401(k) · DOL Form 5500 · 2023
Dream Finders Homes, LLC 401(k) Plan
Data updated 2026-08-25
- $69M
- Total assets Below avg plan size
- 1,134
- Participants Near avg headcount
- 89th
- Percentile by assets National rank
- $61,193
- Avg per participant Low balance/head
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.
- #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.
- #4,550
- in Real Estate (4,727 peers)
- +15.2%
- assets growth YoY
- 0.7×
- vs typical plan assets (national mean)
Dream Finders Homes 401(k) Plan's outsized position 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
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Dream Finders Homes 401(k) Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Dream Finders Homes 401(k) Plan lands in the large band (1,134 participants).
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.
EBSA filing schedule strip
Filing strip 270528991 · Dream Finders Homes, LLC PY 2023 · 401(k)
Dream Finders Homes 401(k) Plan · $69M · 1,134 · 89th
- ASSETS $69M
- ASSETS 1,134
- ASSETS 89th
- ASSETS 401(k)
- ASSETS near Pioneer Employees 401 (K) Plan
- ASSETS ind #4550
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 →
Dream Finders Homes 401(k) Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $60M |
|---|---|
| Net Assets (End of Year) | $69M |
| Net Income | $9M |
| Employer EIN | 270528991 |
| Plan Effective Date | 2014-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Dream Finders Homes, LLC)
Sponsor-wide plan assets over time
All Dream Finders Homes, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $98M 63.08201726137616% vs 2022
- 2024 filing year
| 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.
- L3harris Retirement Savings Plan $15.4B · 40,665
- Savings Plan for Employees and Partners of Pwc $11.3B · 50,817
- Adp Totalsource Retirement Savings Plan $8.0B · 308,867
- Trinet 401(k) Plan $7.0B · 157,945
- Publix Super Markets, Inc. 401(k) Smart Plan $6.6B · 184,674
Dream Finders Homes 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Florida, the nearest 401(k) by assets is Pioneer Employees 401 (K) Plan in CA ($69M); by covered participants it is 4 Over 401(k) Plan in CA (1,134 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($69M here).
- Pioneer Employees 401 (K) Plan (CA) $69M · 99
- Heritage Distribution Holdings 401(k) Plan (GA) $69M · 827
- Advarra 401(k) Plan (MD) $69M · 742
- Ashcroft Inc. 401(k) Plan (CT) $69M · 360
Similar participant headcount
Nearest other-state filings by covered participants (1,134 participants); asset peers above are excluded.
- 4 Over 401(k) Plan (CA) 1,134 · 0 off
- G+D 401(k) Plan (VA) 1,134 · 0 off
- The Scoular Company Retirement Savings Plan (NE) 1,133 · 1 off
- Sandy Spring Bank 401(k) Plan (MD) 1,133 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.