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

Retirement Income Security Plan-Home Instead Senior Care 606

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

Sponsored by Compass Enterprise, Inc. Dba Home Instead Senior Care 606 · Oregon · Healthcare & Social Assistance

What the 2023 filing shows

Retirement Income Security Plan-Home Instead Senior Care 606 holds $842K for 264 participants — about $3,190 per participant, up 4.4% over the 2022 plan year.

$842K
total plan assets (2022 EOY)
264
covered participants
$3,190
avg assets per participant
+4.4%
assets growth YoY
Total Assets (2023)
$842K
Participants
264
State
Industry
Healthcare & Social Assistance

What the Filing Says About Retirement Income Security Plan-Home Instead Senior Care 606

Retirement Income Security Plan-Home Instead Senior Care 606 is a 401(k) retirement plan sponsored by Compass Enterprise, Inc. Dba Home Instead Senior Care 606, headquartered in Oregon. As of the 2022 Form 5500 filing, the plan reports $842K in total end-of-year assets and covers 264 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 471542805, and the plan has been effective since 2014-10-15. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $806K at the beginning of 2022 to $842K at year-end — a gain of 4.4%. Net assets (after liabilities) closed the year at $842K, with reported net income of $36K 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 — 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)$806K
Total Assets (End of Year)$842K
Net Assets (End of Year)$842K
Net Income$36K
Plan Type401(k)
Employer EIN471542805
Plan Effective Date2014-10-15
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Oregon

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Frequently Asked Questions

How much money is in the Retirement Income Security Plan-Home Instead Senior Care 606?
As of the 2022 Form 5500 filing, Retirement Income Security Plan-Home Instead Senior Care 606 holds $842K in total assets with 264 participants. It is sponsored by Compass Enterprise, Inc. Dba Home Instead Senior Care 606.
What type of plan is Retirement Income Security Plan-Home Instead Senior Care 606?
Retirement Income Security Plan-Home Instead Senior Care 606 is a 401(k) plan. It has been effective since 2014-10-15. The plan is filed with the U.S. Department of Labor under EIN 471542805.
Who sponsors the Retirement Income Security Plan-Home Instead Senior Care 606?
Retirement Income Security Plan-Home Instead Senior Care 606 is sponsored by Compass Enterprise, Inc. Dba Home Instead Senior Care 606, located in Oregon. The sponsor's EIN is 471542805 and the plan operates in the Healthcare & Social Assistance industry.
How did Retirement Income Security Plan-Home Instead Senior Care 606 perform in 2022?
Retirement Income Security Plan-Home Instead Senior Care 606 grew by 4.4% during 2022, moving from $806K to $842K in total assets. Net income was $36K.
Where can I find official filings for Retirement Income Security Plan-Home Instead Senior Care 606?
Official Form 5500 filings for Retirement Income Security Plan-Home Instead Senior Care 606 are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 471542805 or plan name at efast.dol.gov.
How does Retirement Income Security Plan-Home Instead Senior Care 606 compare to other plans?
You can compare Retirement Income Security Plan-Home Instead Senior Care 606 against other 401(k) plans on the plan type page, or view plans in Oregon 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) — original filing retrieval by EIN 471542805.

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

Reference: IRS Publication 590-B — 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.