Profit Sharing
2024 plan-year Profit Sharing DOL Form 5500

401(k) Profit Sharing Plan for Employees of Home and Community Options, Inc.

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

Sponsored by Home and Community Options, Inc. · Minnesota · Healthcare & Social Assistance

What the 2023 filing shows

401(k) Profit Sharing Plan for Employees of Home and Community Options, Inc. holds $6M for 126 participants — about $47,308 per participant, down 0.7% over the 2024 plan year.

$6M
total plan assets (2024 EOY)
126
covered participants
$47,308
avg assets per participant
-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.

Total Assets (2023)
$6M
Participants
126
State
Industry
Healthcare & Social Assistance

What the Filing Says About 401(k) Profit Sharing Plan for Employees of Home and Community Options, Inc.

401(k) Profit Sharing Plan for Employees of Home and Community Options, Inc. is a Profit Sharing retirement plan sponsored by Home and Community Options, Inc., headquartered in Minnesota. As of the 2024 Form 5500 filing, the plan reports $6M in total end-of-year assets and covers 126 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 411855958, and the plan has been effective since 1986-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $6M at the beginning of 2024 to $6M at year-end — a decline of 0.7%. Net assets (after liabilities) closed the year at $6M, with reported net income of $-44,258 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)$6M
Total Assets (End of Year)$6M
Net Assets (End of Year)$6M
Net Income$-44,258
Plan TypeProfit Sharing
Employer EIN411855958
Plan Effective Date1986-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Home and Community Options, Inc.)

Year Plans Participants Total Assets
2022 1 68 $5M
2023 1 66 $6M
2024 1 126 $6M

Nearby Profit Sharing Plans in Minnesota

Peer Profit Sharing plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the 401(k) Profit Sharing Plan for Employees of Home and Community Options, Inc.?
As of the 2024 Form 5500 filing, 401(k) Profit Sharing Plan for Employees of Home and Community Options, Inc. holds $6M in total assets with 126 participants. It is sponsored by Home and Community Options, Inc..
What type of plan is 401(k) Profit Sharing Plan for Employees of Home and Community Options, Inc.?
401(k) Profit Sharing Plan for Employees of Home and Community Options, Inc. is a Profit Sharing plan. It has been effective since 1986-01-01. The plan is filed with the U.S. Department of Labor under EIN 411855958.
Who sponsors the 401(k) Profit Sharing Plan for Employees of Home and Community Options, Inc.?
401(k) Profit Sharing Plan for Employees of Home and Community Options, Inc. is sponsored by Home and Community Options, Inc., located in Minnesota. The sponsor's EIN is 411855958 and the plan operates in the Healthcare & Social Assistance industry.
How did 401(k) Profit Sharing Plan for Employees of Home and Community Options, Inc. perform in 2024?
401(k) Profit Sharing Plan for Employees of Home and Community Options, Inc. declined by 0.7% during 2024, moving from $6M to $6M in total assets. Net income was $-44,258.
Where can I find official filings for 401(k) Profit Sharing Plan for Employees of Home and Community Options, Inc.?
Official Form 5500 filings for 401(k) Profit Sharing Plan for Employees of Home and Community Options, Inc. are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 411855958 or plan name at efast.dol.gov.
How does 401(k) Profit Sharing Plan for Employees of Home and Community Options, Inc. compare to other plans?
You can compare 401(k) Profit Sharing Plan for Employees of Home and Community Options, Inc. against other Profit Sharing plans on the plan type page, or view plans in Minnesota 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 411855958.

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.