401(k) · DOL Form 5500 · 2022

Home at Heart Care, Inc. 401(k) Plan

Data updated 2026-08-25

$659K
Total assets Small plan by assets
130
Participants Small participant base
21st
Percentile by assets National rank
$5,068
Avg per participant Low balance/head
PlainRetire home → About this data

Official DOL plan name: Home at Heart Care, Inc. 401(k) Plan · Sponsored by Home at Heart Care, Inc. · Minnesota · Healthcare & Social Assistance

$659K in assets, 130 participants

Home at Heart Care, Inc.'s Home at Heart Care, Inc. 401(k) Plan reported $659K in total assets and 130 participants in its 2022 DOL Form 5500 filing, ranking in the 21st 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.

  • #3,435 in Healthcare & Social Assistance (20,060 peers)

Coverage in Minnesota

Home at Heart Care, Inc. 401(k) Plan covers 130 participants in Minnesota, about 12% of the average Minnesota filer (state average ~1,126 per filing). Assets: $659K.

#3,435
in Healthcare & Social Assistance (20,060 peers)
-20.5%
assets change YoY

The plan reported a net loss of $170K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Home at Heart Care, Inc. 401(k) Plan among the smaller filed plans by assets

Home at Heart Care, Inc. 401(k) Plan vs every filed plan by assets

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

$658,820 21st percentile higher than 21% 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

Home at Heart Care, Inc. 401(k) 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. Home at Heart Care, Inc. 401(k) Plan sits mid-pack in the medium band (130 participants).

Published 5500 schedule card

Filing strip 208736804 · Home at Heart Care, Inc. PY 2022 · 401(k)

Home at Heart Care, Inc. 401(k) Plan · $659K · 130 · 21st

  • VS-ST $659K
  • VS-ST 130
  • VS-ST 21st
  • VS-ST 401(k)
  • VS-ST near Stress Free Mortgage Profit Sharing Plan
  • VS-ST ind #3435

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 Minnesota →

Home at Heart Care, Inc. 401(k) Plan in the asset neighbourhood

Home at Heart Care, Inc. 401(k) PlanHome at Heart Care, Inc. 401…$659KStress Free Mortgage Profit Sharing PlanStress Free Mortgage Profit …$659KRaymond W M Cheung,M.D. Apmc Profit Sharing PlanRaymond W M Cheung,M.D. Apmc…$659KJcc, Inc. 401(k) Profit Sharing Plan & TrustJcc, Inc. 401(k) Profit Shar…$659K314 Ventures Inc 401(k) Profit Sharing Plan & Trust314 Ventures Inc 401(k) Prof…$659K
End-of-year total assets ($M) among Home at Heart Care, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Minnesota filing particulars

Total Assets (Beginning of Year)$828K
Net Assets (End of Year)$659K
Net Income-$170K
Employer EIN208736804
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Minnesota

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

Home at Heart Care, Inc. 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -505101520 Total assets ($B) Participants Home at Heart Care, Inc. 401(k) Plan, Total assets ($B): 0.00065882 · Participants: 130Home at Heart Care, Inc. 401(k) PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 18.576379778 · Participants: 176886Unitedhealth Group 401(k) Savings PlanMedtronic Savings and Investment Plan (Also Known as the Medtronic 401(k) Plan), Total assets ($B): 12.198295 · Participants: 38825Medtronic Savings and Investment Plan (Also Known as the Medtronic 401(k) Plan)Target Corporation 401(k) Plan, Total assets ($B): 11.216824857 · Participants: 400422Target Corporation 401(k) Plan3M Voluntary Investment Plan and Employee Stock Ownership Plan, Total assets ($B): 11.138527656 · Participants: 371593M Voluntary Investment Plan and Employee Stock Ownership PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 8.266408521 · Participants: 67646U.S. Bank 401(k) Savings Plan
Home at Heart Care, Inc. 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants

Home at Heart Care, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Stress Free Mortgage Profit Sharing Plan in CA ($659K); by covered participants it is Dermarite Industries LLC 401(k) Plan in NJ (130 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (130 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 Home at Heart Care, Inc. 401(k) Plan assets move in 2022?
Home at Heart Care, Inc. 401(k) Plan declined sharply - down 20.5% during 2022, from $828K to $659K. Reported net income was -$170K.
Where does Home at Heart Care, Inc. 401(k) Plan rank by assets among Form 5500 filers?
Home at Heart Care, Inc. 401(k) Plan ranks in the 21st 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 Home at Heart Care, Inc. 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Stress Free Mortgage Profit Sharing Plan in CA ($659K, 8 participants).
Which 401(k) plans cover a similar participant headcount to Home at Heart Care, Inc. 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Dermarite Industries LLC 401(k) Plan in NJ (130 participants, $938K in assets).