401(k) · DOL Form 5500 · 2023

Bana Homecare Inc. 401(k) Plan

Data updated 2026-08-25

$147K
Total assets Small plan by assets: 2
Participants Small participant base: 9th
Percentile by assets National rank: $73,562
Avg per participant Below avg balance/head

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Official DOL plan name: Bana Homecare Inc. 401(k) Plan · Sponsored by Bana Homecare Inc. · Illinois · Healthcare & Social Assistance

$147K in assets, 2 participants

Bana Homecare Inc.'s Bana Homecare Inc. 401(k) Plan reported $147K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 9th 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.

#1,050 in Healthcare & Social Assistance (17,684 peers)

What the 2023 filing shows

Bana Homecare Inc. 401(k) Plan holds $147K for 2 participants - about $73,562 per participant, among the smaller plans by assets on file.

#1,050
in Healthcare & Social Assistance (17,684 peers): -1.0%
assets change YoY

The plan reported a net loss of $1K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Bana Homecare Inc. 401(k) Plan among the smaller filed plans by assets

Bana Homecare Inc. 401(k) Plan vs every filed plan by assets

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

$147,123 9th percentile higher than 9% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Bana Homecare Inc. 401(k) 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. Bana Homecare Inc. 401(k) Plan is a micro filing (2 participants), the leftmost band.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Bana Homecare Inc. 401(k) Plan reported net income rose from -$3K in the plan year 2022 filing to -$1K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 813416066 · Bana Homecare Inc. PY 2023 · 401(k)

Bana Homecare Inc. 401(k) Plan · $147K · 2 · 9th

BOY $147K
BOY 2
BOY 9th
BOY 401(k)
BOY near Mattingley Enterprises Corp. 401(k) Profit Sharing Plan
BOY ind #1050

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 Illinois →

End-of-year total assets ($M) among Bana Homecare Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)	$149K
Net Assets (End of Year)	$147K
Net Income	-$1K
Employer EIN	813416066
Plan Effective Date	2016-07-29
Filing Status	FILING RECEIVED

Sponsor Plan History (Bana Homecare Inc.)

Latest sponsor-wide plan assets: N/A; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	2	$149K
2023	1	2	$147K
2024	1	2	N/A

Nearby 401(k) Plans in Illinois

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

Bana Homecare Inc. 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants

Accenture United States 401(k) Match Savings Plan $17.6B · 69,974
State Farm 401(k) Savings Plan $16.9B · 60,246
Abbott Laboratories Stock Retirement Plan $14.5B · 38,012
United Airlines Pilot Retirement Account Plan $14.4B · 14,959
Walgreens Retirement Savings Plan $13.4B · 235,331

Compare Bana Homecare Inc. 401(k) Plan side-by-side with 3 peers →

Bana Homecare Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Mattingley Enterprises Corp. 401(k) Profit Sharing Plan in CO ($147K); by covered participants it is Napa Bound Retirement Plan in FL (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($147K here).

Mattingley Enterprises Corp. 401(k) Profit Sharing Plan (CO) $147K · 5
Onpoint Delivery LLC 401(k) Plan (TX) $147K · 70
Hernandez and Associates Retirement Plan (VA) $147K · 3
The Ambrosia Project, Inc. 401(k) Profit Sharing Plan (TX) $147K · 1

Similar participant headcount

Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.

Napa Bound Retirement Plan (FL) 2 · 0 off
Gillian Corporation 401(k) Plan (CO) 2 · 0 off
Javier Beltran LLC 401(k) Plan (DE) 2 · 0 off
Ideal Financial Group, Inc. 401(k) Profit Sharing Plan (CT) 2 · 0 off

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 Bana Homecare Inc. 401(k) Plan assets move in 2023? ▼

Bana Homecare Inc. 401(k) Plan held essentially flat - down 1.0% during 2023, from $149K to $147K. Reported net income was -$1K.

Where does Bana Homecare Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼

Bana Homecare Inc. 401(k) Plan ranks in the 9th 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 Bana Homecare Inc. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Mattingley Enterprises Corp. 401(k) Profit Sharing Plan in CO ($147K, 5 participants).

Which 401(k) plans cover a similar participant headcount to Bana Homecare Inc. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Napa Bound Retirement Plan in FL (2 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 813416066.