How big is Heading Home's plan?

Heading Home's plan reported $333K in assets and 77 participants for 2024.

Original filing (PDF)20250604092731NAL0030195762001

Heading Home

Name: Heading Home — Heading Home 401(k) Plan, Form 5500 (2024)
Creator: Heading Home
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Heading Home 401(k) Plan

401(k) retirement plan · Heading Home's Heading Home 401(k) Plan held $333K in plan assets for 77 participants in 2024.

Active participants

Accounts w/ balance

102

Plan assets (EOY)

$333K

Net assets (EOY)

$333K

People on this filing

Patricia Gonzales signed Heading Home's 2024 Form 5500 as plan administrator.

Patricia Gonzales — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Heading Home's EIN is 20-1917517.

EIN 20-1917517

Plan number 002

Plan year 2024

ACK ID 20250604092731NAL0030195762001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Heading Home from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Heading Home's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HEADING HOME.

Finding similar companies…

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

HEADING HOME

EIN

all filings

Address

PO BOX 27636 · ALBUQUERQUE, NM · 87125

Phone

(505) 344-2323

Industry

Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-04

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Health Care & Social Assistance plans

Interior Alaska Center for NON

403(b) Thrift Plan for Employees of Interior Alaska Center for NON-Violent Living

$333K · 41 participants

Promise House, Inc.

Promise House, Inc. 401(k) Plan

$332K · 2 participants

Green 2.0

Green 2.0 401(k) Plan

$333K · 3 participants

Morningstar Mission Ministries

Morningstar Mission Ministries, Inc.

$332K · 14 participants

MAUI AIDS Foundation

MAUI AIDS Foundation Retirement Plan

$334K · 17 participants

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.