401(k) · DOL Form 5500 · 2024

Offerpad, LLC 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets: 373
Participants Below avg headcount: 62nd
Percentile by assets National rank: $36,213
Avg per participant Low balance/head

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Official DOL plan name: Offerpad, LLC 401(k) Plan · Sponsored by Offerpad, LLC · Arizona · Real Estate

$14M in assets, 373 participants

Offerpad, LLC's Offerpad, LLC 401(k) Plan reported $14M in total assets and 373 participants in its 2024 DOL Form 5500 filing, ranking in the 62nd 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.

#3,618 in Real Estate (4,605 peers)

What the 2024 filing shows

Offerpad, LLC 401(k) Plan holds $14M for 373 participants - about $36,213 per participant, above the median plan by assets.

#3,618
in Real Estate (4,605 peers): -0.1%
assets change YoY

The plan reported a net loss of $10K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Offerpad, LLC 401(k) Plan's mid-pack asset rank among Real Estate and all filers

Offerpad, LLC 401(k) Plan vs every filed plan by assets

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

$13,507,301 Top 38% higher than 62% 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

Offerpad, LLC 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. Offerpad, LLC 401(k) Plan sits mid-pack in the medium band (373 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Offerpad, LLC 401(k) Plan reported net income fell from $598K in the plan year 2023 filing to -$10K in the plan year 2024 filing.
Offerpad, LLC 401(k) Plan reported participants fell from 991 in the plan year 2023 filing to 373 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 320469112 · Offerpad, LLC PY 2024 · 401(k)

Offerpad, LLC 401(k) Plan · $14M · 373 · 62nd

RANK $14M
RANK 373
RANK 62nd
RANK 401(k)
RANK near Regency Integrated Health Services 401(k) Plan
RANK ind #3618

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 Real Estate retirement plans → · Plans in Arizona →

End-of-year total assets ($M) among Offerpad, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)	$14M
Net Assets (End of Year)	$14M
Net Income	-$10K
Employer EIN	320469112
Plan Effective Date	2019-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Offerpad, LLC)

Latest sponsor-wide plan assets: $14M 4.546603936490147% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	1,031	$13M
2023	1	991	$14M
2024	1	373	$14M

Nearby 401(k) Plans in Arizona

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

Offerpad, LLC 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants

Bechtel Trust & Thrift Plan $6.1B · 7,971
Banner Health Employees 401(k) Plan $4.9B · 54,731
Freeport-Mcmoran Inc. Employee Capital Accumulation Program $2.7B · 13,770
Republic Services, Inc. 401(k) Plan $2.7B · 32,629
Stantec 401(k) Plan $2.3B · 11,603

Compare Offerpad, LLC 401(k) Plan side-by-side with 3 peers →

Offerpad, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Regency Integrated Health Services 401(k) Plan in TX ($14M); by covered participants it is Dura Bond Retirement Savings Plan in PA (373 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($14M here).

Regency Integrated Health Services 401(k) Plan (TX) $14M · 6,655
Vertek Corporation 401(k) Savings Plan (VT) $14M · 62
Axiom Medical Consulting, LLC 401(k) Plan (TX) $14M · 139
Hm Dunn Aerosystems, Inc. 401(k) Plan (KS) $14M · 248

Similar participant headcount

Nearest other-state filings by covered participants (373 participants); asset peers above are excluded.

Dura Bond Retirement Savings Plan (PA) 373 · 0 off
Ncontracts 401(k) Plan (TN) 373 · 0 off
Model 1 Commercial Vehicles in 401(k) Profit Sharing Plan & Trust (IN) 373 · 0 off
Leif Johnson Ford II, Ltd 401(k) Salary Reduction Plan and Trust (TX) 373 · 0 off

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 Offerpad, LLC 401(k) Plan assets move in 2024? ▼

Offerpad, LLC 401(k) Plan held essentially flat - down 0.1% during 2024, from $14M to $14M. Reported net income was -$10K.

How have Offerpad, LLC plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Offerpad, LLC's sponsor-wide assets grew 4.5%, from $13M to $14M.

Which 401(k) plans are similar in size to Offerpad, LLC 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Regency Integrated Health Services 401(k) Plan in TX ($14M, 6,655 participants).

Which 401(k) plans cover a similar participant headcount to Offerpad, LLC 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Dura Bond Retirement Savings Plan in PA (373 participants, $29M 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 320469112.