Other · DOL Form 5500 · 2024
Home and Community Options, Inc. Retirement Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 126
- Participants Small participant base
- 45th
- Percentile by assets National rank
- $47,308
- Avg per participant Low balance/head
Official DOL plan name: 401(k) Profit Sharing Plan for Employees of Home and Community Options, Inc. · Sponsored by Home and Community Options, Inc. · Minnesota · Healthcare & Social Assistance
$6M in assets, 126 participants
Home and Community Options, Inc.'s 401(k) Profit Sharing Plan for Employees of Home and Community Options, Inc. reported $6M in total assets and 126 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.
- #8,296 in Healthcare & Social Assistance (16,916 peers)
Coverage in Minnesota
401(k) Profit Sharing Plan for Employees of Home and Community Options, Inc. covers 126 participants in Minnesota, about 11% of the average Minnesota filer (state average ~1,126 per filing). Assets: $6M.
- #8,296
- in Healthcare & Social Assistance (16,916 peers)
- -0.7%
- assets change YoY
The plan reported a net loss of $44K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
401(k) Profit Sharing Plan for Employees of Home and Community Options, Inc.'s mid-pack asset rank among Healthcare & Social Assistance and all filers
401(k) Profit Sharing Plan for Employees of Home and Community Options, Inc. vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$5,960,863 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
401(k) Profit Sharing Plan for Employees of Home and Community Options, Inc. 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. 401(k) Profit Sharing Plan for Employees of Home and Community Options, Inc. sits mid-pack in the medium band (126 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- 401(k) Profit Sharing Plan for Employees of Home and Community Options, Inc. reported net income fell from $869K in the plan year 2023 filing to -$44K in the plan year 2024 filing.
- 401(k) Profit Sharing Plan for Employees of Home and Community Options, Inc. reported participants rose from 66 in the plan year 2023 filing to 126 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 411855958 · Home and Community Options, Inc. PY 2024 · Other
401(k) Profit Sharing Plan for Employees of Home and Community Options, Inc. · $6M · 126 · 45th
- TYPE $6M
- NET 126
- BOOK 45th
- VS-ST Other
- BOY near Childstrive 403(b) Plan
- SCH ind #8296
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 Minnesota →
401(k) Profit Sharing Plan for Employees of Home and Community Options, Inc. in the asset neighbourhood
Minnesota filing particulars
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | -$44K |
| Employer EIN | 411855958 |
| Plan Effective Date | 1986-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Home and Community Options, Inc.)
Sponsor-wide plan assets over time
All Home and Community Options, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $6M 16.06864271533263% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 68 | $5M |
| 2023 | 1 | 66 | $6M |
| 2024 | 1 | 126 | $6M |
Nearby Other Plans in Minnesota
Peer Other plans, same state, same plan type, ranked by total assets.
- Mayo 403(b) Plan $12.8B · 85,933
- Childrens Hospitals and Clinics Matched Savings Plan $938M · 5,750
- Centracare Health System 403(b) Plan $867M · 8,227
- Carpenters & Joiners Defined Contribution Plan $811M · 22,289
- University of St. Thomas Retirement Plan $460M · 2,357
401(k) Profit Sharing Plan for Employees of Home and Community Options, Inc.'s out-of-state Other peers by assets and headcount
Outside Minnesota, the nearest Other by assets is Childstrive 403(b) Plan in WA ($6M); by covered participants it is Agency for Community Transit 403b Retirement Plan in IL (126 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 (126 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.