401(k) · DOL Form 5500 · 2022
Personalize Home Care Service 401(k) Plan
Data updated 2026-08-25
- $370K
- Total assets Small plan by assets
- 77
- Participants Small participant base
- 15th
- Percentile by assets National rank
- $4,809
- Avg per participant Low balance/head
Official DOL plan name: Personalize Home Care Service 401(k) Profit Sharing Plan & Trust · Sponsored by Personalize Home Care Service · Michigan · Healthcare & Social Assistance
$370K in assets, 77 participants
Personalize Home Care Service's Personalize Home Care Service 401(k) Profit Sharing Plan & Trust reported $370K in total assets and 77 participants in its 2022 DOL Form 5500 filing, ranking in the 15th 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.
- #2,310 in Healthcare & Social Assistance (20,060 peers)
Personalize Home Care Service multi-year trail
Personalize Home Care Service's plans moved +57.7% in assets from 2022 to 2024; this filing shows Personalize Home Care Service 401(k) Profit Sharing Plan & Trust at $370K / 77 participants.
- #2,310
- in Healthcare & Social Assistance (20,060 peers)
- -15.5%
- assets change YoY
The plan reported a net loss of $68K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Personalize Home Care Service 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets
Personalize Home Care Service 401(k) Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$370,288 15th percentile higher than 15% 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
Personalize Home Care Service 401(k) Profit Sharing Plan & Trust among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Personalize Home Care Service 401(k) Profit Sharing Plan & Trust is a small filing (77 participants) on this national headcount ladder.
EBSA filing schedule strip
Filing strip 810679651 · Personalize Home Care Service PY 2022 · 401(k)
Personalize Home Care Service 401(k) Profit Sharing Plan & Trust · $370K · 77 · 15th
- RANK $370K
- RANK 77
- RANK 15th
- RANK 401(k)
- RANK near Prairie Path Purveyors, Inc. 401(k) Profit Sharing Plan
- RANK ind #2310
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 Michigan →
Personalize Home Care Service 401(k) Profit Sharing Plan & Trust in the asset neighbourhood
Personalize Home Care Service multi-year asset trail
Sponsor-wide plan assets over time
All Personalize Home Care Service plans reported in each filing year
- Latest sponsor-wide plan assets
- $584K 57.71021475176079% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 77 | $370K |
| 2023 | 1 | 160 | $466K |
| 2024 | 1 | 65 | $584K |
Personalize Home Care Service filing trail (2022)
| Total Assets (Beginning of Year) | $438K |
|---|---|
| Net Assets (End of Year) | $370K |
| Net Income | -$68K |
| Employer EIN | 810679651 |
| Plan Effective Date | 2014-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Michigan
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- General Motors Retirement Savings Plan for Salaried Employees in the United States $18.1B · 43,382
- Ford Motor Co. Savings and Stock Investment Plan for Salaried Employees $13.8B · 32,974
- The Dow Chemical Company Employees' Savings Plan $9.3B · 16,930
- The General Motors Personal Savings Plan for Hourly-Rate Employees in the United States $7.5B · 40,458
- Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees $6.4B · 57,811
Personalize Home Care Service 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside Michigan, the nearest 401(k) by assets is Prairie Path Purveyors, Inc. 401(k) Profit Sharing Plan in IL ($370K); by covered participants it is Accend Services, Inc. 401(k) Plan in MN (77 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($370K here).
Similar participant headcount
Nearest other-state filings by covered participants (77 participants); asset peers above are excluded.
- Accend Services, Inc. 401(k) Plan (MN) 77 · 0 off
- The Shift Network, Inc. 401(k) Plan (CA) 77 · 0 off
- Stellar Dental Care 401(k) Plan (NY) 77 · 0 off
- Wendt 401(k) Plan (NY) 77 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.