ESOP · DOL Form 5500 · 2023

Anx Home Healthcare Inc. ESOP

Data updated 2026-08-25

$8M
Total assets Small plan by assets
62
Participants Small participant base
54th
Percentile by assets National rank
$132,390
Avg per participant Near avg balance/head
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Official DOL plan name: Anx Home Healthcare Inc. Employee Stock Ownership Plan · Sponsored by Anx Home Healthcare Inc. · California · Healthcare & Social Assistance

$8M in assets, 62 participants

Anx Home Healthcare Inc.'s Anx Home Healthcare Inc. Employee Stock Ownership Plan reported $8M in total assets and 62 participants in its 2023 DOL Form 5500 filing, ranking in the 54th 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.

  • #10,592 in Healthcare & Social Assistance (17,684 peers)

Anx Home Healthcare Inc. multi-year trail

Anx Home Healthcare Inc.'s plans moved +13.3% in assets from 2022 to 2024; this filing shows Anx Home Healthcare Inc. Employee Stock Ownership Plan at $8M / 62 participants.

#10,592
in Healthcare & Social Assistance (17,684 peers)
+9.6%
assets growth YoY

Anx Home Healthcare Inc. Employee Stock Ownership Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Anx Home Healthcare Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$8,208,161 Top 46% higher than 54% 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

Anx Home Healthcare Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Anx Home Healthcare Inc. Employee Stock Ownership Plan is a small filing (62 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Anx Home Healthcare Inc. Employee Stock Ownership Plan end-of-year assets rose from $7M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Anx Home Healthcare Inc. Employee Stock Ownership Plan reported participants rose from 60 in the plan year 2022 filing to 62 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 826496230 · Anx Home Healthcare Inc. PY 2023 · ESOP

Anx Home Healthcare Inc. Employee Stock Ownership Plan · $8M · 62 · 54th

  • BOY $8M
  • SCH 62
  • EBSA 54th
  • PART ESOP
  • TYPE near Covenant Eyes, Inc. Employee Stock Ownership Plan
  • NET ind #10592

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 What is an ESOP? → · Plans in California →

Anx Home Healthcare Inc. Employee Stock Ownership Plan in the asset neighbourhood

E.M.B. Corporation Employee Stock Ownership PlanE.M.B. Corporation Employee …$8MAnx Home Healthcare Inc. Employee Stock Ownership PlanAnx Home Healthcare Inc. Emp…$8MCovenant Eyes, Inc. Employee Stock Ownership PlanCovenant Eyes, Inc. Employee…$8MLeighton Enterprises, Inc. Employee Stock Ownership PlanLeighton Enterprises, Inc. E…$8MConcord General Contracting, Inc. Employee Stock Ownership PlanConcord General Contracting,…$8M
End-of-year total assets ($M) among Anx Home Healthcare Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Anx Home Healthcare Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Anx Home Healthcare Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$8M 13.298579065625374% vs 2022
2024 filing year
$7M$7.5M$8M$8.5M$9M 202220232024 $7.49M $8.49M ▲ +13.4%
Year Plans Participants Total Assets
2022 1 60 $7M
2023 1 62 $8M
2024 1 62 $8M

Anx Home Healthcare Inc. filing trail (2023)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$4M
Net Income$2M
Employer EIN826496230
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in California

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

Anx Home Healthcare Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Anx Home Healthcare Inc. Employee Stock Ownership Plan, Total assets ($B): 0.008208161 · Participants: 62Anx Home Healthcare Inc. Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 3.757068542 · Participants: 7871Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.444524335 · Participants: 1397Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.125537204 · Participants: 1700Rosendin Electric, Inc. Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.533004512 · Participants: 72Agron, Inc. Employee Stock Ownership PlanRecology Employee Stock Ownership Plan, Total assets ($B): 0.497089527 · Participants: 3656Recology Employee Stock Ownership Plan
Anx Home Healthcare Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Anx Home Healthcare Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Anx Home Healthcare Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Covenant Eyes, Inc. Employee Stock Ownership Plan in MI ($8M); by covered participants it is Salem Fabrication Technologies Group, Inc. Employee Stock Ownership Plan in NC (62 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (62 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 Anx Home Healthcare Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Anx Home Healthcare Inc. Employee Stock Ownership Plan grew at a solid clip - up 9.6% during 2023, from $7M to $8M. Reported net income was $2M.
How have Anx Home Healthcare Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Anx Home Healthcare Inc.'s sponsor-wide assets grew 13.3%, from $7M to $8M.
Which ESOP plans are similar in size to Anx Home Healthcare Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Covenant Eyes, Inc. Employee Stock Ownership Plan in MI ($8M, 180 participants).
Which ESOP plans cover a similar participant headcount to Anx Home Healthcare Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Salem Fabrication Technologies Group, Inc. Employee Stock Ownership Plan in NC (62 participants, $26M 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 826496230.

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.