401(k) · DOL Form 5500 · 2023
Homes by West Bay, LLC 401(k) Plan
Data updated 2026-08-25
- $15M
- Total assets Small plan by assets
- 198
- Participants Below avg headcount
- 67th
- Percentile by assets National rank
- $75,482
- Avg per participant Below avg balance/head
Official DOL plan name: Homes by West Bay 401(k) Plan · Sponsored by Homes by West Bay, LLC · Florida · Construction
$15M in assets, 198 participants
Homes by West Bay, LLC's Homes by West Bay 401(k) Plan reported $15M in total assets and 198 participants in its 2023 DOL Form 5500 filing, ranking in the 67th 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.
- #5,938 in Construction (9,030 peers)
Coverage in Florida
Homes by West Bay 401(k) Plan covers 198 participants in Florida, about 32% of the average Florida filer (state average ~628 per filing). Assets: $15M.
- #5,938
- in Construction (9,030 peers)
- +33.8%
- assets growth YoY
Homes by West Bay 401(k) Plan's outsized position by total assets
Homes by West Bay 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$14,945,429 Top 33% higher than 67% 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
Homes by West Bay 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. Homes by West Bay 401(k) Plan sits mid-pack in the medium band (198 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Homes by West Bay 401(k) Plan reported net income rose from -$36K in the plan year 2022 filing to $4M in the plan year 2023 filing.
- Homes by West Bay 401(k) Plan reported participants rose from 137 in the plan year 2022 filing to 198 in the plan year 2023 filing.
- Homes by West Bay 401(k) Plan end-of-year assets rose from $11M in the plan year 2022 filing to $15M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 271060879 · Homes by West Bay, LLC PY 2023 · 401(k)
Homes by West Bay 401(k) Plan · $15M · 198 · 67th
- IND $15M
- IND 198
- IND 67th
- IND 401(k)
- IND near Bellamy Automotive Group, Inc. 401(k) Plan
- IND ind #5938
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 Construction retirement plans → · Plans in Florida →
Homes by West Bay 401(k) Plan in the asset neighbourhood
Florida filing particulars
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Net Assets (End of Year) | $15M |
| Net Income | $4M |
| Employer EIN | 271060879 |
| Plan Effective Date | 2013-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Homes by West Bay, LLC)
Sponsor-wide plan assets over time
All Homes by West Bay, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $19M 71.67373169963732% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 137 | $11M |
| 2023 | 1 | 198 | $15M |
| 2024 | 1 | 225 | $19M |
Nearby 401(k) Plans in Florida
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- L3harris Retirement Savings Plan $15.4B · 40,665
- Savings Plan for Employees and Partners of Pwc $11.3B · 50,817
- Adp Totalsource Retirement Savings Plan $8.0B · 308,867
- Trinet 401(k) Plan $7.0B · 157,945
- Publix Super Markets, Inc. 401(k) Smart Plan $6.6B · 184,674
Homes by West Bay 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Florida, the nearest 401(k) by assets is Bellamy Automotive Group, Inc. 401(k) Plan in GA ($15M); by covered participants it is Wampum Hardware Co. Profit Sharing 401(k) Plan in PA (198 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($15M here).
- Bellamy Automotive Group, Inc. 401(k) Plan (GA) $15M · 132
- Decision Analyst, Inc. 401(k) Plan (TX) $15M · 106
- Bnim Architects Inc. Profit Sharing Plan (MO) $15M · 78
- All Holdings, LLC 401(k) Plan and Trust (IL) $15M · 279
Similar participant headcount
Nearest other-state filings by covered participants (198 participants); asset peers above are excluded.
- Wampum Hardware Co. Profit Sharing 401(k) Plan (PA) 198 · 0 off
- Otterbase 401(k) Plan (MI) 198 · 0 off
- Assurance Financial 401(k) Plan (LA) 198 · 0 off
- Tech-Marine Business Inc Profit Sharing & 401(k) Plan (DC) 198 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.