401(k) · DOL Form 5500 · 2023
Homefirst of Santa Clara County 401(k) Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 375
- Participants Below avg headcount
- 35th
- Percentile by assets National rank
- $7,801
- Avg per participant Low balance/head
Official DOL plan name: Homefirst Services of Santa Clara Co. 401(k) Profit Sharing Plan & Trust · Sponsored by Homefirst of Santa Clara County · California · Professional & Technical Services
$3M in assets, 375 participants
Homefirst of Santa Clara County's Homefirst Services of Santa Clara Co. 401(k) Profit Sharing Plan & Trust reported $3M in total assets and 375 participants in its 2023 DOL Form 5500 filing, ranking in the 35th 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.
- #6,512 in Professional & Technical Services (20,321 peers)
Homefirst of Santa Clara County multi-year trail
Homefirst of Santa Clara County's plans moved +153.8% in assets from 2022 to 2024; this filing shows Homefirst Services of Santa Clara Co. 401(k) Profit Sharing Plan & Trust at $3M / 375 participants.
- #6,512
- in Professional & Technical Services (20,321 peers)
- +70.5%
- assets growth YoY
Homefirst Services of Santa Clara Co. 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Professional & Technical Services and all filers
Homefirst Services of Santa Clara Co. 401(k) Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$2,925,404 35th percentile higher than 35% 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
Homefirst Services of Santa Clara Co. 401(k) Profit Sharing Plan & 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. Homefirst Services of Santa Clara Co. 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (375 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Homefirst Services of Santa Clara Co. 401(k) Profit Sharing Plan & Trust reported net income rose from $41K in the plan year 2022 filing to $1M in the plan year 2023 filing.
- Homefirst Services of Santa Clara Co. 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- Homefirst Services of Santa Clara Co. 401(k) Profit Sharing Plan & Trust reported participants rose from 318 in the plan year 2022 filing to 375 in the plan year 2023 filing.
DOL schedule card
Filing strip 942684272 · Homefirst of Santa Clara County PY 2023 · 401(k)
Homefirst Services of Santa Clara Co. 401(k) Profit Sharing Plan & Trust · $3M · 375 · 35th
- BOOK $3M
- BOOK 375
- BOOK 35th
- BOOK 401(k)
- BOOK near Kdl Hardware Supply Inc. 401(k) Plan
- BOOK ind #6512
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 Professional & Technical Services retirement plans → · Plans in California →
Homefirst Services of Santa Clara Co. 401(k) Profit Sharing Plan & Trust in the asset neighbourhood
Homefirst of Santa Clara County multi-year asset trail
Sponsor-wide plan assets over time
All Homefirst of Santa Clara County plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 153.77452657082807% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 318 | $2M |
| 2023 | 1 | 375 | $3M |
| 2024 | 1 | 455 | $4M |
Homefirst of Santa Clara County filing trail (2023)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $1M |
| Employer EIN | 942684272 |
| Plan Effective Date | 2014-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $51.8B · 193,919
- Google LLC 401(k) Savings Plan $39.0B · 122,867
- Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
- Intel 401(k) Savings Plan $22.2B · 59,863
- Apple 401(k) Plan $19.8B · 106,111
Homefirst Services of Santa Clara Co. 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Kdl Hardware Supply Inc. 401(k) Plan in WA ($3M); by covered participants it is Schneider Mills Employees' Trust in NC (375 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
- Kdl Hardware Supply Inc. 401(k) Plan (WA) $3M · 10
- Norman Keil Nurseries Inc. 401(k) Plan (NY) $3M · 52
- Amfabsteel, Inc. 401(k) Retirement Plan (NM) $3M · 178
- Carnow, Inc. 401(k) Plan (NC) $3M · 216
Similar participant headcount
Nearest other-state filings by covered participants (375 participants); asset peers above are excluded.
- Schneider Mills Employees' Trust (NC) 375 · 0 off
- The Childrens Svc Ctr of Wyo Val 401(k) Plan (PA) 375 · 0 off
- First Children, LLC. 401(k) Plan (NJ) 375 · 0 off
- Flogistix, LP 401(k) Plan (OK) 375 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.