401(k) · DOL Form 5500 · 2024

Preferred Home Services, Inc. 401(k) Plan

Data updated 2026-08-25

$619K
Total assets Small plan by assets
21
Participants Small participant base
19th
Percentile by assets National rank
$29,470
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Preferred Home Services Retirement Plan · Sponsored by Preferred Home Services, Inc. · Puerto Rico · Professional & Technical Services

$619K in assets, 21 participants

Preferred Home Services, Inc.'s Preferred Home Services Retirement Plan reported $619K in total assets and 21 participants in its 2024 DOL Form 5500 filing, ranking in the 19th 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.

  • #2,966 in Professional & Technical Services (20,173 peers)

Preferred Home Services, Inc. multi-year trail

Preferred Home Services, Inc.'s plans moved +25.7% in assets from 2022 to 2024; this filing shows Preferred Home Services Retirement Plan at $619K / 21 participants.

#2,966
in Professional & Technical Services (20,173 peers)
+13.1%
assets growth YoY

Preferred Home Services Retirement Plan among the smaller filed plans by assets

Preferred Home Services Retirement Plan vs every filed plan by assets

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

$618,864 19th percentile higher than 19% of 123,620 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 2024

Preferred Home Services Retirement 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. Preferred Home Services Retirement Plan is a small filing (21 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Preferred Home Services Retirement Plan reported participants rose from 14 in the plan year 2023 filing to 21 in the plan year 2024 filing.
  • Preferred Home Services Retirement Plan reported net income rose from $63K in the plan year 2023 filing to $72K in the plan year 2024 filing.
  • Preferred Home Services Retirement Plan end-of-year assets rose from $555K in the plan year 2023 filing to $619K in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 660489551 · Preferred Home Services, Inc. PY 2024 · 401(k)

Preferred Home Services Retirement Plan · $619K · 21 · 19th

  • ASSETS $619K
  • PCT 21
  • EIN 19th
  • RANK 401(k)
  • PHOTO near Rm1 Corp. Profit Sharing Plan
  • IND ind #2966

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 Puerto Rico →

Preferred Home Services Retirement Plan in the asset neighbourhood

Preferred Home Services Retirement PlanPreferred Home Services Reti…$619KRm1 Corp. Profit Sharing Plan$619KBjmr Ventures, Inc. 401(k) PlanBjmr Ventures, Inc. 401(k) P…$619KSeibel Law Office LLC 401(k) Profit Sharing Plan & TrustSeibel Law Office LLC 401(k)…$619KO'brien, Tomchak & Co., Chartered 401(k) Profit Sharing PlanO'brien, Tomchak & Co., Char…$619K
End-of-year total assets ($M) among Preferred Home Services Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Preferred Home Services, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Preferred Home Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$619K 25.749327936506% vs 2022
2024 filing year
$0.45M$0.5M$0.55M$0.6M$0.65M 202220232024 $0.49M $0.62M ▲ +26.5%
Year Plans Participants Total Assets
2022 1 22 $492K
2023 1 14 $555K
2024 1 21 $619K

Preferred Home Services, Inc. filing trail (2024)

Total Assets (Beginning of Year)$547K
Net Assets (End of Year)$619K
Net Income$72K
Employer EIN660489551
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Puerto Rico

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

Preferred Home Services Retirement Plan vs. nearby 401(k) plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -10000100020003000 -1000100200300400500 Total assets ($M) Participants Preferred Home Services Retirement Plan, Total assets ($M): 0.618864 · Participants: 21Preferred Home Services Retirement PlanPfizer Savings Plan for Employees Resident in Puerto Rico, Total assets ($M): 395.418432 · Participants: 88Pfizer Savings Plan for Employees Resident in Puerto RicoMsd Puerto Rico Savings and Security Plan, Total assets ($M): 231.602491 · Participants: 542Msd Puerto Rico Savings and Security PlanInter American University of Pr Defined Contribution Retirement Plan, Total assets ($M): 199.102479 · Participants: 1552Inter American University of Pr Defined Contribution Retirement PlanPopular, Inc. USA 401(k) Savings & Investment Plan, Total assets ($M): 170.397343 · Participants: 942Popular, Inc. USA 401(k) Savings & Investment PlanFirstbank 401(k) Retirement Plan for Residents of Puerto Rico, Total assets ($M): 164.421743 · Participants: 2826Firstbank 401(k) Retirement Plan for Residents of Puerto Rico
Preferred Home Services Retirement Plan vs. nearby 401(k) plans in Puerto Rico, assets vs. participants
Compare Preferred Home Services Retirement Plan side-by-side with 3 peers →

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

Outside Puerto Rico, the nearest 401(k) by assets is Rm1 Corp. Profit Sharing Plan in WI ($619K); by covered participants it is Frontier Community Bank Employees' Retirement Plan in VA (21 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (21 participants); asset peers above are excluded.

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 Preferred Home Services Retirement Plan assets move in 2024? ▼
Preferred Home Services Retirement Plan grew at a solid clip - up 13.1% during 2024, from $547K to $619K. Reported net income was $72K.
How have Preferred Home Services, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Preferred Home Services, Inc.'s sponsor-wide assets grew 25.7%, from $492K to $619K.
Where does Preferred Home Services Retirement Plan rank by assets among Form 5500 filers? ▼
Preferred Home Services Retirement Plan ranks in the 19th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Preferred Home Services Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Rm1 Corp. Profit Sharing Plan in WI ($619K, 18 participants).
Which 401(k) plans cover a similar participant headcount to Preferred Home Services Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Frontier Community Bank Employees' Retirement Plan in VA (21 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 660489551.

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.