solutions…$2MClarion Sintered Metals, Inc. Hourly Employees 401(k) PlanClarion Sintered Metals, Inc…$2MCustom Tool and Die Co. Retirement 401(k) PlanCustom Tool and Die Co. Reti…$2M
End-of-year total assets ($M) among Belong Home, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Florida filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$380K
Employer EIN824924684
Plan Effective Date2018-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Belong Home, Inc.)

Sponsor-wide plan assets over time

All Belong Home, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 34.027006655206726% vs 2022
2024 filing year
$1.4M$1.6M$1.8M$2M$2.2M 202220232024 $1.51M $2.02M ▲ +33.8%
Year Plans Participants Total Assets
2022 1 198 $2M
2023 1 259 $2M
2024 1 96 $2M

Nearby 401(k) Plans in Florida

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

Belong Home, Inc. 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Belong Home, Inc. 401(k) Plan, Total assets ($B): 0.00188833 · Participants: 259Belong Home, Inc. 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
Belong Home, Inc. 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Belong Home, Inc. 401(k) Plan side-by-side with 3 peers →

Belong Home, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Umortgage LLC 401(k) Plan in PA ($2M); by covered participants it is The Don Hummer Trucking Corporation 401(k) Retirement Plan in IA (259 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (259 participants); asset peers above are excluded.

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 Belong Home, Inc. 401(k) Plan assets move in 2023? ▼
Belong Home, Inc. 401(k) Plan grew sharply - up 25.2% during 2023, from $2M to $2M. Reported net income was $380K.
How have Belong Home, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Belong Home, Inc.'s sponsor-wide assets grew 34.0%, from $2M to $2M.
Which 401(k) plans are similar in size to Belong Home, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Umortgage LLC 401(k) Plan in PA ($2M, 373 participants).
Which 401(k) plans cover a similar participant headcount to Belong Home, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Don Hummer Trucking Corporation 401(k) Retirement Plan in IA (259 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 824924684.

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.