401(k) · DOL Form 5500 · 2023

Homeserve USA Corporation 401(k) Plan

Data updated 2026-08-25

$103M
Total assets Near avg plan size
2,179
Participants Above avg headcount
91st
Percentile by assets National rank
$47,041
Avg per participant Low balance/head
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Official DOL plan name: Homeserve 401(k) Plan · Sponsored by Homeserve USA Corporation · Connecticut · Other Services

$103M in assets, 2,179 participants

Homeserve USA Corporation's Homeserve 401(k) Plan reported $103M in total assets and 2,179 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.

  • #7,618 in Other Services (7,857 peers)

Coverage in Connecticut

Homeserve 401(k) Plan covers 2,179 participants in Connecticut, 3.0x the typical Connecticut plan (state average ~718 per filing). Assets: $103M.

#7,618
in Other Services (7,857 peers)
+33.5%
assets growth YoY
1.0×
vs typical plan assets (national mean)

Homeserve 401(k) Plan's outsized position by total assets

Homeserve 401(k) Plan vs every filed plan by assets

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

$102,502,171 Top 9% higher than 91% 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

Homeserve 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Homeserve 401(k) Plan lands in the large band (2,179 participants).

DOL schedule card

Filing strip 980381967 · Homeserve USA Corporation PY 2023 · 401(k)

Homeserve 401(k) Plan · $103M · 2,179 · 91st

  • 5500 $103M
  • 5500 2,179
  • 5500 91st
  • 5500 401(k)
  • 5500 near Advent International L.P. Employees' Profit-Sharing Retirement Plan
  • 5500 ind #7618

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 401(k) Plan in the asset neighbourhood

Advent International L.P. Employees' Profit-Sharing Retirement PlanAdvent International L.P. Em…$103MConnectwise, LLC. 401(k) Plan$103MHomeserve 401(k) Plan$103M1st Franklin Financial 401(k) Retirement Plan1st Franklin Financial 401(k…$102MThe Savings & Investment Plan for Employees of Oberg Industries LLCThe Savings & Investment Pla…$102M
End-of-year total assets ($M) among Homeserve 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Connecticut filing particulars

Total Assets (Beginning of Year)$77M
Net Assets (End of Year)$103M
Net Income$21M
Employer EIN980381967
Plan Effective Date2007-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Homeserve USA Corporation)

Sponsor-wide plan assets over time

All Homeserve USA Corporation 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 401(k) Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Homeserve 401(k) Plan, Total assets ($B): 0.102502171 · Participants: 2179Homeserve 401(k) PlanRtx Savings Plan, Total assets ($B): 52.759784 · Participants: 123037Rtx Savings PlanCiti Retirement Savings Plan, Total assets ($B): 20.653030659 · Participants: 77865Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 6.478512 · Participants: 18377The Hartford Investment and Savings PlanXerox Corporation Savings Plan, Total assets ($B): 3.948866 · Participants: 10291Xerox Corporation Savings PlanEversource 401(k) Plan, Total assets ($B): 3.751712453 · Participants: 9504Eversource 401(k) Plan
Homeserve 401(k) Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Homeserve 401(k) Plan side-by-side with 3 peers →

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

Outside Connecticut, the nearest 401(k) by assets is Advent International L.P. Employees' Profit-Sharing Retirement Plan in MA ($103M); by covered participants it is Hattiesburg Clinic P. a. Savings Plan in MS (2,179 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,179 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 Homeserve 401(k) Plan assets move in 2023? ▼
Homeserve 401(k) Plan surged - up 33.5% during 2023, from $77M to $103M. Reported net income was $21M.
How have Homeserve USA Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Homeserve USA Corporation's sponsor-wide assets grew 770.6%, from $26M to $222M.
Where does Homeserve 401(k) Plan rank by assets among Form 5500 filers? ▼
Homeserve 401(k) Plan ranks in the 91st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Homeserve 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Advent International L.P. Employees' Profit-Sharing Retirement Plan in MA ($103M, 271 participants).
Which 401(k) plans cover a similar participant headcount to Homeserve 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hattiesburg Clinic P. a. Savings Plan in MS (2,179 participants, $359M 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 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.