401(k) · DOL Form 5500 · 2024

Homeserve USA Corp. 401(k) Plan

Data updated 2026-08-25

$35M
Total assets Below avg plan size
350
Participants Below avg headcount
79th
Percentile by assets National rank
$99,019
Avg per participant Below avg balance/head
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Official DOL plan name: Homeserve USA 401(k) Plan for Union Employees · Sponsored by Homeserve USA Corp. · Connecticut · Other Services

$35M in assets, 350 participants

Homeserve USA Corp.'s Homeserve USA 401(k) Plan for Union Employees reported $35M in total assets and 350 participants in its 2024 DOL Form 5500 filing, ranking in the 79th 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.

  • #6,944 in Other Services (7,719 peers)

Coverage in Connecticut

Homeserve USA 401(k) Plan for Union Employees covers 350 participants in Connecticut, about 49% of the average Connecticut filer (state average ~718 per filing). Assets: $35M.

#6,944
in Other Services (7,719 peers)
+13.9%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Homeserve USA 401(k) Plan for Union Employees's outsized position by total assets

Homeserve USA 401(k) Plan for Union Employees vs every filed plan by assets

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

$34,656,554 Top 21% higher than 79% 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

Homeserve USA 401(k) Plan for Union Employees 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. Homeserve USA 401(k) Plan for Union Employees sits mid-pack in the medium band (350 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Homeserve USA 401(k) Plan for Union Employees end-of-year assets rose from $30M in the plan year 2023 filing to $35M in the plan year 2024 filing.
  • Homeserve USA 401(k) Plan for Union Employees reported net income fell from $5M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Homeserve USA 401(k) Plan for Union Employees reported participants fell from 377 in the plan year 2023 filing to 350 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 980381967 · Homeserve USA Corp. PY 2024 · 401(k)

Homeserve USA 401(k) Plan for Union Employees · $35M · 350 · 79th

  • ASSETS $35M
  • ASSETS 350
  • ASSETS 79th
  • ASSETS 401(k)
  • ASSETS near Granite Associates 401(k) Plan
  • ASSETS ind #6944

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 Connecticut →

Homeserve USA 401(k) Plan for Union Employees in the asset neighbourhood

Homeserve USA 401(k) Plan for Union EmployeesHomeserve USA 401(k) Plan fo…$35MGranite Associates 401(k) PlanGranite Associates 401(k) Pl…$35MHansen Icc, LLC Savings Plan$35MJohn Henry Foster Minnesota, Inc. 401(k) Profit Sharing PlanJohn Henry Foster Minnesota,…$35MAlation, Inc. Retirement TrustAlation, Inc. Retirement Tru…$35M
End-of-year total assets ($M) among Homeserve USA 401(k) Plan for Union Employees and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Connecticut filing particulars

Total Assets (Beginning of Year)$30M
Net Assets (End of Year)$35M
Net Income$4M
Employer EIN980381967
Plan Effective Date2010-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Homeserve USA Corp.)

Sponsor-wide plan assets over time

All Homeserve USA Corp. plans reported in each filing year

Latest sponsor-wide plan assets
$222M 770.5566333581949% vs 2022
2024 filing year
$0M$100M$200M$300M 202220232024 $25.5M $222M ▲ +770.7%
Year Plans Participants Total Assets
2022 1 382 $26M
2023 2 2,556 $133M
2024 3 4,059 $222M

Nearby 401(k) Plans in Connecticut

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

Homeserve USA 401(k) Plan for Union Employees vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Homeserve USA 401(k) Plan for Union Employees, Total assets ($B): 0.034656554 · Participants: 350Homeserve USA 401(k) Plan for Union EmployeesRtx 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
Homeserve USA 401(k) Plan for Union Employees vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Homeserve USA 401(k) Plan for Union Employees side-by-side with 3 peers →

Homeserve USA 401(k) Plan for Union Employees's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Granite Associates 401(k) Plan in NY ($35M); by covered participants it is Finquery 401(k) Plan in GA (350 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($35M here).

Similar participant headcount

Nearest other-state filings by covered participants (350 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 Homeserve USA 401(k) Plan for Union Employees assets move in 2024? ▼
Homeserve USA 401(k) Plan for Union Employees grew at a solid clip - up 13.9% during 2024, from $30M to $35M. Reported net income was $4M.
How have Homeserve USA Corp. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Homeserve USA Corp.'s sponsor-wide assets grew 770.6%, from $26M to $222M.
Where does Homeserve USA 401(k) Plan for Union Employees rank by assets among Form 5500 filers? ▼
Homeserve USA 401(k) Plan for Union Employees ranks in the 79th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Homeserve USA 401(k) Plan for Union Employees? ▼
Among 401(k) plans in other states, the closest by assets is Granite Associates 401(k) Plan in NY ($35M, 96 participants).
Which 401(k) plans cover a similar participant headcount to Homeserve USA 401(k) Plan for Union Employees? ▼
Among 401(k) plans in other states, the closest by covered participants is Finquery 401(k) Plan in GA (350 participants, $12M 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 980381967.

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.