401(k) · DOL Form 5500 · 2024

Homer Management LLC 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
110
Participants Small participant base
49th
Percentile by assets National rank
$67,587
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Homer's Tree-Mendous 401(k) Plan and Trust · Sponsored by Homer Management LLC · Illinois · Administrative & Support Services

$7M in assets, 110 participants

Homer Management LLC's Homer's Tree-Mendous 401(k) Plan and Trust reported $7M in total assets and 110 participants in its 2024 DOL Form 5500 filing, ranking in the 49th 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.

  • #3,085 in Administrative & Support Services (4,368 peers)

Coverage in Illinois

Homer's Tree-Mendous 401(k) Plan and Trust covers 110 participants in Illinois, about 14% of the average Illinois filer (state average ~779 per filing). Assets: $7M.

#3,085
in Administrative & Support Services (4,368 peers)
+21.6%
assets growth YoY

Homer's Tree-Mendous 401(k) Plan and Trust's mid-pack asset rank among Administrative & Support Services and all filers

Homer's Tree-Mendous 401(k) Plan and Trust vs every filed plan by assets

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

$7,434,569 49th percentile higher than 49% 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

Homer's Tree-Mendous 401(k) Plan and Trust among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Homer's Tree-Mendous 401(k) Plan and Trust sits mid-pack in the medium band (110 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Homer's Tree-Mendous 401(k) Plan and Trust end-of-year assets rose from $6M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • Homer's Tree-Mendous 401(k) Plan and Trust reported net income rose from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Homer's Tree-Mendous 401(k) Plan and Trust reported participants rose from 103 in the plan year 2023 filing to 110 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 471777110 · Homer Management LLC PY 2024 · 401(k)

Homer's Tree-Mendous 401(k) Plan and Trust · $7M · 110 · 49th

  • BOOK $7M
  • VS-ST 110
  • BOY 49th
  • SCH 401(k)
  • EBSA near The Cynosure Group 401(k) Plan
  • PART ind #3085

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 Administrative & Support Services retirement plans → · Plans in Illinois →

Homer's Tree-Mendous 401(k) Plan and Trust in the asset neighbourhood

Storage Asset Management, LLC 401(k) Profit Sharing PlanStorage Asset Management, LL…$7MHomer's Tree-Mendous 401(k) Plan and TrustHomer's Tree-Mendous 401(k) …$7MThe Cynosure Group 401(k) PlanThe Cynosure Group 401(k) Pl…$7MBanner Oak Capital Partners, LP Retirement PlanBanner Oak Capital Partners,…$7MAlan J. Vallarine, D.D.S., Inc. 401(k) Profit Sharing PlanAlan J. Vallarine, D.D.S., I…$7M
End-of-year total assets ($M) among Homer's Tree-Mendous 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Illinois filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$1M
Employer EIN471777110
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Homer Management LLC)

Sponsor-wide plan assets over time

All Homer Management LLC plans reported in each filing year

Latest sponsor-wide plan assets
$7M 48.24238346894924% vs 2022
2024 filing year
$4M$5M$6M$7M$8M 202220232024 $5.02M $7.43M ▲ +48.0%
Year Plans Participants Total Assets
2022 1 108 $5M
2023 1 103 $6M
2024 1 110 $7M

Nearby 401(k) Plans in Illinois

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

Homer's Tree-Mendous 401(k) Plan and Trust vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants Homer's Tree-Mendous 401(k) Plan and Trust, Total assets ($B): 0.007434569 · Participants: 110Homer's Tree-Mendous 401(k) Plan and TrustAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 21.302643276 · Participants: 66965Accenture United States 401(k) Match and Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 19.010099056 · Participants: 63297State Farm 401(k) Savings PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 16.835964452 · Participants: 16659United Airlines Pilot Retirement Account PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 15.755668 · Participants: 38229Abbott Laboratories Stock Retirement PlanWalgreens Retirement Savings Plan, Total assets ($B): 14.535873337 · Participants: 233635Walgreens Retirement Savings Plan
Homer's Tree-Mendous 401(k) Plan and Trust vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Homer's Tree-Mendous 401(k) Plan and Trust side-by-side with 3 peers →

Homer's Tree-Mendous 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is The Cynosure Group 401(k) Plan in UT ($7M); by covered participants it is Baymeadows Animal Hospital LLC 401(k) Profit Sharing Plan & Trust in FL (110 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (110 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 Homer's Tree-Mendous 401(k) Plan and Trust assets move in 2024? ▼
Homer's Tree-Mendous 401(k) Plan and Trust grew sharply - up 21.6% during 2024, from $6M to $7M. Reported net income was $1M.
How have Homer Management LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Homer Management LLC's sponsor-wide assets grew 48.2%, from $5M to $7M.
Which 401(k) plans are similar in size to Homer's Tree-Mendous 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is The Cynosure Group 401(k) Plan in UT ($7M, 50 participants).
Which 401(k) plans cover a similar participant headcount to Homer's Tree-Mendous 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Baymeadows Animal Hospital LLC 401(k) Profit Sharing Plan & Trust in FL (110 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 471777110.

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.