401(k) · DOL Form 5500 · 2023
Purpose Home Health 401(k) Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 1,631
- Participants Near avg headcount
- 48th
- Percentile by assets National rank
- $3,747
- Avg per participant Low balance/head
Official DOL plan name: Purpose Home Health 401(k) Plan · Sponsored by Purpose Home Health · Indiana · Healthcare & Social Assistance
$6M in assets, 1,631 participants
Purpose Home Health's Purpose Home Health 401(k) Plan reported $6M in total assets and 1,631 participants in its 2023 DOL Form 5500 filing, ranking in the 48th 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.
- #9,390 in Healthcare & Social Assistance (17,684 peers)
Coverage in Indiana
Purpose Home Health 401(k) Plan covers 1,631 participants in Indiana, 3.0x the typical Indiana plan (state average ~541 per filing). Assets: $6M.
- #9,390
- in Healthcare & Social Assistance (17,684 peers)
- +500.4%
- assets growth YoY
Purpose Home Health 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Purpose Home Health 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$6,112,103 48th percentile higher than 48% 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
Purpose Home Health 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. Purpose Home Health 401(k) Plan lands in the large band (1,631 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Purpose Home Health 401(k) Plan reported net income rose from $46K in the plan year 2022 filing to $556K in the plan year 2023 filing.
- Purpose Home Health 401(k) Plan reported participants rose from 211 in the plan year 2022 filing to 1,631 in the plan year 2023 filing.
- Purpose Home Health 401(k) Plan end-of-year assets rose from $1M in the plan year 2022 filing to $6M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 453772548 · Purpose Home Health PY 2023 · 401(k)
Purpose Home Health 401(k) Plan · $6M · 1,631 · 48th
- PHOTO $6M
- PHOTO 1,631
- PHOTO 48th
- PHOTO 401(k)
- PHOTO near Allied Digital Services LLC 401(k) Plan
- PHOTO ind #9390
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 Indiana →
Purpose Home Health 401(k) Plan in the asset neighbourhood
Indiana filing particulars
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | $556K |
| Employer EIN | 453772548 |
| Plan Effective Date | 2018-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Purpose Home Health)
Sponsor-wide plan assets over time
All Purpose Home Health plans reported in each filing year
- Latest sponsor-wide plan assets
- $9M 818.6029058568014% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 211 | $1M |
| 2023 | 1 | 1,631 | $6M |
| 2024 | 1 | 2,459 | $9M |
Nearby 401(k) Plans in Indiana
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Lilly Employee 401(k) Plan $11.1B · 17,583
- Elevance Health 401(k) Plan $11.0B · 76,590
- Cummins Retirement and Savings Plan $5.7B · 28,381
- Iu Health 401(k) Savings Plan $3.9B · 38,575
- Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan $2.6B · 9,015
Purpose Home Health 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Indiana, the nearest 401(k) by assets is Allied Digital Services LLC 401(k) Plan in CA ($6M); by covered participants it is Cooper Tire & Rubber Company Pre-Tax Savings Plan (Texarkana) in OH (1,631 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
- Allied Digital Services LLC 401(k) Plan (CA) $6M · 385
- Schroeder Moving Companies, Inc. (WI) $6M · 82
- Arms of Hope 401(k) Plan (TX) $6M · 94
- Vantage Plastics 401(k) Plan (MI) $6M · 238
Similar participant headcount
Nearest other-state filings by covered participants (1,631 participants); asset peers above are excluded.
- Cooper Tire & Rubber Company Pre-Tax Savings Plan (Texarkana) (OH) 1,631 · 0 off
- Ig Design Group Americas Inc. 401(k) Plan (PA) 1,631 · 0 off
- Arco Companies Retirement Plan (MO) 1,631 · 0 off
- Arco Companies Retirement Plan (MO) 1,631 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.