Defined Benefit (Pension) · DOL Form 5500 · 2023

Jlm Pharmacy, Inc. Dba Home Care Pharmacy Pension Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
3
Participants Small participant base
24th
Percentile by assets National rank
$341,896
Avg per participant High balance/head
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Official DOL plan name: Home Care Pharmacy Cash Balance Pension Plan · Sponsored by Jlm Pharmacy, Inc. Dba Home Care Pharmacy · California · Retail Trade

$1M in assets, 3 participants

Jlm Pharmacy, Inc. Dba Home Care Pharmacy's Home Care Pharmacy Cash Balance Pension Plan reported $1M in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 24th 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.

  • #3,051 in Retail Trade (8,414 peers)

Jlm Pharmacy, Inc. Dba Home Care Pharmacy multi-year trail

Jlm Pharmacy, Inc. Dba Home Care Pharmacy's plans moved +22.9% in assets from 2023 to 2024; this filing shows Home Care Pharmacy Cash Balance Pension Plan at $1M / 3 participants.

#3,051
in Retail Trade (8,414 peers)
+16.2%
assets growth YoY

Home Care Pharmacy Cash Balance Pension Plan among the smaller filed plans by assets

Home Care Pharmacy Cash Balance Pension Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$1,025,689 24th percentile higher than 24% of 127,068 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 2023

Home Care Pharmacy Cash Balance Pension Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Home Care Pharmacy Cash Balance Pension Plan is a micro filing (3 participants), the leftmost band.

EBSA filing schedule strip

Filing strip 463416376 · Jlm Pharmacy, Inc. Dba Home Care Pharmacy PY 2023 · Defined Benefit (Pension)

Home Care Pharmacy Cash Balance Pension Plan · $1M · 3 · 24th

  • PART $1M
  • TYPE 3
  • NET 24th
  • BOOK Defined Benefit (Pension)
  • VS-ST near Local 447 Pension Fund
  • BOY ind #3051

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 Retail Trade retirement plans → · Plans in California →

Home Care Pharmacy Cash Balance Pension Plan in the asset neighbourhood

Home Care Pharmacy Cash Balance Pension PlanHome Care Pharmacy Cash Bala…$1MOneida County Orthodontics P.C. Cash Balance PlanOneida County Orthodontics P…$1MProvine School Pictures, L.L.C. Defined Benefit Retirement PlanProvine School Pictures, L.L…$1MLocal 447 Pension Fund$1MAmerican Heart Association Plan Svc 07/01/1976American Heart Association P…$1M
End-of-year total assets ($M) among Home Care Pharmacy Cash Balance Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Jlm Pharmacy, Inc. Dba Home Care Pharmacy multi-year asset trail

Sponsor-wide plan assets over time

All Jlm Pharmacy, Inc. Dba Home Care Pharmacy plans reported in each filing year

Latest sponsor-wide plan assets
$1M 22.89456160688084% vs 2023
2024 filing year
$1M$1.1M$1.2M$1.3M 20232024 $1.03M $1.26M ▲ +22.3%
Year Plans Participants Total Assets
2023 1 3 $1M
2024 1 3 $1M

Jlm Pharmacy, Inc. Dba Home Care Pharmacy filing trail (2023)

Total Assets (Beginning of Year)$883K
Net Assets (End of Year)$1M
Net Income$143K
Employer EIN463416376
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in California

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Home Care Pharmacy Cash Balance Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Home Care Pharmacy Cash Balance Pension Plan, Total assets ($B): 0.001025689 · Participants: 3Home Care Pharmacy Cash Balance Pension PlanKaiser Permanente Retirement Plan, Total assets ($B): 33.538817099 · Participants: 127356Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 21.40954351 · Participants: 22914Pacific Gas and Electric Company Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.980531142 · Participants: 25647Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 10.814691143 · Participants: 19545Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Disney Salaried Pension Plan D, Total assets ($B): 10.057095066 · Participants: 10813Disney Salaried Pension Plan D
Home Care Pharmacy Cash Balance Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Home Care Pharmacy Cash Balance Pension Plan side-by-side with 3 peers →

Home Care Pharmacy Cash Balance Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Local 447 Pension Fund in NY ($1M); by covered participants it is Cape Cod Management, LLC Defined Benefit Pension Plan in TX (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Home Care Pharmacy Cash Balance Pension Plan assets move in 2023? ▼
Home Care Pharmacy Cash Balance Pension Plan grew sharply - up 16.2% during 2023, from $883K to $1M. Reported net income was $143K.
How have Jlm Pharmacy, Inc. Dba Home Care Pharmacy plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Jlm Pharmacy, Inc. Dba Home Care Pharmacy's sponsor-wide assets grew 22.9%, from $1M to $1M.
Where does Home Care Pharmacy Cash Balance Pension Plan rank by assets among Form 5500 filers? ▼
Home Care Pharmacy Cash Balance Pension Plan ranks in the 24th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Defined Benefit (Pension) plans are similar in size to Home Care Pharmacy Cash Balance Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Local 447 Pension Fund in NY ($1M, N/A participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Home Care Pharmacy Cash Balance Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Cape Cod Management, LLC Defined Benefit Pension Plan in TX (3 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 463416376.

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.