401(k) · DOL Form 5500 · 2023

Partners in Home Care, Inc. 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
177
Participants Small participant base
60th
Percentile by assets National rank
$60,456
Avg per participant Low balance/head
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Official DOL plan name: Partners in Home Care Retirement Plan · Sponsored by Partners in Home Care, Inc. · Montana · Healthcare & Social Assistance

$11M in assets, 177 participants

Partners in Home Care, Inc.'s Partners in Home Care Retirement Plan reported $11M in total assets and 177 participants in its 2023 DOL Form 5500 filing, ranking in the 60th 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.

  • #11,598 in Healthcare & Social Assistance (17,684 peers)

Partners in Home Care, Inc. multi-year trail

Partners in Home Care, Inc.'s plans moved +30.3% in assets from 2022 to 2024; this filing shows Partners in Home Care Retirement Plan at $11M / 177 participants.

#11,598
in Healthcare & Social Assistance (17,684 peers)
+18.5%
assets growth YoY

Partners in Home Care Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Partners in Home Care Retirement Plan vs every filed plan by assets

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

$10,700,732 Top 40% higher than 60% 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

Partners in Home Care Retirement 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. Partners in Home Care Retirement Plan sits mid-pack in the medium band (177 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Partners in Home Care Retirement Plan reported net income rose from -$1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Partners in Home Care Retirement Plan end-of-year assets rose from $9M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Partners in Home Care Retirement Plan reported participants rose from 170 in the plan year 2022 filing to 177 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 810425934 · Partners in Home Care, Inc. PY 2023 · 401(k)

Partners in Home Care Retirement Plan · $11M · 177 · 60th

  • RANK $11M
  • RANK 177
  • RANK 60th
  • RANK 401(k)
  • RANK near The Brungardt Honomichl & Company, P.a. Employees Retirement Plan
  • RANK ind #11598

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 Montana →

Partners in Home Care Retirement Plan in the asset neighbourhood

Partners in Home Care Retirement PlanPartners in Home Care Retire…$11MThe Brungardt Honomichl & Company, P.a. Employees Retirement PlanThe Brungardt Honomichl & Co…$11MEllicott Development Company 401(k) PlanEllicott Development Company…$11MGeneral Production Service, Inc. 401(k) PlanGeneral Production Service, …$11MAmerican Business Group 401(k) PlanAmerican Business Group 401(…$11M
End-of-year total assets ($M) among Partners in Home Care Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Partners in Home Care, Inc. multi-year asset trail

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$12M 30.307531381911595% vs 2022
2024 filing year
$8M$9M$10M$11M$12M$13M 202220232024 $9.03M $11.8M ▲ +30.3%
Year Plans Participants Total Assets
2022 1 170 $9M
2023 1 177 $11M
2024 1 192 $12M

Partners in Home Care, Inc. filing trail (2023)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$11M
Net Income$2M
Employer EIN810425934
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Montana

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

Partners in Home Care Retirement Plan vs. nearby 401(k) plans in Montana, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -2000200400600 Total assets ($M) Participants Partners in Home Care Retirement Plan, Total assets ($M): 10.700732 · Participants: 177Partners in Home Care Retirement PlanD.a. Davidson Companies Retirement Savings and Profit Sharing Plan, Total assets ($M): 543.142005 · Participants: 1580D.a. Davidson Companies Retirement Savings and Profit Sharing PlanGlacier Bancorp, Inc. Profit Sharing and 401(k) Plan, Total assets ($M): 484.798151 · Participants: 3264Glacier Bancorp, Inc. Profit Sharing and 401(k) PlanNorthwestern Energy 401(k) Retirement Savings Plan, Total assets ($M): 462.756735 · Participants: 1529Northwestern Energy 401(k) Retirement Savings PlanFirst Interstate Bancsystem, Inc. 401(k) Plan, Total assets ($M): 453.618257 · Participants: 3750First Interstate Bancsystem, Inc. 401(k) PlanLogan Health Retirement Savings Plan, Total assets ($M): 436.597451 · Participants: 4232Logan Health Retirement Savings Plan
Partners in Home Care Retirement Plan vs. nearby 401(k) plans in Montana, assets vs. participants
Compare Partners in Home Care Retirement Plan side-by-side with 3 peers →

Partners in Home Care Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Montana, the nearest 401(k) by assets is The Brungardt Honomichl & Company, P.a. Employees Retirement Plan in KS ($11M); by covered participants it is Purolite 401(k) Plan in PA (177 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (177 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 Partners in Home Care Retirement Plan assets move in 2023? ▼
Partners in Home Care Retirement Plan grew sharply - up 18.5% during 2023, from $9M to $11M. Reported net income was $2M.
How have Partners in Home Care, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Partners in Home Care, Inc.'s sponsor-wide assets grew 30.3%, from $9M to $12M.
Which 401(k) plans are similar in size to Partners in Home Care Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Brungardt Honomichl & Company, P.a. Employees Retirement Plan in KS ($11M, 131 participants).
Which 401(k) plans cover a similar participant headcount to Partners in Home Care Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Purolite 401(k) Plan in PA (177 participants, N/A 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 810425934.

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.