Other · DOL Form 5500 · 2023

Home and Community Options, Inc. Retirement Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
66
Participants Small participant base
48th
Percentile by assets National rank
$90,987
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Home and Community Options, Inc. 401(k) Profit Sharing Plan · Sponsored by Home and Community Options, Inc. · Minnesota · Healthcare & Social Assistance

$6M in assets, 66 participants

Home and Community Options, Inc.'s Home and Community Options, Inc. 401(k) Profit Sharing Plan reported $6M in total assets and 66 participants in its 2023 DOL Form 5500 filing, ranking in the 48th 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.

  • #9,317 in Healthcare & Social Assistance (17,684 peers)

Home and Community Options, Inc. multi-year trail

Home and Community Options, Inc.'s plans moved +16.1% in assets from 2022 to 2024; this filing shows Home and Community Options, Inc. 401(k) Profit Sharing Plan at $6M / 66 participants.

#9,317
in Healthcare & Social Assistance (17,684 peers)
+16.9%
assets growth YoY

Home and Community Options, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Home and Community Options, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$6,005,121 48th percentile higher than 48% 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

Home and Community Options, Inc. 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Home and Community Options, Inc. 401(k) Profit Sharing Plan is a small filing (66 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Home and Community Options, Inc. 401(k) Profit Sharing Plan reported net income rose from -$594K in the plan year 2022 filing to $869K in the plan year 2023 filing.
  • Home and Community Options, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Home and Community Options, Inc. 401(k) Profit Sharing Plan reported participants fell from 68 in the plan year 2022 filing to 66 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 411855958 · Home and Community Options, Inc. PY 2023 · Other

Home and Community Options, Inc. 401(k) Profit Sharing Plan · $6M · 66 · 48th

  • PHOTO $6M
  • PHOTO 66
  • PHOTO 48th
  • PHOTO Other
  • PHOTO near Lisner-Louise-Dickson-Hurt Home 403 (B) Plan
  • PHOTO ind #9317

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 Minnesota →

Home and Community Options, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Conway Medical Center 403(b) PlanConway Medical Center 403(b)…$6MHome and Community Options, Inc. 401(k) Profit Sharing PlanHome and Community Options, …$6MLisner-Louise-Dickson-Hurt Home 403 (B) PlanLisner-Louise-Dickson-Hurt H…$6MExpanded Schools Retirement PlanExpanded Schools Retirement …$6M403(b) Thrift Plan for Employees of Harry and Rose Samson Family Jewish Community Center, Inc.403(b) Thrift Plan for Emplo…$6M
End-of-year total assets ($M) among Home and Community Options, Inc. 401(k) Profit Sharing Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Home and Community Options, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Home and Community Options, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 16.06864271533263% vs 2022
2024 filing year
$5M$5.5M$6M$6.5M 202220232024 $5.14M $5.96M ▲ +16.0%
Year Plans Participants Total Assets
2022 1 68 $5M
2023 1 66 $6M
2024 1 126 $6M

Home and Community Options, Inc. filing trail (2023)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$869K
Employer EIN411855958
Plan Effective Date1986-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Minnesota

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

Home and Community Options, Inc. 401(k) Profit Sharing Plan vs. nearby Other plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Home and Community Options, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.006005121 · Participants: 66Home and Community Options, Inc. 401(k) Profit Sharing PlanMayo 403(b) Plan, Total assets ($B): 11.206302019 · Participants: 84098Mayo 403(b) PlanCentracare Health System 403(b) Plan, Total assets ($B): 0.826746245 · Participants: 9437Centracare Health System 403(b) PlanChildrens Hospitals and Clinics Matched Savings Plan, Total assets ($B): 0.820036853 · Participants: 5331Childrens Hospitals and Clinics Matched Savings PlanCarpenters & Joiners Defined Contribution Plan, Total assets ($B): 0.718854174 · Participants: 21043Carpenters & Joiners Defined Contribution PlanUniversity of St. Thomas Retirement Plan, Total assets ($B): 0.4224871 · Participants: 2481University of St. Thomas Retirement Plan
Home and Community Options, Inc. 401(k) Profit Sharing Plan vs. nearby Other plans in Minnesota, assets vs. participants
Compare Home and Community Options, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Home and Community Options, Inc. 401(k) Profit Sharing Plan's out-of-state Other peers by assets and headcount

Outside Minnesota, the nearest Other by assets is Lisner-Louise-Dickson-Hurt Home 403 (B) Plan in DC ($6M); by covered participants it is Pace Solano Voluntary Retirement Annuity Plan a 403(b) Plan in CA (66 participants). Same-state nearby plans are listed separately above.

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 Home and Community Options, Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
Home and Community Options, Inc. 401(k) Profit Sharing Plan grew sharply - up 16.9% during 2023, from $5M to $6M. Reported net income was $869K.
How have Home and Community Options, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Home and Community Options, Inc.'s sponsor-wide assets grew 16.1%, from $5M to $6M.
Which Other plans are similar in size to Home and Community Options, Inc. 401(k) Profit Sharing Plan? ▼
Among Other plans in other states, the closest by assets is Lisner-Louise-Dickson-Hurt Home 403 (B) Plan in DC ($6M, 121 participants).
Which Other plans cover a similar participant headcount to Home and Community Options, Inc. 401(k) Profit Sharing Plan? ▼
Among Other plans in other states, the closest by covered participants is Pace Solano Voluntary Retirement Annuity Plan a 403(b) Plan in CA (66 participants, $1M 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 411855958.

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.