Profit Sharing · DOL Form 5500 · 2023
New Vision Home Care Services, LLC Profit Sharing Plan
Data updated 2026-08-25
- $134K
- Total assets Small plan by assets
- 233
- Participants Below avg headcount
- 8th
- Percentile by assets National rank
- $575
- Avg per participant Low balance/head
Official DOL plan name: New Vision Home Care Services, LLC Retirement Plan and Trust · Sponsored by New Vision Home Care Services, LLC · New York · Healthcare & Social Assistance
$134K in assets, 233 participants
New Vision Home Care Services, LLC's New Vision Home Care Services, LLC Retirement Plan and Trust reported $134K in total assets and 233 participants in its 2023 DOL Form 5500 filing, ranking in the 8th 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.
- #978 in Healthcare & Social Assistance (17,684 peers)
Coverage in New York
New Vision Home Care Services, LLC Retirement Plan and Trust covers 233 participants in New York, about 29% of the average New York filer (state average ~798 per filing). Assets: $134K.
- #978
- in Healthcare & Social Assistance (17,684 peers)
- -6.1%
- assets change YoY
The plan reported a net loss of $9K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
New Vision Home Care Services, LLC Retirement Plan and Trust among the smaller filed plans by assets
New Vision Home Care Services, LLC Retirement Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$133,895 8th percentile higher than 8% 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
New Vision Home Care Services, LLC Retirement Plan and 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. New Vision Home Care Services, LLC Retirement Plan and Trust sits mid-pack in the medium band (233 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- New Vision Home Care Services, LLC Retirement Plan and Trust reported net income rose from -$78K in the plan year 2022 filing to -$9K in the plan year 2023 filing.
- New Vision Home Care Services, LLC Retirement Plan and Trust reported participants fell from 289 in the plan year 2022 filing to 233 in the plan year 2023 filing.
- New Vision Home Care Services, LLC Retirement Plan and Trust end-of-year assets fell from $143K in the plan year 2022 filing to $134K in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 452460065 · New Vision Home Care Services, LLC PY 2023 · Profit Sharing
New Vision Home Care Services, LLC Retirement Plan and Trust · $134K · 233 · 8th
- PHOTO $134K
- IND 233
- EOY 8th
- 5500 Profit Sharing
- ASSETS near Kartha Pharmaceuticals Inc. Retirement Plan
- PCT ind #978
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 →
New Vision Home Care Services, LLC Retirement Plan and Trust in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $143K |
|---|---|
| Net Assets (End of Year) | $134K |
| Net Income | -$9K |
| Employer EIN | 452460065 |
| Plan Effective Date | 2019-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (New Vision Home Care Services, LLC)
Sponsor-wide plan assets over time
All New Vision Home Care Services, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $82K 42.25944649731102% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 289 | $143K |
| 2023 | 1 | 233 | $134K |
| 2024 | 1 | 219 | $82K |
Nearby Profit Sharing Plans in New York
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Annuity Plan of the Electrical Industry $2.2B · 18,907
- Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO $1.9B · 3,402
- Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO $1.7B · 5,807
- The Research Foundation for Suny Retirement Plan $1.2B · 10,120
- Mason Tenders District Council Annuity Fund $913M · 11,237
New Vision Home Care Services, LLC Retirement Plan and Trust's out-of-state Profit Sharing peers by assets and headcount
Outside New York, the nearest Profit Sharing by assets is Kartha Pharmaceuticals Inc. Retirement Plan in NC ($134K); by covered participants it is W.L. Roenigk Inc. Retirement Plan in PA (233 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($134K here).
Similar participant headcount
Nearest other-state filings by covered participants (233 participants); asset peers above are excluded.
- W.L. Roenigk Inc. Retirement Plan (PA) 233 · 0 off
- Paratransit Services 403(b) Plan (WA) 232 · 1 off
- Orchards Children's Services, Inc. Profit Sharing Plan & Trust (MI) 232 · 1 off
- Emergycare Retirement Plan (PA) 231 · 2 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.