401(k) · DOL Form 5500 · 2024
Homewise, Inc 401(k) Plan
Data updated 2026-08-25
- $10M
- Total assets Small plan by assets
- 111
- Participants Small participant base
- 56th
- Percentile by assets National rank
- $89,870
- Avg per participant Below avg balance/head
Official DOL plan name: Homewise 403(b) Pension Plan · Sponsored by Homewise, Inc · New Mexico · Other Services
$10M in assets, 111 participants
Homewise, Inc's Homewise 403(b) Pension Plan reported $10M in total assets and 111 participants in its 2024 DOL Form 5500 filing, ranking in the 56th 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.
- #5,746 in Other Services (7,719 peers)
Coverage in New Mexico
Homewise 403(b) Pension Plan covers 111 participants in New Mexico, about 30% of the average New Mexico filer (state average ~365 per filing). Assets: $10M.
- #5,746
- in Other Services (7,719 peers)
- +13.8%
- assets growth YoY
Homewise 403(b) Pension Plan's mid-pack asset rank among Other Services and all filers
Homewise 403(b) Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$9,975,563 Top 44% higher than 56% 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
Homewise 403(b) Pension 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. Homewise 403(b) Pension Plan sits mid-pack in the medium band (111 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Homewise 403(b) Pension Plan reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
- Homewise 403(b) Pension Plan end-of-year assets rose from $9M in the plan year 2023 filing to $10M in the plan year 2024 filing.
- Homewise 403(b) Pension Plan reported participants fell from 122 in the plan year 2023 filing to 111 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 850346325 · Homewise, Inc PY 2024 · 401(k)
Homewise 403(b) Pension Plan · $10M · 111 · 56th
- EBSA $10M
- EBSA 111
- EBSA 56th
- EBSA 401(k)
- EBSA near Frozen Phs & Hmhs 401(k) Plan
- EBSA ind #5746
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 Other Services retirement plans → · Plans in New Mexico →
Homewise 403(b) Pension Plan in the asset neighbourhood
New Mexico filing particulars
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $10M |
| Net Income | $1M |
| Employer EIN | 850346325 |
| Plan Effective Date | 1997-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Homewise, Inc)
Sponsor-wide plan assets over time
All Homewise, Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $10M 42.02554151389401% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 123 | $7M |
| 2023 | 1 | 122 | $9M |
| 2024 | 1 | 111 | $10M |
Nearby 401(k) Plans in New Mexico
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Ntess Savings and Income Plan $7.2B · 15,926
- Triad 401(k) Retirement Plan $2.5B · 11,744
- Triad 401(k) Savings Plan $900M · 2,058
- Txnm Energy, Inc. Retirement Savings Plan $827M · 1,631
- Applied Research Associates, Inc. 401(k) Profit Sharing Plan & Trust $648M · 2,218
Homewise 403(b) Pension Plan's out-of-state 401(k) peers by assets and headcount
Outside New Mexico, the nearest 401(k) by assets is Frozen Phs & Hmhs 401(k) Plan in TX ($10M); by covered participants it is R.N. Industries Trucking, Inc. Profit Sharing Plan in UT (111 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($10M here).
- Frozen Phs & Hmhs 401(k) Plan (TX) $10M · 414
- American Beverage Corporation Retirement Savings Plan (PA) $10M · 205
- Cinterra 401(k) Plan (NC) $10M · 308
- West-Camp Press, Inc. Retirement Program (OH) $10M · 81
Similar participant headcount
Nearest other-state filings by covered participants (111 participants); asset peers above are excluded.
- R.N. Industries Trucking, Inc. Profit Sharing Plan (UT) 111 · 0 off
- Freedom Homecare Inc 401(k) Profit Sharing Plan & Trust (IL) 111 · 0 off
- Boettcher-Hlavinka 401(k) Plan (TX) 111 · 0 off
- Architectural Glass & Metal 401(k) Plan (IN) 111 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.