401(k) · DOL Form 5500 · 2024

United Methodist Homes, Inc. 401(k) Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
419
Participants Below avg headcount
72nd
Percentile by assets National rank
$53,168
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: United Methodist Homes 401(k) Plan · Sponsored by United Methodist Homes, Inc. · Connecticut · Healthcare & Social Assistance

$22M in assets, 419 participants

United Methodist Homes, Inc.'s United Methodist Homes 401(k) Plan reported $22M in total assets and 419 participants in its 2024 DOL Form 5500 filing, ranking in the 72nd 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.

  • #12,943 in Healthcare & Social Assistance (16,916 peers)

United Methodist Homes, Inc. multi-year trail

United Methodist Homes, Inc.'s plans moved +17.6% in assets from 2022 to 2024; this filing shows United Methodist Homes 401(k) Plan at $22M / 419 participants.

#12,943
in Healthcare & Social Assistance (16,916 peers)
+8.8%
assets growth YoY

United Methodist Homes 401(k) Plan's outsized position by total assets

United Methodist Homes 401(k) Plan vs every filed plan by assets

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

$22,277,601 Top 28% higher than 72% 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

United Methodist Homes 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. United Methodist Homes 401(k) Plan sits mid-pack in the medium band (419 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • United Methodist Homes 401(k) Plan reported net income rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • United Methodist Homes 401(k) Plan end-of-year assets rose from $20M in the plan year 2023 filing to $22M in the plan year 2024 filing.
  • United Methodist Homes 401(k) Plan reported participants rose from 396 in the plan year 2023 filing to 419 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 060987394 · United Methodist Homes, Inc. PY 2024 · 401(k)

United Methodist Homes 401(k) Plan · $22M · 419 · 72nd

  • TYPE $22M
  • TYPE 419
  • TYPE 72nd
  • TYPE 401(k)
  • TYPE near N.a.S.W. Employees 401(k) Benefit Plan
  • TYPE ind #12943

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 Connecticut →

United Methodist Homes 401(k) Plan in the asset neighbourhood

United Methodist Homes 401(k) PlanUnited Methodist Homes 401(k…$22MN.a.S.W. Employees 401(k) Benefit PlanN.a.S.W. Employees 401(k) Be…$22MEntech Engineering, Inc. 401(k) PlanEntech Engineering, Inc. 401…$22MBowflex Inc. 401(k) Savings PlanBowflex Inc. 401(k) Savings …$22MAllegiance Fundraising LLC 401(k) Retirement Savings PlanAllegiance Fundraising LLC 4…$22M
End-of-year total assets ($M) among United Methodist Homes 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

United Methodist Homes, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All United Methodist Homes, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$22M 17.591503616248946% vs 2022
2024 filing year
$18M$20M$22M$24M 202220232024 $18.9M $22.3M ▲ +17.6%
Year Plans Participants Total Assets
2022 1 380 $19M
2023 1 396 $20M
2024 2 614 $22M

United Methodist Homes, Inc. filing trail (2024)

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$22M
Net Income$2M
Employer EIN060987394
Plan Effective Date2000-03-15
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Connecticut

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

United Methodist Homes 401(k) Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants United Methodist Homes 401(k) Plan, Total assets ($B): 0.022277601 · Participants: 419United Methodist Homes 401(k) PlanRtx Savings Plan, Total assets ($B): 58.647425 · Participants: 124876Rtx Savings PlanCiti Retirement Savings Plan, Total assets ($B): 23.241033081 · Participants: 78741Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 7.183243 · Participants: 18614The Hartford Investment and Savings PlanEversource 401(k) Plan, Total assets ($B): 4.046347175 · Participants: 10041Eversource 401(k) PlanXerox Corporation Savings Plan, Total assets ($B): 3.976943 · Participants: 9876Xerox Corporation Savings Plan
United Methodist Homes 401(k) Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare United Methodist Homes 401(k) Plan side-by-side with 3 peers →

United Methodist Homes 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is N.a.S.W. Employees 401(k) Benefit Plan in DC ($22M); by covered participants it is Bayer Built Woodworks, Inc. Retirement Plan in MN (419 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (419 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 United Methodist Homes 401(k) Plan assets move in 2024? ▼
United Methodist Homes 401(k) Plan grew at a solid clip - up 8.8% during 2024, from $20M to $22M. Reported net income was $2M.
How have United Methodist Homes, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), United Methodist Homes, Inc.'s sponsor-wide assets grew 17.6%, from $19M to $22M.
Which 401(k) plans are similar in size to United Methodist Homes 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is N.a.S.W. Employees 401(k) Benefit Plan in DC ($22M, 204 participants).
Which 401(k) plans cover a similar participant headcount to United Methodist Homes 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bayer Built Woodworks, Inc. Retirement Plan in MN (419 participants, $43M 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 060987394.

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.