Profit Sharing · DOL Form 5500 · 2024
Kris Agency & Home Care Inc. Profit Sharing Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 315
- Participants Below avg headcount
- 30th
- Percentile by assets National rank
- $6,729
- Avg per participant Low balance/head
Official DOL plan name: Kris Agency & Home Care Inc. Retirement Plan and Trust · Sponsored by Kris Agency & Home Care Inc. · New York · Healthcare & Social Assistance
$2M in assets, 315 participants
Kris Agency & Home Care Inc.'s Kris Agency & Home Care Inc. Retirement Plan and Trust reported $2M in total assets and 315 participants in its 2024 DOL Form 5500 filing, ranking in the 30th 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.
- #4,800 in Healthcare & Social Assistance (16,916 peers)
Coverage in New York
Kris Agency & Home Care Inc. Retirement Plan and Trust covers 315 participants in New York, about 39% of the average New York filer (state average ~798 per filing). Assets: $2M.
- #4,800
- in Healthcare & Social Assistance (16,916 peers)
- -12.3%
- assets change YoY
The plan reported a net loss of $297K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Kris Agency & Home Care Inc. Retirement Plan and Trust among the smaller filed plans by assets
Kris Agency & Home Care Inc. Retirement Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$2,119,482 30th percentile higher than 30% 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
Kris Agency & Home Care Inc. Retirement Plan and Trust 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. Kris Agency & Home Care Inc. Retirement Plan and Trust sits mid-pack in the medium band (315 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Kris Agency & Home Care Inc. Retirement Plan and Trust reported net income fell from $502K in the plan year 2023 filing to -$297K in the plan year 2024 filing.
- Kris Agency & Home Care Inc. Retirement Plan and Trust end-of-year assets fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Kris Agency & Home Care Inc. Retirement Plan and Trust reported participants fell from 321 in the plan year 2023 filing to 315 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 113175479 · Kris Agency & Home Care Inc. PY 2024 · Profit Sharing
Kris Agency & Home Care Inc. Retirement Plan and Trust · $2M · 315 · 30th
- PHOTO $2M
- IND 315
- EOY 30th
- 5500 Profit Sharing
- ASSETS near R & L Enterprises, Inc Profit Sharing Plan & Trust
- PCT ind #4800
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 →
Kris Agency & Home Care Inc. Retirement Plan and Trust in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | -$297K |
| Employer EIN | 113175479 |
| Plan Effective Date | 2017-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Kris Agency & Home Care Inc.)
Sponsor-wide plan assets over time
All Kris Agency & Home Care Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 10.694905640866013% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 750 | $2M |
| 2023 | 1 | 321 | $2M |
| 2024 | 1 | 315 | $2M |
Nearby Profit Sharing Plans in New York
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Annuity Plan of the Electrical Industry $2.3B · 18,200
- Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO $2.1B · 3,278
- Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO $1.8B · 5,817
- The Research Foundation for the State University of New York Retirement Plan $1.3B · 9,758
- Rochester Regional Health 403(b) Defined Contribution Plan $987M · 15,432
Kris Agency & Home 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 R & L Enterprises, Inc Profit Sharing Plan & Trust in CA ($2M); by covered participants it is Hirschvogel 401(k) Plan in OH (315 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (315 participants); asset peers above are excluded.
- Hirschvogel 401(k) Plan (OH) 315 · 0 off
- Televicentro De Puerto Rico Retirement Plan (PR) 315 · 0 off
- Insulators Local No. 23 Annuity Fund (PA) 315 · 0 off
- Monsanto Caribe Retirement Savings Plan (NJ) 314 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.