401(k) · DOL Form 5500 · 2023

Dream Finders Homes, LLC 401(k) Plan

Data updated 2026-08-11

$69M
Total assets
1,134
Participants
89th
Percentile by assets
$61,193
Avg per participant
PlainRetire home → About this data

Official DOL plan name: Dream Finders Homes 401(k) Plan · Sponsored by Dream Finders Homes, LLC · Florida · Real Estate

$69M in assets, 1,134 participants

Dream Finders Homes, LLC's Dream Finders Homes 401(k) Plan reported $69M in total assets and 1,134 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.

  • 89th percentile by assets (of 127,072 plans)
  • #4,550 in Real Estate (4,727 peers)

Where Dream Finders Homes 401(k) Plan sits by assets

Dream Finders Homes 401(k) Plan sits in the top quartile of all filed plans by assets, $69M for 1,134 participants (~$61,193/participant), up 15.2% in 2023.

$69M
total plan assets (2023 EOY)
1,134
covered participants
89th
percentile by assets (of 127,072 plans)
$61,193
avg assets per participant

Where Dream Finders Homes 401(k) Plan sits by total assets

Dream Finders Homes 401(k) Plan vs every filed plan by assets

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

$69,392,919 Top 11% higher than 89% of 127,068 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Dream Finders Homes 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Dream Finders Homes 401(k) Plan end-of-year assets rose from $60M in the plan year 2022 filing to $69M in the plan year 2023 filing.
  • Dream Finders Homes 401(k) Plan reported participants rose from 1,019 in the plan year 2022 filing to 1,134 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
Florida
Industry
Real Estate

Dream Finders Homes 401(k) Plan vs the 2023 asset distribution

By assets, Dream Finders Homes 401(k) Plan outranks 89% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.7x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$60M
Net Assets (End of Year)$69M
Net Income$9M
Employer EIN270528991
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Dream Finders Homes, LLC)

$40M$60M$80M$100M$120M 202220232024 $60.2M $98.2M ▲ +63.1%
Total plan assets by year, all Dream Finders Homes, LLC plans on file
Year Plans Participants Total Assets
2022 1 1,019 $60M
2023 1 1,134 $69M
2024 1 1,169 $98M

Nearby 401(k) Plans in Florida

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

Dream Finders Homes 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Dream Finders Homes …, Total assets ($B): 0.069392919 · Participants: 1134Dream Finders Homes …L3harris Retirement …, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement …Savings Plan for Emp…, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Emp…Adp Totalsource Reti…, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Reti…Trinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets…, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets…
Dream Finders Homes 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Dream Finders Homes 401(k) Plan side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Dream Finders Homes 401(k) Plan by total assets, not by location.

Frequently Asked Questions

How did Dream Finders Homes 401(k) Plan assets move in 2023? ▼
Dream Finders Homes 401(k) Plan grew sharply - up 15.2% during 2023, from $60M to $69M. Reported net income was $9M.
How have Dream Finders Homes, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Dream Finders Homes, LLC's sponsor-wide assets grew 63.1%, from $60M to $98M.
Where does Dream Finders Homes 401(k) Plan rank by assets among Form 5500 filers? ▼
Dream Finders Homes 401(k) Plan ranks in the 89th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Dream Finders Homes 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Pioneer Employees 401 (K) Plan in CA ($69M, 99 participants).

Next read for Dream Finders Homes 401(k) Plan

Scale reading

Ways to act on Dream Finders Homes 401(k) Plan's numbers.

  • By total assets, Dream Finders Homes 401(k) Plan ranks in the top quartile of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar 401(k) plans in Florida. Compare plans
  • Dream Finders Homes, LLC's sponsor-wide assets have grown 63.1% since 2022 across 3 plan years on file. More Real Estate plans

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 270528991.

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.