401(k) · DOL Form 5500 · 2022

Homeserve USA Corp. 401(k) Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
382
Participants Below avg headcount
81st
Percentile by assets National rank
$66,789
Avg per participant Below avg balance/head
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Official DOL plan name: Homeserve USA 401(k) Plan for Union Employees · Sponsored by Homeserve USA Corp. · Connecticut · Other Services

$26M in assets, 382 participants

Homeserve USA Corp.'s Homeserve USA 401(k) Plan for Union Employees reported $26M in total assets and 382 participants in its 2022 DOL Form 5500 filing, ranking in the 81st 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.

  • #7,560 in Other Services (8,398 peers)

Where Homeserve USA 401(k) Plan for Union Employees sits by assets

Homeserve USA 401(k) Plan for Union Employees sits in the top quartile of all filed plans by assets, $26M for 382 participants (~$66,789/participant), down 9.3% in 2022.

#7,560
in Other Services (8,398 peers)
-9.3%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Homeserve USA 401(k) Plan for Union Employees's outsized position by total assets

Homeserve USA 401(k) Plan for Union Employees vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$25,513,329 Top 19% higher than 81% of 139,123 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 2022

Homeserve USA 401(k) Plan for Union Employees among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Homeserve USA 401(k) Plan for Union Employees sits mid-pack in the medium band (382 participants).

Published 5500 schedule card

Filing strip 980381967 · Homeserve USA Corp. PY 2022 · 401(k)

Homeserve USA 401(k) Plan for Union Employees · $26M · 382 · 81st

  • PHOTO $26M
  • PHOTO 382
  • PHOTO 81st
  • PHOTO 401(k)
  • PHOTO near Wiland Inc. 401(k) Plan
  • PHOTO ind #7560

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 Connecticut →

Homeserve USA 401(k) Plan for Union Employees in the asset neighbourhood

Bay Ship & Yacht Company 401(k) Profit Sharing PlanBay Ship & Yacht Company 401…$26MTower Imaging Medical Group, Inc. 401(k) Profit Sharing Plan and TrustTower Imaging Medical Group,…$26MHomeserve USA 401(k) Plan for Union EmployeesHomeserve USA 401(k) Plan fo…$26MWiland Inc. 401(k) Plan$26MWilkin & Guttenplan, P.C. 401(k) PlanWilkin & Guttenplan, P.C. 40…$26M
End-of-year total assets ($M) among Homeserve USA 401(k) Plan for Union Employees and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$28M
Net Assets (End of Year)$26M
Net Income-$3M
Employer EIN980381967
Plan Effective Date2010-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Homeserve USA Corp.)

Sponsor-wide plan assets over time

All Homeserve USA Corp. plans reported in each filing year

Latest sponsor-wide plan assets
$222M 770.5566333581949% vs 2022
2024 filing year
$0M$100M$200M$300M 202220232024 $25.5M $222M ▲ +770.7%
Year Plans Participants Total Assets
2022 1 382 $26M
2023 2 2,556 $133M
2024 3 4,059 $222M

Nearby 401(k) Plans in Connecticut

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

Homeserve USA 401(k) Plan for Union Employees vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -200204060 Total assets ($B) Participants Homeserve USA 401(k) Plan for Union Employees, Total assets ($B): 0.025513329 · Participants: 382Homeserve USA 401(k) Plan for Union EmployeesUnited Technologies Corporation Employee Savings Plan, Total assets ($B): 48.916975 · Participants: 55762United Technologies Corporation Employee Savings PlanGE Retirement Savings Plan, Total assets ($B): 24.786830027 · Participants: 57522GE Retirement Savings PlanCiti Retirement Savings Plan, Total assets ($B): 17.438946034 · Participants: 70070Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 5.615003 · Participants: 17724The Hartford Investment and Savings PlanXerox Corporation Savings Plan, Total assets ($B): 3.641347 · Participants: 11876Xerox Corporation Savings Plan
Homeserve USA 401(k) Plan for Union Employees vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Homeserve USA 401(k) Plan for Union Employees side-by-side with 3 peers →

Homeserve USA 401(k) Plan for Union Employees's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Wiland Inc. 401(k) Plan in CO ($26M); by covered participants it is Autofair Ford, L.P. 401(k) Retirement Savings Plan in NH (382 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (382 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Homeserve USA 401(k) Plan for Union Employees assets move in 2022? ▼
Homeserve USA 401(k) Plan for Union Employees pulled back noticeably - down 9.3% during 2022, from $28M to $26M. Reported net income was -$3M.
How have Homeserve USA Corp. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Homeserve USA Corp.'s sponsor-wide assets grew 770.6%, from $26M to $222M.
Where does Homeserve USA 401(k) Plan for Union Employees rank by assets among Form 5500 filers? ▼
Homeserve USA 401(k) Plan for Union Employees ranks in the 81st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Homeserve USA 401(k) Plan for Union Employees? ▼
Among 401(k) plans in other states, the closest by assets is Wiland Inc. 401(k) Plan in CO ($26M, 279 participants).
Which 401(k) plans cover a similar participant headcount to Homeserve USA 401(k) Plan for Union Employees? ▼
Among 401(k) plans in other states, the closest by covered participants is Autofair Ford, L.P. 401(k) Retirement Savings Plan in NH (382 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 980381967.

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.