Homeserve 401(k) Plan
ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.
Sponsored by Homeserve USA Corporation · Connecticut · Other Services
What the 2023 filing shows
Homeserve 401(k) Plan holds $97M for 2,111 participants — about $46,139 per participant, down 5.0% over the 2024 plan year.
- $97M
- total plan assets (2024 EOY)
- 2,111
- covered participants
- $46,139
- avg assets per participant
- -5.0%
- assets change YoY
The plan reported a net loss of $8M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.
What the Filing Says About Homeserve 401(k) Plan
Homeserve 401(k) Plan is a 401(k) retirement plan sponsored by Homeserve USA Corporation, headquartered in Connecticut. As of the 2024 Form 5500 filing, the plan reports $97M in total end-of-year assets and covers 2,111 participants across the Other Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 980381967, and the plan has been effective since 2007-08-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets moved from $103M at the beginning of 2024 to $97M at year-end — a decline of 5.0%. Net assets (after liabilities) closed the year at $97M, with reported net income of $-7,707,358 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.
Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.
Financial Summary (2023)
| Total Assets (Beginning of Year) | $103M |
| Total Assets (End of Year) | $97M |
| Net Assets (End of Year) | $97M |
| Net Income | $-7,707,358 |
| Plan Type | 401(k) |
| Employer EIN | 980381967 |
| Plan Effective Date | 2007-08-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Homeserve USA Corporation)
| 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.
- Rtx Savings Plan $52.8B · 123,037
- Citi Retirement Savings Plan $20.7B · 77,865
- Xerox Corporation Savings Plan $3.9B · 10,291
- Linde Retirement Savings Plan $2.8B · 10,671
- Boehringer Ingelheim USA Corporation & Its Affiliates Retirement Savings Plan $2.8B · 8,467
Related Data
Guides
Frequently Asked Questions
How much money is in the Homeserve 401(k) Plan? ▼
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How did Homeserve 401(k) Plan perform in 2024? ▼
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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.
Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.
Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.
Read our methodology — how this data is sourced, computed, and verified.