401(k) · DOL Form 5500 · 2024

Ctw Home Health, LLC 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
649
Participants Below avg headcount
41st
Percentile by assets National rank
$7,301
Avg per participant Low balance/head
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Official DOL plan name: Circle of Care 401(k) Plan · Sponsored by Ctw Home Health, LLC · Texas · Healthcare & Social Assistance

$5M in assets, 649 participants

Ctw Home Health, LLC's Circle of Care 401(k) Plan reported $5M in total assets and 649 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.

  • #7,410 in Healthcare & Social Assistance (16,916 peers)

Ctw Home Health, LLC multi-year trail

Ctw Home Health, LLC's plans moved +35.9% in assets from 2022 to 2024; this filing shows Circle of Care 401(k) Plan at $5M / 649 participants.

#7,410
in Healthcare & Social Assistance (16,916 peers)
+9.5%
assets growth YoY

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

Circle of Care 401(k) Plan vs every filed plan by assets

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

$4,738,366 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

Circle of Care 401(k) 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. Circle of Care 401(k) Plan sits mid-pack in the medium band (649 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Circle of Care 401(k) Plan reported net income fell from $839K in the plan year 2023 filing to $412K in the plan year 2024 filing.
  • Circle of Care 401(k) Plan reported participants rose from 578 in the plan year 2023 filing to 649 in the plan year 2024 filing.
  • Circle of Care 401(k) Plan end-of-year assets rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 208886902 · Ctw Home Health, LLC PY 2024 · 401(k)

Circle of Care 401(k) Plan · $5M · 649 · 41st

  • EIN $5M
  • RANK 649
  • PHOTO 41st
  • IND 401(k)
  • EOY near Lucky Shoes Inc. 401(k) Profit Sharing Plan & Trust
  • 5500 ind #7410

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 Texas →

Circle of Care 401(k) Plan in the asset neighbourhood

Circle of Care 401(k) Plan$5MLucky Shoes Inc. 401(k) Profit Sharing Plan & TrustLucky Shoes Inc. 401(k) Prof…$5M401(k) Profit Sharing Plan for Employees of the Arc of Litchfield County, Inc.401(k) Profit Sharing Plan f…$5MEmpire Express, Inc. 401(k) Retirement PlanEmpire Express, Inc. 401(k) …$5MAll-Clad Metalcrafters, Inc. Savings Program and 401(k) PlanAll-Clad Metalcrafters, Inc.…$5M
End-of-year total assets ($M) among Circle of Care 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Ctw Home Health, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Ctw Home Health, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$5M 35.87390453315807% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M$5M 202220232024 $3.49M $4.74M ▲ +35.8%
Year Plans Participants Total Assets
2022 1 503 $3M
2023 1 578 $4M
2024 1 649 $5M

Ctw Home Health, LLC filing trail (2024)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$412K
Employer EIN208886902
Plan Effective Date2008-08-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Circle of Care 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Circle of Care 401(k) Plan, Total assets ($B): 0.004738366 · Participants: 649Circle of Care 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Circle of Care 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Circle of Care 401(k) Plan side-by-side with 3 peers →

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

Outside Texas, the nearest 401(k) by assets is Lucky Shoes Inc. 401(k) Profit Sharing Plan & Trust in OH ($5M); by covered participants it is Lakeland Financial Corporation 401(k) Plan in IN (649 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (649 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 Circle of Care 401(k) Plan assets move in 2024? ▼
Circle of Care 401(k) Plan grew at a solid clip - up 9.5% during 2024, from $4M to $5M. Reported net income was $412K.
How have Ctw Home Health, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ctw Home Health, LLC's sponsor-wide assets grew 35.9%, from $3M to $5M.
Which 401(k) plans are similar in size to Circle of Care 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Lucky Shoes Inc. 401(k) Profit Sharing Plan & Trust in OH ($5M, 51 participants).
Which 401(k) plans cover a similar participant headcount to Circle of Care 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Lakeland Financial Corporation 401(k) Plan in IN (649 participants, $123M 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 208886902.

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.