401(k) · DOL Form 5500 · 2022

Morningstar Home Care Inc 401(k) Plan

Data updated 2026-08-25

$332K
Total assets Small plan by assets
2
Participants Small participant base
15th
Percentile by assets National rank
$166,135
Avg per participant Above avg balance/head
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Official DOL plan name: Morningstar Home Care Inc 401(k) Plan · Sponsored by Morningstar Home Care Inc · Ohio · Healthcare & Social Assistance

$332K in assets, 2 participants

Morningstar Home Care Inc's Morningstar Home Care Inc 401(k) Plan reported $332K in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 15th 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.

  • #2,129 in Healthcare & Social Assistance (20,060 peers)

Morningstar Home Care Inc multi-year trail

Morningstar Home Care Inc's plans moved +113.0% in assets from 2022 to 2024; this filing shows Morningstar Home Care Inc 401(k) Plan at $332K / 2 participants.

#2,129
in Healthcare & Social Assistance (20,060 peers)
$332K
reported net income

Morningstar Home Care Inc 401(k) Plan among the smaller filed plans by assets

Morningstar Home Care Inc 401(k) Plan vs every filed plan by assets

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

$332,269 15th percentile higher than 15% 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

Morningstar Home Care Inc 401(k) Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Morningstar Home Care Inc 401(k) Plan is a micro filing (2 participants), the leftmost band.

Plan-year Form 5500 strip

Filing strip 920629830 · Morningstar Home Care Inc PY 2022 · 401(k)

Morningstar Home Care Inc 401(k) Plan · $332K · 2 · 15th

  • BOY $332K
  • SCH 2
  • EBSA 15th
  • PART 401(k)
  • TYPE near Jhams Investment, Inc. 401(k) Plan
  • NET ind #2129

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 Ohio →

Morningstar Home Care Inc 401(k) Plan in the asset neighbourhood

Morningstar Home Care Inc 401(k) PlanMorningstar Home Care Inc 40…$332KJhams Investment, Inc. 401(k) PlanJhams Investment, Inc. 401(k…$332KBlacksmith Enterprises, Inc. 401(k) PlanBlacksmith Enterprises, Inc.…$332KR K Schoepp Ventures, LLC 401 (K) Profit Sharing PlanR K Schoepp Ventures, LLC 40…$332KArc Riverside 401(k) Plan$332K
End-of-year total assets ($M) among Morningstar Home Care Inc 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Morningstar Home Care Inc multi-year asset trail

Sponsor-wide plan assets over time

All Morningstar Home Care Inc plans reported in each filing year

Latest sponsor-wide plan assets
$708K 113.04184260343276% vs 2022
2024 filing year
$0.2M$0.4M$0.6M$0.8M 202220232024 $0.33M $0.71M ▲ +115.2%
Year Plans Participants Total Assets
2022 1 2 $332K
2023 1 N/A $538K
2024 1 13 $708K

Morningstar Home Care Inc filing trail (2022)

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)$332K
Net Income$332K
Employer EIN920629830
Plan Effective Date2022-12-06
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Ohio

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

Morningstar Home Care Inc 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20246810 Total assets ($B) Participants Morningstar Home Care Inc 401(k) Plan, Total assets ($B): 0.000332269 · Participants: 2Morningstar Home Care Inc 401(k) PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 8.343834208 · Participants: 44890The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 7.60950811 · Participants: 50299The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 7.311555 · Participants: 116133The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 6.73672335 · Participants: 24278Nationwide Savings PlanMarathon Petroleum Thrift Plan, Total assets ($B): 6.371480588 · Participants: 17666Marathon Petroleum Thrift Plan
Morningstar Home Care Inc 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Morningstar Home Care Inc 401(k) Plan side-by-side with 3 peers →

Morningstar Home Care Inc 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Jhams Investment, Inc. 401(k) Plan in MI ($332K); by covered participants it is Cbf Discount Transmissions, Inc 401(k) Plan in TX (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($332K here).

Similar participant headcount

Nearest other-state filings by covered participants (2 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 have Morningstar Home Care Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Morningstar Home Care Inc's sponsor-wide assets grew 113.0%, from $332K to $708K.
Where does Morningstar Home Care Inc 401(k) Plan rank by assets among Form 5500 filers? ▼
Morningstar Home Care Inc 401(k) Plan ranks in the 15th 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 Morningstar Home Care Inc 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Jhams Investment, Inc. 401(k) Plan in MI ($332K, 2 participants).
Which 401(k) plans cover a similar participant headcount to Morningstar Home Care Inc 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cbf Discount Transmissions, Inc 401(k) Plan in TX (2 participants, $162K 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 920629830.

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.