401(k) · DOL Form 5500 · 2023

Ideal Home Health Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
1,208
Participants Near avg headcount
42nd
Percentile by assets National rank
$3,741
Avg per participant Low balance/head
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Official DOL plan name: Ideal Home Health Retirement Plan · Sponsored by Ideal Home Health Inc. · New York · Healthcare & Social Assistance

$5M in assets, 1,208 participants

Ideal Home Health Inc.'s Ideal Home Health Retirement Plan reported $5M in total assets and 1,208 participants in its 2023 DOL Form 5500 filing, ranking in the 42nd 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.

  • #8,117 in Healthcare & Social Assistance (17,684 peers)

Ideal Home Health Inc. multi-year trail

Ideal Home Health Inc.'s plans moved +85.6% in assets from 2022 to 2024; this filing shows Ideal Home Health Retirement Plan at $5M / 1,208 participants.

#8,117
in Healthcare & Social Assistance (17,684 peers)
+79.8%
assets growth YoY

Ideal Home Health Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Ideal Home Health Retirement Plan vs every filed plan by assets

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

$4,519,490 42nd percentile higher than 42% 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

Ideal Home Health Retirement 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. Ideal Home Health Retirement Plan lands in the large band (1,208 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ideal Home Health Retirement Plan end-of-year assets rose from $3M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Ideal Home Health Retirement Plan reported net income rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Ideal Home Health Retirement Plan reported participants rose from 1,169 in the plan year 2022 filing to 1,208 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 260289040 · Ideal Home Health Inc. PY 2023 · 401(k)

Ideal Home Health Retirement Plan · $5M · 1,208 · 42nd

  • RANK $5M
  • RANK 1,208
  • RANK 42nd
  • RANK 401(k)
  • RANK near The Chiles Group Profit Sharing and Retirement Plan
  • RANK ind #8117

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 York →

Ideal Home Health Retirement Plan in the asset neighbourhood

Ideal Home Health Retirement PlanIdeal Home Health Retirement…$5MThe Chiles Group Profit Sharing and Retirement PlanThe Chiles Group Profit Shar…$5MClub 59, Inc. 401(k) Profit Sharing Plan & TrustClub 59, Inc. 401(k) Profit …$5MDermatology Medical Partners LLC 401(k) Profit Sharing Plan & TrustDermatology Medical Partners…$5MTherma-Stor Union 401(k) Plan$5M
End-of-year total assets ($M) among Ideal Home Health Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Ideal Home Health Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Ideal Home Health Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 85.61271943804125% vs 2022
2024 filing year
$2M$3M$4M$5M 202220232024 $2.51M $4.66M ▲ +85.7%
Year Plans Participants Total Assets
2022 1 1,169 $3M
2023 1 1,208 $5M
2024 1 1,449 $5M

Ideal Home Health Inc. filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$5M
Net Income$2M
Employer EIN260289040
Plan Effective Date2021-06-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Ideal Home Health Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Ideal Home Health Retirement Plan, Total assets ($B): 0.00451949 · Participants: 1208Ideal Home Health Retirement PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Ideal Home Health Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Ideal Home Health Retirement Plan side-by-side with 3 peers →

Ideal Home Health Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is The Chiles Group Profit Sharing and Retirement Plan in FL ($5M); by covered participants it is Dupre Investments, Inc. 401(k) Retirement Plan in LA (1,208 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,208 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 Ideal Home Health Retirement Plan assets move in 2023? ▼
Ideal Home Health Retirement Plan surged - up 79.8% during 2023, from $3M to $5M. Reported net income was $2M.
How have Ideal Home Health Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ideal Home Health Inc.'s sponsor-wide assets grew 85.6%, from $3M to $5M.
Which 401(k) plans are similar in size to Ideal Home Health Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Chiles Group Profit Sharing and Retirement Plan in FL ($5M, 250 participants).
Which 401(k) plans cover a similar participant headcount to Ideal Home Health Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Dupre Investments, Inc. 401(k) Retirement Plan in LA (1,208 participants, $34M 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 260289040.

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.