401(k) · DOL Form 5500 · 2022

Caring Hearts Health Care Serv 401(k) Plan

Data updated 2026-08-25

$159K
Total assets Small plan by assets
173
Participants Small participant base
9th
Percentile by assets National rank
$919
Avg per participant Low balance/head
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Official DOL plan name: Caring Hearts Health Care Serv 401(k) Profit Sharing Plan & Trust · Sponsored by Caring Hearts Health Care Serv · Pennsylvania · Retail Trade

$159K in assets, 173 participants

Caring Hearts Health Care Serv's Caring Hearts Health Care Serv 401(k) Profit Sharing Plan & Trust reported $159K in total assets and 173 participants in its 2022 DOL Form 5500 filing, ranking in the 9th 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.

  • #1,253 in Retail Trade (9,519 peers)

Coverage in Pennsylvania

Caring Hearts Health Care Serv 401(k) Profit Sharing Plan & Trust covers 173 participants in Pennsylvania, about 21% of the average Pennsylvania filer (state average ~822 per filing). Assets: $159K.

#1,253
in Retail Trade (9,519 peers)
+2.2%
assets growth YoY

Caring Hearts Health Care Serv 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

Caring Hearts Health Care Serv 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$159,059 9th percentile higher than 9% 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

Caring Hearts Health Care Serv 401(k) Profit Sharing Plan & Trust 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. Caring Hearts Health Care Serv 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (173 participants).

Published 5500 schedule card

Filing strip 451170555 · Caring Hearts Health Care Serv PY 2022 · 401(k)

Caring Hearts Health Care Serv 401(k) Profit Sharing Plan & Trust · $159K · 173 · 9th

  • BOOK $159K
  • BOOK 173
  • BOOK 9th
  • BOOK 401(k)
  • BOOK near Lebeouf Investments, Inc. 401(k) Plan
  • BOOK ind #1253

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 Retail Trade retirement plans → · Plans in Pennsylvania →

Caring Hearts Health Care Serv 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Caring Hearts Health Care Serv 401(k) Profit Sharing Plan & TrustCaring Hearts Health Care Se…$159KLebeouf Investments, Inc. 401(k) PlanLebeouf Investments, Inc. 40…$159KOakwood Capital Securities 401(k) Profit Sharing Plan & TrustOakwood Capital Securities 4…$159KOfferman Enterprises Inc. 401(k) PlanOfferman Enterprises Inc. 40…$159KRapa Holdings, LLC Employees' Retirement PlanRapa Holdings, LLC Employees…$159K
End-of-year total assets ($M) among Caring Hearts Health Care Serv 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$156K
Net Assets (End of Year)$159K
Net Income$3K
Employer EIN451170555
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Caring Hearts Health Care Serv)

Sponsor-wide plan assets over time

All Caring Hearts Health Care Serv plans reported in each filing year

Latest sponsor-wide plan assets
$233K 46.702167120376714% vs 2022
2024 filing year
$0.15M$0.2M$0.25M 202220232024 $0.16M $0.23M ▲ +43.8%
Year Plans Participants Total Assets
2022 1 173 $159K
2023 1 140 $205K
2024 1 173 $233K

Nearby 401(k) Plans in Pennsylvania

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

Caring Hearts Health Care Serv 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Caring Hearts Health Care Serv 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.000159059 · Participants: 173Caring Hearts Health Care Serv 401(k) Profit Sharing Plan & TrustComcast Corporation Retirement - Investment Plan, Total assets ($B): 14.751564896 · Participants: 97769Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 11.46087279 · Participants: 66147Cigna 401(k) PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 8.11713 · Participants: 59451The PNC Financial Services Group, Inc. Incentive Savings PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 8.097254785 · Participants: 17073The Vanguard Retirement and Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 7.823164827 · Participants: 25071The Bank of New York Mellon Corporation 401(k) Savings Plan
Caring Hearts Health Care Serv 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Caring Hearts Health Care Serv 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Caring Hearts Health Care Serv 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Lebeouf Investments, Inc. 401(k) Plan in TX ($159K); by covered participants it is Tata Elxsi 401(k) Plan in CA (173 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (173 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 Caring Hearts Health Care Serv 401(k) Profit Sharing Plan & Trust assets move in 2022? ▼
Caring Hearts Health Care Serv 401(k) Profit Sharing Plan & Trust edged up modestly - up 2.2% during 2022, from $156K to $159K. Reported net income was $3K.
How have Caring Hearts Health Care Serv plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Caring Hearts Health Care Serv's sponsor-wide assets grew 46.7%, from $159K to $233K.
Where does Caring Hearts Health Care Serv 401(k) Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼
Caring Hearts Health Care Serv 401(k) Profit Sharing Plan & Trust ranks in the 9th 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 Caring Hearts Health Care Serv 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Lebeouf Investments, Inc. 401(k) Plan in TX ($159K, N/A participants).
Which 401(k) plans cover a similar participant headcount to Caring Hearts Health Care Serv 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Tata Elxsi 401(k) Plan in CA (173 participants, $278K 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 451170555.

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.