Defined Benefit (Pension) · DOL Form 5500 · 2024

The Homestead, L.C. Pension Plan

Data updated 2026-08-25

$281K
Total assets Small plan by assets
54
Participants Small participant base
13th
Percentile by assets National rank
$5,198
Avg per participant Low balance/head
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Official DOL plan name: The Homestead Retirement Plan · Sponsored by The Homestead, L.C. · Texas · Food Services & Accommodation

$281K in assets, 54 participants

The Homestead, L.C.'s The Homestead Retirement Plan reported $281K in total assets and 54 participants in its 2024 DOL Form 5500 filing, ranking in the 13th 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.

  • #1,237 in Food Services & Accommodation (3,672 peers)

Food Services & Accommodation sector rank

Within Food Services & Accommodation, The Homestead Retirement Plan ranks #1,237 of 3,672 2024 filers by assets (6970% of the sector average)-$281K for 54 participants.

#1,237
in Food Services & Accommodation (3,672 peers)
-98.4%
assets change YoY

The plan reported a net loss of $17M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Homestead Retirement Plan among the smaller filed plans by assets

The Homestead Retirement Plan vs every filed plan by assets

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

$280,712 13th percentile higher than 13% 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

The Homestead Retirement Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Homestead Retirement Plan is a small filing (54 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Homestead Retirement Plan reported net income fell from -$276K in the plan year 2023 filing to -$17M in the plan year 2024 filing.
  • The Homestead Retirement Plan end-of-year assets fell from $17M in the plan year 2023 filing to $281K in the plan year 2024 filing.
  • The Homestead Retirement Plan reported participants fell from 57 in the plan year 2023 filing to 54 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 752500327 · The Homestead, L.C. PY 2024 · Defined Benefit (Pension)

The Homestead Retirement Plan · $281K · 54 · 13th

  • TYPE $281K
  • TYPE 54
  • TYPE 13th
  • TYPE Defined Benefit (Pension)
  • TYPE near Scott a. Recksiedler, D.M.D., a Dental Corporation Cash Balance Plan
  • TYPE ind #1237

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 Food Services & Accommodation retirement plans → · Plans in Texas →

The Homestead Retirement Plan in the asset neighbourhood

Ufcw Local 1262 and Employers Non Food Pension FundUfcw Local 1262 and Employer…$286KThe Homestead Retirement Plan$281KScott a. Recksiedler, D.M.D., a Dental Corporation Cash Balance PlanScott a. Recksiedler, D.M.D.…$281KLake Shore, Inc. Truck Drivers Pension PlanLake Shore, Inc. Truck Drive…$279KStevens Institute of Technology No. 660 Pension PlanStevens Institute of Technol…$279K
End-of-year total assets ($M) among The Homestead Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Food Services & Accommodation filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$281K
Net Income-$17M
Employer EIN752500327
Plan Effective Date1950-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Homestead, L.C.)

Sponsor-wide plan assets over time

All The Homestead, L.C. plans reported in each filing year

Latest sponsor-wide plan assets
$281K 98.38003382104715% vs 2022
2024 filing year
$0M$5M$10M$15M$20M 202220232024 $17.3M $0.28M ▼ -98.4%
Year Plans Participants Total Assets
2022 1 70 $17M
2023 1 57 $17M
2024 1 54 $281K

Nearby Defined Benefit (Pension) Plans in Texas

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

The Homestead Retirement Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants The Homestead Retirement Plan, Total assets ($B): 0.000280712 · Participants: 54The Homestead Retirement PlanAT&T Pension Benefit Plan, Total assets ($B): 28.265893 · Participants: 100400AT&T Pension Benefit PlanExxonmobil Pension Plan, Total assets ($B): 12.095 · Participants: 22000Exxonmobil Pension PlanChevron Retirement Plan, Total assets ($B): 9.731784707 · Participants: 21297Chevron Retirement PlanShell Pension Plan, Total assets ($B): 9.694184685 · Participants: 12688Shell Pension PlanCaterpillar Inc. Retirement Income Plan, Total assets ($B): 9.1940497 · Participants: 11498Caterpillar Inc. Retirement Income Plan
The Homestead Retirement Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants
Compare The Homestead Retirement Plan side-by-side with 3 peers →

The Homestead Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Texas, the nearest Defined Benefit (Pension) by assets is Scott a. Recksiedler, D.M.D., a Dental Corporation Cash Balance Plan in CA ($281K); by covered participants it is Credit Union West Retirement Pension Plan in AZ (54 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (54 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 The Homestead Retirement Plan assets move in 2024? ▼
The Homestead Retirement Plan contracted severely - down 98.4% during 2024, from $17M to $281K. Reported net income was -$17M.
How have The Homestead, L.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Homestead, L.C.'s sponsor-wide assets declined 98.4%, from $17M to $281K.
Where does The Homestead Retirement Plan rank by assets among Form 5500 filers? ▼
The Homestead Retirement Plan ranks in the 13th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which Defined Benefit (Pension) plans are similar in size to The Homestead Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Scott a. Recksiedler, D.M.D., a Dental Corporation Cash Balance Plan in CA ($281K, 6 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to The Homestead Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Credit Union West Retirement Pension Plan in AZ (54 participants, N/A 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 752500327.

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.