401(k)
2024 plan-year 401(k) DOL Form 5500

Homebridge 403(b) Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Homebridge, Inc. · California · Healthcare & Social Assistance

What the 2023 filing shows

Homebridge 403(b) Plan holds $9M for 514 participants — about $17,087 per participant, up 14.3% over the 2024 plan year.

$9M
total plan assets (2024 EOY)
514
covered participants
$17,087
avg assets per participant
+14.3%
assets growth YoY
Total Assets (2023)
$9M
Participants
514
State
Industry
Healthcare & Social Assistance

What the Filing Says About Homebridge 403(b) Plan

Homebridge 403(b) Plan is a 401(k) retirement plan sponsored by Homebridge, Inc., headquartered in California. As of the 2024 Form 5500 filing, the plan reports $9M in total end-of-year assets and covers 514 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 942985244, and the plan has been effective since 1996-07-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $8M at the beginning of 2024 to $9M at year-end — a gain of 14.3%. Net assets (after liabilities) closed the year at $9M, with reported net income of $1M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$8M
Total Assets (End of Year)$9M
Net Assets (End of Year)$9M
Net Income$1M
Plan Type401(k)
Employer EIN942985244
Plan Effective Date1996-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Homebridge, Inc.)

Year Plans Participants Total Assets
2022 1 361 $6M
2023 1 367 $8M
2024 1 514 $9M

Nearby 401(k) Plans in California

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

Frequently Asked Questions

How much money is in the Homebridge 403(b) Plan?
As of the 2024 Form 5500 filing, Homebridge 403(b) Plan holds $9M in total assets with 514 participants. It is sponsored by Homebridge, Inc..
What type of plan is Homebridge 403(b) Plan?
Homebridge 403(b) Plan is a 401(k) plan. It has been effective since 1996-07-01. The plan is filed with the U.S. Department of Labor under EIN 942985244.
Who sponsors the Homebridge 403(b) Plan?
Homebridge 403(b) Plan is sponsored by Homebridge, Inc., located in California. The sponsor's EIN is 942985244 and the plan operates in the Healthcare & Social Assistance industry.
How did Homebridge 403(b) Plan perform in 2024?
Homebridge 403(b) Plan grew by 14.3% during 2024, moving from $8M to $9M in total assets. Net income was $1M.
Where can I find official filings for Homebridge 403(b) Plan?
Official Form 5500 filings for Homebridge 403(b) Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 942985244 or plan name at efast.dol.gov.
How does Homebridge 403(b) Plan compare to other plans?
You can compare Homebridge 403(b) Plan against other 401(k) plans on the plan type page, or view plans in California on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 942985244.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.