401(k) · DOL Form 5500 · 2024

HEADWAY 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets: 4
Participants Small participant base: 33rd
Percentile by assets National rank: $662,916
Avg per participant High balance/head

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Official DOL plan name: Headway 401(k) Profit Sharing Plan & Trust · Sponsored by HEADWAY · California · Professional & Technical Services

$3M in assets, 4 participants

HEADWAY's Headway 401(k) Profit Sharing Plan & Trust reported $3M in total assets and 4 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.

#5,824 in Professional & Technical Services (20,173 peers)

HEADWAY multi-year trail

HEADWAY's plans moved +62.0% in assets from 2022 to 2024; this filing shows Headway 401(k) Profit Sharing Plan & Trust at $3M / 4 participants.

#5,824
in Professional & Technical Services (20,173 peers): +28.2%
assets growth YoY

Headway 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

Headway 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$2,651,663 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

Headway 401(k) Profit Sharing Plan & Trust among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Headway 401(k) Profit Sharing Plan & Trust is a micro filing (4 participants), the leftmost band.

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Headway 401(k) Profit Sharing Plan & Trust reported net income rose from $432K in the plan year 2023 filing to $583K in the plan year 2024 filing.
Headway 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 202722761 · HEADWAY PY 2024 · 401(k)

Headway 401(k) Profit Sharing Plan & Trust · $3M · 4 · 33rd

NET $3M
BOOK 4
VS-ST 33rd
BOY 401(k)
SCH near Funck Brothers Enterprises 401(k) Plan
EBSA ind #5824

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 →

End-of-year total assets ($M) among Headway 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

HEADWAY multi-year asset trail

Latest sponsor-wide plan assets: $3M 61.9801103217412% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	4	$2M
2023	1	4	$2M
2024	1	4	$3M

HEADWAY filing trail (2024)

Total Assets (Beginning of Year)	$2M
Net Assets (End of Year)	$3M
Net Income	$583K
Employer EIN	202722761
Plan Effective Date	2008-09-12
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in California

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

Headway 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants

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

Compare Headway 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Headway 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 Funck Brothers Enterprises 401(k) Plan in PA ($3M); by covered participants it is Jab Investments, Inc. 401(k) Plan in WI (4 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Funck Brothers Enterprises 401(k) Plan (PA) $3M · 239
Harborview Health Systems 401(k) Profit Sharing Plan (GA) $3M · 1,907
Nexus Consortium Inc 401(k) Profit Sharing Plan & Trust (NJ) $3M · 2
Vardata, LLC 401(k) Profit-Sharing Plan (NY) $3M · 27

Similar participant headcount

Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.

Jab Investments, Inc. 401(k) Plan (WI) 4 · 0 off
Jlj Inc 401(k) Profit Sharing Plan (TX) 4 · 0 off
Sc Baker Enterprises, Inc 401(k) Plan (ID) 4 · 0 off
Arbuckle Dental 401(k) Plan (UT) 4 · 0 off

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Headway 401(k) Profit Sharing Plan & Trust assets move in 2024? ▼

Headway 401(k) Profit Sharing Plan & Trust grew sharply - up 28.2% during 2024, from $2M to $3M. Reported net income was $583K.

How have HEADWAY plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), HEADWAY's sponsor-wide assets grew 62.0%, from $2M to $3M.

Which 401(k) plans are similar in size to Headway 401(k) Profit Sharing Plan & Trust? ▼

Among 401(k) plans in other states, the closest by assets is Funck Brothers Enterprises 401(k) Plan in PA ($3M, 239 participants).

Which 401(k) plans cover a similar participant headcount to Headway 401(k) Profit Sharing Plan & Trust? ▼

Among 401(k) plans in other states, the closest by covered participants is Jab Investments, Inc. 401(k) Plan in WI (4 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 202722761.