Profit Sharing · DOL Form 5500 · 2024

Ultimate Care, Inc. Profit Sharing Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
2,278
Participants Above avg headcount
40th
Percentile by assets National rank
$1,969
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Ultimate Care, Inc. Retirement Plan and Trust · Sponsored by Ultimate Care, Inc. · New York · Healthcare & Social Assistance

$4M in assets, 2,278 participants

Ultimate Care, Inc.'s Ultimate Care, Inc. Retirement Plan and Trust reported $4M in total assets and 2,278 participants in its 2024 DOL Form 5500 filing, ranking in the 40th 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.

  • #7,176 in Healthcare & Social Assistance (16,916 peers)

Coverage in New York

Ultimate Care, Inc. Retirement Plan and Trust covers 2,278 participants in New York, 2.9x the typical New York plan (state average ~798 per filing). Assets: $4M.

#7,176
in Healthcare & Social Assistance (16,916 peers)
+8.3%
assets growth YoY

Ultimate Care, Inc. Retirement Plan and Trust's mid-pack asset rank among Healthcare & Social Assistance and all filers

Ultimate Care, Inc. Retirement Plan and Trust vs every filed plan by assets

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

$4,486,183 40th percentile higher than 40% 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

Ultimate Care, Inc. Retirement Plan and Trust'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. Ultimate Care, Inc. Retirement Plan and Trust lands in the large band (2,278 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Ultimate Care, Inc. Retirement Plan and Trust reported net income fell from $569K in the plan year 2023 filing to $343K in the plan year 2024 filing.
  • Ultimate Care, Inc. Retirement Plan and Trust reported participants fell from 3,476 in the plan year 2023 filing to 2,278 in the plan year 2024 filing.
  • Ultimate Care, Inc. Retirement Plan and Trust end-of-year assets rose from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 112843538 · Ultimate Care, Inc. PY 2024 · Profit Sharing

Ultimate Care, Inc. Retirement Plan and Trust · $4M · 2,278 · 40th

  • PHOTO $4M
  • PHOTO 2,278
  • PHOTO 40th
  • PHOTO Profit Sharing
  • PHOTO near Jose a. Carro Soto Profit Sharing Retirement Plan
  • PHOTO ind #7176

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 →

Ultimate Care, Inc. Retirement Plan and Trust in the asset neighbourhood

Ultimate Care, Inc. Retirement Plan and TrustUltimate Care, Inc. Retireme…$4MJose a. Carro Soto Profit Sharing Retirement PlanJose a. Carro Soto Profit Sh…$4MBaird Self Directed Profit Sharing Plan Fbo Gary S GreenbergBaird Self Directed Profit S…$4MWebster Memorial Hospital 403b PlanWebster Memorial Hospital 40…$4MFalgoust, Caviness & Bienvenu Ps 401(k) PlanFalgoust, Caviness & Bienven…$4M
End-of-year total assets ($M) among Ultimate Care, Inc. Retirement Plan and Trust and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$343K
Employer EIN112843538
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ultimate Care, Inc.)

Sponsor-wide plan assets over time

All Ultimate Care, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 25.52362565490805% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M$5M 202220232024 $3.57M $4.49M ▲ +25.8%
Year Plans Participants Total Assets
2022 1 2,637 $4M
2023 1 3,476 $4M
2024 1 2,278 $4M

Nearby Profit Sharing Plans in New York

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

Ultimate Care, Inc. Retirement Plan and Trust vs. nearby Profit Sharing plans in New York, assets vs. participants Scatter plot of 6 data points. 05000100001500020000 -10123 Total assets ($B) Participants Ultimate Care, Inc. Retirement Plan and Trust, Total assets ($B): 0.004486183 · Participants: 2278Ultimate Care, Inc. Retirement Plan and TrustAnnuity Plan of the Electrical Industry, Total assets ($B): 2.296401236 · Participants: 18200Annuity Plan of the Electrical IndustryAnnuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO, Total assets ($B): 2.056246349 · Participants: 3278Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIOAnnuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO, Total assets ($B): 1.821807482 · Participants: 5817Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIOThe Research Foundation for the State University of New York Retirement Plan, Total assets ($B): 1.269293939 · Participants: 9758The Research Foundation for the State University of New York Retirement PlanRochester Regional Health 403(b) Defined Contribution Plan, Total assets ($B): 0.987006461 · Participants: 15432Rochester Regional Health 403(b) Defined Contribution Plan
Ultimate Care, Inc. Retirement Plan and Trust vs. nearby Profit Sharing plans in New York, assets vs. participants
Compare Ultimate Care, Inc. Retirement Plan and Trust side-by-side with 3 peers →

Ultimate Care, Inc. Retirement Plan and Trust's out-of-state Profit Sharing peers by assets and headcount

Outside New York, the nearest Profit Sharing by assets is Jose a. Carro Soto Profit Sharing Retirement Plan in PR ($4M); by covered participants it is Profit-Sharing Plan of Ogletree, Deakins, Nash, Smoak & Stewart in SC (2,275 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,278 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 Ultimate Care, Inc. Retirement Plan and Trust assets move in 2024? ▼
Ultimate Care, Inc. Retirement Plan and Trust grew at a solid clip - up 8.3% during 2024, from $4M to $4M. Reported net income was $343K.
How have Ultimate Care, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ultimate Care, Inc.'s sponsor-wide assets grew 25.5%, from $4M to $4M.
Which Profit Sharing plans are similar in size to Ultimate Care, Inc. Retirement Plan and Trust? ▼
Among Profit Sharing plans in other states, the closest by assets is Jose a. Carro Soto Profit Sharing Retirement Plan in PR ($4M, 3 participants).
Which Profit Sharing plans cover a similar participant headcount to Ultimate Care, Inc. Retirement Plan and Trust? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Profit-Sharing Plan of Ogletree, Deakins, Nash, Smoak & Stewart in SC (2,275 participants, $249M 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 112843538.

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.