401(k) · DOL Form 5500 · 2023

Barbara J Home Health Agency, Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
60
Participants Small participant base
31st
Percentile by assets National rank
$34,460
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Barbara J Home Health Agency, Inc. 401(k) Plan · Sponsored by Barbara J Home Health Agency, Inc. · Pennsylvania · Healthcare & Social Assistance

$2M in assets, 60 participants

Barbara J Home Health Agency, Inc.'s Barbara J Home Health Agency, Inc. 401(k) Plan reported $2M in total assets and 60 participants in its 2023 DOL Form 5500 filing, ranking in the 31st 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.

  • #5,228 in Healthcare & Social Assistance (17,684 peers)

2023 asset change

Barbara J Home Health Agency, Inc. 401(k) Plan grew sharply 16.3% in 2023 ($2M → $2M) for 60 participants.

#5,228
in Healthcare & Social Assistance (17,684 peers)
+16.3%
assets growth YoY

Barbara J Home Health Agency, Inc. 401(k) Plan among the smaller filed plans by assets

Barbara J Home Health Agency, Inc. 401(k) Plan vs every filed plan by assets

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

$2,067,590 31st percentile higher than 31% 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

Barbara J Home Health Agency, Inc. 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Barbara J Home Health Agency, Inc. 401(k) Plan is a small filing (60 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Barbara J Home Health Agency, Inc. 401(k) Plan reported net income fell from $1M in the plan year 2022 filing to $289K in the plan year 2023 filing.
  • Barbara J Home Health Agency, Inc. 401(k) Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Barbara J Home Health Agency, Inc. 401(k) Plan reported participants fell from 61 in the plan year 2022 filing to 60 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 275223417 · Barbara J Home Health Agency, Inc. PY 2023 · 401(k)

Barbara J Home Health Agency, Inc. 401(k) Plan · $2M · 60 · 31st

  • BOY $2M
  • BOY 60
  • BOY 31st
  • BOY 401(k)
  • BOY near Cook Realty Employees Retirement Plan
  • BOY ind #5228

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 Pennsylvania →

Barbara J Home Health Agency, Inc. 401(k) Plan in the asset neighbourhood

Barbara J Home Health Agency, Inc. 401(k) PlanBarbara J Home Health Agency…$2MCook Realty Employees Retirement PlanCook Realty Employees Retire…$2MColcal Colorado, Inc. Retirement PlanColcal Colorado, Inc. Retire…$2MMed Advantage 401(k) Plan$2MEaster Seals Southeast Wisconsin, Inc. 401(k) Profit Sharing PlanEaster Seals Southeast Wisco…$2M
End-of-year total assets ($M) among Barbara J Home Health Agency, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Barbara J Home Health Agency, Inc. years around the 2023 move

Sponsor-wide plan assets over time

All Barbara J Home Health Agency, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 4.923785108138155% vs 2022
2024 filing year
$1.7M$1.8M$1.9M$2M$2.1M 202220232024 $1.78M $1.87M ▲ +5.1%
Year Plans Participants Total Assets
2022 1 61 $2M
2023 1 60 $2M
2024 1 65 $2M

2023 asset-move particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$289K
Employer EIN275223417
Plan Effective Date2011-02-24
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Pennsylvania

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

Barbara J Home Health Agency, Inc. 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Barbara J Home Health Agency, Inc. 401(k) Plan, Total assets ($B): 0.00206759 · Participants: 60Barbara J Home Health Agency, Inc. 401(k) PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
Barbara J Home Health Agency, Inc. 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Barbara J Home Health Agency, Inc. 401(k) Plan side-by-side with 3 peers →

Barbara J Home Health Agency, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Cook Realty Employees Retirement Plan in CA ($2M); by covered participants it is Fabricated Pipe, Inc. Profit Sharing 401(k) Plan and Trust in LA (60 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (60 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 Barbara J Home Health Agency, Inc. 401(k) Plan assets move in 2023? ▼
Barbara J Home Health Agency, Inc. 401(k) Plan grew sharply - up 16.3% during 2023, from $2M to $2M. Reported net income was $289K.
How have Barbara J Home Health Agency, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Barbara J Home Health Agency, Inc.'s sponsor-wide assets grew 4.9%, from $2M to $2M.
Which 401(k) plans are similar in size to Barbara J Home Health Agency, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cook Realty Employees Retirement Plan in CA ($2M, 7 participants).
Which 401(k) plans cover a similar participant headcount to Barbara J Home Health Agency, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Fabricated Pipe, Inc. Profit Sharing 401(k) Plan and Trust in LA (60 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 275223417.

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.