401(k) · DOL Form 5500 · 2023

Homeserve USA Corp. 401(k) Plan

Data updated 2026-08-25

$30M
Total assets Below avg plan size
377
Participants Below avg headcount
79th
Percentile by assets National rank
$80,680
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

$30M in assets, 377 participants

Homeserve USA Corp.'s Homeserve USA 401(k) Plan for Union Employees reported $30M in total assets and 377 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.

  • #7,045 in Other Services (7,857 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, $30M for 377 participants (~$80,680/participant), up 19.2% in 2023.

#7,045
in Other Services (7,857 peers)
+19.2%
assets growth YoY
0.3×
vs typical plan assets (national mean)

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 2023 · DOL Form 5500

$30,416,181 Top 21% higher than 79% of 127,068 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 2023

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

Plan-year 2023 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 (377 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Homeserve USA 401(k) Plan for Union Employees reported net income rose from -$3M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Homeserve USA 401(k) Plan for Union Employees end-of-year assets rose from $26M in the plan year 2022 filing to $30M in the plan year 2023 filing.
  • Homeserve USA 401(k) Plan for Union Employees reported participants fell from 382 in the plan year 2022 filing to 377 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 980381967 · Homeserve USA Corp. PY 2023 · 401(k)

Homeserve USA 401(k) Plan for Union Employees · $30M · 377 · 79th

  • IND $30M
  • IND 377
  • IND 79th
  • IND 401(k)
  • IND near Kenyon Companies 401(k) Plan
  • IND ind #7045

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

Homeserve USA 401(k) Plan for Union EmployeesHomeserve USA 401(k) Plan fo…$30MUniversity Neurosurgical Associates, P. C. 401(k) PlanUniversity Neurosurgical Ass…$30MElectro Management 401(k) PlanElectro Management 401(k) Pl…$30MKenyon Companies 401(k) Plan$30MThe Phillips Corporation Retirement PlanThe Phillips Corporation Ret…$30M
End-of-year total assets ($M) among Homeserve USA 401(k) Plan for Union Employees and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$30M
Net Income$5M
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. -50000050000100000150000 -200204060 Total assets ($B) Participants Homeserve USA 401(k) Plan for Union Employees, Total assets ($B): 0.030416181 · Participants: 377Homeserve USA 401(k) Plan for Union EmployeesRtx Savings Plan, Total assets ($B): 52.759784 · Participants: 123037Rtx Savings PlanCiti Retirement Savings Plan, Total assets ($B): 20.653030659 · Participants: 77865Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 6.478512 · Participants: 18377The Hartford Investment and Savings PlanXerox Corporation Savings Plan, Total assets ($B): 3.948866 · Participants: 10291Xerox Corporation Savings PlanEversource 401(k) Plan, Total assets ($B): 3.751712453 · Participants: 9504Eversource 401(k) 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 Kenyon Companies 401(k) Plan in AZ ($30M); by covered participants it is Hi-Rez Studios, Inc. 401(k) Plan in GA (377 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($30M here).

Similar participant headcount

Nearest other-state filings by covered participants (377 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. 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 2023? ▼
Homeserve USA 401(k) Plan for Union Employees grew sharply - up 19.2% during 2023, from $26M to $30M. Reported net income was $5M.
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 79th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (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 Kenyon Companies 401(k) Plan in AZ ($30M, 1,652 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 Hi-Rez Studios, Inc. 401(k) Plan in GA (377 participants, $24M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

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.