401(k) · DOL Form 5500 · 2023

Offerpad, LLC 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets: 991
Participants Near avg headcount: 65th
Percentile by assets National rank: $13,640
Avg per participant Low balance/head

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Official DOL plan name: Offerpad, LLC 401(k) Plan · Sponsored by Offerpad, LLC · Arizona · Real Estate

$14M in assets, 991 participants

Offerpad, LLC's Offerpad, LLC 401(k) Plan reported $14M in total assets and 991 participants in its 2023 DOL Form 5500 filing, ranking in the 65th 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.

#3,834 in Real Estate (4,727 peers)

What the 2023 filing shows

Offerpad, LLC 401(k) Plan holds $14M for 991 participants - about $13,640 per participant, above the median plan by assets.

#3,834
in Real Estate (4,727 peers): +4.6%
assets growth YoY

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

Offerpad, LLC 401(k) Plan vs every filed plan by assets

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

$13,517,734 Top 35% higher than 65% 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

Offerpad, LLC 401(k) 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. Offerpad, LLC 401(k) Plan sits mid-pack in the medium band (991 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Offerpad, LLC 401(k) Plan reported net income fell from $6M in the plan year 2022 filing to $598K in the plan year 2023 filing.
Offerpad, LLC 401(k) Plan end-of-year assets rose from $13M in the plan year 2022 filing to $14M in the plan year 2023 filing.
Offerpad, LLC 401(k) Plan reported participants fell from 1,031 in the plan year 2022 filing to 991 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 320469112 · Offerpad, LLC PY 2023 · 401(k)

Offerpad, LLC 401(k) Plan · $14M · 991 · 65th

EBSA $14M
PART 991
TYPE 65th
NET 401(k)
BOOK near Great Healthworks, Inc. 401(k) Retirement Plan
VS-ST ind #3834

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 →

End-of-year total assets ($M) among Offerpad, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)	$13M
Net Assets (End of Year)	$14M
Net Income	$598K
Employer EIN	320469112
Plan Effective Date	2019-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Offerpad, LLC)

Latest sponsor-wide plan assets: $14M 4.546603936490147% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	1,031	$13M
2023	1	991	$14M
2024	1	373	$14M

Nearby 401(k) Plans in Arizona

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

Offerpad, LLC 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants

Bechtel Trust & Thrift Plan $5.7B · 7,448
Banner Health Employees 401(k) Plan $4.3B · 52,452
Republic Services, Inc. 401(k) Plan $2.4B · 28,131
Freeport-Mcmoran Inc. Employee Capital Accumulation Program $2.3B · 13,105
Stantec 401(k) Plan $2.0B · 10,719

Compare Offerpad, LLC 401(k) Plan side-by-side with 3 peers →

Offerpad, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Great Healthworks, Inc. 401(k) Retirement Plan in FL ($14M); by covered participants it is Werner Co. Employee Savings Plan in PA (991 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($14M here).

Great Healthworks, Inc. 401(k) Retirement Plan (FL) $14M · 217
Tierra, Inc. 401(k) Plan (FL) $14M · 167
Rmc 2021 LLC 401(k) Plan (VA) $14M · 115
Omni Glass & Paint, LLC 401(k) Profit Sharing Plan (WI) $14M · 163

Similar participant headcount

Nearest other-state filings by covered participants (991 participants); asset peers above are excluded.

Werner Co. Employee Savings Plan (PA) 991 · 0 off
Treehouse Foods, Inc. Union 401(k) Plan (IL) 991 · 0 off
Neapco Holdings, LLC 401(k) Retirement Savings Plan (MI) 991 · 0 off
Waste Isolation Pilot Plant Savings Plan (NM) 991 · 0 off

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 Offerpad, LLC 401(k) Plan assets move in 2023? ▼

Offerpad, LLC 401(k) Plan edged up modestly - up 4.6% during 2023, from $13M to $14M. Reported net income was $598K.

How have Offerpad, LLC plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Offerpad, LLC's sponsor-wide assets grew 4.5%, from $13M to $14M.

Which 401(k) plans are similar in size to Offerpad, LLC 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Great Healthworks, Inc. 401(k) Retirement Plan in FL ($14M, 217 participants).

Which 401(k) plans cover a similar participant headcount to Offerpad, LLC 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Werner Co. Employee Savings Plan in PA (991 participants, $89M 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 320469112.