401(k) · DOL Form 5500 · 2023

Homestead Village, Inc 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
210
Participants Below avg headcount
45th
Percentile by assets National rank
$24,734
Avg per participant Low balance/head
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Official DOL plan name: Homestead Village, Inc. 401(k) Plan · Sponsored by Homestead Village, Inc · Pennsylvania · Healthcare & Social Assistance

$5M in assets, 210 participants

Homestead Village, Inc's Homestead Village, Inc. 401(k) Plan reported $5M in total assets and 210 participants in its 2023 DOL Form 5500 filing, ranking in the 45th 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.

  • #8,707 in Healthcare & Social Assistance (17,684 peers)

Coverage in Pennsylvania

Homestead Village, Inc. 401(k) Plan covers 210 participants in Pennsylvania, about 26% of the average Pennsylvania filer (state average ~822 per filing). Assets: $5M.

#8,707
in Healthcare & Social Assistance (17,684 peers)
+22.5%
assets growth YoY

Homestead Village, Inc. 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

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

End-of-year total assets · plan year 2023 · DOL Form 5500

$5,194,050 45th percentile higher than 45% 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

Homestead Village, Inc. 401(k) Plan 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. Homestead Village, Inc. 401(k) Plan sits mid-pack in the medium band (210 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Homestead Village, Inc. 401(k) Plan reported net income rose from $598K in the plan year 2022 filing to $945K in the plan year 2023 filing.
  • Homestead Village, Inc. 401(k) Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Homestead Village, Inc. 401(k) Plan reported participants fell from 216 in the plan year 2022 filing to 210 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 232010104 · Homestead Village, Inc PY 2023 · 401(k)

Homestead Village, Inc. 401(k) Plan · $5M · 210 · 45th

  • NET $5M
  • BOOK 210
  • VS-ST 45th
  • BOY 401(k)
  • SCH near Toyota of Olympia Retirement Plan
  • EBSA ind #8707

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 Healthcare & Social Assistance retirement plans → · Plans in Pennsylvania →

Homestead Village, Inc. 401(k) Plan in the asset neighbourhood

Homestead Village, Inc. 401(k) PlanHomestead Village, Inc. 401(…$5MToyota of Olympia Retirement PlanToyota of Olympia Retirement…$5MAxis Energy Services 401(k) Employee Savings PlanAxis Energy Services 401(k) …$5MProject Harmony Retirement PlanProject Harmony Retirement P…$5MThe Evan Group 401(k) Retirement PlanThe Evan Group 401(k) Retire…$5M
End-of-year total assets ($M) among Homestead Village, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$945K
Employer EIN232010104
Plan Effective Date1991-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Homestead Village, Inc)

Sponsor-wide plan assets over time

All Homestead Village, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$10M 133.0902256951735% vs 2022
2024 filing year
$2M$4M$6M$8M$10M$12M 202220232024 $4.24M $9.88M ▲ +133.0%
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. -50000050000100000 -505101520 Total assets ($B) Participants Homestead Village, Inc. 401(k) Plan, Total assets ($B): 0.00519405 · Participants: 210Homestead Village, Inc. 401(k) PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
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 →

Homestead Village, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Toyota of Olympia Retirement Plan in WA ($5M); by covered participants it is B.E.a.T., LLC 401(k) Plan in TX (210 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

Similar participant headcount

Nearest other-state filings by covered participants (210 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 Homestead Village, Inc. 401(k) Plan assets move in 2023? ▼
Homestead Village, Inc. 401(k) Plan grew sharply - up 22.5% during 2023, from $4M to $5M. Reported net income was $945K.
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 Toyota of Olympia Retirement Plan in WA ($5M, 142 participants).
Which 401(k) plans cover a similar participant headcount to Homestead Village, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is B.E.a.T., LLC 401(k) Plan in TX (210 participants, $8M 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 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.