401(k) · DOL Form 5500 · 2024
Serene Services Inc. 401(k) Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 219
- Participants Below avg headcount
- 28th
- Percentile by assets National rank
- $8,215
- Avg per participant Low balance/head
Official DOL plan name: Serene Home Nursing Agency 401(k) Plan · Sponsored by Serene Services Inc. · New York · Healthcare & Social Assistance
$2M in assets, 219 participants
Serene Services Inc.'s Serene Home Nursing Agency 401(k) Plan reported $2M in total assets and 219 participants in its 2024 DOL Form 5500 filing, ranking in the 28th 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.
- #4,395 in Healthcare & Social Assistance (16,916 peers)
Coverage in New York
Serene Home Nursing Agency 401(k) Plan covers 219 participants in New York, about 27% of the average New York filer (state average ~798 per filing). Assets: $2M.
- #4,395
- in Healthcare & Social Assistance (16,916 peers)
- +20.4%
- assets growth YoY
Serene Home Nursing Agency 401(k) Plan among the smaller filed plans by assets
Serene Home Nursing Agency 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,799,035 28th percentile higher than 28% 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
Serene Home Nursing Agency 401(k) Plan 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. Serene Home Nursing Agency 401(k) Plan sits mid-pack in the medium band (219 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Serene Home Nursing Agency 401(k) Plan reported net income fell from $434K in the plan year 2023 filing to $305K in the plan year 2024 filing.
- Serene Home Nursing Agency 401(k) Plan end-of-year assets rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Serene Home Nursing Agency 401(k) Plan reported participants rose from 202 in the plan year 2023 filing to 219 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 421705422 · Serene Services Inc. PY 2024 · 401(k)
Serene Home Nursing Agency 401(k) Plan · $2M · 219 · 28th
- EOY $2M
- EOY 219
- EOY 28th
- EOY 401(k)
- EOY near Dean Baldwin Painting, L.P. 401(k) Plan
- EOY ind #4395
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 →
Serene Home Nursing Agency 401(k) Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $305K |
| Employer EIN | 421705422 |
| Plan Effective Date | 2018-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Serene Services Inc.)
Sponsor-wide plan assets over time
All Serene Services Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 69.73661616495173% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 344 | $1M |
| 2023 | 1 | 202 | $1M |
| 2024 | 1 | 219 | $2M |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401(k) Plan $60.4B · 52,674
- Morgan Stanley 401(k) Plan $22.2B · 53,860
- Pfizer Savings Plan $22.0B · 33,309
- The Pepsico Savings Plan $14.9B · 137,398
- The Goldman Sachs 401(k) Plan $12.8B · 23,227
Serene Home Nursing Agency 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Dean Baldwin Painting, L.P. 401(k) Plan in TX ($2M); by covered participants it is The Joy Companies, Inc. Retirement Plan in MD (219 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 (219 participants); asset peers above are excluded.
- The Joy Companies, Inc. Retirement Plan (MD) 219 · 0 off
- Fibrogen, Inc. 401(k) Plan (CA) 219 · 0 off
- Bank of the Pacific 401(k) Plan (WA) 219 · 0 off
- Le Jardin Community Center 401(k) and Profit Sharing Plan (FL) 219 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.