401(k) · DOL Form 5500 · 2022
Carolina Hearts Home Care 401(k) Plan
Data updated 2026-08-25
- $46K
- Total assets Small plan by assets
- 96
- Participants Small participant base
- 3rd
- Percentile by assets National rank
- $481
- Avg per participant Low balance/head
Official DOL plan name: Carolina Hearts Home Care 401(k) P/S Plan · Sponsored by Carolina Hearts Home Care · North Carolina · Healthcare & Social Assistance
$46K in assets, 96 participants
Carolina Hearts Home Care's Carolina Hearts Home Care 401(k) P/S Plan reported $46K in total assets and 96 participants in its 2022 DOL Form 5500 filing, ranking in the 3rd 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.
- #443 in Healthcare & Social Assistance (20,060 peers)
2022 asset change
Carolina Hearts Home Care 401(k) P/S Plan surged 43.4% in 2022 ($32K → $46K) for 96 participants.
- #443
- in Healthcare & Social Assistance (20,060 peers)
- +43.4%
- assets growth YoY
Carolina Hearts Home Care 401(k) P/S Plan among the smaller filed plans by assets
Carolina Hearts Home Care 401(k) P/S Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$46,220 3rd percentile higher than 3% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Carolina Hearts Home Care 401(k) P/S Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Carolina Hearts Home Care 401(k) P/S Plan is a small filing (96 participants) on this national headcount ladder.
Published 5500 schedule card
Filing strip 203313215 · Carolina Hearts Home Care PY 2022 · 401(k)
Carolina Hearts Home Care 401(k) P/S Plan · $46K · 96 · 3rd
- VS-ST $46K
- BOY 96
- SCH 3rd
- EBSA 401(k)
- PART near Midwest Medical and Occupational Services Inc Employees' Savings Plan
- TYPE ind #443
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 North Carolina →
Carolina Hearts Home Care 401(k) P/S Plan in the asset neighbourhood
2022 asset-move particulars
| Total Assets (Beginning of Year) | $32K |
|---|---|
| Net Assets (End of Year) | $46K |
| Net Income | $14K |
| Employer EIN | 203313215 |
| Plan Effective Date | 2015-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in North Carolina
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Bank of America 401(k) Plan $47.1B · 169,036
- Honeywell 401(k) Plan $14.6B · 39,007
- Duke Energy Retirement Savings Plan $9.4B · 27,731
- Truist Financial Corporation 401(k) Savings Plan $9.0B · 51,871
- Lowes 401(k) Plan $7.4B · 284,864
Carolina Hearts Home Care 401(k) P/S Plan's out-of-state 401(k) peers by assets and headcount
Outside North Carolina, the nearest 401(k) by assets is Midwest Medical and Occupational Services Inc Employees' Savings Plan in IL ($46K); by covered participants it is Educate, Inc. 401(k) Retirement Savings Plan in MD (96 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($46K here).
Similar participant headcount
Nearest other-state filings by covered participants (96 participants); asset peers above are excluded.
- Educate, Inc. 401(k) Retirement Savings Plan (MD) 96 · 0 off
- Britecore 401(k) Plan (MO) 96 · 0 off
- South Bend Chocolate Company 401(k) Profit Sharing Plan & Trust (IN) 96 · 0 off
- Volver Investment Partners, LLC 401(k) (NJ) 96 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.