Department of Labor filing

JEROME HOME

JEROME HOME 401(K) PLAN · For the plan year ended Dec 31, 2024

Spot something wrong?
Public filing 2024 · received Oct 15, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

71filing comparison
out of 100

The filing looks somewhat better than typical peers on the measures we can compare. This is a filing comparison, not a complete benefits score.

$Employer support
$1,265

Reported employer contributions per active participant.

Higher than about 73% of comparable plans
#People in the filing
186

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.
¢Visible plan-paid fees
$55 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 66% of comparable plans
Investment performance
Not available

Plan assets changed 8.5%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.
What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓
Filing comparison · 202471out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions73rd percentileTypical peer $799 · based on 430 comparable plans
Lower reported administrative expense66th percentileTypical peer $93 · based on 456 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2024, JEROME HOME reported $235,302 in employer contributions across the plan and 186 active participants. That works out to $1,265 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy85%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendUp 12.2%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendUp 28.2%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context71/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions
$235,302
Participant contributions
Not reported
Other contributions
$33,162
Employer share of reported contributions
Not reported
Beginning assets
$3,296,151
Ending assets
$3,577,829
Ending net assets
$3,577,829
Ending liabilities
$0
Total income
$667,398
Total expenses
$385,720
Administrative expenses
$12,329
Participant loans
$56,800

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant
2022
$1,127
2023
$1,260
2024
$1,265
Plan-paid administrative expenses per participant
2022
$43
2023
$43
2024
$55
Active participants
2022
180
2023
171
2024
186
Detailed filing history
Plan yearPer active participantActive participantsPlan assetsFiling ID
2024$1,2651863.6M20251015183352NAL0010765650001
2023$1,2601713.3M20241014134129NAL0046182672001
2022$1,1271803.1M20231005152039NAL0013736787001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets
1.6%
Independent accountant’s opinion
Unqualified opinion Code 1
Late participant contributions reported
Yes
Public plan identifier
060646690-004

Reported plan details

Identity and filing status

Plan type
Retirement plan
Employer arrangement
Single-employer plan
Plan effective date
Dec 17, 2015
Industry
Health care and social assistance
Amended filing
No
Final filing for this plan
No
Short plan year
No
401(k) feature reported
Yes
Show DOL characteristic codes2E2F2G2J2K2T3D3H

Current plan terms

Help fill the gap the filing leaves.

If you have a current SPD, fee disclosure, or enrollment guide, you can share it with us. We check the source and date before adding anything to the profile.

Share a document →
Filing ACK_ID20251015183352NAL0010765650001
Data sourceDOL Form 5500 bulk data ↗
Filing searchEFAST2 ↗