401(k) · DOL Form 5500 · 2023

Home Franchise Concepts, LLC 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
269
Participants Below avg headcount
71st
Percentile by assets National rank
$69,309
Avg per participant Below avg balance/head
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Official DOL plan name: Home Franchise Concepts Retirement Savings Plan · Sponsored by Home Franchise Concepts, LLC · California · Manufacturing

$19M in assets, 269 participants

Home Franchise Concepts, LLC's Home Franchise Concepts Retirement Savings Plan reported $19M in total assets and 269 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.

  • #11,383 in Manufacturing (18,722 peers)

Coverage in California

Home Franchise Concepts Retirement Savings Plan covers 269 participants in California, about 43% of the average California filer (state average ~630 per filing). Assets: $19M.

#11,383
in Manufacturing (18,722 peers)
+42.9%
assets growth YoY

Home Franchise Concepts Retirement Savings Plan's outsized position by total assets

Home Franchise Concepts Retirement Savings Plan vs every filed plan by assets

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

$18,644,248 Top 29% higher than 71% 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

Home Franchise Concepts Retirement 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. Home Franchise Concepts Retirement Savings Plan sits mid-pack in the medium band (269 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Home Franchise Concepts Retirement Savings Plan reported net income rose from -$332K in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Home Franchise Concepts Retirement Savings Plan end-of-year assets rose from $13M in the plan year 2022 filing to $19M in the plan year 2023 filing.
  • Home Franchise Concepts Retirement Savings Plan reported participants fell from 320 in the plan year 2022 filing to 269 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 204607961 · Home Franchise Concepts, LLC PY 2023 · 401(k)

Home Franchise Concepts Retirement Savings Plan · $19M · 269 · 71st

  • 5500 $19M
  • ASSETS 269
  • PCT 71st
  • EIN 401(k)
  • RANK near Three Rose III Corp. Pension Plan
  • PHOTO ind #11383

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 Manufacturing retirement plans → · Plans in California →

Home Franchise Concepts Retirement Savings Plan in the asset neighbourhood

Direct Response Insurance Administrative Services, Inc. Profit Sharing 401(k) Plan & TrustDirect Response Insurance Ad…$19MRfr Holding LLC 401(k) Profit Sharing Plan and TrustRfr Holding LLC 401(k) Profi…$19MHome Franchise Concepts Retirement Savings PlanHome Franchise Concepts Reti…$19MThree Rose III Corp. Pension PlanThree Rose III Corp. Pension…$19MRave Financial 401(k) Profit Sharing PlanRave Financial 401(k) Profit…$19M
End-of-year total assets ($M) among Home Franchise Concepts Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$19M
Net Income$6M
Employer EIN204607961
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Home Franchise Concepts, LLC)

Sponsor-wide plan assets over time

All Home Franchise Concepts, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$19M 49.058655756050115% vs 2022
2024 filing year
$12M$14M$16M$18M$20M$22M 202220232024 $13M $19.4M ▲ +49.1%
Year Plans Participants Total Assets
2022 1 320 $13M
2023 1 269 $19M
2024 1 283 $19M

Nearby 401(k) Plans in California

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

Home Franchise Concepts Retirement Savings Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Home Franchise Concepts Retirement Savings Plan, Total assets ($B): 0.018644248 · Participants: 269Home Franchise Concepts Retirement Savings PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Home Franchise Concepts Retirement Savings Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Home Franchise Concepts Retirement Savings Plan side-by-side with 3 peers →

Home Franchise Concepts Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Three Rose III Corp. Pension Plan in NY ($19M); by covered participants it is The Polo Club of Boca Raton, Poa, Inc. 401(k) Profit Sharing Plan in FL (269 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (269 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 Home Franchise Concepts Retirement Savings Plan assets move in 2023? ▼
Home Franchise Concepts Retirement Savings Plan surged - up 42.9% during 2023, from $13M to $19M. Reported net income was $6M.
How have Home Franchise Concepts, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Home Franchise Concepts, LLC's sponsor-wide assets grew 49.1%, from $13M to $19M.
Which 401(k) plans are similar in size to Home Franchise Concepts Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Three Rose III Corp. Pension Plan in NY ($19M, 12 participants).
Which 401(k) plans cover a similar participant headcount to Home Franchise Concepts Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Polo Club of Boca Raton, Poa, Inc. 401(k) Profit Sharing Plan in FL (269 participants, $11M 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 204607961.

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.