401(k) · DOL Form 5500 · 2022

S and J Home Care, LLC 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
230
Participants Below avg headcount
42nd
Percentile by assets National rank
$14,024
Avg per participant Low balance/head
PlainRetire home → About this data

Official DOL plan name: S and J Home Care Retirement Savings Plan · Sponsored by S and J Home Care, LLC · Wisconsin · Healthcare & Social Assistance

$3M in assets, 230 participants

S and J Home Care, LLC's S and J Home Care Retirement Savings Plan reported $3M in total assets and 230 participants in its 2022 DOL Form 5500 filing, ranking in the 42nd 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.

  • #9,196 in Healthcare & Social Assistance (20,060 peers)

Coverage in Wisconsin

S and J Home Care Retirement Savings Plan covers 230 participants in Wisconsin, about 41% of the average Wisconsin filer (state average ~563 per filing). Assets: $3M.

#9,196
in Healthcare & Social Assistance (20,060 peers)
-5.5%
assets change YoY

The plan reported a net loss of $188K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

S and J Home Care Retirement Savings Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

S and J Home Care Retirement Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$3,225,632 42nd percentile higher than 42% 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

S and J Home Care Retirement Savings Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. S and J Home Care Retirement Savings Plan sits mid-pack in the medium band (230 participants).

Published 5500 schedule card

Filing strip 205453007 · S and J Home Care, LLC PY 2022 · 401(k)

S and J Home Care Retirement Savings Plan · $3M · 230 · 42nd

  • PCT $3M
  • PCT 230
  • PCT 42nd
  • PCT 401(k)
  • PCT near Howard a. Birmiel Profit Sharing Plan
  • PCT ind #9196

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 Wisconsin →

S and J Home Care Retirement Savings Plan in the asset neighbourhood

S and J Home Care Retirement Savings PlanS and J Home Care Retirement…$3MHoward a. Birmiel Profit Sharing PlanHoward a. Birmiel Profit Sha…$3MJungle Scout 401(k) Plan$3MNorthland Christian School 401(k) PlanNorthland Christian School 4…$3MThe Shoreline Corporation 401(k) PlanThe Shoreline Corporation 40…$3M
End-of-year total assets ($M) among S and J Home Care Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Wisconsin filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income-$188K
Employer EIN205453007
Plan Effective Date2009-08-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Wisconsin

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

S and J Home Care Retirement Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants S and J Home Care Retirement Savings Plan, Total assets ($B): 0.003225632 · Participants: 230S and J Home Care Retirement Savings PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 5.548820507 · Participants: 28701Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.339639169 · Participants: 26610Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 3.978902 · Participants: 11034Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.151693798 · Participants: 8032Rockwell Automation Retirement Savings PlanNm Employee Savings Plan, Total assets ($B): 2.385991887 · Participants: 7423Nm Employee Savings Plan
S and J Home Care Retirement Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare S and J Home Care Retirement Savings Plan side-by-side with 3 peers →

S and J Home Care Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Howard a. Birmiel Profit Sharing Plan in VA ($3M); by covered participants it is Convercent 401(k) in CO (230 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Similar participant headcount

Nearest other-state filings by covered participants (230 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 S and J Home Care Retirement Savings Plan assets move in 2022? ▼
S and J Home Care Retirement Savings Plan pulled back noticeably - down 5.5% during 2022, from $3M to $3M. Reported net income was -$188K.
Which 401(k) plans are similar in size to S and J Home Care Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Howard a. Birmiel Profit Sharing Plan in VA ($3M, 5 participants).
Which 401(k) plans cover a similar participant headcount to S and J Home Care Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Convercent 401(k) in CO (230 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 205453007.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.