401(k) · DOL Form 5500 · 2024

Homeward Bound, Inc. 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
248
Participants Below avg headcount
53rd
Percentile by assets National rank
$36,136
Avg per participant Low balance/head
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Official DOL plan name: Homeward Bound, Inc. 403(b) Retirement Savings Plan · Sponsored by Homeward Bound, Inc. · Minnesota · Healthcare & Social Assistance

$9M in assets, 248 participants

Homeward Bound, Inc.'s Homeward Bound, Inc. 403(b) Retirement Savings Plan reported $9M in total assets and 248 participants in its 2024 DOL Form 5500 filing, ranking in the 53rd 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.

  • #9,916 in Healthcare & Social Assistance (16,916 peers)

Coverage in Minnesota

Homeward Bound, Inc. 403(b) Retirement Savings Plan covers 248 participants in Minnesota, about 22% of the average Minnesota filer (state average ~1,126 per filing). Assets: $9M.

#9,916
in Healthcare & Social Assistance (16,916 peers)
+9.1%
assets growth YoY

Homeward Bound, Inc. 403(b) Retirement Savings Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Homeward Bound, Inc. 403(b) Retirement Savings Plan vs every filed plan by assets

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

$8,961,770 Top 47% higher than 53% 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

Homeward Bound, Inc. 403(b) Retirement Savings 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. Homeward Bound, Inc. 403(b) Retirement Savings Plan sits mid-pack in the medium band (248 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Homeward Bound, Inc. 403(b) Retirement Savings Plan reported net income rose from -$2M in the plan year 2023 filing to $754K in the plan year 2024 filing.
  • Homeward Bound, Inc. 403(b) Retirement Savings Plan reported participants fell from 275 in the plan year 2023 filing to 248 in the plan year 2024 filing.
  • Homeward Bound, Inc. 403(b) Retirement Savings Plan end-of-year assets rose from $8M in the plan year 2023 filing to $9M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 411223085 · Homeward Bound, Inc. PY 2024 · 401(k)

Homeward Bound, Inc. 403(b) Retirement Savings Plan · $9M · 248 · 53rd

  • NET $9M
  • NET 248
  • NET 53rd
  • NET 401(k)
  • NET near Voco America Inc 401(k) Profit Sharing Plan & Trust
  • NET ind #9916

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 Minnesota →

Homeward Bound, Inc. 403(b) Retirement Savings Plan in the asset neighbourhood

Homeward Bound, Inc. 403(b) Retirement Savings PlanHomeward Bound, Inc. 403(b) …$9MVoco America Inc 401(k) Profit Sharing Plan & TrustVoco America Inc 401(k) Prof…$9MOmnigo 401(k) Plan$9MBiotab LLC 401(k) Profit Sharing Plan & TrustBiotab LLC 401(k) Profit Sha…$9MHigier Allen & Lautin, P.C. 401(k) Profit Sharing PlanHigier Allen & Lautin, P.C. …$9M
End-of-year total assets ($M) among Homeward Bound, Inc. 403(b) Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Minnesota filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$9M
Net Income$754K
Employer EIN411223085
Plan Effective Date1976-08-02
Filing StatusFILING RECEIVED

Sponsor Plan History (Homeward Bound, Inc.)

Sponsor-wide plan assets over time

All Homeward Bound, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 8.140421045834104% vs 2022
2024 filing year
$8M$8.5M$9M$9.5M$10M 202220232024 $9.76M $8.96M ▼ -8.2%
Year Plans Participants Total Assets
2022 1 301 $10M
2023 1 275 $8M
2024 1 248 $9M

Nearby 401(k) Plans in Minnesota

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

Homeward Bound, Inc. 403(b) Retirement Savings Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -20020406080 Total assets ($B) Participants Homeward Bound, Inc. 403(b) Retirement Savings Plan, Total assets ($B): 0.00896177 · Participants: 248Homeward Bound, Inc. 403(b) Retirement Savings PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 57.886997456 · Participants: 179076Wells Fargo & Company 401(k) PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 26.618762181 · Participants: 205460Unitedhealth Group 401(k) Savings PlanTarget Corporation 401(k) Plan, Total assets ($B): 14.419645154 · Participants: 409649Target Corporation 401(k) PlanMedtronic Savings and Investment Plan, Total assets ($B): 13.719378 · Participants: 38480Medtronic Savings and Investment PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 11.442089862 · Participants: 73109U.S. Bank 401(k) Savings Plan
Homeward Bound, Inc. 403(b) Retirement Savings Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Homeward Bound, Inc. 403(b) Retirement Savings Plan side-by-side with 3 peers →

Homeward Bound, Inc. 403(b) Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Voco America Inc 401(k) Profit Sharing Plan & Trust in SC ($9M); by covered participants it is Holistic Care Home Health Agency, Inc. 401 (K) Plan in TX (248 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (248 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 Homeward Bound, Inc. 403(b) Retirement Savings Plan assets move in 2024? ▼
Homeward Bound, Inc. 403(b) Retirement Savings Plan grew at a solid clip - up 9.1% during 2024, from $8M to $9M. Reported net income was $754K.
How have Homeward Bound, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Homeward Bound, Inc.'s sponsor-wide assets declined 8.1%, from $10M to $9M.
Which 401(k) plans are similar in size to Homeward Bound, Inc. 403(b) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Voco America Inc 401(k) Profit Sharing Plan & Trust in SC ($9M, 94 participants).
Which 401(k) plans cover a similar participant headcount to Homeward Bound, Inc. 403(b) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Holistic Care Home Health Agency, Inc. 401 (K) Plan in TX (248 participants, $80K 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 411223085.

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.