401(k) · DOL Form 5500 · 2023

Max Home, LLC 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
405
Participants Below avg headcount
30th
Percentile by assets National rank
$4,944
Avg per participant Low balance/head
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Official DOL plan name: Max Home, LLC Employees Savings Trust · Sponsored by Max Home, LLC · Mississippi · Manufacturing

$2M in assets, 405 participants

Max Home, LLC's Max Home, LLC Employees Savings Trust reported $2M in total assets and 405 participants in its 2023 DOL Form 5500 filing, ranking in the 30th 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.

  • #2,802 in Manufacturing (18,722 peers)

Max Home, LLC multi-year trail

Max Home, LLC's plans moved +33.8% in assets from 2022 to 2024; this filing shows Max Home, LLC Employees Savings Trust at $2M / 405 participants.

#2,802
in Manufacturing (18,722 peers)
+22.2%
assets growth YoY

Max Home, LLC Employees Savings Trust among the smaller filed plans by assets

Max Home, LLC Employees Savings Trust vs every filed plan by assets

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

$2,002,402 30th percentile higher than 30% 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

Max Home, LLC Employees Savings Trust 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. Max Home, LLC Employees Savings Trust sits mid-pack in the medium band (405 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Max Home, LLC Employees Savings Trust reported net income rose from -$195K in the plan year 2022 filing to $363K in the plan year 2023 filing.
  • Max Home, LLC Employees Savings Trust end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Max Home, LLC Employees Savings Trust reported participants rose from 376 in the plan year 2022 filing to 405 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 200055577 · Max Home, LLC PY 2023 · 401(k)

Max Home, LLC Employees Savings Trust · $2M · 405 · 30th

  • BOOK $2M
  • BOOK 405
  • BOOK 30th
  • BOOK 401(k)
  • BOOK near The Wells Group, Inc. 401(k) Retirement Savings Plan
  • BOOK ind #2802

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 Manufacturing retirement plans → · Plans in Mississippi →

Max Home, LLC Employees Savings Trust in the asset neighbourhood

Max Home, LLC Employees Savings TrustMax Home, LLC Employees Savi…$2MThe Wells Group, Inc. 401(k) Retirement Savings PlanThe Wells Group, Inc. 401(k)…$2MVisualon Inc. 401(k) Profit Sharing Plan and TrustVisualon Inc. 401(k) Profit …$2MTactis, LLC 401(k) Plan$2MGallacher Capital Management, LLC 401(k) PlanGallacher Capital Management…$2M
End-of-year total assets ($M) among Max Home, LLC Employees Savings Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Max Home, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Max Home, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$2M 33.76738096937509% vs 2022
2024 filing year
$1.4M$1.6M$1.8M$2M$2.2M$2.4M 202220232024 $1.64M $2.19M ▲ +33.5%
Year Plans Participants Total Assets
2022 1 376 $2M
2023 1 405 $2M
2024 1 414 $2M

Max Home, LLC filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$363K
Employer EIN200055577
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Mississippi

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

Max Home, LLC Employees Savings Trust vs. nearby 401(k) plans in Mississippi, assets vs. participants Scatter plot of 6 data points. 02000400060008000 -20002004006008001000 Total assets ($M) Participants Max Home, LLC Employees Savings Trust, Total assets ($M): 2.002402 · Participants: 405Max Home, LLC Employees Savings TrustCadence 401(k) Profit-Sharing Plan, Total assets ($M): 797.339076 · Participants: 6578Cadence 401(k) Profit-Sharing PlanErgon 401(k) Plan, Total assets ($M): 651.370894 · Participants: 3214Ergon 401(k) PlanHancock Whitney Corporation 401(k) Savings Plan, Total assets ($M): 542.54732 · Participants: 3545Hancock Whitney Corporation 401(k) Savings PlanV2x 401(k) Retirement Plan, Total assets ($M): 538.489023 · Participants: 6807V2x 401(k) Retirement PlanSouthern Farm Bureau and Adopting Companies 401(k) Plan, Total assets ($M): 476.889063 · Participants: 2657Southern Farm Bureau and Adopting Companies 401(k) Plan
Max Home, LLC Employees Savings Trust vs. nearby 401(k) plans in Mississippi, assets vs. participants
Compare Max Home, LLC Employees Savings Trust side-by-side with 3 peers →

Max Home, LLC Employees Savings Trust's out-of-state 401(k) peers by assets and headcount

Outside Mississippi, the nearest 401(k) by assets is The Wells Group, Inc. 401(k) Retirement Savings Plan in TX ($2M); by covered participants it is Children's Specialty Group, PLLC 401(k) Profit Sharing Plan in VA (405 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (405 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 Max Home, LLC Employees Savings Trust assets move in 2023? ▼
Max Home, LLC Employees Savings Trust grew sharply - up 22.2% during 2023, from $2M to $2M. Reported net income was $363K.
How have Max Home, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Max Home, LLC's sponsor-wide assets grew 33.8%, from $2M to $2M.
Which 401(k) plans are similar in size to Max Home, LLC Employees Savings Trust? ▼
Among 401(k) plans in other states, the closest by assets is The Wells Group, Inc. 401(k) Retirement Savings Plan in TX ($2M, 19 participants).
Which 401(k) plans cover a similar participant headcount to Max Home, LLC Employees Savings Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Children's Specialty Group, PLLC 401(k) Profit Sharing Plan in VA (405 participants, $197M 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 200055577.

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.