401(k) · DOL Form 5500 · 2024

Once Upon a Time Home Health, LLC 401(k) Plan

Data updated 2026-08-25

$552K
Total assets Small plan by assets
101
Participants Small participant base
18th
Percentile by assets National rank
$5,461
Avg per participant Low balance/head
PlainRetire home → About this data

Official DOL plan name: Once Upon a Time 401(k) Plan · Sponsored by Once Upon a Time Home Health, LLC · Texas · Healthcare & Social Assistance

$552K in assets, 101 participants

Once Upon a Time Home Health, LLC's Once Upon a Time 401(k) Plan reported $552K in total assets and 101 participants in its 2024 DOL Form 5500 filing, ranking in the 18th 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.

  • #2,330 in Healthcare & Social Assistance (16,916 peers)

Coverage in Texas

Once Upon a Time 401(k) Plan covers 101 participants in Texas, about 15% of the average Texas filer (state average ~688 per filing). Assets: $552K.

#2,330
in Healthcare & Social Assistance (16,916 peers)
+46.7%
assets growth YoY

Once Upon a Time 401(k) Plan among the smaller filed plans by assets

Once Upon a Time 401(k) Plan vs every filed plan by assets

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

$551,549 18th percentile higher than 18% 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

Once Upon a Time 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. Once Upon a Time 401(k) Plan sits mid-pack in the medium band (101 participants).

Plan-year Form 5500 strip

Filing strip 471418847 · Once Upon a Time Home Health, LLC PY 2024 · 401(k)

Once Upon a Time 401(k) Plan · $552K · 101 · 18th

  • RANK $552K
  • PHOTO 101
  • IND 18th
  • EOY 401(k)
  • 5500 near New West Broadcasting Corp. 401(k) Plan
  • ASSETS ind #2330

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 Texas →

Once Upon a Time 401(k) Plan in the asset neighbourhood

Once Upon a Time 401(k) Plan$552KNew West Broadcasting Corp. 401(k) PlanNew West Broadcasting Corp. …$552KEsler & Vanderschaaff Co., L.P.a. Retirement Savings PlanEsler & Vanderschaaff Co., L…$552KJ E a Inc. 401(k) Plan$551KMytown Stores, Inc. 401(k) PlanMytown Stores, Inc. 401(k) P…$552K
End-of-year total assets ($M) among Once Upon a Time 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$376K
Net Assets (End of Year)$552K
Net Income$176K
Employer EIN471418847
Plan Effective Date2020-12-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Once Upon a Time 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Once Upon a Time 401(k) Plan, Total assets ($B): 0.000551549 · Participants: 101Once Upon a Time 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Once Upon a Time 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Once Upon a Time 401(k) Plan side-by-side with 3 peers →

Once Upon a Time 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is New West Broadcasting Corp. 401(k) Plan in HI ($552K); by covered participants it is Mnl 401(k) Plan in MN (101 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($552K here).

Similar participant headcount

Nearest other-state filings by covered participants (101 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 Once Upon a Time 401(k) Plan assets move in 2024? ▼
Once Upon a Time 401(k) Plan surged - up 46.7% during 2024, from $376K to $552K. Reported net income was $176K.
Where does Once Upon a Time 401(k) Plan rank by assets among Form 5500 filers? ▼
Once Upon a Time 401(k) Plan ranks in the 18th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Once Upon a Time 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is New West Broadcasting Corp. 401(k) Plan in HI ($552K, 12 participants).
Which 401(k) plans cover a similar participant headcount to Once Upon a Time 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mnl 401(k) Plan in MN (101 participants, N/A 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 471418847.

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.