401(k) · DOL Form 5500 · 2023

Home Run, Inc. 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
202
Participants Below avg headcount
49th
Percentile by assets National rank
$31,569
Avg per participant Low balance/head
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Official DOL plan name: The Home Run, Inc. Retirement Plan and Trust · Sponsored by Home Run, Inc. · Ohio · Transportation & Warehousing

$6M in assets, 202 participants

Home Run, Inc.'s The Home Run, Inc. Retirement Plan and Trust reported $6M in total assets and 202 participants in its 2023 DOL Form 5500 filing, ranking in the 49th 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.

  • #1,674 in Transportation & Warehousing (3,362 peers)

Coverage in Ohio

The Home Run, Inc. Retirement Plan and Trust covers 202 participants in Ohio, about 26% of the average Ohio filer (state average ~765 per filing). Assets: $6M.

#1,674
in Transportation & Warehousing (3,362 peers)
+20.4%
assets growth YoY

The Home Run, Inc. Retirement Plan and Trust's mid-pack asset rank among Transportation & Warehousing and all filers

The Home Run, Inc. Retirement Plan and Trust vs every filed plan by assets

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

$6,377,029 49th percentile higher than 49% 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

The Home Run, Inc. Retirement Plan and 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. The Home Run, Inc. Retirement Plan and Trust sits mid-pack in the medium band (202 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Home Run, Inc. Retirement Plan and Trust reported net income rose from -$2M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • The Home Run, Inc. Retirement Plan and Trust end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • The Home Run, Inc. Retirement Plan and Trust reported participants fell from 208 in the plan year 2022 filing to 202 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 310825101 · Home Run, Inc. PY 2023 · 401(k)

The Home Run, Inc. Retirement Plan and Trust · $6M · 202 · 49th

  • 5500 $6M
  • 5500 202
  • 5500 49th
  • 5500 401(k)
  • 5500 near Fincantieri Marine Systems North America, Inc. 401(k) Safe Harbor Plan
  • 5500 ind #1674

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 Transportation & Warehousing retirement plans → · Plans in Ohio →

The Home Run, Inc. Retirement Plan and Trust in the asset neighbourhood

The Home Run, Inc. Retirement Plan and TrustThe Home Run, Inc. Retiremen…$6MFincantieri Marine Systems North America, Inc. 401(k) Safe Harbor PlanFincantieri Marine Systems N…$6MMelvin & Melvin, PLLC 401(k) Retirement PlanMelvin & Melvin, PLLC 401(k)…$6MTivoli Enterprises Inc. 401(k) Retirement PlanTivoli Enterprises Inc. 401(…$6MPolunsky & Beitel, P.C. 401(k) PlanPolunsky & Beitel, P.C. 401(…$6M
End-of-year total assets ($M) among The Home Run, Inc. Retirement Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$1M
Employer EIN310825101
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Home Run, Inc.)

Sponsor-wide plan assets over time

All Home Run, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 31.056839256603652% vs 2022
2024 filing year
$5M$5.5M$6M$6.5M$7M$7.5M 202220232024 $5.29M $6.94M ▲ +31.2%
Year Plans Participants Total Assets
2022 1 208 $5M
2023 1 202 $6M
2024 1 180 $7M

Nearby 401(k) Plans in Ohio

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

The Home Run, Inc. Retirement Plan and Trust vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants The Home Run, Inc. Retirement Plan and Trust, Total assets ($B): 0.006377029 · Participants: 202The Home Run, Inc. Retirement Plan and TrustGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
The Home Run, Inc. Retirement Plan and Trust vs. nearby 401(k) plans in Ohio, assets vs. participants

The Home Run, Inc. Retirement Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Fincantieri Marine Systems North America, Inc. 401(k) Safe Harbor Plan in VA ($6M); by covered participants it is Advantage Engineers, LLC 401(k) Plan in MD (202 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (202 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 The Home Run, Inc. Retirement Plan and Trust assets move in 2023?
The Home Run, Inc. Retirement Plan and Trust grew sharply - up 20.4% during 2023, from $5M to $6M. Reported net income was $1M.
How have Home Run, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Home Run, Inc.'s sponsor-wide assets grew 31.1%, from $5M to $7M.
Which 401(k) plans are similar in size to The Home Run, Inc. Retirement Plan and Trust?
Among 401(k) plans in other states, the closest by assets is Fincantieri Marine Systems North America, Inc. 401(k) Safe Harbor Plan in VA ($6M, 162 participants).
Which 401(k) plans cover a similar participant headcount to The Home Run, Inc. Retirement Plan and Trust?
Among 401(k) plans in other states, the closest by covered participants is Advantage Engineers, LLC 401(k) Plan in MD (202 participants, $9M in assets).