401(k) · DOL Form 5500 · 2023

Preferred Care Holdings, LLC 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
1,316
Participants Near avg headcount
37th
Percentile by assets National rank
$2,523
Avg per participant Low balance/head
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Official DOL plan name: Preferred Care of New Jersey 401(k) Plan · Sponsored by Preferred Care Holdings, LLC · New Jersey · Healthcare & Social Assistance

$3M in assets, 1,316 participants

Preferred Care Holdings, LLC's Preferred Care of New Jersey 401(k) Plan reported $3M in total assets and 1,316 participants in its 2023 DOL Form 5500 filing, ranking in the 37th 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.

  • #6,860 in Healthcare & Social Assistance (17,684 peers)

Preferred Care Holdings, LLC multi-year trail

Preferred Care Holdings, LLC's plans moved +162.4% in assets from 2022 to 2024; this filing shows Preferred Care of New Jersey 401(k) Plan at $3M / 1,316 participants.

#6,860
in Healthcare & Social Assistance (17,684 peers)
+85.5%
assets growth YoY

Preferred Care of New Jersey 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Preferred Care of New Jersey 401(k) Plan vs every filed plan by assets

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

$3,320,235 37th percentile higher than 37% 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

Preferred Care of New Jersey 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Preferred Care of New Jersey 401(k) Plan lands in the large band (1,316 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Preferred Care of New Jersey 401(k) Plan end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Preferred Care of New Jersey 401(k) Plan reported participants rose from 860 in the plan year 2022 filing to 1,316 in the plan year 2023 filing.
  • Preferred Care of New Jersey 401(k) Plan reported net income rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 475373918 · Preferred Care Holdings, LLC PY 2023 · 401(k)

Preferred Care of New Jersey 401(k) Plan · $3M · 1,316 · 37th

  • PCT $3M
  • PCT 1,316
  • PCT 37th
  • PCT 401(k)
  • PCT near Beaton, Inc. 401(k) Plan
  • PCT ind #6860

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 New Jersey →

Preferred Care of New Jersey 401(k) Plan in the asset neighbourhood

Preferred Care of New Jersey 401(k) PlanPreferred Care of New Jersey…$3MBeaton, Inc. 401(k) Plan$3MCornerstone Systems Nw 401(k) PlanCornerstone Systems Nw 401(k…$3MB.R.W. Contracting 401(k) PlanB.R.W. Contracting 401(k) Pl…$3MLanair Products, LLC Retirement PlanLanair Products, LLC Retirem…$3M
End-of-year total assets ($M) among Preferred Care of New Jersey 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Preferred Care Holdings, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Preferred Care Holdings, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$5M 162.39609105163873% vs 2022
2024 filing year
$1M$2M$3M$4M$5M 202220232024 $1.79M $4.7M ▲ +162.6%
Year Plans Participants Total Assets
2022 1 860 $2M
2023 1 1,316 $3M
2024 1 1,964 $5M

Preferred Care Holdings, LLC filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$2M
Employer EIN475373918
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New Jersey

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

Preferred Care of New Jersey 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -1001020304050 Total assets ($B) Participants Preferred Care of New Jersey 401(k) Plan, Total assets ($B): 0.003320235 · Participants: 1316Preferred Care of New Jersey 401(k) PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 44.552237022 · Participants: 176610JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 27.825640157 · Participants: 78072Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 22.177853595 · Participants: 41291Johnson and Johnson Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 15.543526764 · Participants: 59346Ernst & Young Retirement Savings PlanMerck US Savings Plan, Total assets ($B): 13.424416176 · Participants: 26850Merck US Savings Plan
Preferred Care of New Jersey 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Preferred Care of New Jersey 401(k) Plan side-by-side with 3 peers →

Preferred Care of New Jersey 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Beaton, Inc. 401(k) Plan in IA ($3M); by covered participants it is The Putnam Retirement Plan in CO (1,316 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,316 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 Preferred Care of New Jersey 401(k) Plan assets move in 2023? ▼
Preferred Care of New Jersey 401(k) Plan surged - up 85.5% during 2023, from $2M to $3M. Reported net income was $2M.
How have Preferred Care Holdings, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Preferred Care Holdings, LLC's sponsor-wide assets grew 162.4%, from $2M to $5M.
Which 401(k) plans are similar in size to Preferred Care of New Jersey 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Beaton, Inc. 401(k) Plan in IA ($3M, 180 participants).
Which 401(k) plans cover a similar participant headcount to Preferred Care of New Jersey 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Putnam Retirement Plan in CO (1,316 participants, $996M 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 475373918.

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.