ESOP · DOL Form 5500 · 2023
Friends & Family Home Care Services, LLC ESOP
Data updated 2026-08-25
- $44M
- Total assets Below avg plan size
- 7,960
- Participants Very large workforce
- 84th
- Percentile by assets National rank
- $5,478
- Avg per participant Low balance/head
Official DOL plan name: Friends & Family Prevailing Wage ESOP Retirement Plan · Sponsored by Friends & Family Home Care Services, LLC · New York · Healthcare & Social Assistance
$44M in assets, 7,960 participants
Friends & Family Home Care Services, LLC's Friends & Family Prevailing Wage ESOP Retirement Plan reported $44M in total assets and 7,960 participants in its 2023 DOL Form 5500 filing, ranking in the 84th 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.
- #15,286 in Healthcare & Social Assistance (17,684 peers)
Coverage in New York
Friends & Family Prevailing Wage ESOP Retirement Plan covers 7,960 participants in New York, 10.0x the typical New York plan (state average ~798 per filing). Assets: $44M.
- #15,286
- in Healthcare & Social Assistance (17,684 peers)
- +65.3%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Friends & Family Prevailing Wage ESOP Retirement Plan's outsized position by total assets
Friends & Family Prevailing Wage ESOP Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$43,604,646 Top 16% higher than 84% 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
Friends & Family Prevailing Wage ESOP Retirement 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. Friends & Family Prevailing Wage ESOP Retirement Plan lands in the large band (7,960 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Friends & Family Prevailing Wage ESOP Retirement Plan end-of-year assets rose from $26M in the plan year 2022 filing to $44M in the plan year 2023 filing.
- Friends & Family Prevailing Wage ESOP Retirement Plan reported participants rose from 6,184 in the plan year 2022 filing to 7,960 in the plan year 2023 filing.
- Friends & Family Prevailing Wage ESOP Retirement Plan reported net income rose from $16M in the plan year 2022 filing to $20M in the plan year 2023 filing.
DOL schedule card
Filing strip 462961005 · Friends & Family Home Care Services, LLC PY 2023 · ESOP
Friends & Family Prevailing Wage ESOP Retirement Plan · $44M · 7,960 · 84th
- NET $44M
- NET 7,960
- NET 84th
- NET ESOP
- NET near Weco Employee Stock Ownership Plan and Trust
- NET ind #15286
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 What is an ESOP? → · Plans in New York →
Friends & Family Prevailing Wage ESOP Retirement Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $26M |
|---|---|
| Net Assets (End of Year) | $41M |
| Net Income | $20M |
| Employer EIN | 462961005 |
| Plan Effective Date | 2020-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Friends & Family Home Care Services, LLC)
Sponsor-wide plan assets over time
All Friends & Family Home Care Services, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $71M 168.6207658697166% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 6,184 | $26M |
| 2023 | 1 | 7,960 | $44M |
| 2024 | 1 | 8,018 | $71M |
Nearby ESOP Plans in New York
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Stewart's Shops Corp Employee Stock Ownership Plan $877M · 3,439
- North Coast Holdings Employee Stock Ownership Plan $406M · 4,467
- Griffon Corporation Employee Stock Ownership Plan $299M · 3,674
- Greenman-Pedersen, Inc. Employee Stock Ownership Plan $248M · 1,704
- H.C. Wainwright & Co. Employee Stock Ownership Plan $242M · 93
Friends & Family Prevailing Wage ESOP Retirement Plan's out-of-state ESOP peers by assets and headcount
Outside New York, the nearest ESOP by assets is Weco Employee Stock Ownership Plan and Trust in IA ($44M); by covered participants it is Parsons Employee Stock Ownership Plan in CA (7,871 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($44M here).
Similar participant headcount
Nearest other-state filings by covered participants (7,960 participants); asset peers above are excluded.
- Parsons Employee Stock Ownership Plan (CA) 7,871 · 89 off
- W.L. Gore & Associates, Inc. Restated Associate Stock Ownership Plan (DE) 7,813 · 147 off
- Burns & Mcdonnell, Inc. Employee Stock Ownership Plan (MO) 8,553 · 593 off
- H&m Employee Stock Ownership Plan (NJ) 7,293 · 667 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.