401(k) · DOL Form 5500 · 2024

Hometown Waiver Solutions LLC 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
485
Participants Below avg headcount
24th
Percentile by assets National rank
$2,271
Avg per participant Low balance/head
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Official DOL plan name: Hometown Waiver Solutions - 401(k) · Sponsored by Hometown Waiver Solutions LLC · Indiana · Healthcare & Social Assistance

$1M in assets, 485 participants

Hometown Waiver Solutions LLC's Hometown Waiver Solutions - 401(k) reported $1M in total assets and 485 participants in its 2024 DOL Form 5500 filing, ranking in the 24th 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.

  • #3,371 in Healthcare & Social Assistance (16,916 peers)

Hometown Waiver Solutions LLC multi-year trail

Hometown Waiver Solutions LLC's plans moved +408.9% in assets from 2023 to 2024; this filing shows Hometown Waiver Solutions - 401(k) at $1M / 485 participants.

#3,371
in Healthcare & Social Assistance (16,916 peers)
+408.9%
assets growth YoY

Hometown Waiver Solutions - 401(k) among the smaller filed plans by assets

Hometown Waiver Solutions - 401(k) vs every filed plan by assets

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

$1,101,593 24th percentile higher than 24% 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

Hometown Waiver Solutions - 401(k) 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. Hometown Waiver Solutions - 401(k) sits mid-pack in the medium band (485 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Hometown Waiver Solutions - 401(k) end-of-year assets rose from $216K in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Hometown Waiver Solutions - 401(k) reported net income rose from $216K in the plan year 2023 filing to $885K in the plan year 2024 filing.
  • Hometown Waiver Solutions - 401(k) reported participants rose from 394 in the plan year 2023 filing to 485 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 823793785 · Hometown Waiver Solutions LLC PY 2024 · 401(k)

Hometown Waiver Solutions - 401(k) · $1M · 485 · 24th

  • PCT $1M
  • PCT 485
  • PCT 24th
  • PCT 401(k)
  • PCT near Lakeside Oral & Facial Surgery Institute LLC 401(k) Plan & Trust
  • PCT ind #3371

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 Indiana →

Hometown Waiver Solutions - 401(k) in the asset neighbourhood

Hometown Waiver Solutions - 401(k)Hometown Waiver Solutions - …$1MLakeside Oral & Facial Surgery Institute LLC 401(k) Plan & TrustLakeside Oral & Facial Surge…$1MThe Groves 401(k) Plan$1MThe Big Easy 401(k) Plan$1MH Squared Solutions Corp. 401(k) PlanH Squared Solutions Corp. 40…$1M
End-of-year total assets ($M) among Hometown Waiver Solutions - 401(k) and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Hometown Waiver Solutions LLC multi-year asset trail

Sponsor-wide plan assets over time

All Hometown Waiver Solutions LLC plans reported in each filing year

Latest sponsor-wide plan assets
$1M 408.87064736370434% vs 2023
2024 filing year
$0M$0.5M$1M$1.5M 20232024 $0.22M $1.1M ▲ +400.0%
Year Plans Participants Total Assets
2023 1 394 $216K
2024 1 485 $1M

Hometown Waiver Solutions LLC filing trail (2024)

Total Assets (Beginning of Year)$216K
Net Assets (End of Year)$1M
Net Income$885K
Employer EIN823793785
Plan Effective Date2023-08-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Indiana

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

Hometown Waiver Solutions - 401(k) vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Hometown Waiver Solutions - 401(k), Total assets ($B): 0.001101593 · Participants: 485Hometown Waiver Solutions - 401(k)The Lilly Employee 401(k) Plan, Total assets ($B): 13.056609955 · Participants: 19977The Lilly Employee 401(k) PlanElevance Health 401(k) Plan, Total assets ($B): 12.109864062 · Participants: 73120Elevance Health 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 6.366370789 · Participants: 30272Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 4.481656061 · Participants: 38460Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.996436059 · Participants: 9385Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Hometown Waiver Solutions - 401(k) vs. nearby 401(k) plans in Indiana, assets vs. participants

Hometown Waiver Solutions - 401(k)'s out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Lakeside Oral & Facial Surgery Institute LLC 401(k) Plan & Trust in WI ($1M); by covered participants it is Home Buyers Warranty Corporation Tax Saver 401(k) Salary Reduction Plan in CO (485 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1M here).

Similar participant headcount

Nearest other-state filings by covered participants (485 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 Hometown Waiver Solutions - 401(k) assets move in 2024?
Hometown Waiver Solutions - 401(k) surged - up 408.9% during 2024, from $216K to $1M. Reported net income was $885K.
How have Hometown Waiver Solutions LLC plan assets changed over time?
Across 2 plan years on file (2023-2024), Hometown Waiver Solutions LLC's sponsor-wide assets grew 408.9%, from $216K to $1M.
Where does Hometown Waiver Solutions - 401(k) rank by assets among Form 5500 filers?
Hometown Waiver Solutions - 401(k) ranks in the 24th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Hometown Waiver Solutions - 401(k)?
Among 401(k) plans in other states, the closest by assets is Lakeside Oral & Facial Surgery Institute LLC 401(k) Plan & Trust in WI ($1M, 6 participants).
Which 401(k) plans cover a similar participant headcount to Hometown Waiver Solutions - 401(k)?
Among 401(k) plans in other states, the closest by covered participants is Home Buyers Warranty Corporation Tax Saver 401(k) Salary Reduction Plan in CO (485 participants, $34M in assets).