ESOP · DOL Form 5500 · 2022

Friends & Family Home Care Services, LLC ESOP

Data updated 2026-08-11

$26M
Total assets
6,184
Participants
81st
Percentile by assets
$4,265
Avg per participant
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Official DOL plan name: Friends & Family Prevailing Wage ESOP Retirement Plan · Sponsored by Friends & Family Home Care Services, LLC · New York · Healthcare & Social Assistance

$26M in assets, 6,184 participants

Friends & Family Home Care Services, LLC's Friends & Family Prevailing Wage ESOP Retirement Plan reported $26M in total assets and 6,184 participants in its 2022 DOL Form 5500 filing, ranking in the 81st 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.

  • 81st percentile by assets (of 139,126 plans)
  • #16,857 in Healthcare & Social Assistance (20,060 peers)

Coverage in New York

Friends & Family Prevailing Wage ESOP Retirement Plan covers 6,184 participants in New York, 7.8x the typical New York plan (state average ~798 per filing). Assets: $26M.

$26M
total plan assets (2022 EOY)
6,184
covered participants
81st
percentile by assets (of 139,126 plans)
$4,265
avg assets per participant

Where Friends & Family Prevailing Wage ESOP Retirement Plan sits by total assets

Friends & Family Prevailing Wage ESOP Retirement Plan vs every filed plan by assets

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

$26,372,919 Top 19% higher than 81% of 139,123 filed plans

This plan $0 $2,010,000,000 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

Participants vs New York filers

In New York, the average filing covers about 798 participants across 9,061 plans. Friends & Family Prevailing Wage ESOP Retirement Plan reports 6,184 participants - 7.8x that state average ($26M EOY assets).

New York filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$21M
Net Income$16M
Employer EIN462961005
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Friends & Family Home Care Services, LLC)

$20M$40M$60M$80M 202220232024 $26.4M $70.8M ▲ +168.6%
Total plan assets by year, all Friends & Family Home Care Services, LLC plans on file
Year Plans Participants Total Assets
2022 1 6,184 $26M
2023 1 7,960 $44M
2024 1 8,018 $71M

Nearby ESOP Plans in New York

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

Friends & Family Prevailing Wage ESOP Retirement Plan vs. nearby ESOP plans in New York, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -20002004006008001000 Total assets ($M) Participants Friends & Family Pre…, Total assets ($M): 26.372919 · Participants: 6184Friends & Family Pre…Stewart's Shops Corp…, Total assets ($M): 781.613108 · Participants: 3443Stewart's Shops Corp…Lewis Tree Service E…, Total assets ($M): 384.275596 · Participants: 3307Lewis Tree Service E…H.C. Wainwright & Co…, Total assets ($M): 293.053093 · Participants: 118H.C. Wainwright & Co…Greenman-Pedersen, I…, Total assets ($M): 207.331837 · Participants: 1611Greenman-Pedersen, I…Griffon Corporation …, Total assets ($M): 183.683651 · Participants: 3775Griffon Corporation …
Friends & Family Prevailing Wage ESOP Retirement Plan vs. nearby ESOP plans in New York, assets vs. participants

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Friends & Family Prevailing Wage ESOP Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did Friends & Family Prevailing Wage ESOP Retirement Plan assets move in 2022?
Friends & Family Prevailing Wage ESOP Retirement Plan surged - up 101.8% during 2022, from $13M to $26M. Reported net income was $16M.
How have Friends & Family Home Care Services, LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Friends & Family Home Care Services, LLC's sponsor-wide assets grew 168.6%, from $26M to $71M.
Where does Friends & Family Prevailing Wage ESOP Retirement Plan rank by assets among Form 5500 filers?
Friends & Family Prevailing Wage ESOP Retirement Plan ranks in the 81st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Friends & Family Prevailing Wage ESOP Retirement Plan?
Among ESOP plans in other states, the closest by assets is Employment Alliance Holdings, Inc. Employment Stock Ownership Plan in AR ($26M, 735 participants).

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Filing takeaways

Ways to act on Friends & Family Prevailing Wage ESOP Retirement Plan's numbers.