401(k) · DOL Form 5500 · 2024

Homestead Village, Inc 401(k) Plan

Data updated 2026-08-11

$4M
Total assets
203
Participants
37th
Percentile by assets
$17,934
Avg per participant
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Official DOL plan name: Homestead Village, Inc. 401(k) Plan · Sponsored by Homestead Village, Inc · Pennsylvania · Healthcare & Social Assistance

$4M in assets, 203 participants

Homestead Village, Inc's Homestead Village, Inc. 401(k) Plan reported $4M in total assets and 203 participants in its 2024 DOL Form 5500 filing, ranking in the 37th 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.

  • 37th percentile by assets (of 123,622 plans)
  • #6,420 in Healthcare & Social Assistance (16,916 peers)

Coverage in Pennsylvania

Homestead Village, Inc. 401(k) Plan covers 203 participants in Pennsylvania, about 25% of the average Pennsylvania filer (state average ~822 per filing). Assets: $4M.

$4M
total plan assets (2024 EOY)
203
covered participants
37th
percentile by assets (of 123,622 plans)
$17,934
avg assets per participant

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where Homestead Village, Inc. 401(k) Plan sits by total assets

Homestead Village, Inc. 401(k) Plan vs every filed plan by assets

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

$3,640,651 37th percentile higher than 37% of 123,620 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Homestead Village, Inc. 401(k) Plan reported net income fell from $945K in the plan year 2023 filing to -$1M in the plan year 2024 filing.
  • Homestead Village, Inc. 401(k) Plan end-of-year assets fell from $5M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Homestead Village, Inc. 401(k) Plan reported participants fell from 210 in the plan year 2023 filing to 203 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State
Pennsylvania
Industry
Healthcare & Social Assistance

Participants vs Pennsylvania filers

In Pennsylvania, the average filing covers about 822 participants across 5,751 plans. Homestead Village, Inc. 401(k) Plan reports 203 participants - about 25% of that state average ($4M EOY assets).

Pennsylvania filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$4M
Net Income-$1M
Employer EIN232010104
Plan Effective Date1991-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Homestead Village, Inc)

$2M$4M$6M$8M$10M$12M 202220232024 $4.24M $9.88M ▲ +133.0%
Total plan assets by year, all Homestead Village, Inc plans on file
Year Plans Participants Total Assets
2022 1 216 $4M
2023 1 210 $5M
2024 2 414 $10M

Nearby 401(k) Plans in Pennsylvania

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

Homestead Village, Inc. 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants Homestead Village, I…, Total assets ($B): 0.003640651 · Participants: 203Homestead Village, I…Comcast Corporation …, Total assets ($B): 19.687957793 · Participants: 90495Comcast Corporation …The Cigna Group 401(…, Total assets ($B): 14.20308608 · Participants: 63634The Cigna Group 401(…The Vanguard Retirem…, Total assets ($B): 11.084818612 · Participants: 18066The Vanguard Retirem…Thermo Fisher Scient…, Total assets ($B): 10.263366209 · Participants: 36150Thermo Fisher Scient…The PNC Financial Se…, Total assets ($B): 10.189629 · Participants: 54604The PNC Financial Se…
Homestead Village, Inc. 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Homestead Village, Inc. 401(k) Plan side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Homestead Village, Inc. 401(k) Plan by total assets, not by location.

Frequently Asked Questions

How did Homestead Village, Inc. 401(k) Plan assets move in 2024? ▼
Homestead Village, Inc. 401(k) Plan declined sharply - down 21.9% during 2024, from $5M to $4M. Reported net income was -$1M.
How have Homestead Village, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Homestead Village, Inc's sponsor-wide assets grew 133.1%, from $4M to $10M.
Which 401(k) plans are similar in size to Homestead Village, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Doyle Hotel Group USA, Ltd. 401(k) Plan in DC ($4M, 270 participants).

Next read for Homestead Village, Inc. 401(k) Plan

Filing takeaways

Ways to act on Homestead Village, Inc. 401(k) Plan's numbers.

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 232010104.

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.