401(k)
2024 plan-year 401(k) DOL Form 5500

The Ellis Nursing Home, Inc. 401(k) Plan

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

Sponsored by The Ellis Nursing Home, Inc. · Massachusetts · Healthcare & Social Assistance

What the 2023 filing shows

The Ellis Nursing Home, Inc. 401(k) Plan holds $3M for 372 participants — about $8,476 per participant, up 12.9% over the 2024 plan year.

$3M
total plan assets (2024 EOY)
372
covered participants
$8,476
avg assets per participant
+12.9%
assets growth YoY
Total Assets (2023)
$3M
Participants
372
Industry
Healthcare & Social Assistance

What the Filing Says About The Ellis Nursing Home, Inc. 401(k) Plan

The Ellis Nursing Home, Inc. 401(k) Plan is a 401(k) retirement plan sponsored by The Ellis Nursing Home, Inc., headquartered in Massachusetts. As of the 2024 Form 5500 filing, the plan reports $3M in total end-of-year assets and covers 372 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 042508884, and the plan has been effective since 1985-12-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $3M at the beginning of 2024 to $3M at year-end — a gain of 12.9%. Net assets (after liabilities) closed the year at $3M, with reported net income of $358K 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)$3M
Total Assets (End of Year)$3M
Net Assets (End of Year)$3M
Net Income$358K
Plan Type401(k)
Employer EIN042508884
Plan Effective Date1985-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Ellis Nursing Home, Inc.)

Year Plans Participants Total Assets
2022 1 347 $2M
2023 1 363 $3M
2024 1 372 $3M

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Frequently Asked Questions

How much money is in the The Ellis Nursing Home, Inc. 401(k) Plan?
As of the 2024 Form 5500 filing, The Ellis Nursing Home, Inc. 401(k) Plan holds $3M in total assets with 372 participants. It is sponsored by The Ellis Nursing Home, Inc..
What type of plan is The Ellis Nursing Home, Inc. 401(k) Plan?
The Ellis Nursing Home, Inc. 401(k) Plan is a 401(k) plan. It has been effective since 1985-12-01. The plan is filed with the U.S. Department of Labor under EIN 042508884.
Who sponsors the The Ellis Nursing Home, Inc. 401(k) Plan?
The Ellis Nursing Home, Inc. 401(k) Plan is sponsored by The Ellis Nursing Home, Inc., located in Massachusetts. The sponsor's EIN is 042508884 and the plan operates in the Healthcare & Social Assistance industry.
How did The Ellis Nursing Home, Inc. 401(k) Plan perform in 2024?
The Ellis Nursing Home, Inc. 401(k) Plan grew by 12.9% during 2024, moving from $3M to $3M in total assets. Net income was $358K.
Where can I find official filings for The Ellis Nursing Home, Inc. 401(k) Plan?
Official Form 5500 filings for The Ellis Nursing Home, Inc. 401(k) Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 042508884 or plan name at efast.dol.gov.
How does The Ellis Nursing Home, Inc. 401(k) Plan compare to other plans?
You can compare The Ellis Nursing Home, Inc. 401(k) Plan against other 401(k) plans on the plan type page, or view plans in Massachusetts on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 042508884.

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 U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.