401(k) · DOL Form 5500 · 2023

Trailhead Homes, Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets: 20
Participants Small participant base: 43rd
Percentile by assets National rank: $235,874
Avg per participant Above avg balance/head

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Official DOL plan name: Trailhead Homes Retirement Plan · Sponsored by Trailhead Homes, Inc. · Alabama · Construction

$5M in assets, 20 participants

Trailhead Homes, Inc.'s Trailhead Homes Retirement Plan reported $5M in total assets and 20 participants in its 2023 DOL Form 5500 filing, ranking in the 43rd 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.

#3,712 in Construction (9,030 peers)

Trailhead Homes, Inc. multi-year trail

Trailhead Homes, Inc.'s plans moved +18.1% in assets from 2022 to 2023; this filing shows Trailhead Homes Retirement Plan at $5M / 20 participants.

#3,712
in Construction (9,030 peers): +18.1%
assets growth YoY

Trailhead Homes Retirement Plan's mid-pack asset rank among Construction and all filers

Trailhead Homes Retirement Plan vs every filed plan by assets

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

$4,717,471 43rd percentile higher than 43% 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

Trailhead Homes Retirement Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Trailhead Homes Retirement Plan is a small filing (20 participants) on this national headcount ladder.

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%)

Trailhead Homes Retirement Plan reported net income rose from -$582K in the plan year 2022 filing to $727K in the plan year 2023 filing.
Trailhead Homes Retirement Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 463950939 · Trailhead Homes, Inc. PY 2023 · 401(k)

Trailhead Homes Retirement Plan · $5M · 20 · 43rd

PCT $5M
PCT 20
PCT 43rd
PCT 401(k)
PCT near Lacerta Group, LLC 401(k) Plan
PCT ind #3712

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 Construction retirement plans → · Plans in Alabama →

End-of-year total assets ($M) among Trailhead Homes Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Trailhead Homes, Inc. multi-year asset trail

Latest sponsor-wide plan assets: $5M 18.12690024594585% vs 2022; 2023 filing year

Year	Plans	Participants	Total Assets
2022	1	20	$4M
2023	1	20	$5M

Trailhead Homes, Inc. filing trail (2023)

Total Assets (Beginning of Year)	$4M
Net Assets (End of Year)	$5M
Net Income	$727K
Employer EIN	463950939
Plan Effective Date	2004-01-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Alabama

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

Trailhead Homes Retirement Plan vs. nearby 401(k) plans in Alabama, assets vs. participants

Regions Financial Corporation 401(k) Plan $2.9B · 20,733
Encompass Health Corporation 401(k) Retirement Plan $1.5B · 24,565
Hexagon Employee Retirement Savings Plan $1.5B · 4,618
Vulcan 401(k) Plan $1.4B · 9,487
Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan $1.1B · N/A

Compare Trailhead Homes Retirement Plan side-by-side with 3 peers →

Trailhead Homes Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Alabama, the nearest 401(k) by assets is Lacerta Group, LLC 401(k) Plan in MA ($5M); by covered participants it is Marietta Railroad Properties, Inc. 401(k) Plan in NY (20 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

Lacerta Group, LLC 401(k) Plan (MA) $5M · 367
Luther Memorial Home 401(k) Plan (ND) $5M · 98
Praxis Packaging 401(k) Plan (MI) $5M · 835
Onyx Corporation 401(k) Plan (MA) $5M · 87

Similar participant headcount

Nearest other-state filings by covered participants (20 participants); asset peers above are excluded.

Marietta Railroad Properties, Inc. 401(k) Plan (NY) 20 · 0 off
Far Properties and Associated Companies 401(k) Plan (PR) 20 · 0 off
Krm Properties Co. 401(k) Profit Sharing Plan (TX) 20 · 0 off
Fairway Outdoor Advertising Group, LLC 401(k) Plan (IL) 20 · 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 Trailhead Homes Retirement Plan assets move in 2023? ▼

Trailhead Homes Retirement Plan grew sharply - up 18.1% during 2023, from $4M to $5M. Reported net income was $727K.

How have Trailhead Homes, Inc. plan assets changed over time? ▼

Across 2 plan years on file (2022-2023), Trailhead Homes, Inc.'s sponsor-wide assets grew 18.1%, from $4M to $5M.

Which 401(k) plans are similar in size to Trailhead Homes Retirement Plan? ▼

Among 401(k) plans in other states, the closest by assets is Lacerta Group, LLC 401(k) Plan in MA ($5M, 367 participants).

Which 401(k) plans cover a similar participant headcount to Trailhead Homes Retirement Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Marietta Railroad Properties, Inc. 401(k) Plan in NY (20 participants, $521K 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 463950939.