401(k) · DOL Form 5500 · 2024
The Homestead Exchange Dba Ukiah Natural Foods, Inc. 401(k) Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 66
- Participants Small participant base
- 33rd
- Percentile by assets National rank
- $43,191
- Avg per participant Low balance/head
Official DOL plan name: Ukiah Natural Foods 401(k) Plan · Sponsored by The Homestead Exchange Dba Ukiah Natural Foods, Inc. · California · Retail Trade
$3M in assets, 66 participants
The Homestead Exchange Dba Ukiah Natural Foods, Inc.'s Ukiah Natural Foods 401(k) Plan reported $3M in total assets and 66 participants in its 2024 DOL Form 5500 filing, ranking in the 33rd 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.
- #3,646 in Retail Trade (8,048 peers)
The Homestead Exchange Dba Ukiah Natural Foods, Inc. multi-year trail
The Homestead Exchange Dba Ukiah Natural Foods, Inc.'s plans moved +34.5% in assets from 2022 to 2024; this filing shows Ukiah Natural Foods 401(k) Plan at $3M / 66 participants.
- #3,646
- in Retail Trade (8,048 peers)
- +15.0%
- assets growth YoY
Ukiah Natural Foods 401(k) Plan among the smaller filed plans by assets
Ukiah Natural Foods 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$2,850,605 33rd percentile higher than 33% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Ukiah Natural Foods 401(k) Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ukiah Natural Foods 401(k) Plan is a small filing (66 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Ukiah Natural Foods 401(k) Plan end-of-year assets rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Ukiah Natural Foods 401(k) Plan reported participants fell from 67 in the plan year 2023 filing to 66 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 942437203 · The Homestead Exchange Dba Ukiah Natural Foods, Inc. PY 2024 · 401(k)
Ukiah Natural Foods 401(k) Plan · $3M · 66 · 33rd
- TYPE $3M
- NET 66
- BOOK 33rd
- VS-ST 401(k)
- BOY near Informativ Investment Plan
- SCH ind #3646
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 Retail Trade retirement plans → · Plans in California →
Ukiah Natural Foods 401(k) Plan in the asset neighbourhood
The Homestead Exchange Dba Ukiah Natural Foods, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All The Homestead Exchange Dba Ukiah Natural Foods, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 34.541574906761234% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 62 | $2M |
| 2023 | 1 | 67 | $2M |
| 2024 | 1 | 66 | $3M |
The Homestead Exchange Dba Ukiah Natural Foods, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $372K |
| Employer EIN | 942437203 |
| Plan Effective Date | 2006-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Google LLC 401(k) Savings Plan $48.7B · 116,712
- Oracle Corporation 401(k) Savings and Investment Plan $31.0B · 58,962
- Intel 401(k) Savings Plan $24.9B · 55,298
- Apple 401(k) Plan $24.7B · 101,450
- Cisco Systems,Inc. 401(k) Plan $22.7B · 40,452
Ukiah Natural Foods 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Informativ Investment Plan in TX ($3M); by covered participants it is Intrinsix Corp. 401(k) Plan in MA (66 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (66 participants); asset peers above are excluded.
- Intrinsix Corp. 401(k) Plan (MA) 66 · 0 off
- Cha Group Retirement Plan (TN) 66 · 0 off
- Hausmann 401(k) Profit Sharing Plan (NJ) 66 · 0 off
- Chestnut Hill Benevolent Association Employee Savings Plan (MA) 66 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.