401(k) · DOL Form 5500 · 2023

David and Margaret Home, Inc. 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
190
Participants Below avg headcount
47th
Percentile by assets National rank
$30,938
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: David & Margaret Home. Inc. 401(k) Retirement Plan · Sponsored by David and Margaret Home, Inc. · California · Other Services

$6M in assets, 190 participants

David and Margaret Home, Inc.'s David & Margaret Home. Inc. 401(k) Retirement Plan reported $6M in total assets and 190 participants in its 2023 DOL Form 5500 filing, ranking in the 47th 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.

  • #5,356 in Other Services (7,857 peers)

Coverage in California

David & Margaret Home. Inc. 401(k) Retirement Plan covers 190 participants in California, about 30% of the average California filer (state average ~630 per filing). Assets: $6M.

#5,356
in Other Services (7,857 peers)
+10.6%
assets growth YoY

David & Margaret Home. Inc. 401(k) Retirement Plan's mid-pack asset rank among Other Services and all filers

David & Margaret Home. Inc. 401(k) Retirement Plan vs every filed plan by assets

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

$5,878,126 47th percentile higher than 47% 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

David & Margaret Home. Inc. 401(k) Retirement Plan 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. David & Margaret Home. Inc. 401(k) Retirement Plan sits mid-pack in the medium band (190 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • David & Margaret Home. Inc. 401(k) Retirement Plan reported net income rose from -$2M in the plan year 2022 filing to $566K in the plan year 2023 filing.
  • David & Margaret Home. Inc. 401(k) Retirement Plan reported participants rose from 129 in the plan year 2022 filing to 190 in the plan year 2023 filing.
  • David & Margaret Home. Inc. 401(k) Retirement Plan end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 951660346 · David and Margaret Home, Inc. PY 2023 · 401(k)

David & Margaret Home. Inc. 401(k) Retirement Plan · $6M · 190 · 47th

  • BOY $6M
  • SCH 190
  • EBSA 47th
  • PART 401(k)
  • TYPE near Rose Villa Inc 403(b) Plan
  • NET ind #5356

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 Other Services retirement plans → · Plans in California →

David & Margaret Home. Inc. 401(k) Retirement Plan in the asset neighbourhood

David & Margaret Home. Inc. 401(k) Retirement PlanDavid & Margaret Home. Inc. …$6MRose Villa Inc 403(b) Plan$6MArroweye Solutions Inc. 401(k) PlanArroweye Solutions Inc. 401(…$6MReach, Inc. 401(k) Plan$6MWhisker 401(k) Plan$6M
End-of-year total assets ($M) among David & Margaret Home. Inc. 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$566K
Employer EIN951660346
Plan Effective Date1967-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (David and Margaret Home, Inc.)

Sponsor-wide plan assets over time

All David and Margaret Home, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 15.714063059997049% vs 2022
2024 filing year
$5M$5.5M$6M$6.5M 202220232024 $5.31M $6.15M ▲ +15.8%
Year Plans Participants Total Assets
2022 1 129 $5M
2023 1 190 $6M
2024 1 178 $6M

Nearby 401(k) Plans in California

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

David & Margaret Home. Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants David & Margaret Home. Inc. 401(k) Retirement Plan, Total assets ($B): 0.005878126 · Participants: 190David & Margaret Home. Inc. 401(k) Retirement PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
David & Margaret Home. Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare David & Margaret Home. Inc. 401(k) Retirement Plan side-by-side with 3 peers →

David & Margaret Home. Inc. 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Rose Villa Inc 403(b) Plan in OR ($6M); by covered participants it is Nextpoint Group, LLC 401(k) Plan in VA (190 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($6M here).

Similar participant headcount

Nearest other-state filings by covered participants (190 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 David & Margaret Home. Inc. 401(k) Retirement Plan assets move in 2023? ▼
David & Margaret Home. Inc. 401(k) Retirement Plan grew at a solid clip - up 10.6% during 2023, from $5M to $6M. Reported net income was $566K.
How have David and Margaret Home, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), David and Margaret Home, Inc.'s sponsor-wide assets grew 15.7%, from $5M to $6M.
Which 401(k) plans are similar in size to David & Margaret Home. Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Rose Villa Inc 403(b) Plan in OR ($6M, 180 participants).
Which 401(k) plans cover a similar participant headcount to David & Margaret Home. Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nextpoint Group, LLC 401(k) Plan in VA (190 participants, $36M 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 951660346.

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.