401(k) · DOL Form 5500 · 2023
Autumn Lake Healthcare LLC 401(k) Plan
Data updated 2026-08-25
- $17M
- Total assets Small plan by assets
- 5,155
- Participants Above avg headcount
- 70th
- Percentile by assets National rank
- $3,285
- Avg per participant Low balance/head
Official DOL plan name: Healthcare 401(k) Plan · Sponsored by Autumn Lake Healthcare LLC · New Jersey · Healthcare & Social Assistance
$17M in assets, 5,155 participants
Autumn Lake Healthcare LLC's Healthcare 401(k) Plan reported $17M in total assets and 5,155 participants in its 2023 DOL Form 5500 filing, ranking in the 70th 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.
- #13,135 in Healthcare & Social Assistance (17,684 peers)
Coverage in New Jersey
Healthcare 401(k) Plan covers 5,155 participants in New Jersey, 6.1x the typical New Jersey plan (state average ~844 per filing). Assets: $17M.
- #13,135
- in Healthcare & Social Assistance (17,684 peers)
- +75.7%
- assets growth YoY
Healthcare 401(k) Plan's outsized position by total assets
Healthcare 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$16,935,588 Top 30% higher than 70% 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
Healthcare 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. Healthcare 401(k) Plan lands in the large band (5,155 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Healthcare 401(k) Plan reported net income rose from $915K in the plan year 2022 filing to $7M in the plan year 2023 filing.
- Healthcare 401(k) Plan end-of-year assets rose from $10M in the plan year 2022 filing to $17M in the plan year 2023 filing.
- Healthcare 401(k) Plan reported participants rose from 4,221 in the plan year 2022 filing to 5,155 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 472007153 · Autumn Lake Healthcare LLC PY 2023 · 401(k)
Healthcare 401(k) Plan · $17M · 5,155 · 70th
- BOY $17M
- SCH 5,155
- EBSA 70th
- PART 401(k)
- TYPE near Bcc Software 401(k) Plan
- NET ind #13135
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 →
Healthcare 401(k) Plan in the asset neighbourhood
New Jersey filing particulars
| Total Assets (Beginning of Year) | $10M |
|---|---|
| Net Assets (End of Year) | $17M |
| Net Income | $7M |
| Employer EIN | 472007153 |
| Plan Effective Date | 2015-02-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Autumn Lake Healthcare LLC)
Sponsor-wide plan assets over time
All Autumn Lake Healthcare LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $21M 122.39728529445992% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4,221 | $10M |
| 2023 | 1 | 5,155 | $17M |
| 2024 | 1 | 6,470 | $21M |
Nearby 401(k) Plans in New Jersey
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- JPMorgan Chase 401(k) Savings Plan $44.6B · 176,610
- Verizon Savings Plan for Management Employees $27.8B · 78,072
- Johnson and Johnson Savings Plan $22.2B · 41,291
- Ernst & Young Retirement Savings Plan $15.5B · 59,346
- Merck US Savings Plan $13.4B · 26,850
Healthcare 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside New Jersey, the nearest 401(k) by assets is Bcc Software 401(k) Plan in NY ($17M); by covered participants it is Scholastic Corporation 401(k) Savings and Retirement Plan in NY (5,156 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($17M here).
- Bcc Software 401(k) Plan (NY) $17M · 111
- 403(b) Thrift Plan for Employees of Institute for Community Living, Inc. (NY) $17M · 1,895
- Amercareroyal 401(k) Plan (PA) $17M · 362
- Richard Goettle, Inc. 401(k) Plan (OH) $17M · 253
Similar participant headcount
Nearest other-state filings by covered participants (5,155 participants); asset peers above are excluded.
- Scholastic Corporation 401(k) Savings and Retirement Plan (NY) 5,156 · 1 off
- Convergint Technologies LLC 401(k) Profit Sharing Plan (IL) 5,152 · 3 off
- Wintrust Financial Corporation Retirement Savings Plan (IL) 5,151 · 4 off
- Sbm Management Services, LP 401(k) Savings Plan (CA) 5,146 · 9 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.