401(k) · DOL Form 5500 · 2023

Americare Health & Retirement, Inc. 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
270
Participants Below avg headcount
46th
Percentile by assets National rank
$20,756
Avg per participant Low balance/head
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Official DOL plan name: Americare Health & Retirement, Inc. 401(k) Profit Sharing Plan · Sponsored by Americare Health & Retirement, Inc. · California · Healthcare & Social Assistance

$6M in assets, 270 participants

Americare Health & Retirement, Inc.'s Americare Health & Retirement, Inc. 401(k) Profit Sharing Plan reported $6M in total assets and 270 participants in its 2023 DOL Form 5500 filing, ranking in the 46th 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.

  • #9,023 in Healthcare & Social Assistance (17,684 peers)

Coverage in California

Americare Health & Retirement, Inc. 401(k) Profit Sharing Plan covers 270 participants in California, about 43% of the average California filer (state average ~630 per filing). Assets: $6M.

#9,023
in Healthcare & Social Assistance (17,684 peers)
+30.2%
assets growth YoY

Americare Health & Retirement, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Americare Health & Retirement, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$5,604,177 46th percentile higher than 46% 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

Americare Health & Retirement, Inc. 401(k) Profit Sharing 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. Americare Health & Retirement, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (270 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Americare Health & Retirement, Inc. 401(k) Profit Sharing Plan reported net income rose from -$281K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Americare Health & Retirement, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $4M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Americare Health & Retirement, Inc. 401(k) Profit Sharing Plan reported participants rose from 251 in the plan year 2022 filing to 270 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 330062797 · Americare Health & Retirement, Inc. PY 2023 · 401(k)

Americare Health & Retirement, Inc. 401(k) Profit Sharing Plan · $6M · 270 · 46th

  • VS-ST $6M
  • VS-ST 270
  • VS-ST 46th
  • VS-ST 401(k)
  • VS-ST near Protect Environmental LLC 401(k) Plan & Trust
  • VS-ST ind #9023

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 →

Americare Health & Retirement, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Americare Health & Retirement, Inc. 401(k) Profit Sharing PlanAmericare Health & Retiremen…$6MProtect Environmental LLC 401(k) Plan & TrustProtect Environmental LLC 40…$6MAccess Group, Inc. 401(k) PlanAccess Group, Inc. 401(k) Pl…$6MRichland Medical Center, Inc. Dba Central Ozarks Medical Center 401(k) PlanRichland Medical Center, Inc…$6MGreater Baden Medical Services 401(k) and Profit Sharing PlanGreater Baden Medical Servic…$6M
End-of-year total assets ($M) among Americare Health & Retirement, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$6M
Net Income$1M
Employer EIN330062797
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Americare Health & Retirement, Inc.)

Sponsor-wide plan assets over time

All Americare Health & Retirement, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 12.5146073540897% vs 2022
2024 filing year
$4M$4.5M$5M$5.5M$6M 202220232024 $4.3M $4.84M ▲ +12.6%
Year Plans Participants Total Assets
2022 1 251 $4M
2023 1 270 $6M
2024 1 293 $5M

Nearby 401(k) Plans in California

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

Americare Health & Retirement, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Americare Health & Retirement, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.005604177 · Participants: 270Americare Health & Retirement, Inc. 401(k) Profit Sharing PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Americare Health & Retirement, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Americare Health & Retirement, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Americare Health & Retirement, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Protect Environmental LLC 401(k) Plan & Trust in KY ($6M); by covered participants it is Revision Military 401(k) Retirement Plan in VT (270 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (270 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 Americare Health & Retirement, Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
Americare Health & Retirement, Inc. 401(k) Profit Sharing Plan surged - up 30.2% during 2023, from $4M to $6M. Reported net income was $1M.
How have Americare Health & Retirement, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Americare Health & Retirement, Inc.'s sponsor-wide assets grew 12.5%, from $4M to $5M.
Which 401(k) plans are similar in size to Americare Health & Retirement, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Protect Environmental LLC 401(k) Plan & Trust in KY ($6M, 179 participants).
Which 401(k) plans cover a similar participant headcount to Americare Health & Retirement, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Revision Military 401(k) Retirement Plan in VT (270 participants, $3M 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 330062797.

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.