401(k) · DOL Form 5500 · 2024
Homeservices of America, Inc 401(k) Plan
Data updated 2026-08-25
- $408M
- Total assets Above avg plan size
- 5,003
- Participants Above avg headcount
- 97th
- Percentile by assets National rank
- $81,581
- Avg per participant Below avg balance/head
Official DOL plan name: Homeservices Retirement Savings Plan · Sponsored by Homeservices of America, Inc · Minnesota · Real Estate
$408M in assets, 5,003 participants
Homeservices of America, Inc's Homeservices Retirement Savings Plan reported $408M in total assets and 5,003 participants in its 2024 DOL Form 5500 filing, ranking in the 97th 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.
- #4,574 in Real Estate (4,605 peers)
Coverage in Minnesota
Homeservices Retirement Savings Plan covers 5,003 participants in Minnesota, 4.4x the typical Minnesota plan (state average ~1,126 per filing). Assets: $408M.
- #4,574
- in Real Estate (4,605 peers)
- +10.7%
- assets growth YoY
- 4.1×
- vs typical plan assets (national mean)
Homeservices Retirement Savings Plan's outsized position by total assets
Homeservices Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$408,151,734 Top 3% higher than 97% 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
Homeservices Retirement Savings Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Homeservices Retirement Savings Plan lands in the large band (5,003 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Homeservices Retirement Savings Plan reported net income fell from $104M in the plan year 2023 filing to $47M in the plan year 2024 filing.
- Homeservices Retirement Savings Plan end-of-year assets fell from $729M in the plan year 2023 filing to $408M in the plan year 2024 filing.
- Homeservices Retirement Savings Plan reported participants rose from 4,584 in the plan year 2023 filing to 5,003 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 411945806 · Homeservices of America, Inc PY 2024 · 401(k)
Homeservices Retirement Savings Plan · $408M · 5,003 · 97th
- PART $408M
- PART 5,003
- PART 97th
- PART 401(k)
- PART near Kinross Gold Retirement Plan
- PART ind #4574
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 Minnesota →
Homeservices Retirement Savings Plan in the asset neighbourhood
Minnesota filing particulars
| Total Assets (Beginning of Year) | $369M |
|---|---|
| Net Assets (End of Year) | $408M |
| Net Income | $47M |
| Employer EIN | 411945806 |
| Plan Effective Date | 1998-05-28 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Homeservices of America, Inc)
Sponsor-wide plan assets over time
All Homeservices of America, Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $3.3B 432.21008743121774% vs 2022
- 2024 filing year
| 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.
- Wells Fargo & Company 401(k) Plan $57.9B · 179,076
- Unitedhealth Group 401(k) Savings Plan $26.6B · 205,460
- Target Corporation 401(k) Plan $14.4B · 409,649
- Medtronic Savings and Investment Plan $13.7B · 38,480
- U.S. Bank 401(k) Savings Plan $11.4B · 73,109
Scale composition for Homeservices Retirement Savings Plan
Homeservices Retirement Savings Plan reports $408M in end-of-year assets across 5,003 participants (0.003% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.005% of 93,925,755 covered participants) - about $81,581 per participant (59% of the national average assets-per-participant) . Net income for plan year 2024 was $47M.
This plan identity (EIN 411945806, plan #010) has 11 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $626M to $441M (-29.5%) while covered participants moved from 4,485 to 4,659 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 4,485 | $626M | Open filing |
| 2023 | 4,584 | $729M | Open filing |
| 2024 | 5,900 | $791M | Open filing |
| 2024 | 4,350 | $322M | Open filing |
| 2024 | 2,720 | $196M | Open filing |
| 2024 | 3,484 | $221M | Open filing |
| 2024 | 5,003 | $408M | This page |
| 2024 | 5,047 | $369M | Open filing |
| 2024 | 4,229 | $264M | Open filing |
| 2024 | 4,594 | $319M | Open filing |
| 2024 · index core | 4,659 | $441M | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Homeservices Retirement Savings Plan (401(k), $441M, 4,659 participants)
Homeservices Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Minnesota, the nearest 401(k) by assets is Kinross Gold Retirement Plan in CO ($408M); by covered participants it is Amerigas Propane, Inc. Savings Plan in PA (5,004 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($408M here).
- Kinross Gold Retirement Plan (CO) $408M · 2,063
- Modine Manufacturing Company 401(k) Retirement Plan (WI) $408M · 3,487
- Communications Test Design, Inc. 401(k) Profit Sharing Plan (PA) $409M · 9,089
- Southern California Permanente Medical Group Tax Savings Retirement Plan (CA) $407M · 9,017
Similar participant headcount
Nearest other-state filings by covered participants (5,003 participants); asset peers above are excluded.
- Amerigas Propane, Inc. Savings Plan (PA) 5,004 · 1 off
- Saddle Creek Corporation Retirement Savings Plan (FL) 5,004 · 1 off
- Applied Industrial Technologies, Inc. Retirement Savings Plan (OH) 5,000 · 3 off
- Ascensus, LLC 401(k) Savings Plan (PA) 4,998 · 5 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.