401(k) · DOL Form 5500 · 2024

Homeward, Inc. 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets: 216
Participants Below avg headcount: 45th
Percentile by assets National rank: $27,472
Avg per participant Low balance/head

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Official DOL plan name: Homeward Inc. 401(k) Plan · Sponsored by Homeward, Inc. · Texas · Real Estate

$6M in assets, 216 participants

Homeward, Inc.'s Homeward Inc. 401(k) Plan reported $6M in total assets and 216 participants in its 2024 DOL Form 5500 filing, ranking in the 45th 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.

#2,975 in Real Estate (4,605 peers)

Coverage in Texas

Homeward Inc. 401(k) Plan covers 216 participants in Texas, about 31% of the average Texas filer (state average ~688 per filing). Assets: $6M.

#2,975
in Real Estate (4,605 peers): +15.5%
assets growth YoY

Homeward Inc. 401(k) Plan's mid-pack asset rank among Real Estate and all filers

Homeward Inc. 401(k) Plan vs every filed plan by assets

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

$5,933,913 45th percentile higher than 45% 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

Homeward Inc. 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. Homeward Inc. 401(k) Plan sits mid-pack in the medium band (216 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Homeward Inc. 401(k) Plan reported participants fell from 308 in the plan year 2023 filing to 216 in the plan year 2024 filing.
Homeward Inc. 401(k) Plan reported net income fell from $965K in the plan year 2023 filing to $797K in the plan year 2024 filing.
Homeward Inc. 401(k) Plan end-of-year assets rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 320594976 · Homeward, Inc. PY 2024 · 401(k)

Homeward Inc. 401(k) Plan · $6M · 216 · 45th

SCH $6M
SCH 216
SCH 45th
SCH 401(k)
SCH near Exer Holding Company LLC 401(k) & Profit Sharing Plan
SCH ind #2975

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 Real Estate retirement plans → · Plans in Texas →

End-of-year total assets ($M) among Homeward Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)	$5M
Net Assets (End of Year)	$6M
Net Income	$797K
Employer EIN	320594976
Plan Effective Date	2022-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Homeward, Inc.)

Latest sponsor-wide plan assets: $6M 42.24245863006566% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	165	$4M
2023	1	308	$5M
2024	1	216	$6M

Nearby 401(k) Plans in Texas

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

Homeward Inc. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants

AT&T Retirement Savings Plan $43.1B · 109,889
Exxonmobil Savings Plan $23.7B · 21,990
Chevron Employee Savings Investment Plan $20.4B · 21,505
Caterpillar 401(k) Savings Plan $18.8B · 43,873
Southwest Airlines Co. Retirement Savings Plan $17.0B · 67,820

Compare Homeward Inc. 401(k) Plan side-by-side with 3 peers →

Homeward Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Exer Holding Company LLC 401(k) & Profit Sharing Plan in CA ($6M); by covered participants it is Garden of Life 401(k) Plan in FL (216 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($6M here).

Exer Holding Company LLC 401(k) & Profit Sharing Plan (CA) $6M · 575
Q-Team, Inc. Employee Stock Ownership 401(k) Plan (ME) $6M · 35
Zhealth, LLC 401(k) Profit Sharing Plan (TN) $6M · 15
Deblois Electric, Inc. Employee Stock Ownership Plan (ME) $6M · 65

Similar participant headcount

Nearest other-state filings by covered participants (216 participants); asset peers above are excluded.

Garden of Life 401(k) Plan (FL) 216 · 0 off
West Tennessee Bone & Joint Clinic, P.C. Profit Sharing Plan (TN) 216 · 0 off
Indtai, Inc. 401(k) Plan (FL) 216 · 0 off
Whalley Computer Associates, Inc. 401(k) Plan (MA) 216 · 0 off

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 Inc. 401(k) Plan assets move in 2024? ▼

Homeward Inc. 401(k) Plan grew sharply - up 15.5% during 2024, from $5M to $6M. Reported net income was $797K.

How have Homeward, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Homeward, Inc.'s sponsor-wide assets grew 42.2%, from $4M to $6M.

Which 401(k) plans are similar in size to Homeward Inc. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Exer Holding Company LLC 401(k) & Profit Sharing Plan in CA ($6M, 575 participants).

Which 401(k) plans cover a similar participant headcount to Homeward Inc. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Garden of Life 401(k) Plan in FL (216 participants, N/A 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 320594976.