401(k) · DOL Form 5500 · 2023

Homestreet, Inc. 401(k) Plan

Data updated 2026-08-25

$166M
Total assets Near avg plan size
955
Participants Near avg headcount
94th
Percentile by assets National rank
$173,603
Avg per participant Above avg balance/head
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Official DOL plan name: Homestreet, Inc 401(k) Savings Plan · Sponsored by Homestreet, Inc. · Washington · Finance & Insurance

$166M in assets, 955 participants

Homestreet, Inc.'s Homestreet, Inc 401(k) Savings Plan reported $166M in total assets and 955 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.

  • #8,029 in Finance & Insurance (8,869 peers)

Where Homestreet, Inc 401(k) Savings Plan sits by assets

Homestreet, Inc 401(k) Savings Plan sits in the top 10% of all filed plans by assets, $166M for 955 participants (~$173,603/participant), up 9.9% in 2023.

#8,029
in Finance & Insurance (8,869 peers)
+9.9%
assets growth YoY
1.7×
vs typical plan assets (national mean)

Homestreet, Inc 401(k) Savings Plan's outsized position by total assets

Homestreet, Inc 401(k) Savings Plan vs every filed plan by assets

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

$165,790,741 Top 6% higher than 94% 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

Homestreet, Inc 401(k) Savings 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. Homestreet, Inc 401(k) Savings Plan sits mid-pack in the medium band (955 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Homestreet, Inc 401(k) Savings Plan reported net income rose from -$35M in the plan year 2022 filing to $15M in the plan year 2023 filing.
  • Homestreet, Inc 401(k) Savings Plan end-of-year assets rose from $151M in the plan year 2022 filing to $166M in the plan year 2023 filing.
  • Homestreet, Inc 401(k) Savings Plan reported participants fell from 979 in the plan year 2022 filing to 955 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 910186600 · Homestreet, Inc. PY 2023 · 401(k)

Homestreet, Inc 401(k) Savings Plan · $166M · 955 · 94th

  • VS-ST $166M
  • VS-ST 955
  • VS-ST 94th
  • VS-ST 401(k)
  • VS-ST near Dvcc, LLC Employees Retirement Plan
  • VS-ST ind #8029

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 Finance & Insurance retirement plans → · Plans in Washington →

Homestreet, Inc 401(k) Savings Plan in the asset neighbourhood

Moelis & Company Group LP 401(k) Profit Sharing PlanMoelis & Company Group LP 40…$166MCmt Profit Sharing/401(k) PlanCmt Profit Sharing/401(k) Pl…$166MHomestreet, Inc 401(k) Savings PlanHomestreet, Inc 401(k) Savin…$166MDvcc, LLC Employees Retirement PlanDvcc, LLC Employees Retireme…$166MSchlumberger Savings and Profit Sharing Plan for U.S. Taxpayers Employed AbroadSchlumberger Savings and Pro…$166M
End-of-year total assets ($M) among Homestreet, Inc 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$151M
Net Assets (End of Year)$166M
Net Income$15M
Employer EIN910186600
Plan Effective Date1976-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Homestreet, Inc.)

Sponsor-wide plan assets over time

All Homestreet, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$179M 18.50838150018901% vs 2022
2024 filing year
$140M$150M$160M$170M$180M$190M 202220232024 $151M $179M ▲ +18.5%
Year Plans Participants Total Assets
2022 1 979 $151M
2023 1 955 $166M
2024 1 896 $179M

Nearby 401(k) Plans in Washington

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

Homestreet, Inc 401(k) Savings Plan vs. nearby 401(k) plans in Washington, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -20020406080 Total assets ($B) Participants Homestreet, Inc 401(k) Savings Plan, Total assets ($B): 0.165790741 · Participants: 955Homestreet, Inc 401(k) Savings PlanThe Boeing Company 401(k) Retirement Plan, Total assets ($B): 72.246135158 · Participants: 128910The Boeing Company 401(k) Retirement PlanMicrosoft Corporation Savings Plus 401(k) Plan, Total assets ($B): 53.225853429 · Participants: 123296Microsoft Corporation Savings Plus 401(k) PlanCostco 401(k) Retirement Plan, Total assets ($B): 33.384845813 · Participants: 192744Costco 401(k) Retirement PlanT-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust, Total assets ($B): 8.338937292 · Participants: 71538T-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust401(k) Savings Plan, Total assets ($B): 8.118808679 · Participants: 87590401(k) Savings Plan
Homestreet, Inc 401(k) Savings Plan vs. nearby 401(k) plans in Washington, assets vs. participants
Compare Homestreet, Inc 401(k) Savings Plan side-by-side with 3 peers →

Homestreet, Inc 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Washington, the nearest 401(k) by assets is Dvcc, LLC Employees Retirement Plan in MD ($166M); by covered participants it is Cooke Seafoods USA 401(k) Plan in VA (955 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (955 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 Homestreet, Inc 401(k) Savings Plan assets move in 2023? ▼
Homestreet, Inc 401(k) Savings Plan grew at a solid clip - up 9.9% during 2023, from $151M to $166M. Reported net income was $15M.
How have Homestreet, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Homestreet, Inc.'s sponsor-wide assets grew 18.5%, from $151M to $179M.
Where does Homestreet, Inc 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
Homestreet, Inc 401(k) Savings Plan ranks in the 94th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Homestreet, Inc 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Dvcc, LLC Employees Retirement Plan in MD ($166M, 1,234 participants).
Which 401(k) plans cover a similar participant headcount to Homestreet, Inc 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cooke Seafoods USA 401(k) Plan in VA (955 participants, $49M 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 910186600.

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.