401(k) · DOL Form 5500 · 2023

Ohana Care Referral Services, Inc. 401(k) Plan

Data updated 2026-08-25

$214K
Total assets Small plan by assets
3
Participants Small participant base
11th
Percentile by assets National rank
$71,331
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Ohana Care Referral Services, Inc. 401(k) Profit Sharing Plan · Sponsored by Ohana Care Referral Services, Inc. · California · Other Services

$214K in assets, 3 participants

Ohana Care Referral Services, Inc.'s Ohana Care Referral Services, Inc. 401(k) Profit Sharing Plan reported $214K in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 11th 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.

  • #1,893 in Other Services (7,857 peers)

Ohana Care Referral Services, Inc. multi-year trail

Ohana Care Referral Services, Inc.'s plans moved +12.2% in assets from 2022 to 2024; this filing shows Ohana Care Referral Services, Inc. 401(k) Profit Sharing Plan at $214K / 3 participants.

#1,893
in Other Services (7,857 peers)
-19.4%
assets change YoY

The plan reported a net loss of $51K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Ohana Care Referral Services, Inc. 401(k) Profit Sharing Plan among the smaller filed plans by assets

Ohana Care Referral Services, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$213,992 11th percentile higher than 11% 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

Ohana Care Referral Services, Inc. 401(k) Profit Sharing Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ohana Care Referral Services, Inc. 401(k) Profit Sharing Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ohana Care Referral Services, Inc. 401(k) Profit Sharing Plan reported net income fell from $102K in the plan year 2022 filing to -$51K in the plan year 2023 filing.
  • Ohana Care Referral Services, Inc. 401(k) Profit Sharing Plan end-of-year assets fell from $265K in the plan year 2022 filing to $214K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 823731814 · Ohana Care Referral Services, Inc. PY 2023 · 401(k)

Ohana Care Referral Services, Inc. 401(k) Profit Sharing Plan · $214K · 3 · 11th

  • 5500 $214K
  • ASSETS 3
  • PCT 11th
  • EIN 401(k)
  • RANK near Hilltop Vista Holdings, Inc. 401(k) Plan
  • PHOTO ind #1893

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 Other Services retirement plans → · Plans in California →

Ohana Care Referral Services, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Ohana Care Referral Services, Inc. 401(k) Profit Sharing PlanOhana Care Referral Services…$214KHilltop Vista Holdings, Inc. 401(k) PlanHilltop Vista Holdings, Inc.…$214KSmiths' Do-Nut Company, Inc. 401(k) Profit Sharing PlanSmiths' Do-Nut Company, Inc.…$214KCain Ventures, Inc. 401(k) PlanCain Ventures, Inc. 401(k) P…$214KS & J Liquors Inc. 401(k) PlanS & J Liquors Inc. 401(k) Pl…$214K
End-of-year total assets ($M) among Ohana Care Referral Services, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Ohana Care Referral Services, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Ohana Care Referral Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$298K 12.226944262344492% vs 2022
2024 filing year
$0.2M$0.25M$0.3M$0.35M 202220232024 $0.27M $0.3M ▲ +11.1%
Year Plans Participants Total Assets
2022 1 3 $265K
2023 1 3 $214K
2024 1 3 $298K

Ohana Care Referral Services, Inc. filing trail (2023)

Total Assets (Beginning of Year)$265K
Net Assets (End of Year)$214K
Net Income-$51K
Employer EIN823731814
Plan Effective Date2017-12-14
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Ohana Care Referral Services, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Ohana Care Referral Services, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.000213992 · Participants: 3Ohana Care Referral Services, Inc. 401(k) Profit Sharing PlanWells 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
Ohana Care Referral Services, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Ohana Care Referral Services, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Ohana Care Referral Services, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Hilltop Vista Holdings, Inc. 401(k) Plan in MT ($214K); by covered participants it is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($214K here).

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Ohana Care Referral Services, Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
Ohana Care Referral Services, Inc. 401(k) Profit Sharing Plan declined sharply - down 19.4% during 2023, from $265K to $214K. Reported net income was -$51K.
How have Ohana Care Referral Services, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ohana Care Referral Services, Inc.'s sponsor-wide assets grew 12.2%, from $265K to $298K.
Where does Ohana Care Referral Services, Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Ohana Care Referral Services, Inc. 401(k) Profit Sharing Plan ranks in the 11th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Ohana Care Referral Services, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hilltop Vista Holdings, Inc. 401(k) Plan in MT ($214K, 1 participant).
Which 401(k) plans cover a similar participant headcount to Ohana Care Referral Services, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 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 823731814.

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.