401(k) · DOL Form 5500 · 2024
Caring Heart Home Health Agency 401(k) Plan
Data updated 2026-08-25
- $2K
- Total assets Small plan by assets
- 4
- Participants Small participant base
- 1st
- Percentile by assets National rank
- $548
- Avg per participant Low balance/head
Official DOL plan name: Caring Heart Home Health Agency · Sponsored by Caring Heart Home Health Agency · Ohio · Healthcare & Social Assistance
$2K in assets, 4 participants
Caring Heart Home Health Agency's Caring Heart Home Health Agency reported $2K in total assets and 4 participants in its 2024 DOL Form 5500 filing, ranking in the 1st 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.
- #90 in Healthcare & Social Assistance (16,916 peers)
Caring Heart Home Health Agency multi-year trail
Caring Heart Home Health Agency's plans moved -92.6% in assets from 2022 to 2024; this filing shows Caring Heart Home Health Agency at $2K / 4 participants.
- #90
- in Healthcare & Social Assistance (16,916 peers)
- $2K
- reported net income
Caring Heart Home Health Agency among the smaller filed plans by assets
Caring Heart Home Health Agency vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$2,191 1st percentile higher than 1% 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
Caring Heart Home Health Agency among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Caring Heart Home Health Agency is a micro filing (4 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Caring Heart Home Health Agency end-of-year assets fell from $45K in the plan year 2023 filing to $2K in the plan year 2024 filing.
- Caring Heart Home Health Agency reported net income fell from $16K in the plan year 2023 filing to $2K in the plan year 2024 filing.
- Caring Heart Home Health Agency reported participants fell from 12 in the plan year 2023 filing to 4 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 260784608 · Caring Heart Home Health Agency PY 2024 · 401(k)
Caring Heart Home Health Agency · $2K · 4 · 1st
- IND $2K
- EOY 4
- 5500 1st
- ASSETS 401(k)
- PCT near Vein Clinics of America 401(k) Plan
- EIN ind #90
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 Ohio →
Caring Heart Home Health Agency in the asset neighbourhood
Caring Heart Home Health Agency multi-year asset trail
Sponsor-wide plan assets over time
All Caring Heart Home Health Agency plans reported in each filing year
- Latest sponsor-wide plan assets
- $2K 92.56027164685908% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | N/A | $29K |
| 2023 | 1 | 12 | $45K |
| 2024 | 1 | 4 | $2K |
Caring Heart Home Health Agency filing trail (2024)
| Total Assets (Beginning of Year) | N/A |
|---|---|
| Net Assets (End of Year) | $2K |
| Net Income | $2K |
| Employer EIN | 260784608 |
| Plan Effective Date | 2021-11-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Ohio
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- GE Aerospace Retirement Savings Plan $14.7B · 45,620
- The Kroger Co. 401(k) Retirement Savings Account Plan $11.8B · 135,373
- The Progressive 401(k) Plan $11.5B · 62,521
- The Sherwin-Williams Company 401(k) Plan $10.6B · 47,459
- Parker Retirement Savings Plan $9.0B · 26,315
Caring Heart Home Health Agency's out-of-state 401(k) peers by assets and headcount
Outside Ohio, the nearest 401(k) by assets is Vein Clinics of America 401(k) Plan in MA ($2K); by covered participants it is Jab Investments, Inc. 401(k) Plan in WI (4 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2K here).
Similar participant headcount
Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.
- Jab Investments, Inc. 401(k) Plan (WI) 4 · 0 off
- Jlj Inc 401(k) Profit Sharing Plan (TX) 4 · 0 off
- Sc Baker Enterprises, Inc 401(k) Plan (ID) 4 · 0 off
- Arbuckle Dental 401(k) Plan (UT) 4 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.