401(k) · DOL Form 5500 · 2023
Advent Home Medical 401(k) Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 183
- Participants Below avg headcount
- 37th
- Percentile by assets National rank
- $17,662
- Avg per participant Low balance/head
Official DOL plan name: Advent Home Medical 401(k) Profit Sharing Plan & Trust · Sponsored by Advent Home Medical · Michigan · Real Estate
$3M in assets, 183 participants
Advent Home Medical's Advent Home Medical 401(k) Profit Sharing Plan & Trust reported $3M in total assets and 183 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.
- #2,682 in Real Estate (4,727 peers)
Coverage in Michigan
Advent Home Medical 401(k) Profit Sharing Plan & Trust covers 183 participants in Michigan, about 29% of the average Michigan filer (state average ~638 per filing). Assets: $3M.
- #2,682
- in Real Estate (4,727 peers)
- +34.0%
- assets growth YoY
Advent Home Medical 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Real Estate and all filers
Advent Home Medical 401(k) Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$3,232,064 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
Advent Home Medical 401(k) Profit Sharing Plan & Trust 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. Advent Home Medical 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (183 participants).
DOL schedule card
Filing strip 201137393 · Advent Home Medical PY 2023 · 401(k)
Advent Home Medical 401(k) Profit Sharing Plan & Trust · $3M · 183 · 37th
- PHOTO $3M
- PHOTO 183
- PHOTO 37th
- PHOTO 401(k)
- PHOTO near Premier Roofing Company 401(k) Plan
- PHOTO ind #2682
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 Real Estate retirement plans → · Plans in Michigan →
Advent Home Medical 401(k) Profit Sharing Plan & Trust in the asset neighbourhood
Michigan filing particulars
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $820K |
| Employer EIN | 201137393 |
| Plan Effective Date | 2022-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Advent Home Medical)
Sponsor-wide plan assets over time
All Advent Home Medical plans reported in each filing year
- Latest sponsor-wide plan assets
- $6M 87.97220599592087% vs 2023
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | 183 | $3M |
| 2024 | 1 | 226 | $6M |
Nearby 401(k) Plans in Michigan
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- General Motors Retirement Savings Plan for Salaried Employees in the United States $20.4B · 47,299
- Ford Motor Co. Savings and Stock Investment Plan for Salaried Employees $15.6B · 30,516
- The Dow Chemical Company Employees' Savings Plan $10.1B · 18,088
- The General Motors Personal Savings Plan for Hourly-Rate Employees in the United States $8.6B · 40,393
- Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees $7.6B · 59,195
Advent Home Medical 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside Michigan, the nearest 401(k) by assets is Premier Roofing Company 401(k) Plan in CO ($3M); by covered participants it is Ncc Ee , LLC 401(k) Profit Sharing Plan and Trust in VA (183 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
- Premier Roofing Company 401(k) Plan (CO) $3M · 198
- Fabcon, LLC 401(k) Plan (CA) $3M · 113
- Phoenix Art Museum 401(k) Plan (AZ) $3M · 145
- Dudleys' Excavating Incorporated 401(k) Profit Sharing Plan (CA) $3M · 39
Similar participant headcount
Nearest other-state filings by covered participants (183 participants); asset peers above are excluded.
- Ncc Ee , LLC 401(k) Profit Sharing Plan and Trust (VA) 183 · 0 off
- Pottle's Transportation, LLC Retirement Plan (ME) 183 · 0 off
- Systems Source, Inc. 401(k) Plan (CA) 183 · 0 off
- 403(b) Thrift Plan of Cadence International (CO) 183 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.