401(k) · DOL Form 5500 · 2023

Homesmart Services, LLC 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
202
Participants Below avg headcount
43rd
Percentile by assets National rank
$23,711
Avg per participant Low balance/head
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Official DOL plan name: Homesmart Services, LLC 401(k) and Profit Sharing Plan · Sponsored by Homesmart Services, LLC · Arizona · Real Estate

$5M in assets, 202 participants

Homesmart Services, LLC's Homesmart Services, LLC 401(k) and Profit Sharing Plan reported $5M in total assets and 202 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.

  • #2,989 in Real Estate (4,727 peers)

Coverage in Arizona

Homesmart Services, LLC 401(k) and Profit Sharing Plan covers 202 participants in Arizona, about 36% of the average Arizona filer (state average ~564 per filing). Assets: $5M.

#2,989
in Real Estate (4,727 peers)
+21.3%
assets growth YoY

Homesmart Services, LLC 401(k) and Profit Sharing Plan's mid-pack asset rank among Real Estate and all filers

Homesmart Services, LLC 401(k) and Profit Sharing Plan vs every filed plan by assets

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

$4,789,569 43rd percentile higher than 43% 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

Homesmart Services, LLC 401(k) and Profit Sharing 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. Homesmart Services, LLC 401(k) and Profit Sharing Plan sits mid-pack in the medium band (202 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Homesmart Services, LLC 401(k) and Profit Sharing Plan reported net income rose from $293K in the plan year 2022 filing to $841K in the plan year 2023 filing.
  • Homesmart Services, LLC 401(k) and Profit Sharing Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Homesmart Services, LLC 401(k) and Profit Sharing Plan reported participants rose from 183 in the plan year 2022 filing to 202 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 853872813 · Homesmart Services, LLC PY 2023 · 401(k)

Homesmart Services, LLC 401(k) and Profit Sharing Plan · $5M · 202 · 43rd

  • IND $5M
  • IND 202
  • IND 43rd
  • IND 401(k)
  • IND near Enevate Corporation Retirement Plan
  • IND ind #2989

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 Arizona →

Homesmart Services, LLC 401(k) and Profit Sharing Plan in the asset neighbourhood

Homesmart Services, LLC 401(k) and Profit Sharing PlanHomesmart Services, LLC 401(…$5MEnevate Corporation Retirement PlanEnevate Corporation Retireme…$5MThe Industrial Indexing Systems, Inc. 401(k) Savings PlanThe Industrial Indexing Syst…$5MThe Contractors Retirement PlanThe Contractors Retirement P…$5MNorth American Millwright Services, Inc. 401(k) PlanNorth American Millwright Se…$5M
End-of-year total assets ($M) among Homesmart Services, LLC 401(k) and Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Arizona filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$841K
Employer EIN853872813
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Homesmart Services, LLC)

Sponsor-wide plan assets over time

All Homesmart Services, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$5M 35.74992091218581% vs 2022
2024 filing year
$3.5M$4M$4.5M$5M$5.5M$6M 202220232024 $3.95M $5.36M ▲ +35.7%
Year Plans Participants Total Assets
2022 1 183 $4M
2023 1 202 $5M
2024 1 178 $5M

Nearby 401(k) Plans in Arizona

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

Homesmart Services, LLC 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246 Total assets ($B) Participants Homesmart Services, LLC 401(k) and Profit Sharing Plan, Total assets ($B): 0.004789569 · Participants: 202Homesmart Services, LLC 401(k) and Profit Sharing PlanBechtel Trust & Thrift Plan, Total assets ($B): 5.691074806 · Participants: 7448Bechtel Trust & Thrift PlanBanner Health Employees 401(k) Plan, Total assets ($B): 4.270882725 · Participants: 52452Banner Health Employees 401(k) PlanRepublic Services, Inc. 401(k) Plan, Total assets ($B): 2.379834679 · Participants: 28131Republic Services, Inc. 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 2.323111586 · Participants: 13105Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramStantec 401(k) Plan, Total assets ($B): 2.021683156 · Participants: 10719Stantec 401(k) Plan
Homesmart Services, LLC 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Homesmart Services, LLC 401(k) and Profit Sharing Plan side-by-side with 3 peers →

Homesmart Services, LLC 401(k) and Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Enevate Corporation Retirement Plan in CA ($5M); by covered participants it is Advantage Engineers, LLC 401(k) Plan in MD (202 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (202 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 Homesmart Services, LLC 401(k) and Profit Sharing Plan assets move in 2023? ▼
Homesmart Services, LLC 401(k) and Profit Sharing Plan grew sharply - up 21.3% during 2023, from $4M to $5M. Reported net income was $841K.
How have Homesmart Services, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Homesmart Services, LLC's sponsor-wide assets grew 35.7%, from $4M to $5M.
Which 401(k) plans are similar in size to Homesmart Services, LLC 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Enevate Corporation Retirement Plan in CA ($5M, 72 participants).
Which 401(k) plans cover a similar participant headcount to Homesmart Services, LLC 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Advantage Engineers, LLC 401(k) Plan in MD (202 participants, $9M 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 853872813.

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.