401(k) · DOL Form 5500 · 2023

Advantage Home Care, Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
188
Participants Below avg headcount
37th
Percentile by assets National rank
$17,402
Avg per participant Low balance/head
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Official DOL plan name: Advantage Home Care, Inc. 401(k) Profit Sharing Plan · Sponsored by Advantage Home Care, Inc. · New Mexico · Healthcare & Social Assistance

$3M in assets, 188 participants

Advantage Home Care, Inc.'s Advantage Home Care, Inc. 401(k) Profit Sharing Plan reported $3M in total assets and 188 participants in its 2023 DOL Form 5500 filing, ranking in the 37th 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.

  • #6,798 in Healthcare & Social Assistance (17,684 peers)

Advantage Home Care, Inc. multi-year trail

Advantage Home Care, Inc.'s plans moved +55.3% in assets from 2022 to 2024; this filing shows Advantage Home Care, Inc. 401(k) Profit Sharing Plan at $3M / 188 participants.

#6,798
in Healthcare & Social Assistance (17,684 peers)
+35.2%
assets growth YoY

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

Advantage Home Care, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$3,271,639 37th percentile higher than 37% 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

Advantage Home Care, Inc. 401(k) Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Advantage Home Care, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (188 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Advantage Home Care, Inc. 401(k) Profit Sharing Plan reported net income rose from -$267K in the plan year 2022 filing to $851K in the plan year 2023 filing.
  • Advantage Home Care, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Advantage Home Care, Inc. 401(k) Profit Sharing Plan reported participants rose from 174 in the plan year 2022 filing to 188 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 200603118 · Advantage Home Care, Inc. PY 2023 · 401(k)

Advantage Home Care, Inc. 401(k) Profit Sharing Plan · $3M · 188 · 37th

  • BOOK $3M
  • VS-ST 188
  • BOY 37th
  • SCH 401(k)
  • EBSA near Wilshire Country Club 401(k) Profit Sharing Plan and Trust
  • PART ind #6798

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 Mexico →

Advantage Home Care, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Advantage Home Care, Inc. 401(k) Profit Sharing PlanAdvantage Home Care, Inc. 40…$3MWilshire Country Club 401(k) Profit Sharing Plan and TrustWilshire Country Club 401(k)…$3MHipsher Tool & Die, Inc. 401(k) Retirement PlanHipsher Tool & Die, Inc. 401…$3MFtk 401(k) Plan$3MAssociated Physical & Occupational Therapists 401(k) Profit Sharing Plan & TrustAssociated Physical & Occupa…$3M
End-of-year total assets ($M) among Advantage Home Care, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Advantage Home Care, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Advantage Home Care, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 55.30368604475808% vs 2022
2024 filing year
$2M$2.5M$3M$3.5M$4M 202220232024 $2.42M $3.76M ▲ +55.4%
Year Plans Participants Total Assets
2022 1 174 $2M
2023 1 188 $3M
2024 1 182 $4M

Advantage Home Care, Inc. filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$851K
Employer EIN200603118
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New Mexico

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

Advantage Home Care, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New Mexico, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -202468 Total assets ($B) Participants Advantage Home Care, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.003271639 · Participants: 188Advantage Home Care, Inc. 401(k) Profit Sharing PlanNtess Savings and Income Plan, Total assets ($B): 6.138288212 · Participants: 14721Ntess Savings and Income PlanTriad 401(k) Retirement Plan, Total assets ($B): 2.017061751 · Participants: 10005Triad 401(k) Retirement PlanTriad 401(k) Savings Plan, Total assets ($B): 0.83962508 · Participants: 2249Triad 401(k) Savings PlanPnm Resources, Inc. Retirement Savings Plan, Total assets ($B): 0.76542965 · Participants: 1531Pnm Resources, Inc. Retirement Savings PlanApplied Research Associates, Inc. 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.573005592 · Participants: 1962Applied Research Associates, Inc. 401(k) Profit Sharing Plan & Trust
Advantage Home Care, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New Mexico, assets vs. participants
Compare Advantage Home Care, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

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

Outside New Mexico, the nearest 401(k) by assets is Wilshire Country Club 401(k) Profit Sharing Plan and Trust in CA ($3M); by covered participants it is Advantmed 401(k) and Profit Sharing Plan in CA (188 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (188 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 Advantage Home Care, Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
Advantage Home Care, Inc. 401(k) Profit Sharing Plan surged - up 35.2% during 2023, from $2M to $3M. Reported net income was $851K.
How have Advantage Home Care, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Advantage Home Care, Inc.'s sponsor-wide assets grew 55.3%, from $2M to $4M.
Which 401(k) plans are similar in size to Advantage Home Care, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Wilshire Country Club 401(k) Profit Sharing Plan and Trust in CA ($3M, 75 participants).
Which 401(k) plans cover a similar participant headcount to Advantage Home Care, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Advantmed 401(k) and Profit Sharing Plan in CA (188 participants, $844K 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 200603118.

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.