401(k) · DOL Form 5500 · 2023
Preferred Family Healthcare, Incorporated 401(k) Plan
Data updated 2026-08-25
- $43M
- Total assets Below avg plan size
- 1,525
- Participants Near avg headcount
- 84th
- Percentile by assets National rank
- $28,106
- Avg per participant Low balance/head
Official DOL plan name: Preferred Family Healthcare Employee's Profit Sharing Plan · Sponsored by Preferred Family Healthcare, Incorporated · Missouri · Healthcare & Social Assistance
$43M in assets, 1,525 participants
Preferred Family Healthcare, Incorporated's Preferred Family Healthcare Employee's Profit Sharing Plan reported $43M in total assets and 1,525 participants in its 2023 DOL Form 5500 filing, ranking in the 84th 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.
- #15,252 in Healthcare & Social Assistance (17,684 peers)
Coverage in Missouri
Preferred Family Healthcare Employee's Profit Sharing Plan covers 1,525 participants in Missouri, 2.1x the typical Missouri plan (state average ~737 per filing). Assets: $43M.
- #15,252
- in Healthcare & Social Assistance (17,684 peers)
- +29.4%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Preferred Family Healthcare Employee's Profit Sharing Plan's outsized position by total assets
Preferred Family Healthcare Employee's Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$42,861,464 Top 16% higher than 84% 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
Preferred Family Healthcare Employee's Profit Sharing 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. Preferred Family Healthcare Employee's Profit Sharing Plan lands in the large band (1,525 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Preferred Family Healthcare Employee's Profit Sharing Plan reported net income rose from -$6M in the plan year 2022 filing to $10M in the plan year 2023 filing.
- Preferred Family Healthcare Employee's Profit Sharing Plan end-of-year assets rose from $33M in the plan year 2022 filing to $43M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 431236557 · Preferred Family Healthcare, Incorporated PY 2023 · 401(k)
Preferred Family Healthcare Employee's Profit Sharing Plan · $43M · 1,525 · 84th
- ASSETS $43M
- PCT 1,525
- EIN 84th
- RANK 401(k)
- PHOTO near Ensinger, Inc. Profit Sharing and 401(k) Plan
- IND ind #15252
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 Missouri →
Preferred Family Healthcare Employee's Profit Sharing Plan in the asset neighbourhood
Missouri filing particulars
| Total Assets (Beginning of Year) | $33M |
|---|---|
| Net Assets (End of Year) | $43M |
| Net Income | $10M |
| Employer EIN | 431236557 |
| Plan Effective Date | 1994-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Preferred Family Healthcare, Incorporated)
Sponsor-wide plan assets over time
All Preferred Family Healthcare, Incorporated plans reported in each filing year
- Latest sponsor-wide plan assets
- $68 99.99979467853876% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,520 | $33M |
| 2023 | 1 | 1,525 | $43M |
| 2024 | 2 | 2,594 | $68 |
Nearby 401(k) Plans in Missouri
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Edward D. Jones & Co. Profit Sharing and 401(k) Plan $10.6B · 49,944
- Bayer Corporation Savings and Retirement Plan $10.3B · 19,273
- Enterprise Holdings Retirement Savings Plan $5.6B · 66,210
- Centene Management Corporation Retirement Plan $4.0B · 53,822
- Emerson Electric Company Employee Savings Investment Plan $3.6B · 10,316
Preferred Family Healthcare Employee's Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Missouri, the nearest 401(k) by assets is Ensinger, Inc. Profit Sharing and 401(k) Plan in PA ($43M); by covered participants it is Nando's 401(k) Retirement Plan in DC (1,525 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($43M here).
- Ensinger, Inc. Profit Sharing and 401(k) Plan (PA) $43M · 388
- Agenus Inc. 401(k) Retirement Plan (MA) $43M · 284
- The Cincinnati Reds 401(k) Plan (OH) $43M · 376
- Arlo Technologies, Inc. 401(k) Retirement Savings Plan (CA) $43M · 230
Similar participant headcount
Nearest other-state filings by covered participants (1,525 participants); asset peers above are excluded.
- Nando's 401(k) Retirement Plan (DC) 1,525 · 0 off
- Martin 401(k) Plan (TX) 1,525 · 0 off
- Nibco Inc. Profit Sharing & 401(k) Savings Plan (IN) 1,526 · 1 off
- Mariner Wealth Advisors, LLC 401(k) Plan (KS) 1,526 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.