401(k) · DOL Form 5500 · 2024
Homes by West Bay, LLC 401(k) Plan
Data updated 2026-08-25
- $19M
- Total assets Small plan by assets
- 225
- Participants Below avg headcount
- 69th
- Percentile by assets National rank
- $85,248
- Avg per participant Below avg balance/head
Official DOL plan name: Homes by West Bay 401(k) Plan · Sponsored by Homes by West Bay, LLC · Florida · Construction
$19M in assets, 225 participants
Homes by West Bay, LLC's Homes by West Bay 401(k) Plan reported $19M in total assets and 225 participants in its 2024 DOL Form 5500 filing, ranking in the 69th 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.
- #6,173 in Construction (9,039 peers)
Coverage in Florida
Homes by West Bay 401(k) Plan covers 225 participants in Florida, about 36% of the average Florida filer (state average ~628 per filing). Assets: $19M.
- #6,173
- in Construction (9,039 peers)
- +28.3%
- assets growth YoY
Homes by West Bay 401(k) Plan's outsized position by total assets
Homes by West Bay 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$19,180,876 Top 31% higher than 69% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Homes by West Bay 401(k) Plan 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. Homes by West Bay 401(k) Plan sits mid-pack in the medium band (225 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Homes by West Bay 401(k) Plan end-of-year assets rose from $15M in the plan year 2023 filing to $19M in the plan year 2024 filing.
- Homes by West Bay 401(k) Plan reported participants rose from 198 in the plan year 2023 filing to 225 in the plan year 2024 filing.
- Homes by West Bay 401(k) Plan reported net income rose from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 271060879 · Homes by West Bay, LLC PY 2024 · 401(k)
Homes by West Bay 401(k) Plan · $19M · 225 · 69th
- VS-ST $19M
- VS-ST 225
- VS-ST 69th
- VS-ST 401(k)
- VS-ST near Financial Business Systems, Inc. 401(k) Plan
- VS-ST ind #6173
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 Construction retirement plans → · Plans in Florida →
Homes by West Bay 401(k) Plan in the asset neighbourhood
Florida filing particulars
| Total Assets (Beginning of Year) | $15M |
|---|---|
| Net Assets (End of Year) | $19M |
| Net Income | $4M |
| Employer EIN | 271060879 |
| Plan Effective Date | 2013-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Homes by West Bay, LLC)
Sponsor-wide plan assets over time
All Homes by West Bay, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $19M 71.67373169963732% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 137 | $11M |
| 2023 | 1 | 198 | $15M |
| 2024 | 1 | 225 | $19M |
Nearby 401(k) Plans in Florida
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- L3harris Retirement Savings Plan $16.3B · 40,330
- Savings Plan for Employees and Partners of Pwc $13.2B · 51,081
- Adp Totalsource Retirement Savings Plan $9.2B · 310,261
- Publix Super Markets, Inc. 401(k) Smart Plan $8.1B · 197,102
- Nextera Energy, Inc. Employee Retirement Savings Plan $5.5B · 16,678
Homes by West Bay 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Florida, the nearest 401(k) by assets is Financial Business Systems, Inc. 401(k) Plan in ND ($19M); by covered participants it is West-Mark Retirement Plan in CA (225 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($19M here).
- Financial Business Systems, Inc. 401(k) Plan (ND) $19M · 123
- Kansas Surgery & Recovery Center 401(k) Plan (KS) $19M · 190
- The Vincit Company, LLC 401(k) Plan (TN) $19M · 4,522
- Yakima Products, Inc. 401(k) Savings Plan (OR) $19M · 99
Similar participant headcount
Nearest other-state filings by covered participants (225 participants); asset peers above are excluded.
- West-Mark Retirement Plan (CA) 225 · 0 off
- Race Rock 401(k) Plan (TX) 225 · 0 off
- The Corporation of Fine Arts Museums 401(k) Plan (CA) 225 · 0 off
- Aunalytics 401(k) Retirement Savings Plan (IN) 225 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.