401(k) · DOL Form 5500 · 2024

Ideal Home Health Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
1,449
Participants Near avg headcount
41st
Percentile by assets National rank
$3,219
Avg per participant Low balance/head
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Official DOL plan name: Ideal Home Health Retirement Plan · Sponsored by Ideal Home Health Inc. · New York · Healthcare & Social Assistance

$5M in assets, 1,449 participants

Ideal Home Health Inc.'s Ideal Home Health Retirement Plan reported $5M in total assets and 1,449 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.

  • #7,332 in Healthcare & Social Assistance (16,916 peers)

Ideal Home Health Inc. multi-year trail

Ideal Home Health Inc.'s plans moved +85.6% in assets from 2022 to 2024; this filing shows Ideal Home Health Retirement Plan at $5M / 1,449 participants.

#7,332
in Healthcare & Social Assistance (16,916 peers)
+3.2%
assets growth YoY

Ideal Home Health Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Ideal Home Health Retirement Plan vs every filed plan by assets

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

$4,664,572 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

Ideal Home Health Retirement 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. Ideal Home Health Retirement Plan lands in the large band (1,449 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Ideal Home Health Retirement Plan reported net income fell from $2M in the plan year 2023 filing to $145K in the plan year 2024 filing.
  • Ideal Home Health Retirement Plan reported participants rose from 1,208 in the plan year 2023 filing to 1,449 in the plan year 2024 filing.
  • Ideal Home Health Retirement Plan end-of-year assets rose from $5M in the plan year 2023 filing to $5M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 260289040 · Ideal Home Health Inc. PY 2024 · 401(k)

Ideal Home Health Retirement Plan · $5M · 1,449 · 41st

  • NET $5M
  • BOOK 1,449
  • VS-ST 41st
  • BOY 401(k)
  • SCH near William Diamond Development Corporation Profit Sharing Plan & Trust Agreement
  • EBSA ind #7332

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 →

Ideal Home Health Retirement Plan in the asset neighbourhood

Ideal Home Health Retirement PlanIdeal Home Health Retirement…$5MWilliam Diamond Development Corporation Profit Sharing Plan & Trust AgreementWilliam Diamond Development …$5MCadiz, Inc 401(k) Plan$5MPlaza Associates, Inc. 401(k) Retirement PlanPlaza Associates, Inc. 401(k…$5MParker Gas 401(k) Plan$5M
End-of-year total assets ($M) among Ideal Home Health Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Ideal Home Health Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Ideal Home Health Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 85.61271943804125% vs 2022
2024 filing year
$2M$3M$4M$5M 202220232024 $2.51M $4.66M ▲ +85.7%
Year Plans Participants Total Assets
2022 1 1,169 $3M
2023 1 1,208 $5M
2024 1 1,449 $5M

Ideal Home Health Inc. filing trail (2024)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income$145K
Employer EIN260289040
Plan Effective Date2021-06-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Ideal Home Health Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Ideal Home Health Retirement Plan, Total assets ($B): 0.004664572 · Participants: 1449Ideal Home Health Retirement PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Ideal Home Health Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants

Ideal Home Health Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is William Diamond Development Corporation Profit Sharing Plan & Trust Agreement in AZ ($5M); by covered participants it is Omh Healthedge Holdings, Inc. 401(k) Plan in FL (1,448 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,449 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 Ideal Home Health Retirement Plan assets move in 2024?
Ideal Home Health Retirement Plan edged up modestly - up 3.2% during 2024, from $5M to $5M. Reported net income was $145K.
How have Ideal Home Health Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Ideal Home Health Inc.'s sponsor-wide assets grew 85.6%, from $3M to $5M.
Which 401(k) plans are similar in size to Ideal Home Health Retirement Plan?
Among 401(k) plans in other states, the closest by assets is William Diamond Development Corporation Profit Sharing Plan & Trust Agreement in AZ ($5M, 2 participants).
Which 401(k) plans cover a similar participant headcount to Ideal Home Health Retirement Plan?
Among 401(k) plans in other states, the closest by covered participants is Omh Healthedge Holdings, Inc. 401(k) Plan in FL (1,448 participants, $36M in assets).