401(k) · DOL Form 5500 · 2023

California Caregivers Home Hea 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
97
Participants Small participant base
31st
Percentile by assets National rank
$21,846
Avg per participant Low balance/head
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Official DOL plan name: California Caregivers Home Hea 401(k) Profit Sharing Plan & Trust · Sponsored by California Caregivers Home Hea · California · Healthcare & Social Assistance

$2M in assets, 97 participants

California Caregivers Home Hea's California Caregivers Home Hea 401(k) Profit Sharing Plan & Trust reported $2M in total assets and 97 participants in its 2023 DOL Form 5500 filing, ranking in the 31st 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.

  • #5,304 in Healthcare & Social Assistance (17,684 peers)

California Caregivers Home Hea multi-year trail

California Caregivers Home Hea's plans moved +72.0% in assets from 2022 to 2024; this filing shows California Caregivers Home Hea 401(k) Profit Sharing Plan & Trust at $2M / 97 participants.

#5,304
in Healthcare & Social Assistance (17,684 peers)
+34.8%
assets growth YoY

California Caregivers Home Hea 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

California Caregivers Home Hea 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$2,119,081 31st percentile higher than 31% of 127,068 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 2023

California Caregivers Home Hea 401(k) Profit Sharing Plan & Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. California Caregivers Home Hea 401(k) Profit Sharing Plan & Trust is a small filing (97 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • California Caregivers Home Hea 401(k) Profit Sharing Plan & Trust reported net income rose from -$17K in the plan year 2022 filing to $546K in the plan year 2023 filing.
  • California Caregivers Home Hea 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • California Caregivers Home Hea 401(k) Profit Sharing Plan & Trust reported participants fell from 112 in the plan year 2022 filing to 97 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 800846641 · California Caregivers Home Hea PY 2023 · 401(k)

California Caregivers Home Hea 401(k) Profit Sharing Plan & Trust · $2M · 97 · 31st

  • EOY $2M
  • 5500 97
  • ASSETS 31st
  • PCT 401(k)
  • EIN near Lovepop 401(k) Plan
  • RANK ind #5304

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 →

California Caregivers Home Hea 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

California Caregivers Home Hea 401(k) Profit Sharing Plan & TrustCalifornia Caregivers Home H…$2MLovepop 401(k) Plan$2MDnj Enterprises, Inc. 401(k) Profit Sharing PlanDnj Enterprises, Inc. 401(k)…$2MStaffing Technical Services, Inc. 401(k) PlanStaffing Technical Services,…$2MProvident, Inc. Retirement Savings PlanProvident, Inc. Retirement S…$2M
End-of-year total assets ($M) among California Caregivers Home Hea 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California Caregivers Home Hea multi-year asset trail

Sponsor-wide plan assets over time

All California Caregivers Home Hea plans reported in each filing year

Latest sponsor-wide plan assets
$3M 72.04833036901475% vs 2022
2024 filing year
$1M$1.5M$2M$2.5M$3M 202220232024 $1.57M $2.71M ▲ +72.6%
Year Plans Participants Total Assets
2022 1 112 $2M
2023 1 97 $2M
2024 1 97 $3M

California Caregivers Home Hea filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$546K
Employer EIN800846641
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

California Caregivers Home Hea 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants California Caregivers Home Hea 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.002119081 · Participants: 97California Caregivers Home Hea 401(k) Profit Sharing Plan & TrustWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
California Caregivers Home Hea 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare California Caregivers Home Hea 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

California Caregivers Home Hea 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Lovepop 401(k) Plan in MA ($2M); by covered participants it is Pioneer Lines, Inc. 401(k) Plan in FL (97 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Similar participant headcount

Nearest other-state filings by covered participants (97 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did California Caregivers Home Hea 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼
California Caregivers Home Hea 401(k) Profit Sharing Plan & Trust surged - up 34.8% during 2023, from $2M to $2M. Reported net income was $546K.
How have California Caregivers Home Hea plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), California Caregivers Home Hea's sponsor-wide assets grew 72.0%, from $2M to $3M.
Which 401(k) plans are similar in size to California Caregivers Home Hea 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Lovepop 401(k) Plan in MA ($2M, 74 participants).
Which 401(k) plans cover a similar participant headcount to California Caregivers Home Hea 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Pioneer Lines, Inc. 401(k) Plan in FL (97 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 800846641.

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.