401(k) · DOL Form 5500 · 2024
Western Home Services 401(k) Plan
Data updated 2026-08-25
- $17M
- Total assets Small plan by assets
- 804
- Participants Near avg headcount
- 66th
- Percentile by assets National rank
- $20,606
- Avg per participant Low balance/head
Official DOL plan name: Western Home Employees Retirement Plan · Sponsored by Western Home Services · Iowa · Healthcare & Social Assistance
$17M in assets, 804 participants
Western Home Services's Western Home Employees Retirement Plan reported $17M in total assets and 804 participants in its 2024 DOL Form 5500 filing, ranking in the 66th 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.
- #12,091 in Healthcare & Social Assistance (16,916 peers)
Western Home Services multi-year trail
Western Home Services's plans moved +15.0% in assets from 2022 to 2024; this filing shows Western Home Employees Retirement Plan at $17M / 804 participants.
- #12,091
- in Healthcare & Social Assistance (16,916 peers)
- +4.6%
- assets growth YoY
Western Home Employees Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Western Home Employees Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$16,567,323 Top 34% higher than 66% 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
Western Home Employees Retirement 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. Western Home Employees Retirement Plan sits mid-pack in the medium band (804 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Western Home Employees Retirement Plan reported net income fell from $1M in the plan year 2023 filing to $734K in the plan year 2024 filing.
- Western Home Employees Retirement Plan reported participants rose from 752 in the plan year 2023 filing to 804 in the plan year 2024 filing.
- Western Home Employees Retirement Plan end-of-year assets rose from $16M in the plan year 2023 filing to $17M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 272825987 · Western Home Services PY 2024 · 401(k)
Western Home Employees Retirement Plan · $17M · 804 · 66th
- PHOTO $17M
- IND 804
- EOY 66th
- 5500 401(k)
- ASSETS near Daysmart Software, LLC 401(k) Profit Sharing Plan and Trust
- PCT ind #12091
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 Iowa →
Western Home Employees Retirement Plan in the asset neighbourhood
Western Home Services multi-year asset trail
Sponsor-wide plan assets over time
All Western Home Services plans reported in each filing year
- Latest sponsor-wide plan assets
- $17M 14.955377339376463% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 763 | $14M |
| 2023 | 1 | 752 | $16M |
| 2024 | 1 | 804 | $17M |
Western Home Services filing trail (2024)
| Total Assets (Beginning of Year) | $16M |
|---|---|
| Net Assets (End of Year) | $17M |
| Net Income | $734K |
| Employer EIN | 272825987 |
| Plan Effective Date | 1997-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Iowa
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Principal Select Savings Plan $4.6B · 12,841
- The Rsm US LLP Retirement Plan $3.4B · 14,728
- Iowa Health System Section 401(k) Retirement Savings Plan $3.3B · 25,072
- The Hy-Vee and Affiliates 401(k) Plan $3.1B · 55,411
- Transamerica 401(k) Retirement Savings Plan $2.7B · 8,059
Western Home Employees Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Iowa, the nearest 401(k) by assets is Daysmart Software, LLC 401(k) Profit Sharing Plan and Trust in MI ($17M); by covered participants it is Police and Fire Federal Credit Union Employees Retirement Plan in PA (804 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($17M here).
Similar participant headcount
Nearest other-state filings by covered participants (804 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.