401(k) · DOL Form 5500 · 2024

Homecare Partners Management LLC 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
1,128
Participants Near avg headcount
69th
Percentile by assets National rank
$16,430
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Concierge Home Care 401(k) Plan · Sponsored by Homecare Partners Management LLC · Florida · Healthcare & Social Assistance

$19M in assets, 1,128 participants

Homecare Partners Management LLC's Concierge Home Care 401(k) Plan reported $19M in total assets and 1,128 participants in its 2024 DOL Form 5500 filing, ranking in the 69th 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.

  • #12,449 in Healthcare & Social Assistance (16,916 peers)

Homecare Partners Management LLC multi-year trail

Homecare Partners Management LLC's plans moved +90.0% in assets from 2022 to 2024; this filing shows Concierge Home Care 401(k) Plan at $19M / 1,128 participants.

#12,449
in Healthcare & Social Assistance (16,916 peers)
+30.1%
assets growth YoY

Concierge Home Care 401(k) Plan's outsized position by total assets

Concierge Home Care 401(k) Plan vs every filed plan by assets

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

$18,533,563 Top 31% higher than 69% 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

Concierge Home Care 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Concierge Home Care 401(k) Plan lands in the large band (1,128 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Concierge Home Care 401(k) Plan end-of-year assets rose from $14M in the plan year 2023 filing to $19M in the plan year 2024 filing.
  • Concierge Home Care 401(k) Plan reported participants rose from 1,009 in the plan year 2023 filing to 1,128 in the plan year 2024 filing.
  • Concierge Home Care 401(k) Plan reported net income fell from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 842525296 · Homecare Partners Management LLC PY 2024 · 401(k)

Concierge Home Care 401(k) Plan · $19M · 1,128 · 69th

  • NET $19M
  • BOOK 1,128
  • VS-ST 69th
  • BOY 401(k)
  • SCH near Carestar 401(k) Retirement Plan
  • EBSA ind #12449

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 Florida →

Concierge Home Care 401(k) Plan in the asset neighbourhood

Centennial Real Estate Management, LLC 401(k) PlanCentennial Real Estate Manag…$19MConcierge Home Care 401(k) PlanConcierge Home Care 401(k) P…$19MCarestar 401(k) Retirement PlanCarestar 401(k) Retirement P…$19MSafetycall International, LLC 401(k) PlanSafetycall International, LL…$19MH.S. Inc. 401(k) and Profit Sharing PlanH.S. Inc. 401(k) and Profit …$19M
End-of-year total assets ($M) among Concierge Home Care 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Homecare Partners Management LLC multi-year asset trail

Sponsor-wide plan assets over time

All Homecare Partners Management LLC plans reported in each filing year

Latest sponsor-wide plan assets
$19M 90.03087484960918% vs 2022
2024 filing year
$5M$10M$15M$20M 202220232024 $9.75M $18.5M ▲ +90.1%
Year Plans Participants Total Assets
2022 1 1,054 $10M
2023 1 1,009 $14M
2024 1 1,128 $19M

Homecare Partners Management LLC filing trail (2024)

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$19M
Net Income$4M
Employer EIN842525296
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

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

Concierge Home Care 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Concierge Home Care 401(k) Plan, Total assets ($B): 0.018533563 · Participants: 1128Concierge Home Care 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 16.316786122 · Participants: 40330L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 13.167098888 · Participants: 51081Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 9.190044852 · Participants: 310261Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 8.068866271 · Participants: 197102Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.484619612 · Participants: 16678Nextera Energy, Inc. Employee Retirement Savings Plan
Concierge Home Care 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Concierge Home Care 401(k) Plan side-by-side with 3 peers →

Concierge Home Care 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Carestar 401(k) Retirement Plan in OH ($19M); by covered participants it is Conmac Investments, Inc. 401(k) Profit Sharing Plan in AR (1,128 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,128 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 Concierge Home Care 401(k) Plan assets move in 2024? ▼
Concierge Home Care 401(k) Plan surged - up 30.1% during 2024, from $14M to $19M. Reported net income was $4M.
How have Homecare Partners Management LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Homecare Partners Management LLC's sponsor-wide assets grew 90.0%, from $10M to $19M.
Which 401(k) plans are similar in size to Concierge Home Care 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Carestar 401(k) Retirement Plan in OH ($19M, 501 participants).
Which 401(k) plans cover a similar participant headcount to Concierge Home Care 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Conmac Investments, Inc. 401(k) Profit Sharing Plan in AR (1,128 participants, $55M 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 842525296.

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.