401(k) · DOL Form 5500 · 2023

Western Home Services 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
752
Participants Near avg headcount
68th
Percentile by assets National rank
$21,055
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Western Home Employees Retirement Plan · Sponsored by Western Home Services · Iowa · Healthcare & Social Assistance

$16M in assets, 752 participants

Western Home Services's Western Home Employees Retirement Plan reported $16M in total assets and 752 participants in its 2023 DOL Form 5500 filing, ranking in the 68th 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.

  • #12,950 in Healthcare & Social Assistance (17,684 peers)

Western Home Services multi-year trail

Western Home Services's plans moved +15.0% in assets from 2022 to 2024; this filing shows Western Home Employees Retirement Plan at $16M / 752 participants.

#12,950
in Healthcare & Social Assistance (17,684 peers)
+9.9%
assets growth YoY

Western Home Employees Retirement Plan's outsized position by total assets

Western Home Employees Retirement Plan vs every filed plan by assets

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

$15,833,378 Top 32% higher than 68% 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

Western Home Employees 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. Western Home Employees Retirement Plan sits mid-pack in the medium band (752 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Western Home Employees Retirement Plan reported net income rose from -$3M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Western Home Employees Retirement Plan end-of-year assets rose from $14M in the plan year 2022 filing to $16M in the plan year 2023 filing.
  • Western Home Employees Retirement Plan reported participants fell from 763 in the plan year 2022 filing to 752 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 272825987 · Western Home Services PY 2023 · 401(k)

Western Home Employees Retirement Plan · $16M · 752 · 68th

  • ASSETS $16M
  • PCT 752
  • EIN 68th
  • RANK 401(k)
  • PHOTO near Gts Platform 401(k) Plan
  • IND ind #12950

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 Healthcare & Social Assistance retirement plans → · Plans in Iowa →

Western Home Employees Retirement Plan in the asset neighbourhood

Central Management Concepts Profit Sharing PlanCentral Management Concepts …$16MWestern Home Employees Retirement PlanWestern Home Employees Retir…$16MGts Platform 401(k) Plan$16MHodges Doughty & Carson 401(k) Profit Sharing PlanHodges Doughty & Carson 401(…$16MLahlouh, Inc. 401(k) Savings PlanLahlouh, Inc. 401(k) Savings…$16M
End-of-year total assets ($M) among Western Home Employees Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Western Home Services multi-year asset trail

Sponsor-wide plan assets over time

All Western Home Services plans reported in each filing year

Latest sponsor-wide plan assets
$17M 14.955377339376463% vs 2022
2024 filing year
$14M$15M$16M$17M 202220232024 $14.4M $16.6M ▲ +15.0%
Year Plans Participants Total Assets
2022 1 763 $14M
2023 1 752 $16M
2024 1 804 $17M

Western Home Services filing trail (2023)

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$16M
Net Income$1M
Employer EIN272825987
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Iowa

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

Western Home Employees Retirement Plan vs. nearby 401(k) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -1012345 Total assets ($B) Participants Western Home Employees Retirement Plan, Total assets ($B): 0.015833378 · Participants: 752Western Home Employees 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
Western Home Employees Retirement Plan vs. nearby 401(k) plans in Iowa, assets vs. participants
Compare Western Home Employees Retirement Plan side-by-side with 3 peers →

Western Home Employees Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Iowa, the nearest 401(k) by assets is Gts Platform 401(k) Plan in GA ($16M); by covered participants it is K.L.N. Enterprises, Inc. 401(k) Salary Reduction Plan and Trust in MN (752 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($16M here).

Similar participant headcount

Nearest other-state filings by covered participants (752 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 Western Home Employees Retirement Plan assets move in 2023? ▼
Western Home Employees Retirement Plan grew at a solid clip - up 9.9% during 2023, from $14M to $16M. Reported net income was $1M.
How have Western Home Services plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Western Home Services's sponsor-wide assets grew 15.0%, from $14M to $17M.
Which 401(k) plans are similar in size to Western Home Employees Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Gts Platform 401(k) Plan in GA ($16M, 362 participants).
Which 401(k) plans cover a similar participant headcount to Western Home Employees Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is K.L.N. Enterprises, Inc. 401(k) Salary Reduction Plan and Trust in MN (752 participants, $52M 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 272825987.

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.