401(k) · DOL Form 5500 · 2024

Americare Health & Retirement, Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
293
Participants Below avg headcount
41st
Percentile by assets National rank
$16,526
Avg per participant Low balance/head
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Official DOL plan name: Americare Health & Retirement, Inc. 401(k) Profit Sharing Plan · Sponsored by Americare Health & Retirement, Inc. · California · Healthcare & Social Assistance

$5M in assets, 293 participants

Americare Health & Retirement, Inc.'s Americare Health & Retirement, Inc. 401(k) Profit Sharing Plan reported $5M in total assets and 293 participants in its 2024 DOL Form 5500 filing, ranking in the 41st 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.

  • #7,502 in Healthcare & Social Assistance (16,916 peers)

Coverage in California

Americare Health & Retirement, Inc. 401(k) Profit Sharing Plan covers 293 participants in California, about 46% of the average California filer (state average ~630 per filing). Assets: $5M.

#7,502
in Healthcare & Social Assistance (16,916 peers)
-13.6%
assets change YoY

The plan reported a net loss of $762K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Americare Health & Retirement, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Americare Health & Retirement, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$4,842,047 41st percentile higher than 41% of 123,620 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 2024

Americare Health & Retirement, Inc. 401(k) Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Americare Health & Retirement, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (293 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Americare Health & Retirement, Inc. 401(k) Profit Sharing Plan reported net income fell from $1M in the plan year 2023 filing to -$762K in the plan year 2024 filing.
  • Americare Health & Retirement, Inc. 401(k) Profit Sharing Plan end-of-year assets fell from $6M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Americare Health & Retirement, Inc. 401(k) Profit Sharing Plan reported participants rose from 270 in the plan year 2023 filing to 293 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 330062797 · Americare Health & Retirement, Inc. PY 2024 · 401(k)

Americare Health & Retirement, Inc. 401(k) Profit Sharing Plan · $5M · 293 · 41st

  • PART $5M
  • PART 293
  • PART 41st
  • PART 401(k)
  • PART near Global Crossing Airlines Inc. 401(k) Plan
  • PART ind #7502

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 California →

Americare Health & Retirement, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Americare Health & Retirement, Inc. 401(k) Profit Sharing PlanAmericare Health & Retiremen…$5MGlobal Crossing Airlines Inc. 401(k) PlanGlobal Crossing Airlines Inc…$5MM.C. Schroeder Company, Inc. 401(k) PlanM.C. Schroeder Company, Inc.…$5MNelsoncorp Wealth Management 401(k) PlanNelsoncorp Wealth Management…$5MAlbuquerque Asphalt, Inc.$5M
End-of-year total assets ($M) among Americare Health & Retirement, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$5M
Net Income-$762K
Employer EIN330062797
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Americare Health & Retirement, Inc.)

Sponsor-wide plan assets over time

All Americare Health & Retirement, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 12.5146073540897% vs 2022
2024 filing year
$4M$4.5M$5M$5.5M$6M 202220232024 $4.3M $4.84M ▲ +12.6%
Year Plans Participants Total Assets
2022 1 251 $4M
2023 1 270 $6M
2024 1 293 $5M

Nearby 401(k) Plans in California

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

Americare Health & Retirement, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Americare Health & Retirement, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.004842047 · Participants: 293Americare Health & Retirement, Inc. 401(k) Profit Sharing PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Americare Health & Retirement, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Americare Health & Retirement, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Americare Health & Retirement, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Global Crossing Airlines Inc. 401(k) Plan in FL ($5M); by covered participants it is The Polo Club of Boca Raton, Poa, Inc. 401(k) Profit Sharing Plan in FL (293 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

Similar participant headcount

Nearest other-state filings by covered participants (293 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.

Frequently Asked Questions

How did Americare Health & Retirement, Inc. 401(k) Profit Sharing Plan assets move in 2024? ▼
Americare Health & Retirement, Inc. 401(k) Profit Sharing Plan pulled back noticeably - down 13.6% during 2024, from $6M to $5M. Reported net income was -$762K.
How have Americare Health & Retirement, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Americare Health & Retirement, Inc.'s sponsor-wide assets grew 12.5%, from $4M to $5M.
Which 401(k) plans are similar in size to Americare Health & Retirement, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Global Crossing Airlines Inc. 401(k) Plan in FL ($5M, 620 participants).
Which 401(k) plans cover a similar participant headcount to Americare Health & Retirement, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Polo Club of Boca Raton, Poa, Inc. 401(k) Profit Sharing Plan in FL (293 participants, $11M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 330062797.

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.