401(k) · DOL Form 5500 · 2023

United Methodist Homes, Inc. 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
396
Participants Below avg headcount
73rd
Percentile by assets National rank
$51,718
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: United Methodist Homes 401(k) Plan · Sponsored by United Methodist Homes, Inc. · Connecticut · Healthcare & Social Assistance

$20M in assets, 396 participants

United Methodist Homes, Inc.'s United Methodist Homes 401(k) Plan reported $20M in total assets and 396 participants in its 2023 DOL Form 5500 filing, ranking in the 73rd 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.

  • #13,681 in Healthcare & Social Assistance (17,684 peers)

United Methodist Homes, Inc. multi-year trail

United Methodist Homes, Inc.'s plans moved +17.6% in assets from 2022 to 2024; this filing shows United Methodist Homes 401(k) Plan at $20M / 396 participants.

#13,681
in Healthcare & Social Assistance (17,684 peers)
+8.1%
assets growth YoY

United Methodist Homes 401(k) Plan's outsized position by total assets

United Methodist Homes 401(k) Plan vs every filed plan by assets

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

$20,480,520 Top 27% higher than 73% 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

United Methodist Homes 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. United Methodist Homes 401(k) Plan sits mid-pack in the medium band (396 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • United Methodist Homes 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • United Methodist Homes 401(k) Plan end-of-year assets rose from $19M in the plan year 2022 filing to $20M in the plan year 2023 filing.
  • United Methodist Homes 401(k) Plan reported participants rose from 380 in the plan year 2022 filing to 396 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 060987394 · United Methodist Homes, Inc. PY 2023 · 401(k)

United Methodist Homes 401(k) Plan · $20M · 396 · 73rd

  • VS-ST $20M
  • VS-ST 396
  • VS-ST 73rd
  • VS-ST 401(k)
  • VS-ST near Detroit Diesel UAW 412 Savings Plan
  • VS-ST ind #13681

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 Connecticut →

United Methodist Homes 401(k) Plan in the asset neighbourhood

United Methodist Homes 401(k) PlanUnited Methodist Homes 401(k…$20MDetroit Diesel UAW 412 Savings PlanDetroit Diesel UAW 412 Savin…$20MBrighton-Best International, Inc 401(k) PlanBrighton-Best International,…$20MEpsilon C5i, Inc. 401(k)Retirement PlanEpsilon C5i, Inc. 401(k)Reti…$20MMile Hi Corporate Services, LLC 401(k) PlanMile Hi Corporate Services, …$20M
End-of-year total assets ($M) among United Methodist Homes 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

United Methodist Homes, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All United Methodist Homes, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$22M 17.591503616248946% vs 2022
2024 filing year
$18M$20M$22M$24M 202220232024 $18.9M $22.3M ▲ +17.6%
Year Plans Participants Total Assets
2022 1 380 $19M
2023 1 396 $20M
2024 2 614 $22M

United Methodist Homes, Inc. filing trail (2023)

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$20M
Net Income$2M
Employer EIN060987394
Plan Effective Date2000-03-15
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Connecticut

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

United Methodist Homes 401(k) Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants United Methodist Homes 401(k) Plan, Total assets ($B): 0.02048052 · Participants: 396United Methodist Homes 401(k) PlanRtx Savings Plan, Total assets ($B): 52.759784 · Participants: 123037Rtx Savings PlanCiti Retirement Savings Plan, Total assets ($B): 20.653030659 · Participants: 77865Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 6.478512 · Participants: 18377The Hartford Investment and Savings PlanXerox Corporation Savings Plan, Total assets ($B): 3.948866 · Participants: 10291Xerox Corporation Savings PlanEversource 401(k) Plan, Total assets ($B): 3.751712453 · Participants: 9504Eversource 401(k) Plan
United Methodist Homes 401(k) Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare United Methodist Homes 401(k) Plan side-by-side with 3 peers →

United Methodist Homes 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Detroit Diesel UAW 412 Savings Plan in OR ($20M); by covered participants it is Integracare 401(k) Savings Plan in PA (396 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($20M here).

Similar participant headcount

Nearest other-state filings by covered participants (396 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 United Methodist Homes 401(k) Plan assets move in 2023? ▼
United Methodist Homes 401(k) Plan grew at a solid clip - up 8.1% during 2023, from $19M to $20M. Reported net income was $2M.
How have United Methodist Homes, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), United Methodist Homes, Inc.'s sponsor-wide assets grew 17.6%, from $19M to $22M.
Which 401(k) plans are similar in size to United Methodist Homes 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Detroit Diesel UAW 412 Savings Plan in OR ($20M, 89 participants).
Which 401(k) plans cover a similar participant headcount to United Methodist Homes 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Integracare 401(k) Savings Plan in PA (396 participants, $7M 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 060987394.

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.