401(k)
2024 plan-year 401(k) DOL Form 5500

Ageless Living Home Health, LLC 401(k) Profit Sharing Plan

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

Sponsored by Ageless Living Home Health, LLC · Texas · Healthcare & Social Assistance

What the 2023 filing shows

Ageless Living Home Health, LLC 401(k) Profit Sharing Plan holds $1M for 789 participants — about $1,616 per participant, up 39.0% over the 2024 plan year.

$1M
total plan assets (2024 EOY)
789
covered participants
$1,616
avg assets per participant
+39.0%
assets growth YoY
Total Assets (2023)
$1M
Participants
789
State
Industry
Healthcare & Social Assistance

What the Filing Says About Ageless Living Home Health, LLC 401(k) Profit Sharing Plan

Ageless Living Home Health, LLC 401(k) Profit Sharing Plan is a 401(k) retirement plan sponsored by Ageless Living Home Health, LLC, headquartered in Texas. As of the 2024 Form 5500 filing, the plan reports $1M in total end-of-year assets and covers 789 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 273020920, and the plan has been effective since 2021-06-02. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $917K at the beginning of 2024 to $1M at year-end — a gain of 39.0%. Net assets (after liabilities) closed the year at $1M, with reported net income of $357K 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 2 prior plan-year filings 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)$917K
Total Assets (End of Year)$1M
Net Assets (End of Year)$1M
Net Income$357K
Plan Type401(k)
Employer EIN273020920
Plan Effective Date2021-06-02
Filing StatusFILING RECEIVED

Sponsor Plan History (Ageless Living Home Health, LLC)

Year Plans Participants Total Assets
2022 1 577 $582K
2023 1 741 $917K
2024 1 789 $1M

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Frequently Asked Questions

How much money is in the Ageless Living Home Health, LLC 401(k) Profit Sharing Plan?
As of the 2024 Form 5500 filing, Ageless Living Home Health, LLC 401(k) Profit Sharing Plan holds $1M in total assets with 789 participants. It is sponsored by Ageless Living Home Health, LLC.
What type of plan is Ageless Living Home Health, LLC 401(k) Profit Sharing Plan?
Ageless Living Home Health, LLC 401(k) Profit Sharing Plan is a 401(k) plan. It has been effective since 2021-06-02. The plan is filed with the U.S. Department of Labor under EIN 273020920.
Who sponsors the Ageless Living Home Health, LLC 401(k) Profit Sharing Plan?
Ageless Living Home Health, LLC 401(k) Profit Sharing Plan is sponsored by Ageless Living Home Health, LLC, located in Texas. The sponsor's EIN is 273020920 and the plan operates in the Healthcare & Social Assistance industry.
How did Ageless Living Home Health, LLC 401(k) Profit Sharing Plan perform in 2024?
Ageless Living Home Health, LLC 401(k) Profit Sharing Plan grew by 39.0% during 2024, moving from $917K to $1M in total assets. Net income was $357K.
Where can I find official filings for Ageless Living Home Health, LLC 401(k) Profit Sharing Plan?
Official Form 5500 filings for Ageless Living Home Health, LLC 401(k) Profit Sharing Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 273020920 or plan name at efast.dol.gov.
How does Ageless Living Home Health, LLC 401(k) Profit Sharing Plan compare to other plans?
You can compare Ageless Living Home Health, LLC 401(k) Profit Sharing Plan against other 401(k) plans on the plan type page, or view plans in Texas 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 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 273020920.

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.