Defined Benefit (Pension) · DOL Form 5500 · 2023

The Homestead, L.C. Pension Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
57
Participants Small participant base
70th
Percentile by assets National rank
$299,076
Avg per participant High balance/head
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Official DOL plan name: The Homestead Retirement Plan · Sponsored by The Homestead, L.C. · Texas · Food Services & Accommodation

$17M in assets, 57 participants

The Homestead, L.C.'s The Homestead Retirement Plan reported $17M in total assets and 57 participants in its 2023 DOL Form 5500 filing, ranking in the 70th 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.

  • #3,496 in Food Services & Accommodation (3,828 peers)

Food Services & Accommodation sector rank

Within Food Services & Accommodation, The Homestead Retirement Plan ranks #3,496 of 3,828 2023 filers by assets (115% of the sector average)-$17M for 57 participants.

#3,496
in Food Services & Accommodation (3,828 peers)
-1.6%
assets change YoY

The plan reported a net loss of $276K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Homestead Retirement Plan's outsized position by total assets

The Homestead Retirement Plan vs every filed plan by assets

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

$17,047,322 Top 30% higher than 70% 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 Homestead Retirement Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Homestead Retirement Plan is a small filing (57 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Homestead Retirement Plan reported net income rose from -$2M in the plan year 2022 filing to -$276K in the plan year 2023 filing.
  • The Homestead Retirement Plan reported participants fell from 70 in the plan year 2022 filing to 57 in the plan year 2023 filing.
  • The Homestead Retirement Plan end-of-year assets fell from $17M in the plan year 2022 filing to $17M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 752500327 · The Homestead, L.C. PY 2023 · Defined Benefit (Pension)

The Homestead Retirement Plan · $17M · 57 · 70th

  • PHOTO $17M
  • PHOTO 57
  • PHOTO 70th
  • PHOTO Defined Benefit (Pension)
  • PHOTO near G.I. Associates, LLC Defined Benefit Pension Plan and Trust
  • PHOTO ind #3496

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 Food Services & Accommodation retirement plans → · Plans in Texas →

The Homestead Retirement Plan in the asset neighbourhood

Bemis Associates Inc. Pension and Severance Award AgreementBemis Associates Inc. Pensio…$17MThe Homestead Retirement Plan$17MG.I. Associates, LLC Defined Benefit Pension Plan and TrustG.I. Associates, LLC Defined…$17MAmerican Farm Bureau Insurance Services Inc. Employees' Retirement PlanAmerican Farm Bureau Insuran…$17MThe Orthopaedic Group, P.C. Pension PlanThe Orthopaedic Group, P.C. …$17M
End-of-year total assets ($M) among The Homestead Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Food Services & Accommodation filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$17M
Net Income-$276K
Employer EIN752500327
Plan Effective Date1950-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Homestead, L.C.)

Sponsor-wide plan assets over time

All The Homestead, L.C. plans reported in each filing year

Latest sponsor-wide plan assets
$281K 98.38003382104715% vs 2022
2024 filing year
$0M$5M$10M$15M$20M 202220232024 $17.3M $0.28M ▼ -98.4%
Year Plans Participants Total Assets
2022 1 70 $17M
2023 1 57 $17M
2024 1 54 $281K

Nearby Defined Benefit (Pension) Plans in Texas

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

The Homestead Retirement Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants The Homestead Retirement Plan, Total assets ($B): 0.017047322 · Participants: 57The Homestead Retirement PlanAT&T Pension Benefit Plan, Total assets ($B): 30.018512 · Participants: 107859AT&T Pension Benefit PlanShell Pension Plan, Total assets ($B): 15.133347097 · Participants: 12215Shell Pension PlanExxonmobil Pension Plan, Total assets ($B): 12.015 · Participants: 22551Exxonmobil Pension PlanCaterpillar Inc. Retirement Income Plan, Total assets ($B): 9.803014695 · Participants: 12138Caterpillar Inc. Retirement Income PlanBp Retirement Accumulation Plan, Total assets ($B): 5.493677099 · Participants: 9360Bp Retirement Accumulation Plan
The Homestead Retirement Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants
Compare The Homestead Retirement Plan side-by-side with 3 peers →

The Homestead Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Texas, the nearest Defined Benefit (Pension) by assets is G.I. Associates, LLC Defined Benefit Pension Plan and Trust in WI ($17M); by covered participants it is Erie and Niagara Insurance Association Cash Balance Retirement Plan in NY (57 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (57 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 Homestead Retirement Plan assets move in 2023? ▼
The Homestead Retirement Plan edged down modestly - down 1.6% during 2023, from $17M to $17M. Reported net income was -$276K.
How have The Homestead, L.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Homestead, L.C.'s sponsor-wide assets declined 98.4%, from $17M to $281K.
Which Defined Benefit (Pension) plans are similar in size to The Homestead Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is G.I. Associates, LLC Defined Benefit Pension Plan and Trust in WI ($17M, 288 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to The Homestead Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Erie and Niagara Insurance Association Cash Balance Retirement Plan in NY (57 participants, $10M 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 752500327.

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.