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
PlainRetire home → About this data

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

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

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

Carolina Hearts Home Care 401(k) P/S PlanCarolina Hearts Home Care 40…$46KMidwest Medical and Occupational Services Inc Employees' Savings PlanMidwest Medical and Occupati…$46KOnly Grace Inc. 401(k) Plan$46KSmall Auto, Inc. 401(k) Plan$46KSan Miguel Li 401(k)$46K
End-of-year total assets ($M) among Carolina Hearts Home Care 401(k) P/S Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

2022 asset-move particulars

Total Assets (Beginning of Year)$32K
Net Assets (End of Year)$46K
Net Income$14K
Employer EIN203313215
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in North Carolina

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Carolina Hearts Home Care 401(k) P/S Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -200204060 Total assets ($B) Participants Carolina Hearts Home Care 401(k) P/S Plan, Total assets ($B): 0.00004622 · Participants: 96Carolina Hearts Home Care 401(k) P/S PlanThe Bank of America 401(k) Plan, Total assets ($B): 47.134026012 · Participants: 169036The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 14.565715066 · Participants: 39007Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 9.364902 · Participants: 27731Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 8.965353965 · Participants: 51871Truist Financial Corporation 401(k) Savings PlanLowes 401(k) Plan, Total assets ($B): 7.355936526 · Participants: 284864Lowes 401(k) Plan
Carolina Hearts Home Care 401(k) P/S Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants

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.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Carolina Hearts Home Care 401(k) P/S Plan assets move in 2022?
Carolina Hearts Home Care 401(k) P/S Plan surged - up 43.4% during 2022, from $32K to $46K. Reported net income was $14K.
Where does Carolina Hearts Home Care 401(k) P/S Plan rank by assets among Form 5500 filers?
Carolina Hearts Home Care 401(k) P/S Plan ranks in the 3rd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Carolina Hearts Home Care 401(k) P/S Plan?
Among 401(k) plans in other states, the closest by assets is Midwest Medical and Occupational Services Inc Employees' Savings Plan in IL ($46K, 12 participants).
Which 401(k) plans cover a similar participant headcount to Carolina Hearts Home Care 401(k) P/S Plan?
Among 401(k) plans in other states, the closest by covered participants is Educate, Inc. 401(k) Retirement Savings Plan in MD (96 participants, N/A in assets).