Profit Sharing · DOL Form 5500 · 2024
Holistic Care and Recovery, Inc. Profit Sharing Plan
Data updated 2026-08-25
- $720K
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 21st
- Percentile by assets National rank
- $359,841
- Avg per participant High balance/head
Official DOL plan name: Holistic Care and Recovery, Inc. Retirement Plan · Sponsored by Holistic Care and Recovery, Inc. · Florida · Healthcare & Social Assistance
$720K in assets, 2 participants
Holistic Care and Recovery, Inc.'s Holistic Care and Recovery, Inc. Retirement Plan reported $720K in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 21st 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.
- #2,720 in Healthcare & Social Assistance (16,916 peers)
What the 2024 filing shows
Holistic Care and Recovery, Inc. Retirement Plan holds $720K for 2 participants - about $359,841 per participant, among the smaller plans by assets on file.
- #2,720
- in Healthcare & Social Assistance (16,916 peers)
- +2.0%
- assets growth YoY
Holistic Care and Recovery, Inc. Retirement Plan among the smaller filed plans by assets
Holistic Care and Recovery, Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$719,682 21st percentile higher than 21% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Holistic Care and Recovery, Inc. Retirement Plan among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Holistic Care and Recovery, Inc. Retirement Plan is a micro filing (2 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Holistic Care and Recovery, Inc. Retirement Plan reported net income rose from -$53K in the plan year 2023 filing to $14K in the plan year 2024 filing.
- Holistic Care and Recovery, Inc. Retirement Plan reported participants fell from 11 in the plan year 2023 filing to 2 in the plan year 2024 filing.
- Holistic Care and Recovery, Inc. Retirement Plan end-of-year assets rose from $706K in the plan year 2023 filing to $720K in the plan year 2024 filing.
DOL schedule card
Filing strip 473182810 · Holistic Care and Recovery, Inc. PY 2024 · Profit Sharing
Holistic Care and Recovery, Inc. Retirement Plan · $720K · 2 · 21st
- EOY $720K
- 5500 2
- ASSETS 21st
- PCT Profit Sharing
- EIN near Seba Chiropractic Services, Psc Profit Sharing Plan
- RANK ind #2720
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 Florida →
Holistic Care and Recovery, Inc. Retirement Plan in the asset neighbourhood
Filing particulars (2024)
| Total Assets (Beginning of Year) | $706K |
|---|---|
| Net Assets (End of Year) | $720K |
| Net Income | $14K |
| Employer EIN | 473182810 |
| Plan Effective Date | 2015-02-19 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Holistic Care and Recovery, Inc.)
Sponsor-wide plan assets over time
All Holistic Care and Recovery, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $720K 5.079814349041213% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 8 | $758K |
| 2023 | 1 | 11 | $706K |
| 2024 | 1 | 2 | $720K |
Nearby Profit Sharing Plans in Florida
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Retirement Wealth Builder Plan of Pwc $5.7B · 45,185
- Raymond James Financial, Inc. & Affiliates Profit Sharing Plan $1.3B · 16,046
- Shands Health Care Matched Savings Account 401(a) $487M · 10,470
- Orlando Health, Inc. Retirement Savings Plan 401a $458M · 27,976
- American Maritime Officers Defined Contribution Plan $357M · 4,201
Holistic Care and Recovery, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Florida, the nearest Profit Sharing by assets is Seba Chiropractic Services, Psc Profit Sharing Plan in PR ($720K); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($720K here).
Similar participant headcount
Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.