401(k) · DOL Form 5500 · 2023

Homeward, Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets: 308
Participants Below avg headcount: 45th
Percentile by assets National rank: $16,678
Avg per participant Low balance/head

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Official DOL plan name: Homeward Inc. 401(k) Plan · Sponsored by Homeward, Inc. · Texas · Real Estate

$5M in assets, 308 participants

Homeward, Inc.'s Homeward Inc. 401(k) Plan reported $5M in total assets and 308 participants in its 2023 DOL Form 5500 filing, ranking in the 45th 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.

#3,047 in Real Estate (4,727 peers)

Coverage in Texas

Homeward Inc. 401(k) Plan covers 308 participants in Texas, about 45% of the average Texas filer (state average ~688 per filing). Assets: $5M.

#3,047
in Real Estate (4,727 peers): +23.1%
assets growth YoY

Homeward Inc. 401(k) Plan's mid-pack asset rank among Real Estate and all filers

Homeward Inc. 401(k) Plan vs every filed plan by assets

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

$5,136,700 45th percentile higher than 45% 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

Homeward Inc. 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. Homeward Inc. 401(k) Plan sits mid-pack in the medium band (308 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%)

Homeward Inc. 401(k) Plan reported participants rose from 165 in the plan year 2022 filing to 308 in the plan year 2023 filing.
Homeward Inc. 401(k) Plan reported net income fell from $2M in the plan year 2022 filing to $965K in the plan year 2023 filing.
Homeward Inc. 401(k) Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 320594976 · Homeward, Inc. PY 2023 · 401(k)

Homeward Inc. 401(k) Plan · $5M · 308 · 45th

NET $5M
BOOK 308
VS-ST 45th
BOY 401(k)
SCH near Hutsonwood, Inc. 401(k) Plan
EBSA ind #3047

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 Texas →

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

Texas filing particulars

Total Assets (Beginning of Year)	$4M
Net Assets (End of Year)	$5M
Net Income	$965K
Employer EIN	320594976
Plan Effective Date	2022-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Homeward, Inc.)

Latest sponsor-wide plan assets: $6M 42.24245863006566% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	165	$4M
2023	1	308	$5M
2024	1	216	$6M

Nearby 401(k) Plans in Texas

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

Homeward Inc. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants

AT&T Retirement Savings Plan $40.0B · 119,854
Exxonmobil Savings Plan $21.9B · 23,477
Caterpillar 401(k) Savings Plan $16.5B · 41,679
American Airlines, Inc. 401(k) Plan $14.7B · 88,792
Dell Inc. 401(k) Plan $13.5B · 45,686

Compare Homeward Inc. 401(k) Plan side-by-side with 3 peers →

Homeward Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Hutsonwood, Inc. 401(k) Plan in TN ($5M); by covered participants it is Kemberton Healthcare Services 401(k) Plan in TN (308 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

Hutsonwood, Inc. 401(k) Plan (TN) $5M · 641
Mel's Water Service Inc Profit Sharing Plan (WY) $5M · 25
Collaborative Industries, Inc. 401(k) Profit Sharing Plan (NE) $5M · 239
Reno Hold Co. 401(k) Plan (MN) $5M · 173

Similar participant headcount

Nearest other-state filings by covered participants (308 participants); asset peers above are excluded.

Kemberton Healthcare Services 401(k) Plan (TN) 308 · 0 off
Hentzen Coatings, Inc. 401(k) and Profit Sharing Plan (WI) 308 · 0 off
Onsolve, LLC 401(k) Plan (FL) 308 · 0 off
Sbera 401(k) Plan as Adopted by Bristol County Savings Bank (MA) 308 · 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 Homeward Inc. 401(k) Plan assets move in 2023? ▼

Homeward Inc. 401(k) Plan grew sharply - up 23.1% during 2023, from $4M to $5M. Reported net income was $965K.

How have Homeward, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Homeward, Inc.'s sponsor-wide assets grew 42.2%, from $4M to $6M.

Which 401(k) plans are similar in size to Homeward Inc. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Hutsonwood, Inc. 401(k) Plan in TN ($5M, 641 participants).

Which 401(k) plans cover a similar participant headcount to Homeward Inc. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Kemberton Healthcare Services 401(k) Plan in TN (308 participants, N/A 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 320594976.