401(k) · DOL Form 5500 · 2024

Heading Home, Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
161
Participants Small participant base
31st
Percentile by assets National rank
$14,638
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Heading Home Retirement Plan · Sponsored by Heading Home, Inc. · Massachusetts · Healthcare & Social Assistance

$2M in assets, 161 participants

Heading Home, Inc.'s Heading Home Retirement Plan reported $2M in total assets and 161 participants in its 2024 DOL Form 5500 filing, ranking in the 31st 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.

  • #5,090 in Healthcare & Social Assistance (16,916 peers)

Coverage in Massachusetts

Heading Home Retirement Plan covers 161 participants in Massachusetts, about 24% of the average Massachusetts filer (state average ~659 per filing). Assets: $2M.

#5,090
in Healthcare & Social Assistance (16,916 peers)
+14.3%
assets growth YoY

Heading Home Retirement Plan among the smaller filed plans by assets

Heading Home Retirement Plan vs every filed plan by assets

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

$2,356,701 31st percentile higher than 31% 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

Heading Home Retirement Plan 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. Heading Home Retirement Plan sits mid-pack in the medium band (161 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Heading Home Retirement Plan end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Heading Home Retirement Plan reported net income fell from $328K in the plan year 2023 filing to $295K in the plan year 2024 filing.
  • Heading Home Retirement Plan reported participants rose from 151 in the plan year 2023 filing to 161 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 237364546 · Heading Home, Inc. PY 2024 · 401(k)

Heading Home Retirement Plan · $2M · 161 · 31st

  • EOY $2M
  • 5500 161
  • ASSETS 31st
  • PCT 401(k)
  • EIN near Keith F. Walker 401(k) Plan
  • RANK ind #5090

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 Healthcare & Social Assistance retirement plans → · Plans in Massachusetts →

Heading Home Retirement Plan in the asset neighbourhood

Heading Home Retirement Plan$2MKeith F. Walker 401(k) Plan$2MSolutions Advisors 401(k) Retirement PlanSolutions Advisors 401(k) Re…$2MKerv Interactive 401(k) Plan$2MSociety of St. Vincent Depaul District Council of Cincinnati, Inc. 401(k) PlanSociety of St. Vincent Depau…$2M
End-of-year total assets ($M) among Heading Home Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Massachusetts filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$295K
Employer EIN237364546
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Heading Home, Inc.)

Sponsor-wide plan assets over time

All Heading Home, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 35.93256843057273% vs 2022
2024 filing year
$1.6M$1.8M$2M$2.2M$2.4M$2.6M 202220232024 $1.73M $2.36M ▲ +36.4%
Year Plans Participants Total Assets
2022 1 1 $2M
2023 1 151 $2M
2024 1 161 $2M

Nearby 401(k) Plans in Massachusetts

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

Heading Home Retirement Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Heading Home Retirement Plan, Total assets ($B): 0.002356701 · Participants: 161Heading Home Retirement PlanFidelity Retirement Savings Plan, Total assets ($B): 34.201609937 · Participants: 66907Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 11.352606499 · Participants: 34618Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 7.720373045 · Participants: 14762Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 6.775289067 · Participants: 20639Boston Scientific Corporation 401(k) Retirement Savings PlanState Street Salary Savings Program, Total assets ($B): 6.532301643 · Participants: 12777State Street Salary Savings Program
Heading Home Retirement Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Heading Home Retirement Plan side-by-side with 3 peers →

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

Outside Massachusetts, the nearest 401(k) by assets is Keith F. Walker 401(k) Plan in OK ($2M); by covered participants it is Shallenberger Construction, Inc. 401(k) Davis Bacon Plan in PA (161 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (161 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 Heading Home Retirement Plan assets move in 2024? ▼
Heading Home Retirement Plan grew at a solid clip - up 14.3% during 2024, from $2M to $2M. Reported net income was $295K.
How have Heading Home, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Heading Home, Inc.'s sponsor-wide assets grew 35.9%, from $2M to $2M.
Which 401(k) plans are similar in size to Heading Home Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Keith F. Walker 401(k) Plan in OK ($2M, 10 participants).
Which 401(k) plans cover a similar participant headcount to Heading Home Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Shallenberger Construction, Inc. 401(k) Davis Bacon Plan in PA (161 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 237364546.

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.