Homestreet, Inc. 401(k) Plan: Login, Facts & Contact Information

Homestreet, Inc. 401(k) Plan Facts

Plan name
HOMESTREET, INC 401(K) SAVINGS PLAN
Plan type
401(k) with employer contributions with a company-stock (ESOP) component
Plan sponsor
HOMESTREET, INC.
Participants
2,153 (790 active employees)
Former employees with a balance
1,193
Plan assets
$178,789,080 at Dec 31, 2024
Average account balance
$90,480 across 1,976 accounts
Employer contributions
$3,208,587 in plan year 2024 (30% of all contributions)
Recordkeeper
Schwab Retirement Plan Services,inc
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 1976
✓ Employer contributions✓ Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window— Profit sharing✓ Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Jul 23, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $10.8 million went into the plan in contributions, $3.21 million of it from the employer (30%).
  • $19.8 million was paid out to participants.
  • Investment and other income added $22.5 million.
  • Administrative expenses were $196,738, about $100 per account.

How the Homestreet, Inc. 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
20193,097$151.3 million$5.55 million$45.3 million
20202,521$163.5 million$3.90 million$23.1 million
20212,362$185.7 million$3.89 million$18.0 million
20222,308$150.9 million$3.90 million$12.6 million
20232,247$165.8 million$3.47 million$21.3 million
20242,153$178.8 million$3.21 million$19.8 million

Homestreet, Inc. 401(k) Contact Information

Phone
206-623-3050
Mailing address
601 UNION STREET , SUITE 2000, SEATTLE WA 981012326
Plan sponsor
HOMESTREET, INC.
Employer identification number (EIN)
91-0186600
Plan number
001

Questions about the Homestreet, Inc. 401(k)

Does Homestreet, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $3.21 million, 30% of all contributions.

Does the Homestreet, Inc 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Homestreet, Inc 401(k) plan?

2,153 participants at the start of plan year 2024, 790 of them active employees, and 1,193 former employees who still had money in the plan.

What is the average 401(k) balance at Homestreet, Inc?

About $90,480 per account: $178.8 million in plan assets across 1,976 accounts with a balance at the end of plan year 2024.

Who manages the Homestreet, Inc 401(k) accounts?

Schwab Retirement Plan Services (listed on the filing as SCHWAB RETIREMENT PLAN SERVICES,INC) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Homestreet, Inc. How do I access my 401(k)?

Your account stays with Schwab Retirement Plan Services after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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