Profit Sharing · DOL Form 5500 · 2023

Ultimate Care, Inc. Profit Sharing Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
3,476
Participants Above avg headcount
41st
Percentile by assets National rank
$1,192
Avg per participant Low balance/head
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Official DOL plan name: Ultimate Care, Inc. Retirement Plan and Trust · Sponsored by Ultimate Care, Inc. · New York · Healthcare & Social Assistance

$4M in assets, 3,476 participants

Ultimate Care, Inc.'s Ultimate Care, Inc. Retirement Plan and Trust reported $4M in total assets and 3,476 participants in its 2023 DOL Form 5500 filing, ranking in the 41st 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.

  • #7,746 in Healthcare & Social Assistance (17,684 peers)

Coverage in New York

Ultimate Care, Inc. Retirement Plan and Trust covers 3,476 participants in New York, 4.4x the typical New York plan (state average ~798 per filing). Assets: $4M.

#7,746
in Healthcare & Social Assistance (17,684 peers)
+15.9%
assets growth YoY

Ultimate Care, Inc. Retirement Plan and Trust's mid-pack asset rank among Healthcare & Social Assistance and all filers

Ultimate Care, Inc. Retirement Plan and Trust vs every filed plan by assets

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

$4,143,101 41st percentile higher than 41% 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

Ultimate Care, Inc. Retirement Plan and Trust'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. Ultimate Care, Inc. Retirement Plan and Trust lands in the large band (3,476 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ultimate Care, Inc. Retirement Plan and Trust reported net income rose from -$571K in the plan year 2022 filing to $569K in the plan year 2023 filing.
  • Ultimate Care, Inc. Retirement Plan and Trust reported participants rose from 2,637 in the plan year 2022 filing to 3,476 in the plan year 2023 filing.
  • Ultimate Care, Inc. Retirement Plan and Trust end-of-year assets rose from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 112843538 · Ultimate Care, Inc. PY 2023 · Profit Sharing

Ultimate Care, Inc. Retirement Plan and Trust · $4M · 3,476 · 41st

  • SCH $4M
  • EBSA 3,476
  • PART 41st
  • TYPE Profit Sharing
  • NET near Evans, Ewan & Brady Insurance Agency, Inc. Profit Sharing Plan and Trust
  • BOOK ind #7746

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 →

Ultimate Care, Inc. Retirement Plan and Trust in the asset neighbourhood

403(b) Thrift Plan for Employees of the Arc Eastern Connecticut, Inc.403(b) Thrift Plan for Emplo…$4MUltimate Care, Inc. Retirement Plan and TrustUltimate Care, Inc. Retireme…$4MEvans, Ewan & Brady Insurance Agency, Inc. Profit Sharing Plan and TrustEvans, Ewan & Brady Insuranc…$4MThomas Beverage Co. Inc., Profit Sharing PlanThomas Beverage Co. Inc., Pr…$4MBrennan, Harris & Rominger Pension PlanBrennan, Harris & Rominger P…$4M
End-of-year total assets ($M) among Ultimate Care, Inc. Retirement Plan and Trust and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$569K
Employer EIN112843538
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ultimate Care, Inc.)

Sponsor-wide plan assets over time

All Ultimate Care, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 25.52362565490805% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M$5M 202220232024 $3.57M $4.49M ▲ +25.8%
Year Plans Participants Total Assets
2022 1 2,637 $4M
2023 1 3,476 $4M
2024 1 2,278 $4M

Nearby Profit Sharing Plans in New York

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Ultimate Care, Inc. Retirement Plan and Trust vs. nearby Profit Sharing plans in New York, assets vs. participants Scatter plot of 6 data points. 05000100001500020000 -0.500.511.522.5 Total assets ($B) Participants Ultimate Care, Inc. Retirement Plan and Trust, Total assets ($B): 0.004143101 · Participants: 3476Ultimate Care, Inc. Retirement Plan and TrustAnnuity Plan of the Electrical Industry, Total assets ($B): 2.210433172 · Participants: 18907Annuity Plan of the Electrical IndustryAnnuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO, Total assets ($B): 1.870067356 · Participants: 3402Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIOAnnuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO, Total assets ($B): 1.660408686 · Participants: 5807Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIOThe Research Foundation for Suny Retirement Plan, Total assets ($B): 1.177491602 · Participants: 10120The Research Foundation for Suny Retirement PlanMason Tenders District Council Annuity Fund, Total assets ($B): 0.912972009 · Participants: 11237Mason Tenders District Council Annuity Fund
Ultimate Care, Inc. Retirement Plan and Trust vs. nearby Profit Sharing plans in New York, assets vs. participants
Compare Ultimate Care, Inc. Retirement Plan and Trust side-by-side with 3 peers →

Ultimate Care, Inc. 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 Evans, Ewan & Brady Insurance Agency, Inc. Profit Sharing Plan and Trust in TX ($4M); by covered participants it is American Heart Association, Inc. Qualified Retirement Plan in TX (3,455 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3,476 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 Ultimate Care, Inc. Retirement Plan and Trust assets move in 2023? ▼
Ultimate Care, Inc. Retirement Plan and Trust grew sharply - up 15.9% during 2023, from $4M to $4M. Reported net income was $569K.
How have Ultimate Care, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ultimate Care, Inc.'s sponsor-wide assets grew 25.5%, from $4M to $4M.
Which Profit Sharing plans are similar in size to Ultimate Care, Inc. Retirement Plan and Trust? ▼
Among Profit Sharing plans in other states, the closest by assets is Evans, Ewan & Brady Insurance Agency, Inc. Profit Sharing Plan and Trust in TX ($4M, 6 participants).
Which Profit Sharing plans cover a similar participant headcount to Ultimate Care, Inc. Retirement Plan and Trust? ▼
Among Profit Sharing plans in other states, the closest by covered participants is American Heart Association, Inc. Qualified Retirement Plan in TX (3,455 participants, $457M 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 112843538.

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.