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

Homeservices Retirement Savings Plan

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

Sponsored by Homeservices of America, Inc · Minnesota · Real Estate

What the 2023 filing shows

Homeservices Retirement Savings Plan holds $221M for 3,484 participants — about $63,408 per participant, up 13.0% over the 2024 plan year.

$221M
total plan assets (2024 EOY)
3,484
covered participants
$63,408
avg assets per participant
+13.0%
assets growth YoY

The plan reported a net loss of $3M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$221M
Participants
3,484
State
Industry
Real Estate

What the Filing Says About Homeservices Retirement Savings Plan

Homeservices Retirement Savings Plan is a 401(k) retirement plan sponsored by Homeservices of America, Inc, headquartered in Minnesota. As of the 2024 Form 5500 filing, the plan reports $221M in total end-of-year assets and covers 3,484 participants across the Real Estate industry. The sponsor's EIN on file with the U.S. Department of Labor is 411945806, and the plan has been effective since 1998-05-28. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $196M at the beginning of 2024 to $221M at year-end — a gain of 13.0%. Net assets (after liabilities) closed the year at $221M, with reported net income of $-2,670,797 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)$196M
Total Assets (End of Year)$221M
Net Assets (End of Year)$221M
Net Income$-2,670,797
Plan Type401(k)
Employer EIN411945806
Plan Effective Date1998-05-28
Filing StatusFILING RECEIVED

Sponsor Plan History (Homeservices of America, Inc)

Year Plans Participants Total Assets
2022 1 4,485 $626M
2023 1 4,584 $729M
2024 9 39,986 $3.3B

Nearby 401(k) Plans in Minnesota

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

Frequently Asked Questions

How much money is in the Homeservices Retirement Savings Plan?
As of the 2024 Form 5500 filing, Homeservices Retirement Savings Plan holds $221M in total assets with 3,484 participants. It is sponsored by Homeservices of America, Inc.
What type of plan is Homeservices Retirement Savings Plan?
Homeservices Retirement Savings Plan is a 401(k) plan. It has been effective since 1998-05-28. The plan is filed with the U.S. Department of Labor under EIN 411945806.
Who sponsors the Homeservices Retirement Savings Plan?
Homeservices Retirement Savings Plan is sponsored by Homeservices of America, Inc, located in Minnesota. The sponsor's EIN is 411945806 and the plan operates in the Real Estate industry.
How did Homeservices Retirement Savings Plan perform in 2024?
Homeservices Retirement Savings Plan grew by 13.0% during 2024, moving from $196M to $221M in total assets. Net income was $-2,670,797.
Where can I find official filings for Homeservices Retirement Savings Plan?
Official Form 5500 filings for Homeservices Retirement Savings Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 411945806 or plan name at efast.dol.gov.
How does Homeservices Retirement Savings Plan compare to other plans?
You can compare Homeservices Retirement Savings Plan against other 401(k) plans on the plan type page, or view plans in Minnesota 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 411945806.

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.