401(k) · DOL Form 5500 · 2023

Visiting Nurse Service of Itha 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
82
Participants Small participant base
28th
Percentile by assets National rank
$19,367
Avg per participant Low balance/head
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Official DOL plan name: Visiting Nurse Service of Itha 401(k) Profit Sharing Plan & Trust · Sponsored by Visiting Nurse Service of Itha · New York · Healthcare & Social Assistance

$2M in assets, 82 participants

Visiting Nurse Service of Itha's Visiting Nurse Service of Itha 401(k) Profit Sharing Plan & Trust reported $2M in total assets and 82 participants in its 2023 DOL Form 5500 filing, ranking in the 28th 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.

  • #4,480 in Healthcare & Social Assistance (17,684 peers)

What the 2023 filing shows

Visiting Nurse Service of Itha 401(k) Profit Sharing Plan & Trust holds $2M for 82 participants - about $19,367 per participant, in the lower half of filed plans by assets.

#4,480
in Healthcare & Social Assistance (17,684 peers)
+7.1%
assets growth YoY

Visiting Nurse Service of Itha 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

Visiting Nurse Service of Itha 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$1,588,081 28th percentile higher than 28% 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

Visiting Nurse Service of Itha 401(k) Profit Sharing Plan & Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Visiting Nurse Service of Itha 401(k) Profit Sharing Plan & Trust is a small filing (82 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Visiting Nurse Service of Itha 401(k) Profit Sharing Plan & Trust reported net income rose from -$231K in the plan year 2022 filing to $106K in the plan year 2023 filing.
  • Visiting Nurse Service of Itha 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Visiting Nurse Service of Itha 401(k) Profit Sharing Plan & Trust reported participants fell from 88 in the plan year 2022 filing to 82 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 222588448 · Visiting Nurse Service of Itha PY 2023 · 401(k)

Visiting Nurse Service of Itha 401(k) Profit Sharing Plan & Trust · $2M · 82 · 28th

  • PHOTO $2M
  • IND 82
  • EOY 28th
  • 5500 401(k)
  • ASSETS near Microk12 401(k) Retirement Plan
  • PCT ind #4480

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 →

Visiting Nurse Service of Itha 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Visiting Nurse Service of Itha 401(k) Profit Sharing Plan & TrustVisiting Nurse Service of It…$2MMicrok12 401(k) Retirement PlanMicrok12 401(k) Retirement P…$2MZick Business Advisors, Inc. Safe Harbor 401(k)Zick Business Advisors, Inc.…$2MMarquis Contract Corp 401(k) Profit Sharing Plan & TrustMarquis Contract Corp 401(k)…$2MKizer Pharmacy, LLC Safe Harbor 401(k) PlanKizer Pharmacy, LLC Safe Har…$2M
End-of-year total assets ($M) among Visiting Nurse Service of Itha 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$106K
Employer EIN222588448
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Visiting Nurse Service of Itha)

Sponsor-wide plan assets over time

All Visiting Nurse Service of Itha plans reported in each filing year

Latest sponsor-wide plan assets
$2M 7.136563817213296% vs 2022
2023 filing year
$1.45M$1.5M$1.55M$1.6M$1.65M 20222023 $1.48M $1.59M ▲ +7.4%
Year Plans Participants Total Assets
2022 1 88 $1M
2023 1 82 $2M

Nearby 401(k) Plans in New York

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Visiting Nurse Service of Itha 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Visiting Nurse Service of Itha 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.001588081 · Participants: 82Visiting Nurse Service of Itha 401(k) Profit Sharing Plan & TrustIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Visiting Nurse Service of Itha 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in New York, assets vs. participants
Compare Visiting Nurse Service of Itha 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Visiting Nurse Service of Itha 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Microk12 401(k) Retirement Plan in WA ($2M); by covered participants it is Healthy Back Brand Holdings 401(k) Plan in MD (82 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (82 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 Visiting Nurse Service of Itha 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼
Visiting Nurse Service of Itha 401(k) Profit Sharing Plan & Trust grew at a solid clip - up 7.1% during 2023, from $1M to $2M. Reported net income was $106K.
How have Visiting Nurse Service of Itha plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Visiting Nurse Service of Itha's sponsor-wide assets grew 7.1%, from $1M to $2M.
Which 401(k) plans are similar in size to Visiting Nurse Service of Itha 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Microk12 401(k) Retirement Plan in WA ($2M, 81 participants).
Which 401(k) plans cover a similar participant headcount to Visiting Nurse Service of Itha 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Healthy Back Brand Holdings 401(k) Plan in MD (82 participants, N/A 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 222588448.

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.