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

Homesite Services, Inc. 401(k) Plan

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

Sponsored by Homesite Services, Inc. · California · Construction

What the 2023 filing shows

Homesite Services, Inc. 401(k) Plan holds $9M for 350 participants — about $25,377 per participant, up 18.8% over the 2024 plan year.

$9M
total plan assets (2024 EOY)
350
covered participants
$25,377
avg assets per participant
+18.8%
assets growth YoY
Total Assets (2023)
$9M
Participants
350
State
Industry
Construction

What the Filing Says About Homesite Services, Inc. 401(k) Plan

Homesite Services, Inc. 401(k) Plan is a 401(k) retirement plan sponsored by Homesite Services, Inc., headquartered in California. As of the 2024 Form 5500 filing, the plan reports $9M in total end-of-year assets and covers 350 participants across the Construction industry. The sponsor's EIN on file with the U.S. Department of Labor is 371502322, and the plan has been effective since 2005-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $7M at the beginning of 2024 to $9M at year-end — a gain of 18.8%. 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)$7M
Total Assets (End of Year)$9M
Net Assets (End of Year)$9M
Net Income$1M
Plan Type401(k)
Employer EIN371502322
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Homesite Services, Inc.)

Year Plans Participants Total Assets
2022 1 368 $6M
2023 1 370 $7M
2024 1 350 $9M

Nearby 401(k) Plans in California

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Frequently Asked Questions

How much money is in the Homesite Services, Inc. 401(k) Plan?
As of the 2024 Form 5500 filing, Homesite Services, Inc. 401(k) Plan holds $9M in total assets with 350 participants. It is sponsored by Homesite Services, Inc..
What type of plan is Homesite Services, Inc. 401(k) Plan?
Homesite Services, Inc. 401(k) Plan is a 401(k) plan. It has been effective since 2005-01-01. The plan is filed with the U.S. Department of Labor under EIN 371502322.
Who sponsors the Homesite Services, Inc. 401(k) Plan?
Homesite Services, Inc. 401(k) Plan is sponsored by Homesite Services, Inc., located in California. The sponsor's EIN is 371502322 and the plan operates in the Construction industry.
How did Homesite Services, Inc. 401(k) Plan perform in 2024?
Homesite Services, Inc. 401(k) Plan grew by 18.8% during 2024, moving from $7M to $9M in total assets. Net income was $1M.
Where can I find official filings for Homesite Services, Inc. 401(k) Plan?
Official Form 5500 filings for Homesite Services, Inc. 401(k) Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 371502322 or plan name at efast.dol.gov.
How does Homesite Services, Inc. 401(k) Plan compare to other plans?
You can compare Homesite Services, Inc. 401(k) 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 371502322.

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.