Other · DOL Form 5500 · 2023
Affiliated Home Health Services Inc Retirement Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 24
- Participants Small participant base
- 37th
- Percentile by assets National rank
- $134,192
- Avg per participant Near avg balance/head
Official DOL plan name: Affiliated Home Health Services Inc. Employees' Retirement Plan and Trust · Sponsored by Affiliated Home Health Services Inc · California · Healthcare & Social Assistance
$3M in assets, 24 participants
Affiliated Home Health Services Inc's Affiliated Home Health Services Inc. Employees' Retirement Plan and Trust reported $3M in total assets and 24 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.
- #6,729 in Healthcare & Social Assistance (17,684 peers)
Affiliated Home Health Services Inc multi-year trail
Affiliated Home Health Services Inc's plans moved +31.6% in assets from 2022 to 2023; this filing shows Affiliated Home Health Services Inc. Employees' Retirement Plan and Trust at $3M / 24 participants.
- #6,729
- in Healthcare & Social Assistance (17,684 peers)
- +31.6%
- assets growth YoY
Affiliated Home Health Services Inc. Employees' Retirement Plan and Trust's mid-pack asset rank among Healthcare & Social Assistance and all filers
Affiliated Home Health Services Inc. Employees' Retirement Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$3,220,610 37th percentile higher than 37% 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
Affiliated Home Health Services Inc. Employees' Retirement Plan and 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. Affiliated Home Health Services Inc. Employees' Retirement Plan and Trust is a small filing (24 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Affiliated Home Health Services Inc. Employees' Retirement Plan and Trust reported net income rose from -$797K in the plan year 2022 filing to $766K in the plan year 2023 filing.
- Affiliated Home Health Services Inc. Employees' Retirement Plan and Trust reported participants fell from 36 in the plan year 2022 filing to 24 in the plan year 2023 filing.
- Affiliated Home Health Services Inc. Employees' Retirement Plan and Trust end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 954320805 · Affiliated Home Health Services Inc PY 2023 · Other
Affiliated Home Health Services Inc. Employees' Retirement Plan and Trust · $3M · 24 · 37th
- PART $3M
- PART 24
- PART 37th
- PART Other
- PART near Sharon S. Richardson Community Hospice 403(b) Plan
- PART ind #6729
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 California →
Affiliated Home Health Services Inc. Employees' Retirement Plan and Trust in the asset neighbourhood
Affiliated Home Health Services Inc multi-year asset trail
Sponsor-wide plan assets over time
All Affiliated Home Health Services Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 31.629100215757273% vs 2022
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 36 | $2M |
| 2023 | 1 | 24 | $3M |
Affiliated Home Health Services Inc filing trail (2023)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $766K |
| Employer EIN | 954320805 |
| Plan Effective Date | 1992-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in California
Peer Other plans, same state, same plan type, ranked by total assets.
- Stanford Contributory Retirement Plan $11.0B · 21,674
- Sutter Health 403(b) Savings Plan $6.5B · 50,273
- Stanford Health Care Retirement Savings Plan $5.8B · 22,681
- Caltech Base Retirement Plan $4.8B · 10,682
- University of Southern California Tax-Deferred Annuity Plan $4.3B · 21,764
Affiliated Home Health Services Inc. Employees' Retirement Plan and Trust's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Sharon S. Richardson Community Hospice 403(b) Plan in WI ($3M); by covered participants it is 403 B in CO (24 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (24 participants); asset peers above are excluded.
- 403 B (CO) 24 · 0 off
- Regional Rehabilitation Center, Inc. 403(b) Thrift Plan (MS) 24 · 0 off
- Sesdac Inc Retirement Plan (SD) 24 · 0 off
- Hobgood Academy Inc. (NC) 25 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.