How big is Welcome Home Loans, Inc.'s plan?

Welcome Home Loans, Inc.'s plan reported $4.7M in assets and 3 participants for 2025.

Original filing (PDF)20260515120647NAL0009279041001

Welcome Home Loans, Inc.

Name: Welcome Home Loans, Inc. — Welcome Home 401(k), Form 5500 (2025)
Creator: Welcome Home Loans, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Welcome Home 401(k) Profit Sharing Plan

401(k) retirement plan · Welcome Home Loans, Inc.'s Welcome Home 401(k) Profit Sharing Plan held $4.7M in plan assets for 3 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.7M

Net assets (EOY)

$4.7M

People on this filing

Philip DUNN signed Welcome Home Loans, Inc.'s 2025 Form 5500 as plan administrator.

Philip DUNN — 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

Welcome Home Loans, Inc.'s EIN is 93-1248743.

EIN 93-1248743

Plan number 001

Plan year 2025

ACK ID 20260515120647NAL0009279041001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Welcome Home Loans, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Welcome Home Loans, Inc.'s plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

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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.
High average account balance (97th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (90th percentile).

Plan sponsor

Name

WELCOME HOME LOANS, INC.

EIN

all filings

Address

1203 WILLAMETTE SUITE 150 · EUGENE, OR · 97401

Phone

(541) 684-5700

Industry

Finance & Insurance

Plan administrator