401(k) · DOL Form 5500 · 2023

Homecare Partners Management LLC 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
1,009
Participants Near avg headcount
66th
Percentile by assets National rank
$14,121
Avg per participant Low balance/head
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Official DOL plan name: Concierge Home Care 401(k) Plan · Sponsored by Homecare Partners Management LLC · Florida · Healthcare & Social Assistance

$14M in assets, 1,009 participants

Homecare Partners Management LLC's Concierge Home Care 401(k) Plan reported $14M in total assets and 1,009 participants in its 2023 DOL Form 5500 filing, ranking in the 66th 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.

  • #12,603 in Healthcare & Social Assistance (17,684 peers)

Homecare Partners Management LLC multi-year trail

Homecare Partners Management LLC's plans moved +90.0% in assets from 2022 to 2024; this filing shows Concierge Home Care 401(k) Plan at $14M / 1,009 participants.

#12,603
in Healthcare & Social Assistance (17,684 peers)
+46.1%
assets growth YoY

Concierge Home Care 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Concierge Home Care 401(k) Plan vs every filed plan by assets

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

$14,247,711 Top 34% higher than 66% 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

Concierge Home Care 401(k) 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. Concierge Home Care 401(k) Plan lands in the large band (1,009 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Concierge Home Care 401(k) Plan reported net income rose from $1M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Concierge Home Care 401(k) Plan end-of-year assets rose from $10M in the plan year 2022 filing to $14M in the plan year 2023 filing.
  • Concierge Home Care 401(k) Plan reported participants fell from 1,054 in the plan year 2022 filing to 1,009 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 842525296 · Homecare Partners Management LLC PY 2023 · 401(k)

Concierge Home Care 401(k) Plan · $14M · 1,009 · 66th

  • PHOTO $14M
  • IND 1,009
  • EOY 66th
  • 5500 401(k)
  • ASSETS near Vecna Robotics, Inc. 401(k) Plan
  • PCT ind #12603

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 →

Concierge Home Care 401(k) Plan in the asset neighbourhood

Concierge Home Care 401(k) PlanConcierge Home Care 401(k) P…$14MVecna Robotics, Inc. 401(k) PlanVecna Robotics, Inc. 401(k) …$14MS.H. Tevis & Son, Inc. Employees' 401(k) Profit Sharing PlanS.H. Tevis & Son, Inc. Emplo…$14MB & B Manufacturing Co., Inc. 401(k) PlanB & B Manufacturing Co., Inc…$14MT.a. Solberg Co., Inc. 401(k) PlanT.a. Solberg Co., Inc. 401(k…$14M
End-of-year total assets ($M) among Concierge Home Care 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Homecare Partners Management LLC multi-year asset trail

Sponsor-wide plan assets over time

All Homecare Partners Management LLC plans reported in each filing year

Latest sponsor-wide plan assets
$19M 90.03087484960918% vs 2022
2024 filing year
$5M$10M$15M$20M 202220232024 $9.75M $18.5M ▲ +90.1%
Year Plans Participants Total Assets
2022 1 1,054 $10M
2023 1 1,009 $14M
2024 1 1,128 $19M

Homecare Partners Management LLC filing trail (2023)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$14M
Net Income$4M
Employer EIN842525296
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

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

Concierge Home Care 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Concierge Home Care 401(k) Plan, Total assets ($B): 0.014247711 · Participants: 1009Concierge Home Care 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
Concierge Home Care 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Concierge Home Care 401(k) Plan side-by-side with 3 peers →

Concierge Home Care 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Vecna Robotics, Inc. 401(k) Plan in MA ($14M); by covered participants it is Advantagecare Physicians PC 401(k) Plan in NY (1,009 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,009 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 Concierge Home Care 401(k) Plan assets move in 2023? ▼
Concierge Home Care 401(k) Plan surged - up 46.1% during 2023, from $10M to $14M. Reported net income was $4M.
How have Homecare Partners Management LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Homecare Partners Management LLC's sponsor-wide assets grew 90.0%, from $10M to $19M.
Which 401(k) plans are similar in size to Concierge Home Care 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Vecna Robotics, Inc. 401(k) Plan in MA ($14M, 135 participants).
Which 401(k) plans cover a similar participant headcount to Concierge Home Care 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Advantagecare Physicians PC 401(k) Plan in NY (1,009 participants, $302M 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 842525296.

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.