401(k) · DOL Form 5500 · 2023

Preferred Home Health Care & Nursing Services, Inc. 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
1,398
Participants Near avg headcount
55th
Percentile by assets National rank
$6,171
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Preferred Home Care 401(k) Plan · Sponsored by Preferred Home Health Care & Nursing Services, Inc. · New Jersey · Healthcare & Social Assistance

$9M in assets, 1,398 participants

Preferred Home Health Care & Nursing Services, Inc.'s Preferred Home Care 401(k) Plan reported $9M in total assets and 1,398 participants in its 2023 DOL Form 5500 filing, ranking in the 55th 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.

  • #10,787 in Healthcare & Social Assistance (17,684 peers)

Preferred Home Health Care & Nursing Services, Inc. multi-year trail

Preferred Home Health Care & Nursing Services, Inc.'s plans moved +28.5% in assets from 2022 to 2024; this filing shows Preferred Home Care 401(k) Plan at $9M / 1,398 participants.

#10,787
in Healthcare & Social Assistance (17,684 peers)
+13.5%
assets growth YoY

Preferred Home Care 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Preferred Home Care 401(k) Plan vs every filed plan by assets

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

$8,627,481 Top 45% higher than 55% 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

Preferred Home Care 401(k) 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 Home Care 401(k) Plan lands in the large band (1,398 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Preferred Home Care 401(k) Plan reported net income rose from -$822K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Preferred Home Care 401(k) Plan reported participants rose from 1,033 in the plan year 2022 filing to 1,398 in the plan year 2023 filing.
  • Preferred Home Care 401(k) Plan end-of-year assets rose from $8M in the plan year 2022 filing to $9M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 223607563 · Preferred Home Health Care & Nursing Services, Inc. PY 2023 · 401(k)

Preferred Home Care 401(k) Plan · $9M · 1,398 · 55th

  • TYPE $9M
  • TYPE 1,398
  • TYPE 55th
  • TYPE 401(k)
  • TYPE near Watermark Auto Group 401(k) Plan
  • TYPE ind #10787

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 Jersey →

Preferred Home Care 401(k) Plan in the asset neighbourhood

Preferred Home Care 401(k) PlanPreferred Home Care 401(k) P…$9MWatermark Auto Group 401(k) PlanWatermark Auto Group 401(k) …$9MLesco Design & Manufacturing Company, Inc. 401(k) Retirement Savings PlanLesco Design & Manufacturing…$9MNpc 401(k) Plan$9MTalroo, Inc. 401(k) P/S Plan$9M
End-of-year total assets ($M) among Preferred Home Care 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Preferred Home Health Care & Nursing Services, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Preferred Home Health Care & Nursing Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 28.504298212898522% vs 2022
2024 filing year
$7M$8M$9M$10M 202220232024 $7.6M $9.77M ▲ +28.6%
Year Plans Participants Total Assets
2022 1 1,033 $8M
2023 1 1,398 $9M
2024 1 1,331 $10M

Preferred Home Health Care & Nursing Services, Inc. filing trail (2023)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$9M
Net Income$1M
Employer EIN223607563
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New Jersey

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

Preferred Home Care 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -1001020304050 Total assets ($B) Participants Preferred Home Care 401(k) Plan, Total assets ($B): 0.008627481 · Participants: 1398Preferred Home Care 401(k) PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 44.552237022 · Participants: 176610JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 27.825640157 · Participants: 78072Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 22.177853595 · Participants: 41291Johnson and Johnson Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 15.543526764 · Participants: 59346Ernst & Young Retirement Savings PlanMerck US Savings Plan, Total assets ($B): 13.424416176 · Participants: 26850Merck US Savings Plan
Preferred Home Care 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Preferred Home Care 401(k) Plan side-by-side with 3 peers →

Preferred Home Care 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Watermark Auto Group 401(k) Plan in IL ($9M); by covered participants it is Lee Company 401(k) Plan in TN (1,398 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($9M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,398 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 Preferred Home Care 401(k) Plan assets move in 2023? ▼
Preferred Home Care 401(k) Plan grew at a solid clip - up 13.5% during 2023, from $8M to $9M. Reported net income was $1M.
How have Preferred Home Health Care & Nursing Services, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Preferred Home Health Care & Nursing Services, Inc.'s sponsor-wide assets grew 28.5%, from $8M to $10M.
Which 401(k) plans are similar in size to Preferred Home Care 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Watermark Auto Group 401(k) Plan in IL ($9M, 245 participants).
Which 401(k) plans cover a similar participant headcount to Preferred Home Care 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Lee Company 401(k) Plan in TN (1,398 participants, $59M 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 223607563.

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.