401(k) · DOL Form 5500 · 2023
Personalize Home Care Service 401(k) Plan
Data updated 2026-08-25
- $466K
- Total assets Small plan by assets
- 160
- Participants Small participant base
- 17th
- Percentile by assets National rank
- $2,915
- Avg per participant Low balance/head
Official DOL plan name: Personalize Home Care Service 401(k) Profit Sharing Plan & Trust · Sponsored by Personalize Home Care Service · Michigan · Healthcare & Social Assistance
$466K in assets, 160 participants
Personalize Home Care Service's Personalize Home Care Service 401(k) Profit Sharing Plan & Trust reported $466K in total assets and 160 participants in its 2023 DOL Form 5500 filing, ranking in the 17th 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.
- #2,228 in Healthcare & Social Assistance (17,684 peers)
Coverage in Michigan
Personalize Home Care Service 401(k) Profit Sharing Plan & Trust covers 160 participants in Michigan, about 25% of the average Michigan filer (state average ~638 per filing). Assets: $466K.
- #2,228
- in Healthcare & Social Assistance (17,684 peers)
- +26.0%
- assets growth YoY
Personalize Home Care Service 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets
Personalize Home Care Service 401(k) Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$466,477 17th percentile higher than 17% 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
Personalize Home Care Service 401(k) Profit Sharing Plan & Trust among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Personalize Home Care Service 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (160 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Personalize Home Care Service 401(k) Profit Sharing Plan & Trust reported net income rose from -$68K in the plan year 2022 filing to $96K in the plan year 2023 filing.
- Personalize Home Care Service 401(k) Profit Sharing Plan & Trust reported participants rose from 77 in the plan year 2022 filing to 160 in the plan year 2023 filing.
- Personalize Home Care Service 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $370K in the plan year 2022 filing to $466K in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 810679651 · Personalize Home Care Service PY 2023 · 401(k)
Personalize Home Care Service 401(k) Profit Sharing Plan & Trust · $466K · 160 · 17th
- 5500 $466K
- ASSETS 160
- PCT 17th
- EIN 401(k)
- RANK near Grasmick Produce 401(k) Plan
- PHOTO ind #2228
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 Michigan →
Personalize Home Care Service 401(k) Profit Sharing Plan & Trust in the asset neighbourhood
Michigan filing particulars
| Total Assets (Beginning of Year) | $370K |
|---|---|
| Net Assets (End of Year) | $466K |
| Net Income | $96K |
| Employer EIN | 810679651 |
| Plan Effective Date | 2014-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Personalize Home Care Service)
Sponsor-wide plan assets over time
All Personalize Home Care Service plans reported in each filing year
- Latest sponsor-wide plan assets
- $584K 57.71021475176079% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 77 | $370K |
| 2023 | 1 | 160 | $466K |
| 2024 | 1 | 65 | $584K |
Nearby 401(k) Plans in Michigan
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- General Motors Retirement Savings Plan for Salaried Employees in the United States $20.4B · 47,299
- Ford Motor Co. Savings and Stock Investment Plan for Salaried Employees $15.6B · 30,516
- The Dow Chemical Company Employees' Savings Plan $10.1B · 18,088
- The General Motors Personal Savings Plan for Hourly-Rate Employees in the United States $8.6B · 40,393
- Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees $7.6B · 59,195
Personalize Home Care Service 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside Michigan, the nearest 401(k) by assets is Grasmick Produce 401(k) Plan in ID ($466K); by covered participants it is 8-Koi, Inc. 401(k) Plan in FL (160 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($466K here).
- Grasmick Produce 401(k) Plan (ID) $466K · 61
- Feathered Friends, Inc. 401(k) Plan (TX) $466K · 10
- Turner Non-Union Trade Employee Retirement Savings Plan (NY) $466K · 559
- Mulligans Already Bought Investment Plan (OH) $466K · 1
Similar participant headcount
Nearest other-state filings by covered participants (160 participants); asset peers above are excluded.
- 8-Koi, Inc. 401(k) Plan (FL) 160 · 0 off
- Lightforce USA Inc.401(k) Plan (ID) 160 · 0 off
- Council on Aging & All Care, Inc. 401(k) Retirement & Savings Plan (WV) 160 · 0 off
- Aligned Equity Partners, LLC Retirement Plan (TN) 160 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.