Profit Sharing · DOL Form 5500 · 2023
Holistic Care and Recovery, Inc. Profit Sharing Plan
Data updated 2026-08-25
- $706K
- Total assets Small plan by assets
- 11
- Participants Small participant base
- 21st
- Percentile by assets National rank
- $64,141
- Avg per participant Low balance/head
Official DOL plan name: Holistic Care and Recovery, Inc. Retirement Plan · Sponsored by Holistic Care and Recovery, Inc. · Florida · Healthcare & Social Assistance
$706K in assets, 11 participants
Holistic Care and Recovery, Inc.'s Holistic Care and Recovery, Inc. Retirement Plan reported $706K in total assets and 11 participants in its 2023 DOL Form 5500 filing, ranking in the 21st 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.
- #2,860 in Healthcare & Social Assistance (17,684 peers)
What the 2023 filing shows
Holistic Care and Recovery, Inc. Retirement Plan holds $706K for 11 participants - about $64,141 per participant, among the smaller plans by assets on file.
- #2,860
- in Healthcare & Social Assistance (17,684 peers)
- -6.9%
- assets change YoY
The plan reported a net loss of $53K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Holistic Care and Recovery, Inc. Retirement Plan among the smaller filed plans by assets
Holistic Care and Recovery, Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$705,551 21st percentile higher than 21% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Holistic Care and Recovery, Inc. Retirement 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. Holistic Care and Recovery, Inc. Retirement Plan is a small filing (11 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Holistic Care and Recovery, Inc. Retirement Plan reported net income fell from $106K in the plan year 2022 filing to -$53K in the plan year 2023 filing.
- Holistic Care and Recovery, Inc. Retirement Plan reported participants rose from 8 in the plan year 2022 filing to 11 in the plan year 2023 filing.
- Holistic Care and Recovery, Inc. Retirement Plan end-of-year assets fell from $758K in the plan year 2022 filing to $706K in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 473182810 · Holistic Care and Recovery, Inc. PY 2023 · Profit Sharing
Holistic Care and Recovery, Inc. Retirement Plan · $706K · 11 · 21st
- TYPE $706K
- NET 11
- BOOK 21st
- VS-ST Profit Sharing
- BOY near Automatic Components, Inc. Profit Sharing Plan
- SCH ind #2860
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 Florida →
Holistic Care and Recovery, Inc. Retirement Plan in the asset neighbourhood
Filing particulars (2023)
| Total Assets (Beginning of Year) | $758K |
|---|---|
| Net Assets (End of Year) | $706K |
| Net Income | -$53K |
| Employer EIN | 473182810 |
| Plan Effective Date | 2015-02-19 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Holistic Care and Recovery, Inc.)
Sponsor-wide plan assets over time
All Holistic Care and Recovery, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $720K 5.079814349041213% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 8 | $758K |
| 2023 | 1 | 11 | $706K |
| 2024 | 1 | 2 | $720K |
Nearby Profit Sharing Plans in Florida
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Retirement Wealth Builder Plan of Pwc $4.9B · 44,753
- Raymond James Financial, Inc. & Affiliates Profit Sharing Plan $1.2B · 15,503
- Orlando Health, Inc. Retirement Savings Plan 401a $441M · 26,077
- Shands Health Care Matched Savings Account 401(a) $421M · 9,825
- American Maritime Officers Defined Contribution Plan $314M · 4,371
Holistic Care and Recovery, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Florida, the nearest Profit Sharing by assets is Automatic Components, Inc. Profit Sharing Plan in CA ($706K); by covered participants it is Schur Sugarman Professional Corp Profit Sharing Plan in CA (11 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($706K here).
- Automatic Components, Inc. Profit Sharing Plan (CA) $706K · 13
- Dra. Cristina Cortes Cobos Retirement Plant (PR) $705K · 4
- Co-Creations Corp. Profit Sharing Plan (OH) $705K · 2
- Jfp Group, Inc. 401(k) Plan (TX) $706K · 1
Similar participant headcount
Nearest other-state filings by covered participants (11 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.