401(k) · DOL Form 5500 · 2022

David and Margaret Home, Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
129
Participants Small participant base
52nd
Percentile by assets National rank
$41,182
Avg per participant Low balance/head
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Official DOL plan name: David & Margaret Home. Inc. 401(k) Retirement Plan · Sponsored by David and Margaret Home, Inc. · California · Other Services

$5M in assets, 129 participants

David and Margaret Home, Inc.'s David & Margaret Home. Inc. 401(k) Retirement Plan reported $5M in total assets and 129 participants in its 2022 DOL Form 5500 filing, ranking in the 52nd 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.

  • #5,923 in Other Services (8,398 peers)

Coverage in California

David & Margaret Home. Inc. 401(k) Retirement Plan covers 129 participants in California, about 20% of the average California filer (state average ~630 per filing). Assets: $5M.

#5,923
in Other Services (8,398 peers)
-23.0%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

David & Margaret Home. Inc. 401(k) Retirement Plan's mid-pack asset rank among Other Services and all filers

David & Margaret Home. Inc. 401(k) Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$5,312,528 Top 48% higher than 52% of 139,123 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 2022

David & Margaret Home. Inc. 401(k) Retirement Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. David & Margaret Home. Inc. 401(k) Retirement Plan sits mid-pack in the medium band (129 participants).

EBSA filing schedule strip

Filing strip 951660346 · David and Margaret Home, Inc. PY 2022 · 401(k)

David & Margaret Home. Inc. 401(k) Retirement Plan · $5M · 129 · 52nd

  • TYPE $5M
  • NET 129
  • BOOK 52nd
  • VS-ST 401(k)
  • BOY near Mccombs Steel Company, Inc. 401(k) Profit Sharing Plan
  • SCH ind #5923

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 Other Services retirement plans → · Plans in California →

David & Margaret Home. Inc. 401(k) Retirement Plan in the asset neighbourhood

David & Margaret Home. Inc. 401(k) Retirement PlanDavid & Margaret Home. Inc. …$5MMccombs Steel Company, Inc. 401(k) Profit Sharing PlanMccombs Steel Company, Inc. …$5MPrecision Electronic Glass, Inc. 401(k) Profit Sharing PlanPrecision Electronic Glass, …$5MMerritt Woodwork 401(k) Profit Sharing PlanMerritt Woodwork 401(k) Prof…$5MBrainscope Company, Inc. 401(k) Retirement PlanBrainscope Company, Inc. 401…$5M
End-of-year total assets ($M) among David & Margaret Home. Inc. 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$5M
Net Income-$2M
Employer EIN951660346
Plan Effective Date1967-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (David and Margaret Home, Inc.)

Sponsor-wide plan assets over time

All David and Margaret Home, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 15.714063059997049% vs 2022
2024 filing year
$5M$5.5M$6M$6.5M 202220232024 $5.31M $6.15M ▲ +15.8%
Year Plans Participants Total Assets
2022 1 129 $5M
2023 1 190 $6M
2024 1 178 $6M

Nearby 401(k) Plans in California

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

David & Margaret Home. Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants David & Margaret Home. Inc. 401(k) Retirement Plan, Total assets ($B): 0.005312528 · Participants: 129David & Margaret Home. Inc. 401(k) Retirement PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
David & Margaret Home. Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare David & Margaret Home. Inc. 401(k) Retirement Plan side-by-side with 3 peers →

David & Margaret Home. Inc. 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Mccombs Steel Company, Inc. 401(k) Profit Sharing Plan in NC ($5M); by covered participants it is Blue Ocean Realty, LLC Retirement Plan in MD (129 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (129 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did David & Margaret Home. Inc. 401(k) Retirement Plan assets move in 2022? ▼
David & Margaret Home. Inc. 401(k) Retirement Plan declined sharply - down 23.0% during 2022, from $7M to $5M. Reported net income was -$2M.
How have David and Margaret Home, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), David and Margaret Home, Inc.'s sponsor-wide assets grew 15.7%, from $5M to $6M.
Which 401(k) plans are similar in size to David & Margaret Home. Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mccombs Steel Company, Inc. 401(k) Profit Sharing Plan in NC ($5M, 96 participants).
Which 401(k) plans cover a similar participant headcount to David & Margaret Home. Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Blue Ocean Realty, LLC Retirement Plan in MD (129 participants, $449K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 951660346.

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.