401(k)
2022 plan-year 401(k) DOL Form 5500

Aging with Comfort 401(k) Profit Sharing Plan & Trust

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Aging with Comfort · Pennsylvania · Healthcare & Social Assistance

What the 2023 filing shows

Aging with Comfort 401(k) Profit Sharing Plan & Trust holds $22K for 645 participants — about $34 per participant, down 18.6% over the 2022 plan year.

$22K
total plan assets (2022 EOY)
645
covered participants
$34
avg assets per participant
-18.6%
assets change YoY

The plan reported a net loss of $5K for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$22K
Participants
645
State
Industry
Healthcare & Social Assistance

What the Filing Says About Aging with Comfort 401(k) Profit Sharing Plan & Trust

Aging with Comfort 401(k) Profit Sharing Plan & Trust is a 401(k) retirement plan sponsored by Aging with Comfort, headquartered in Pennsylvania. As of the 2022 Form 5500 filing, the plan reports $22K in total end-of-year assets and covers 645 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 463991212, and the plan has been effective since 2016-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $27K at the beginning of 2022 to $22K at year-end — a decline of 18.6%. Net assets (after liabilities) closed the year at $22K, with reported net income of $-4,998 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 1 prior plan-year filing from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$27K
Total Assets (End of Year)$22K
Net Assets (End of Year)$22K
Net Income$-4,998
Plan Type401(k)
Employer EIN463991212
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Aging with Comfort)

Year Plans Participants Total Assets
2022 4 1,600 $74K
2024 1 583 $27K

Nearby 401(k) Plans in Pennsylvania

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

Frequently Asked Questions

How much money is in the Aging with Comfort 401(k) Profit Sharing Plan & Trust?
As of the 2022 Form 5500 filing, Aging with Comfort 401(k) Profit Sharing Plan & Trust holds $22K in total assets with 645 participants. It is sponsored by Aging with Comfort.
What type of plan is Aging with Comfort 401(k) Profit Sharing Plan & Trust?
Aging with Comfort 401(k) Profit Sharing Plan & Trust is a 401(k) plan. It has been effective since 2016-01-01. The plan is filed with the U.S. Department of Labor under EIN 463991212.
Who sponsors the Aging with Comfort 401(k) Profit Sharing Plan & Trust?
Aging with Comfort 401(k) Profit Sharing Plan & Trust is sponsored by Aging with Comfort, located in Pennsylvania. The sponsor's EIN is 463991212 and the plan operates in the Healthcare & Social Assistance industry.
How did Aging with Comfort 401(k) Profit Sharing Plan & Trust perform in 2022?
Aging with Comfort 401(k) Profit Sharing Plan & Trust declined by 18.6% during 2022, moving from $27K to $22K in total assets. Net income was $-4,998.
Where can I find official filings for Aging with Comfort 401(k) Profit Sharing Plan & Trust?
Official Form 5500 filings for Aging with Comfort 401(k) Profit Sharing Plan & Trust are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 463991212 or plan name at efast.dol.gov.
How does Aging with Comfort 401(k) Profit Sharing Plan & Trust compare to other plans?
You can compare Aging with Comfort 401(k) Profit Sharing Plan & Trust against other 401(k) plans on the plan type page, or view plans in Pennsylvania on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 463991212.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.