401(k) · DOL Form 5500 · 2024
Personal Healthcare Management, LLC 401(k) Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 1,569
- Participants Near avg headcount
- 45th
- Percentile by assets National rank
- $3,755
- Avg per participant Low balance/head
Official DOL plan name: Personal Healthcare Management, LLC 401(k) Plan · Sponsored by Personal Healthcare Management, LLC · New York · Healthcare & Social Assistance
$6M in assets, 1,569 participants
Personal Healthcare Management, LLC's Personal Healthcare Management, LLC 401(k) Plan reported $6M in total assets and 1,569 participants in its 2024 DOL Form 5500 filing, ranking in the 45th 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.
- #8,230 in Healthcare & Social Assistance (16,916 peers)
Personal Healthcare Management, LLC multi-year trail
Personal Healthcare Management, LLC's plans moved +37.0% in assets from 2022 to 2024; this filing shows Personal Healthcare Management, LLC 401(k) Plan at $6M / 1,569 participants.
- #8,230
- in Healthcare & Social Assistance (16,916 peers)
- +12.2%
- assets growth YoY
Personal Healthcare Management, LLC 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Personal Healthcare Management, LLC 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$5,891,645 45th percentile higher than 45% 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
Personal Healthcare Management, LLC 401(k) Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Personal Healthcare Management, LLC 401(k) Plan lands in the large band (1,569 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Personal Healthcare Management, LLC 401(k) Plan reported net income fell from $903K in the plan year 2023 filing to $665K in the plan year 2024 filing.
- Personal Healthcare Management, LLC 401(k) Plan reported participants fell from 1,904 in the plan year 2023 filing to 1,569 in the plan year 2024 filing.
- Personal Healthcare Management, LLC 401(k) Plan end-of-year assets rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 273841580 · Personal Healthcare Management, LLC PY 2024 · 401(k)
Personal Healthcare Management, LLC 401(k) Plan · $6M · 1,569 · 45th
- EBSA $6M
- EBSA 1,569
- EBSA 45th
- EBSA 401(k)
- EBSA near Basilius Inc. 401(k) Plan
- EBSA ind #8230
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 New York →
Personal Healthcare Management, LLC 401(k) Plan in the asset neighbourhood
Personal Healthcare Management, LLC multi-year asset trail
Sponsor-wide plan assets over time
All Personal Healthcare Management, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $6M 37.03265490484123% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,436 | $4M |
| 2023 | 1 | 1,904 | $5M |
| 2024 | 1 | 1,569 | $6M |
Personal Healthcare Management, LLC filing trail (2024)
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | $665K |
| Employer EIN | 273841580 |
| Plan Effective Date | 2015-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401(k) Plan $60.4B · 52,674
- Morgan Stanley 401(k) Plan $22.2B · 53,860
- Pfizer Savings Plan $22.0B · 33,309
- The Pepsico Savings Plan $14.9B · 137,398
- The Goldman Sachs 401(k) Plan $12.8B · 23,227
Personal Healthcare Management, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Basilius Inc. 401(k) Plan in OH ($6M); by covered participants it is Allete and Affiliated Companies Retirement Savings and Stock Ownership Plan in MN (1,569 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
Similar participant headcount
Nearest other-state filings by covered participants (1,569 participants); asset peers above are excluded.
- Allete and Affiliated Companies Retirement Savings and Stock Ownership Plan (MN) 1,569 · 0 off
- Alter Domus 401(k) Plan (IL) 1,569 · 0 off
- Empire Today, LLC 401(k) Profit Sharing Plan (IL) 1,569 · 0 off
- Endeavor Air Pilot Savings Plan (GA) 1,569 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.