401(k) · DOL Form 5500 · 2023

Homewise, Inc 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets: 122
Participants Small participant base: 56th
Percentile by assets National rank: $71,825
Avg per participant Below avg balance/head

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Official DOL plan name: Homewise 403(b) Pension Plan · Sponsored by Homewise, Inc · New Mexico · Other Services

$9M in assets, 122 participants

Homewise, Inc's Homewise 403(b) Pension Plan reported $9M in total assets and 122 participants in its 2023 DOL Form 5500 filing, ranking in the 56th 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.

#5,844 in Other Services (7,857 peers)

Coverage in New Mexico

Homewise 403(b) Pension Plan covers 122 participants in New Mexico, about 33% of the average New Mexico filer (state average ~365 per filing). Assets: $9M.

#5,844
in Other Services (7,857 peers): +24.8%
assets growth YoY

Homewise 403(b) Pension Plan's mid-pack asset rank among Other Services and all filers

Homewise 403(b) Pension Plan vs every filed plan by assets

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

$8,762,647 Top 44% higher than 56% 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

Homewise 403(b) Pension 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. Homewise 403(b) Pension Plan sits mid-pack in the medium band (122 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%)

Homewise 403(b) Pension Plan reported net income rose from -$811K in the plan year 2022 filing to $2M in the plan year 2023 filing.
Homewise 403(b) Pension Plan end-of-year assets rose from $7M in the plan year 2022 filing to $9M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 850346325 · Homewise, Inc PY 2023 · 401(k)

Homewise 403(b) Pension Plan · $9M · 122 · 56th

SCH $9M
SCH 122
SCH 56th
SCH 401(k)
SCH near Richwood Meat Company 401(k) Profit Sharing Plan
SCH ind #5844

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 New Mexico →

End-of-year total assets ($M) among Homewise 403(b) Pension Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New Mexico filing particulars

Total Assets (Beginning of Year)	$7M
Net Assets (End of Year)	$9M
Net Income	$2M
Employer EIN	850346325
Plan Effective Date	1997-07-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Homewise, Inc)

Latest sponsor-wide plan assets: $10M 42.02554151389401% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	123	$7M
2023	1	122	$9M
2024	1	111	$10M

Nearby 401(k) Plans in New Mexico

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

Homewise 403(b) Pension Plan vs. nearby 401(k) plans in New Mexico, assets vs. participants

Ntess Savings and Income Plan $6.1B · 14,721
Triad 401(k) Retirement Plan $2.0B · 10,005
Triad 401(k) Savings Plan $840M · 2,249
Pnm Resources, Inc. Retirement Savings Plan $765M · 1,531
Applied Research Associates, Inc. 401(k) Profit Sharing Plan & Trust $573M · 1,962

Compare Homewise 403(b) Pension Plan side-by-side with 3 peers →

Homewise 403(b) Pension Plan's out-of-state 401(k) peers by assets and headcount

Outside New Mexico, the nearest 401(k) by assets is Richwood Meat Company 401(k) Profit Sharing Plan in CA ($9M); by covered participants it is G & L Davis Meat Co. Inc. 401(k) Plan in NY (122 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($9M here).

Richwood Meat Company 401(k) Profit Sharing Plan (CA) $9M · 103
Art's Electric, Inc. 401(k) Plan (KY) $9M · 172
R. W. Warner, Inc. Profit Sharing and 401(k) Plan (MD) $9M · 280
Advanced Flow Engineering, Inc. 401(k) Plan (CA) $9M · 169

Similar participant headcount

Nearest other-state filings by covered participants (122 participants); asset peers above are excluded.

G & L Davis Meat Co. Inc. 401(k) Plan (NY) 122 · 0 off
Lurre Construction 401(k) Plan (ID) 122 · 0 off
Standard Printing Company of Canton 401(k) Profit Sharing Plan (OH) 122 · 0 off
Entrada Therapeutics 401(k) Retirement Plan (MA) 122 · 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 Homewise 403(b) Pension Plan assets move in 2023? ▼

Homewise 403(b) Pension Plan grew sharply - up 24.8% during 2023, from $7M to $9M. Reported net income was $2M.

How have Homewise, Inc plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Homewise, Inc's sponsor-wide assets grew 42.0%, from $7M to $10M.

Which 401(k) plans are similar in size to Homewise 403(b) Pension Plan? ▼

Among 401(k) plans in other states, the closest by assets is Richwood Meat Company 401(k) Profit Sharing Plan in CA ($9M, 103 participants).

Which 401(k) plans cover a similar participant headcount to Homewise 403(b) Pension Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is G & L Davis Meat Co. Inc. 401(k) Plan in NY (122 participants, $12M 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 850346325.