Profit Sharing
2024 plan-year Profit Sharing DOL Form 5500

VISITING NURSE ASSOCIATION HEALTH CARE SERVICES, INC 403(B) PLAN

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

VNA HEALTH CARE SERVICES INC

This Profit Sharing plan holds $3M in total assets and serves 75 participants as of 2024. It is sponsored by VNA HEALTH CARE SERVICES INC in New York. The plan reported a net loss of $4M for the year.

Total Assets (2023)
$3M
Participants
75
State
Industry
Healthcare & Social Assistance

What the Filing Says About VISITING NURSE ASSOCIATION HEALTH CARE SERVICES, INC 403(B) PLAN

VISITING NURSE ASSOCIATION HEALTH CARE SERVICES, INC 403(B) PLAN is a Profit Sharing retirement plan sponsored by VNA HEALTH CARE SERVICES INC, headquartered in New York. As of the 2024 Form 5500 filing, the plan reports $3M in total end-of-year assets and covers 75 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 135562377, and the plan has been effective since 1989-04-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $6M at the beginning of 2024 to $3M at year-end — a decline of 57.4%. Net assets (after liabilities) closed the year at $3M, with reported net income of $-3,673,518 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)$3M
Net Assets (End of Year)$3M
Net Income$-3,673,518
Plan TypeProfit Sharing
Employer EIN135562377
Plan Effective Date1989-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (VNA HEALTH CARE SERVICES INC)

Year Plans Participants Total Assets
2022 1 76 $5M
2023 1 78 $6M
2024 1 75 $3M

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Frequently Asked Questions

How much money is in the VISITING NURSE ASSOCIATION HEALTH CARE SERVICES, INC 403(B) PLAN?
As of the 2024 Form 5500 filing, VISITING NURSE ASSOCIATION HEALTH CARE SERVICES, INC 403(B) PLAN holds $3M in total assets with 75 participants. It is sponsored by VNA HEALTH CARE SERVICES INC.
What type of plan is VISITING NURSE ASSOCIATION HEALTH CARE SERVICES, INC 403(B) PLAN?
VISITING NURSE ASSOCIATION HEALTH CARE SERVICES, INC 403(B) PLAN is a Profit Sharing plan. It has been effective since 1989-04-01. The plan is filed with the U.S. Department of Labor under EIN 135562377.
Who sponsors the VISITING NURSE ASSOCIATION HEALTH CARE SERVICES, INC 403(B) PLAN?
VISITING NURSE ASSOCIATION HEALTH CARE SERVICES, INC 403(B) PLAN is sponsored by VNA HEALTH CARE SERVICES INC, located in New York. The sponsor's EIN is 135562377 and the plan operates in the Healthcare & Social Assistance industry.
How did VISITING NURSE ASSOCIATION HEALTH CARE SERVICES, INC 403(B) PLAN perform in 2024?
VISITING NURSE ASSOCIATION HEALTH CARE SERVICES, INC 403(B) PLAN declined by 57.4% during 2024, moving from $6M to $3M in total assets. Net income was $-3,673,518.
Where can I find official filings for VISITING NURSE ASSOCIATION HEALTH CARE SERVICES, INC 403(B) PLAN?
Official Form 5500 filings for VISITING NURSE ASSOCIATION HEALTH CARE SERVICES, INC 403(B) PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 135562377 or plan name at efast.dol.gov.
How does VISITING NURSE ASSOCIATION HEALTH CARE SERVICES, INC 403(B) PLAN compare to other plans?
You can compare VISITING NURSE ASSOCIATION HEALTH CARE SERVICES, INC 403(B) PLAN against other Profit Sharing plans on the plan type page, or view plans in New York on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

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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 135562377.

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 official public datasets. See our methodology for details.