401(k) · DOL Form 5500 · 2023

Homesteaders Life Co. 401(k) Plan

Data updated 2026-08-25

$49M
Total assets Below avg plan size
269
Participants Below avg headcount
85th
Percentile by assets National rank
$182,488
Avg per participant Above avg balance/head
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Official DOL plan name: Homesteaders Life Co. 401(k) Retirement Plan · Sponsored by Homesteaders Life Co. · Iowa · Finance & Insurance

$49M in assets, 269 participants

Homesteaders Life Co.'s Homesteaders Life Co. 401(k) Retirement Plan reported $49M in total assets and 269 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.

  • #6,870 in Finance & Insurance (8,869 peers)

Coverage in Iowa

Homesteaders Life Co. 401(k) Retirement Plan covers 269 participants in Iowa, about 44% of the average Iowa filer (state average ~609 per filing). Assets: $49M.

#6,870
in Finance & Insurance (8,869 peers)
+10.0%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Homesteaders Life Co. 401(k) Retirement Plan's outsized position by total assets

Homesteaders Life Co. 401(k) Retirement Plan vs every filed plan by assets

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

$49,089,265 Top 15% higher than 85% 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

Homesteaders Life Co. 401(k) Retirement 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. Homesteaders Life Co. 401(k) Retirement Plan sits mid-pack in the medium band (269 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Homesteaders Life Co. 401(k) Retirement Plan reported net income rose from -$6M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Homesteaders Life Co. 401(k) Retirement Plan end-of-year assets rose from $45M in the plan year 2022 filing to $49M in the plan year 2023 filing.
  • Homesteaders Life Co. 401(k) Retirement Plan reported participants rose from 263 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 420316600 · Homesteaders Life Co. PY 2023 · 401(k)

Homesteaders Life Co. 401(k) Retirement Plan · $49M · 269 · 85th

  • RANK $49M
  • PHOTO 269
  • IND 85th
  • EOY 401(k)
  • 5500 near Millennium Space Systems, Inc. 401(k) Plan
  • ASSETS ind #6870

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 Finance & Insurance retirement plans → · Plans in Iowa →

Homesteaders Life Co. 401(k) Retirement Plan in the asset neighbourhood

Citi Retirement Savings Plan for Puerto RicoCiti Retirement Savings Plan…$49MHomesteaders Life Co. 401(k) Retirement PlanHomesteaders Life Co. 401(k)…$49MMillennium Space Systems, Inc. 401(k) PlanMillennium Space Systems, In…$49MFord Component Sales, LLC Employee Savings PlanFord Component Sales, LLC Em…$49MVirginia Emergency Medicine Associates, Ltd. Retirement PlanVirginia Emergency Medicine …$49M
End-of-year total assets ($M) among Homesteaders Life Co. 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Iowa filing particulars

Total Assets (Beginning of Year)$45M
Net Assets (End of Year)$49M
Net Income$4M
Employer EIN420316600
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Homesteaders Life Co.)

Sponsor-wide plan assets over time

All Homesteaders Life Co. plans reported in each filing year

Latest sponsor-wide plan assets
$54M 21.14682246790602% vs 2022
2024 filing year
$40M$45M$50M$55M$60M 202220232024 $44.7M $54.1M ▲ +21.1%
Year Plans Participants Total Assets
2022 1 263 $45M
2023 1 269 $49M
2024 1 291 $54M

Nearby 401(k) Plans in Iowa

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

Homesteaders Life Co. 401(k) Retirement Plan vs. nearby 401(k) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -1012345 Total assets ($B) Participants Homesteaders Life Co. 401(k) Retirement Plan, Total assets ($B): 0.049089265 · Participants: 269Homesteaders Life Co. 401(k) Retirement PlanThe Principal Select Savings Plan, Total assets ($B): 4.134174305 · Participants: 12827The Principal Select Savings PlanIowa Health System Section 401(k) Retirement Savings Plan, Total assets ($B): 2.955731563 · Participants: 28959Iowa Health System Section 401(k) Retirement Savings PlanThe Hy-Vee and Affiliates 401(k) Plan, Total assets ($B): 2.941182172 · Participants: 56181The Hy-Vee and Affiliates 401(k) PlanThe Rsm US LLP Retirement Plan, Total assets ($B): 2.890404508 · Participants: 14720The Rsm US LLP Retirement PlanTransamerica 401(k) Retirement Savings Plan, Total assets ($B): 2.425600114 · Participants: 6999Transamerica 401(k) Retirement Savings Plan
Homesteaders Life Co. 401(k) Retirement Plan vs. nearby 401(k) plans in Iowa, assets vs. participants
Compare Homesteaders Life Co. 401(k) Retirement Plan side-by-side with 3 peers →

Homesteaders Life Co. 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Iowa, the nearest 401(k) by assets is Millennium Space Systems, Inc. 401(k) Plan in CA ($49M); 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 Homesteaders Life Co. 401(k) Retirement Plan assets move in 2023? ▼
Homesteaders Life Co. 401(k) Retirement Plan grew at a solid clip - up 10.0% during 2023, from $45M to $49M. Reported net income was $4M.
How have Homesteaders Life Co. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Homesteaders Life Co.'s sponsor-wide assets grew 21.1%, from $45M to $54M.
Where does Homesteaders Life Co. 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Homesteaders Life Co. 401(k) Retirement Plan ranks in the 85th 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 Homesteaders Life Co. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Millennium Space Systems, Inc. 401(k) Plan in CA ($49M, 549 participants).
Which 401(k) plans cover a similar participant headcount to Homesteaders Life Co. 401(k) Retirement 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 420316600.

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.