401(k) · DOL Form 5500 · 2022

Heading Home 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
1
Participants Small participant base
32nd
Percentile by assets National rank
$1.7M
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Heading Home Retirement Plan · Sponsored by Heading Home · Massachusetts · Healthcare & Social Assistance

$2M in assets, 1 participants

Heading Home's Heading Home Retirement Plan reported $2M in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 32nd 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.

  • #6,379 in Healthcare & Social Assistance (20,060 peers)

Heading Home multi-year trail

Heading Home's plans moved +35.9% in assets from 2022 to 2024; this filing shows Heading Home Retirement Plan at $2M / 1 participant.

#6,379
in Healthcare & Social Assistance (20,060 peers)
-8.5%
assets change YoY

The plan reported a net loss of $160K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Heading Home Retirement Plan among the smaller filed plans by assets

Heading Home Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$1,733,728 32nd percentile higher than 32% of 139,123 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 2022

Heading Home Retirement Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Heading Home Retirement Plan is a micro filing (1 participant), the leftmost band.

Published 5500 schedule card

Filing strip 237364546 · Heading Home PY 2022 · 401(k)

Heading Home Retirement Plan · $2M · 1 · 32nd

  • SCH $2M
  • SCH 1
  • SCH 32nd
  • SCH 401(k)
  • SCH near 401(k) Profit Sharing Plan for Employees of Salisbury-Rowan Community Action Agency Incorporated
  • SCH ind #6379

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 Massachusetts →

Heading Home Retirement Plan in the asset neighbourhood

Heading Home Retirement Plan$2M401(k) Profit Sharing Plan for Employees of Salisbury-Rowan Community Action Agency Incorporated401(k) Profit Sharing Plan f…$2MRusk Industries, Inc. Retirement PlanRusk Industries, Inc. Retire…$2MFusion Transport, LLC 401(k) PlanFusion Transport, LLC 401(k)…$2MBoys & Girls Clubs of Greater Conejo Valley Retirement PlanBoys & Girls Clubs of Greate…$2M
End-of-year total assets ($M) among Heading Home Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Heading Home multi-year asset trail

Sponsor-wide plan assets over time

All Heading Home plans reported in each filing year

Latest sponsor-wide plan assets
$2M 35.93256843057273% vs 2022
2024 filing year
$1.6M$1.8M$2M$2.2M$2.4M$2.6M 202220232024 $1.73M $2.36M ▲ +36.4%
Year Plans Participants Total Assets
2022 1 1 $2M
2023 1 151 $2M
2024 1 161 $2M

Heading Home filing trail (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$160K
Employer EIN237364546
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

Heading Home Retirement Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants Heading Home Retirement Plan, Total assets ($B): 0.001733728 · Participants: 1Heading Home Retirement PlanFidelity Retirement Savings Plan, Total assets ($B): 22.953563448 · Participants: 52036Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 8.79802945 · Participants: 32843Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 5.810585521 · Participants: 13690Massachusetts Institute of Technology Supplemental 401(k) PlanPhilips North America 401(k) Plan, Total assets ($B): 5.180251859 · Participants: 19750Philips North America 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 4.853752256 · Participants: 18359Boston Scientific Corporation 401(k) Retirement Savings Plan
Heading Home Retirement Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Heading Home Retirement Plan side-by-side with 3 peers →

Heading Home Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is 401(k) Profit Sharing Plan for Employees of Salisbury-Rowan Community Action Agency Incorporated in NC ($2M); by covered participants it is Kellow Corporation 401(k) Profit Sharing Plan in WI (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Heading Home Retirement Plan assets move in 2022? ▼
Heading Home Retirement Plan pulled back noticeably - down 8.5% during 2022, from $2M to $2M. Reported net income was -$160K.
How have Heading Home plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Heading Home's sponsor-wide assets grew 35.9%, from $2M to $2M.
Which 401(k) plans are similar in size to Heading Home Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is 401(k) Profit Sharing Plan for Employees of Salisbury-Rowan Community Action Agency Incorporated in NC ($2M, N/A participants).
Which 401(k) plans cover a similar participant headcount to Heading Home Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Kellow Corporation 401(k) Profit Sharing Plan in WI (1 participant, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 237364546.

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.