Other · DOL Form 5500 · 2024

Home Health United, Inc. Retirement Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
129
Participants Small participant base
65th
Percentile by assets National rank
$119,163
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Home Health United, Inc. 403(b) Plan · Sponsored by Home Health United, Inc. · Missouri · Healthcare & Social Assistance

$15M in assets, 129 participants

Home Health United, Inc.'s Home Health United, Inc. 403(b) Plan reported $15M in total assets and 129 participants in its 2024 DOL Form 5500 filing, ranking in the 65th 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.

  • #11,835 in Healthcare & Social Assistance (16,916 peers)

Coverage in Missouri

Home Health United, Inc. 403(b) Plan covers 129 participants in Missouri, about 18% of the average Missouri filer (state average ~737 per filing). Assets: $15M.

#11,835
in Healthcare & Social Assistance (16,916 peers)
-2.0%
assets change YoY

The plan reported a net loss of $308K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Home Health United, Inc. 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Home Health United, Inc. 403(b) Plan vs every filed plan by assets

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

$15,372,038 Top 35% higher than 65% 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

Home Health United, Inc. 403(b) 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. Home Health United, Inc. 403(b) Plan sits mid-pack in the medium band (129 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Home Health United, Inc. 403(b) Plan reported net income fell from $793K in the plan year 2023 filing to -$308K in the plan year 2024 filing.
  • Home Health United, Inc. 403(b) Plan reported participants fell from 171 in the plan year 2023 filing to 129 in the plan year 2024 filing.
  • Home Health United, Inc. 403(b) Plan end-of-year assets fell from $16M in the plan year 2023 filing to $15M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 391539827 · Home Health United, Inc. PY 2024 · Other

Home Health United, Inc. 403(b) Plan · $15M · 129 · 65th

  • NET $15M
  • BOOK 129
  • VS-ST 65th
  • BOY Other
  • SCH near Brockton Visiting Nurse Association Retirement Plan
  • EBSA ind #11835

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 Missouri →

Home Health United, Inc. 403(b) Plan in the asset neighbourhood

Charles E. Smith Life Communities 403(b) PlanCharles E. Smith Life Commun…$15MTax Deferred Annuity Plan of Planned Parenthood Mar Monte, Inc.Tax Deferred Annuity Plan of…$15MHome Health United, Inc. 403(b) PlanHome Health United, Inc. 403…$15MBrockton Visiting Nurse Association Retirement PlanBrockton Visiting Nurse Asso…$15MJawonio, Inc. 403(b)Thrift PlanJawonio, Inc. 403(b)Thrift P…$15M
End-of-year total assets ($M) among Home Health United, Inc. 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Missouri filing particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$15M
Net Income-$308K
Employer EIN391539827
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Home Health United, Inc.)

Sponsor-wide plan assets over time

All Home Health United, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$15M 3.2564249962686183% vs 2022
2024 filing year
$14.5M$15M$15.5M$16M 202220232024 $14.9M $15.4M ▲ +3.2%
Year Plans Participants Total Assets
2022 1 340 $15M
2023 1 171 $16M
2024 1 129 $15M

Nearby Other Plans in Missouri

Peer Other plans, same state, same plan type, ranked by total assets.

Home Health United, Inc. 403(b) Plan vs. nearby Other plans in Missouri, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -202468 Total assets ($B) Participants Home Health United, Inc. 403(b) Plan, Total assets ($B): 0.015372038 · Participants: 129Home Health United, Inc. 403(b) PlanWashington University Retirement Savings Plan, Total assets ($B): 7.483617782 · Participants: 26975Washington University Retirement Savings PlanChildren's Mercy Hospital Tax-Deferred Annuity Retirement Plan, Total assets ($B): 1.11706285 · Participants: 9184Children's Mercy Hospital Tax-Deferred Annuity Retirement PlanCox Savings Incentive Plan, Total assets ($B): 0.963703766 · Participants: 13001Cox Savings Incentive PlanSaint Louis University 403(b) Annuity Plan, Total assets ($B): 0.962438566 · Participants: 4219Saint Louis University 403(b) Annuity PlanUniversity Health 403(b) Plan, Total assets ($B): 0.296716037 · Participants: 4646University Health 403(b) Plan
Home Health United, Inc. 403(b) Plan vs. nearby Other plans in Missouri, assets vs. participants

Home Health United, Inc. 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Missouri, the nearest Other by assets is Brockton Visiting Nurse Association Retirement Plan in MA ($15M); by covered participants it is The Athenian School 403(b) Plan in CA (129 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (129 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 Home Health United, Inc. 403(b) Plan assets move in 2024?
Home Health United, Inc. 403(b) Plan edged down modestly - down 2.0% during 2024, from $16M to $15M. Reported net income was -$308K.
How have Home Health United, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Home Health United, Inc.'s sponsor-wide assets grew 3.3%, from $15M to $15M.
Which Other plans are similar in size to Home Health United, Inc. 403(b) Plan?
Among Other plans in other states, the closest by assets is Brockton Visiting Nurse Association Retirement Plan in MA ($15M, 147 participants).
Which Other plans cover a similar participant headcount to Home Health United, Inc. 403(b) Plan?
Among Other plans in other states, the closest by covered participants is The Athenian School 403(b) Plan in CA (129 participants, $40M in assets).