401(k) · DOL Form 5500 · 2024

Homestead Funding Corp. 401(k) Plan

Data updated 2026-08-25

$40M
Total assets Below avg plan size
299
Participants Below avg headcount
81st
Percentile by assets National rank
$134,122
Avg per participant Near avg balance/head
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Official DOL plan name: Homestead Funding Corp. 401(k) Plan · Sponsored by Homestead Funding Corp. · New York · Finance & Insurance

$40M in assets, 299 participants

Homestead Funding Corp.'s Homestead Funding Corp. 401(k) Plan reported $40M in total assets and 299 participants in its 2024 DOL Form 5500 filing, ranking in the 81st 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.

  • #6,098 in Finance & Insurance (8,549 peers)

Coverage in New York

Homestead Funding Corp. 401(k) Plan covers 299 participants in New York, about 37% of the average New York filer (state average ~798 per filing). Assets: $40M.

#6,098
in Finance & Insurance (8,549 peers)
+14.2%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Homestead Funding Corp. 401(k) Plan's outsized position by total assets

Homestead Funding Corp. 401(k) Plan vs every filed plan by assets

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

$40,102,380 Top 19% higher than 81% of 123,620 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 2024

Homestead Funding Corp. 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. Homestead Funding Corp. 401(k) Plan sits mid-pack in the medium band (299 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Homestead Funding Corp. 401(k) Plan reported net income rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Homestead Funding Corp. 401(k) Plan end-of-year assets rose from $35M in the plan year 2023 filing to $40M in the plan year 2024 filing.
  • Homestead Funding Corp. 401(k) Plan reported participants fell from 324 in the plan year 2023 filing to 299 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 141770243 · Homestead Funding Corp. PY 2024 · 401(k)

Homestead Funding Corp. 401(k) Plan · $40M · 299 · 81st

  • EIN $40M
  • RANK 299
  • PHOTO 81st
  • IND 401(k)
  • EOY near Staffmark/Ems 401(k) Savings Plan
  • 5500 ind #6098

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 Finance & Insurance retirement plans → · Plans in New York →

Homestead Funding Corp. 401(k) Plan in the asset neighbourhood

Delaware Electric Cooperative, Inc. 401(k) Savings Plan BDelaware Electric Cooperativ…$40MFerman Motor Car Company and Affiliated Dealerships 401(k) Savings PlanFerman Motor Car Company and…$40MHomestead Funding Corp. 401(k) PlanHomestead Funding Corp. 401(…$40MStaffmark/Ems 401(k) Savings PlanStaffmark/Ems 401(k) Savings…$40MOcean State Jobbers, Inc. & Affiliates 401(k) PlanOcean State Jobbers, Inc. & …$40M
End-of-year total assets ($M) among Homestead Funding Corp. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$35M
Net Assets (End of Year)$40M
Net Income$5M
Employer EIN141770243
Plan Effective Date1995-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Homestead Funding Corp.)

Sponsor-wide plan assets over time

All Homestead Funding Corp. plans reported in each filing year

Latest sponsor-wide plan assets
$40M 29.6135441153271% vs 2022
2024 filing year
$30M$35M$40M$45M 202220232024 $30.9M $40.1M ▲ +29.6%
Year Plans Participants Total Assets
2022 1 460 $31M
2023 1 324 $35M
2024 1 299 $40M

Nearby 401(k) Plans in New York

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

Homestead Funding Corp. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Homestead Funding Corp. 401(k) Plan, Total assets ($B): 0.04010238 · Participants: 299Homestead Funding Corp. 401(k) PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Homestead Funding Corp. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Homestead Funding Corp. 401(k) Plan side-by-side with 3 peers →

Homestead Funding Corp. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Staffmark/Ems 401(k) Savings Plan in OH ($40M); by covered participants it is Environmental Chemical Corporation Profit Sharing 401(k) Plan in CA (299 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (299 participants); asset peers above are excluded.

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 Homestead Funding Corp. 401(k) Plan assets move in 2024? ▼
Homestead Funding Corp. 401(k) Plan grew at a solid clip - up 14.2% during 2024, from $35M to $40M. Reported net income was $5M.
How have Homestead Funding Corp. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Homestead Funding Corp.'s sponsor-wide assets grew 29.6%, from $31M to $40M.
Where does Homestead Funding Corp. 401(k) Plan rank by assets among Form 5500 filers? ▼
Homestead Funding Corp. 401(k) Plan ranks in the 81st percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Homestead Funding Corp. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Staffmark/Ems 401(k) Savings Plan in OH ($40M, 1,051 participants).
Which 401(k) plans cover a similar participant headcount to Homestead Funding Corp. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Environmental Chemical Corporation Profit Sharing 401(k) Plan in CA (299 participants, $115M 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 141770243.

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.