401(k)
2022 plan-year 401(k) DOL Form 5500

Cherished Companions Home Care 401(k) Ps Plan & Trust

ERISA Form 5500 plan record drawn from DOL EBSA โ€” verify with linked source filings below.

Sponsored by Cherished Companions Home Care LLC ยท Ohio ยท Healthcare & Social Assistance

What the 2023 filing shows

Cherished Companions Home Care 401(k) Ps Plan & Trust holds $877K for 105 participants - about $8,351 per participant, down 4.0% over the 2022 plan year.

$877K
total plan assets (2022 EOY)
105
covered participants
$8,351
avg assets per participant
-4.0%
assets change YoY

The plan reported a net loss of $37K for the year โ€” a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$877K
Participants
105
State
Industry
Healthcare & Social Assistance

What the Filing Says About Cherished Companions Home Care 401(k) Ps Plan & Trust

Cherished Companions Home Care 401(k) Ps Plan & Trust is a 401(k) retirement plan sponsored by Cherished Companions Home Care LLC, headquartered in Ohio. As of the 2022 Form 5500 filing, the plan reports $877K in total end-of-year assets and covers 105 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 800380309, and the plan has been effective since 2009-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $913K at the beginning of 2022 to $877K at year-end โ€” a decline of 4.0%. Net assets (after liabilities) closed the year at $877K, with reported net income of $-36,607 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows โ€” a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$913K
Total Assets (End of Year)$877K
Net Assets (End of Year)$877K
Net Income$-36,607
Plan Type401(k)
Employer EIN800380309
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

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Frequently Asked Questions

How much money is in the Cherished Companions Home Care 401(k) Ps Plan & Trust?
As of the 2022 Form 5500 filing, Cherished Companions Home Care 401(k) Ps Plan & Trust holds $877K in total assets with 105 participants. It is sponsored by Cherished Companions Home Care LLC.
What type of plan is Cherished Companions Home Care 401(k) Ps Plan & Trust?
Cherished Companions Home Care 401(k) Ps Plan & Trust is a 401(k) plan. It has been effective since 2009-01-01. The plan is filed with the U.S. Department of Labor under EIN 800380309.
Who sponsors the Cherished Companions Home Care 401(k) Ps Plan & Trust?
Cherished Companions Home Care 401(k) Ps Plan & Trust is sponsored by Cherished Companions Home Care LLC, located in Ohio. The sponsor's EIN is 800380309 and the plan operates in the Healthcare & Social Assistance industry.
How did Cherished Companions Home Care 401(k) Ps Plan & Trust perform in 2022?
Cherished Companions Home Care 401(k) Ps Plan & Trust declined by 4.0% during 2022, moving from $913K to $877K in total assets. Net income was $-36,607.
Where can I find official filings for Cherished Companions Home Care 401(k) Ps Plan & Trust?
Official Form 5500 filings for Cherished Companions Home Care 401(k) Ps Plan & Trust are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 800380309 or plan name at efast.dol.gov.
How does Cherished Companions Home Care 401(k) Ps Plan & Trust compare to other plans?
You can compare Cherished Companions Home Care 401(k) Ps Plan & Trust against other 401(k) plans on the plan type page, or view plans in Ohio on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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) โ€” original filing retrieval by EIN 800380309.

Reference: IRS Publication 560 โ€” Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B โ€” Distributions from IRAs, RMD rules under SECURE Act 2.0.

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