401(k)
2024 plan-year 401(k) DOL Form 5500

Homesteaders Life Co. 401(k) Retirement Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Homesteaders Life Co. · Iowa · Finance & Insurance

What the 2023 filing shows

Homesteaders Life Co. 401(k) Retirement Plan holds $54M for 291 participants — about $185,869 per participant, up 10.2% over the 2024 plan year.

$54M
total plan assets (2024 EOY)
291
covered participants
$185,869
avg assets per participant
+10.2%
assets growth YoY
Total Assets (2023)
$54M
Participants
291
State
Industry
Finance & Insurance

What the Filing Says About Homesteaders Life Co. 401(k) Retirement Plan

Homesteaders Life Co. 401(k) Retirement Plan is a 401(k) retirement plan sponsored by Homesteaders Life Co., headquartered in Iowa. As of the 2024 Form 5500 filing, the plan reports $54M in total end-of-year assets and covers 291 participants across the Finance & Insurance industry. The sponsor's EIN on file with the U.S. Department of Labor is 420316600, and the plan has been effective since 1989-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $49M at the beginning of 2024 to $54M at year-end — a gain of 10.2%. Net assets (after liabilities) closed the year at $54M, with reported net income of $5M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$49M
Total Assets (End of Year)$54M
Net Assets (End of Year)$54M
Net Income$5M
Plan Type401(k)
Employer EIN420316600
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Homesteaders Life Co.)

Year Plans Participants Total Assets
2022 1 263 $45M
2023 1 269 $49M
2024 1 291 $54M

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Frequently Asked Questions

How much money is in the Homesteaders Life Co. 401(k) Retirement Plan?
As of the 2024 Form 5500 filing, Homesteaders Life Co. 401(k) Retirement Plan holds $54M in total assets with 291 participants. It is sponsored by Homesteaders Life Co..
What type of plan is Homesteaders Life Co. 401(k) Retirement Plan?
Homesteaders Life Co. 401(k) Retirement Plan is a 401(k) plan. It has been effective since 1989-01-01. The plan is filed with the U.S. Department of Labor under EIN 420316600.
Who sponsors the Homesteaders Life Co. 401(k) Retirement Plan?
Homesteaders Life Co. 401(k) Retirement Plan is sponsored by Homesteaders Life Co., located in Iowa. The sponsor's EIN is 420316600 and the plan operates in the Finance & Insurance industry.
How did Homesteaders Life Co. 401(k) Retirement Plan perform in 2024?
Homesteaders Life Co. 401(k) Retirement Plan grew by 10.2% during 2024, moving from $49M to $54M in total assets. Net income was $5M.
Where can I find official filings for Homesteaders Life Co. 401(k) Retirement Plan?
Official Form 5500 filings for Homesteaders Life Co. 401(k) Retirement Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 420316600 or plan name at efast.dol.gov.
How does Homesteaders Life Co. 401(k) Retirement Plan compare to other plans?
You can compare Homesteaders Life Co. 401(k) Retirement Plan against other 401(k) plans on the plan type page, or view plans in Iowa on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 420316600.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.