401(k) · DOL Form 5500 · 2023

Inception Homes, Inc Dba Advantage Homes 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
28
Participants Small participant base
28th
Percentile by assets National rank
$56,469
Avg per participant Low balance/head
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Official DOL plan name: Inception Homes, Inc. Dba Advantage Homes 401(k) Plan · Sponsored by Inception Homes, Inc Dba Advantage Homes · California · Real Estate

$2M in assets, 28 participants

Inception Homes, Inc Dba Advantage Homes's Inception Homes, Inc. Dba Advantage Homes 401(k) Plan reported $2M in total assets and 28 participants in its 2023 DOL Form 5500 filing, ranking in the 28th 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.

  • #2,217 in Real Estate (4,727 peers)

Inception Homes, Inc Dba Advantage Homes multi-year trail

Inception Homes, Inc Dba Advantage Homes's plans moved +43.4% in assets from 2022 to 2024; this filing shows Inception Homes, Inc. Dba Advantage Homes 401(k) Plan at $2M / 28 participants.

#2,217
in Real Estate (4,727 peers)
+26.7%
assets growth YoY

Inception Homes, Inc. Dba Advantage Homes 401(k) Plan among the smaller filed plans by assets

Inception Homes, Inc. Dba Advantage Homes 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$1,581,122 28th percentile higher than 28% of 127,068 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 2023

Inception Homes, Inc. Dba Advantage Homes 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Inception Homes, Inc. Dba Advantage Homes 401(k) Plan is a small filing (28 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Inception Homes, Inc. Dba Advantage Homes 401(k) Plan reported net income rose from -$81K in the plan year 2022 filing to $334K in the plan year 2023 filing.
  • Inception Homes, Inc. Dba Advantage Homes 401(k) Plan end-of-year assets rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Inception Homes, Inc. Dba Advantage Homes 401(k) Plan reported participants rose from 26 in the plan year 2022 filing to 28 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 461502377 · Inception Homes, Inc Dba Advantage Homes PY 2023 · 401(k)

Inception Homes, Inc. Dba Advantage Homes 401(k) Plan · $2M · 28 · 28th

  • NET $2M
  • NET 28
  • NET 28th
  • NET 401(k)
  • NET near Retirement Income Plan of Englewood Hospital and Medical Center 401a
  • NET ind #2217

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 California →

Inception Homes, Inc. Dba Advantage Homes 401(k) Plan in the asset neighbourhood

Inception Homes, Inc. Dba Advantage Homes 401(k) PlanInception Homes, Inc. Dba Ad…$2MRetirement Income Plan of Englewood Hospital and Medical Center 401aRetirement Income Plan of En…$2MCareer Transitions Holdings, LLC 401(k) Profit Sharing PlanCareer Transitions Holdings,…$2MWoodrow Michel Associates Corporation 401(k) Profit Sharing PlanWoodrow Michel Associates Co…$2MSkin Center Management LLC 401(k) Profit Sharing Plan & TrustSkin Center Management LLC 4…$2M
End-of-year total assets ($M) among Inception Homes, Inc. Dba Advantage Homes 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Inception Homes, Inc Dba Advantage Homes multi-year asset trail

Sponsor-wide plan assets over time

All Inception Homes, Inc Dba Advantage Homes plans reported in each filing year

Latest sponsor-wide plan assets
$2M 43.41269128788486% vs 2022
2024 filing year
$1M$1.2M$1.4M$1.6M$1.8M$2M 202220232024 $1.25M $1.79M ▲ +43.2%
Year Plans Participants Total Assets
2022 1 26 $1M
2023 1 28 $2M
2024 1 32 $2M

Inception Homes, Inc Dba Advantage Homes filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$334K
Employer EIN461502377
Plan Effective Date2015-10-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Inception Homes, Inc. Dba Advantage Homes 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Inception Homes, Inc. Dba Advantage Homes 401(k) Plan, Total assets ($B): 0.001581122 · Participants: 28Inception Homes, Inc. Dba Advantage Homes 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Inception Homes, Inc. Dba Advantage Homes 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Inception Homes, Inc. Dba Advantage Homes 401(k) Plan side-by-side with 3 peers →

Inception Homes, Inc. Dba Advantage Homes 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Retirement Income Plan of Englewood Hospital and Medical Center 401a in NJ ($2M); by covered participants it is Applied Video Technology, Inc. Profit Sharing Plan in PA (28 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (28 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Inception Homes, Inc. Dba Advantage Homes 401(k) Plan assets move in 2023? ▼
Inception Homes, Inc. Dba Advantage Homes 401(k) Plan grew sharply - up 26.7% during 2023, from $1M to $2M. Reported net income was $334K.
How have Inception Homes, Inc Dba Advantage Homes plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Inception Homes, Inc Dba Advantage Homes's sponsor-wide assets grew 43.4%, from $1M to $2M.
Which 401(k) plans are similar in size to Inception Homes, Inc. Dba Advantage Homes 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Retirement Income Plan of Englewood Hospital and Medical Center 401a in NJ ($2M, 128 participants).
Which 401(k) plans cover a similar participant headcount to Inception Homes, Inc. Dba Advantage Homes 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Applied Video Technology, Inc. Profit Sharing Plan in PA (28 participants, $968K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 461502377.

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.