401(k) · DOL Form 5500 · 2023

Personal Healthcare Management, LLC 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
1,904
Participants Near avg headcount
45th
Percentile by assets National rank
$2,758
Avg per participant Low balance/head
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Official DOL plan name: Personal Healthcare Management, LLC 401(k) Plan · Sponsored by Personal Healthcare Management, LLC · New York · Healthcare & Social Assistance

$5M in assets, 1,904 participants

Personal Healthcare Management, LLC's Personal Healthcare Management, LLC 401(k) Plan reported $5M in total assets and 1,904 participants in its 2023 DOL Form 5500 filing, ranking in the 45th 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.

  • #8,745 in Healthcare & Social Assistance (17,684 peers)

Coverage in New York

Personal Healthcare Management, LLC 401(k) Plan covers 1,904 participants in New York, 2.4x the typical New York plan (state average ~798 per filing). Assets: $5M.

#8,745
in Healthcare & Social Assistance (17,684 peers)
+22.1%
assets growth YoY

Personal Healthcare Management, LLC 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Personal Healthcare Management, LLC 401(k) Plan vs every filed plan by assets

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

$5,250,453 45th percentile higher than 45% 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

Personal Healthcare Management, LLC 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. Personal Healthcare Management, LLC 401(k) Plan lands in the large band (1,904 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Personal Healthcare Management, LLC 401(k) Plan reported net income rose from -$777K in the plan year 2022 filing to $903K in the plan year 2023 filing.
  • Personal Healthcare Management, LLC 401(k) Plan reported participants rose from 1,436 in the plan year 2022 filing to 1,904 in the plan year 2023 filing.
  • Personal Healthcare Management, LLC 401(k) Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 273841580 · Personal Healthcare Management, LLC PY 2023 · 401(k)

Personal Healthcare Management, LLC 401(k) Plan · $5M · 1,904 · 45th

  • RANK $5M
  • PHOTO 1,904
  • IND 45th
  • EOY 401(k)
  • 5500 near Greenberg & Company Savings & Investment Plan
  • ASSETS ind #8745

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 →

Personal Healthcare Management, LLC 401(k) Plan in the asset neighbourhood

Personal Healthcare Management, LLC 401(k) PlanPersonal Healthcare Manageme…$5MGreenberg & Company Savings & Investment PlanGreenberg & Company Savings …$5MCorbitt Enterprises Inc 401(k) PlanCorbitt Enterprises Inc 401(…$5MSpanish Cove 401(k) Plan$5MStandard Forwarding LLC Union Employees 401(k) Savings PlanStandard Forwarding LLC Unio…$5M
End-of-year total assets ($M) among Personal Healthcare Management, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$903K
Employer EIN273841580
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Personal Healthcare Management, LLC)

Sponsor-wide plan assets over time

All Personal Healthcare Management, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$6M 37.03265490484123% vs 2022
2024 filing year
$4M$4.5M$5M$5.5M$6M$6.5M 202220232024 $4.3M $5.89M ▲ +37.0%
Year Plans Participants Total Assets
2022 1 1,436 $4M
2023 1 1,904 $5M
2024 1 1,569 $6M

Nearby 401(k) Plans in New York

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

Personal Healthcare Management, LLC 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Personal Healthcare Management, LLC 401(k) Plan, Total assets ($B): 0.005250453 · Participants: 1904Personal Healthcare Management, LLC 401(k) PlanIBM 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
Personal Healthcare Management, LLC 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Personal Healthcare Management, LLC 401(k) Plan side-by-side with 3 peers →

Personal Healthcare Management, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Greenberg & Company Savings & Investment Plan in FL ($5M); by covered participants it is C&d Technologies Savings Plan in PA (1,904 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,904 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 Personal Healthcare Management, LLC 401(k) Plan assets move in 2023? ▼
Personal Healthcare Management, LLC 401(k) Plan grew sharply - up 22.1% during 2023, from $4M to $5M. Reported net income was $903K.
How have Personal Healthcare Management, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Personal Healthcare Management, LLC's sponsor-wide assets grew 37.0%, from $4M to $6M.
Which 401(k) plans are similar in size to Personal Healthcare Management, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Greenberg & Company Savings & Investment Plan in FL ($5M, 3 participants).
Which 401(k) plans cover a similar participant headcount to Personal Healthcare Management, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is C&d Technologies Savings Plan in PA (1,904 participants, $109M 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 273841580.

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.