Profit Sharing · DOL Form 5500 · 2022

Care From Heart Profit Sharing Plan

Data updated 2026-08-25

$798K
Total assets Small plan by assets
15
Participants Small participant base
23rd
Percentile by assets National rank
$53,227
Avg per participant Low balance/head
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Official DOL plan name: Care From Heart Retirement Plan · Sponsored by Care From Heart · California · Healthcare & Social Assistance

$798K in assets, 15 participants

Care From Heart's Care From Heart Retirement Plan reported $798K in total assets and 15 participants in its 2022 DOL Form 5500 filing, ranking in the 23rd 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.

  • #3,866 in Healthcare & Social Assistance (20,060 peers)

Care From Heart multi-year trail

Care From Heart's plans moved +205.7% in assets from 2022 to 2024; this filing shows Care From Heart Retirement Plan at $798K / 15 participants.

#3,866
in Healthcare & Social Assistance (20,060 peers)
-45.7%
assets change YoY

The plan reported a net loss of $671K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Care From Heart Retirement Plan among the smaller filed plans by assets

Care From Heart Retirement Plan vs every filed plan by assets

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

$798,398 23rd percentile higher than 23% 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

Care From Heart Retirement Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Care From Heart Retirement Plan is a small filing (15 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 465570986 · Care From Heart PY 2022 · Profit Sharing

Care From Heart Retirement Plan · $798K · 15 · 23rd

  • SCH $798K
  • EBSA 15
  • PART 23rd
  • TYPE Profit Sharing
  • NET near Juenger Enterprises, Inc. Retirement Plan
  • BOOK ind #3866

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 California →

Care From Heart Retirement Plan in the asset neighbourhood

Care From Heart Retirement PlanCare From Heart Retirement P…$798KJuenger Enterprises, Inc. Retirement PlanJuenger Enterprises, Inc. Re…$798KGresham & Beggs Architects, PA 401(k) PlanGresham & Beggs Architects, …$799KS. Lopez Martin Retirement PlanS. Lopez Martin Retirement P…$799KKlingner Employee Profit Sharing PlanKlingner Employee Profit Sha…$799K
End-of-year total assets ($M) among Care From Heart Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Care From Heart multi-year asset trail

Sponsor-wide plan assets over time

All Care From Heart plans reported in each filing year

Latest sponsor-wide plan assets
$2M 205.689142507872% vs 2022
2024 filing year
$0.5M$1M$1.5M$2M$2.5M$3M 202220232024 $0.8M $2.44M ▲ +205.0%
Year Plans Participants Total Assets
2022 1 15 $798K
2023 1 16 $2M
2024 1 19 $2M

Care From Heart filing trail (2022)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$798K
Net Income-$671K
Employer EIN465570986
Plan Effective Date2014-06-16
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Care From Heart Retirement Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Care From Heart Retirement Plan, Total assets ($B): 0.000798398 · Participants: 15Care From Heart Retirement PlanIntel Retirement Contribution Plan, Total assets ($B): 6.922537047 · Participants: 22216Intel Retirement Contribution PlanScpmg Keogh Plan, Total assets ($B): 5.599096297 · Participants: 9727Scpmg Keogh PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 5.566886773 · Participants: 67173Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.163824 · Participants: 5104Memorialcare Retirement PlanCedars-Sinai Health System Defined Contribution Retirement Plan, Total assets ($B): 0.797223577 · Participants: 11344Cedars-Sinai Health System Defined Contribution Retirement Plan
Care From Heart Retirement Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Care From Heart Retirement Plan side-by-side with 3 peers →

Care From Heart Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Juenger Enterprises, Inc. Retirement Plan in IL ($798K); by covered participants it is Texo Enterprises, Inc. Retirement Plan in KY (15 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($798K here).

Similar participant headcount

Nearest other-state filings by covered participants (15 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 Care From Heart Retirement Plan assets move in 2022? ▼
Care From Heart Retirement Plan contracted severely - down 45.7% during 2022, from $1M to $798K. Reported net income was -$671K.
How have Care From Heart plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Care From Heart's sponsor-wide assets grew 205.7%, from $798K to $2M.
Where does Care From Heart Retirement Plan rank by assets among Form 5500 filers? ▼
Care From Heart Retirement Plan ranks in the 23rd 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 Profit Sharing plans are similar in size to Care From Heart Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Juenger Enterprises, Inc. Retirement Plan in IL ($798K, 7 participants).
Which Profit Sharing plans cover a similar participant headcount to Care From Heart Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Texo Enterprises, Inc. Retirement Plan in KY (15 participants, $3M 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 465570986.

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.