401(k) · DOL Form 5500 · 2023

Ctw Home Health, LLC 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
578
Participants Below avg headcount
42nd
Percentile by assets National rank
$7,485
Avg per participant Low balance/head
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Official DOL plan name: Circle of Care 401(k) Plan · Sponsored by Ctw Home Health, LLC · Texas · Healthcare & Social Assistance

$4M in assets, 578 participants

Ctw Home Health, LLC's Circle of Care 401(k) Plan reported $4M in total assets and 578 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.

  • #7,934 in Healthcare & Social Assistance (17,684 peers)

Ctw Home Health, LLC multi-year trail

Ctw Home Health, LLC's plans moved +35.9% in assets from 2022 to 2024; this filing shows Circle of Care 401(k) Plan at $4M / 578 participants.

#7,934
in Healthcare & Social Assistance (17,684 peers)
+24.1%
assets growth YoY

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

Circle of Care 401(k) Plan vs every filed plan by assets

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

$4,326,367 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

Circle of Care 401(k) Plan 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. Circle of Care 401(k) Plan sits mid-pack in the medium band (578 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Circle of Care 401(k) Plan reported net income rose from -$56K in the plan year 2022 filing to $839K in the plan year 2023 filing.
  • Circle of Care 401(k) Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Circle of Care 401(k) Plan reported participants rose from 503 in the plan year 2022 filing to 578 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 208886902 · Ctw Home Health, LLC PY 2023 · 401(k)

Circle of Care 401(k) Plan · $4M · 578 · 42nd

  • EBSA $4M
  • PART 578
  • TYPE 42nd
  • NET 401(k)
  • BOOK near Pronto 401(k) Plan
  • VS-ST ind #7934

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 Texas →

Circle of Care 401(k) Plan in the asset neighbourhood

Circle of Care 401(k) Plan$4MPronto 401(k) Plan$4MNusbaum, Stein, Goldstein, Bronstein PA Employees Profit Sharing PlanNusbaum, Stein, Goldstein, B…$4M1618 Holding, LLC 401(k) Profit Sharing Plan and Trust1618 Holding, LLC 401(k) Pro…$4MAce Sanitary Holdings Inc 401(k) Profit Sharing Plan & TrustAce Sanitary Holdings Inc 40…$4M
End-of-year total assets ($M) among Circle of Care 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Ctw Home Health, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Ctw Home Health, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$5M 35.87390453315807% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M$5M 202220232024 $3.49M $4.74M ▲ +35.8%
Year Plans Participants Total Assets
2022 1 503 $3M
2023 1 578 $4M
2024 1 649 $5M

Ctw Home Health, LLC filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$839K
Employer EIN208886902
Plan Effective Date2008-08-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Circle of Care 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Circle of Care 401(k) Plan, Total assets ($B): 0.004326367 · Participants: 578Circle of Care 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Circle of Care 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Circle of Care 401(k) Plan side-by-side with 3 peers →

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

Outside Texas, the nearest 401(k) by assets is Pronto 401(k) Plan in IL ($4M); by covered participants it is Commissioning Agents Inc Employee Stock Ownership & 401(k) Plan in IN (578 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (578 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 Circle of Care 401(k) Plan assets move in 2023? ▼
Circle of Care 401(k) Plan grew sharply - up 24.1% during 2023, from $3M to $4M. Reported net income was $839K.
How have Ctw Home Health, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ctw Home Health, LLC's sponsor-wide assets grew 35.9%, from $3M to $5M.
Which 401(k) plans are similar in size to Circle of Care 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Pronto 401(k) Plan in IL ($4M, 123 participants).
Which 401(k) plans cover a similar participant headcount to Circle of Care 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Commissioning Agents Inc Employee Stock Ownership & 401(k) Plan in IN (578 participants, $176M 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 208886902.

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.