Profit Sharing · DOL Form 5500 · 2024

Care From Heart Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
19
Participants Small participant base
32nd
Percentile by assets National rank
$128,453
Avg per participant Near avg balance/head
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Official DOL plan name: Care From Heart Retirement Plan · Sponsored by Care From Heart · California · Healthcare & Social Assistance

$2M in assets, 19 participants

Care From Heart's Care From Heart Retirement Plan reported $2M in total assets and 19 participants in its 2024 DOL Form 5500 filing, ranking in the 32nd 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.

  • #5,179 in Healthcare & Social Assistance (16,916 peers)

Care From Heart multi-year trail

Care From Heart's plans moved +205.7% in assets from 2022 to 2024; this filing shows Care From Heart Retirement Plan at $2M / 19 participants.

#5,179
in Healthcare & Social Assistance (16,916 peers)
+53.7%
assets growth YoY

Care From Heart Retirement Plan among the smaller filed plans by assets

Care From Heart Retirement Plan vs every filed plan by assets

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

$2,440,616 32nd percentile higher than 32% 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

Care From Heart Retirement Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Care From Heart Retirement Plan is a small filing (19 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Care From Heart Retirement Plan end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Care From Heart Retirement Plan reported participants rose from 16 in the plan year 2023 filing to 19 in the plan year 2024 filing.
  • Care From Heart Retirement Plan reported net income rose from $789K in the plan year 2023 filing to $853K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 465570986 · Care From Heart PY 2024 · Profit Sharing

Care From Heart Retirement Plan · $2M · 19 · 32nd

  • 5500 $2M
  • 5500 19
  • 5500 32nd
  • 5500 Profit Sharing
  • 5500 near Radiation Oncology Associates, PA Profit Sharing Plan
  • 5500 ind #5179

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 California →

Care From Heart Retirement Plan in the asset neighbourhood

White Dog Shredding Company Retirement PlanWhite Dog Shredding Company …$2MCare From Heart Retirement PlanCare From Heart Retirement P…$2MRadiation Oncology Associates, PA Profit Sharing PlanRadiation Oncology Associate…$2MAci-Herzog 401(k) Non-Union Employees PlanAci-Herzog 401(k) Non-Union …$2MSan Juan Urology Retirement PlanSan Juan Urology Retirement …$2M
End-of-year total assets ($M) among Care From Heart Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Care From Heart multi-year asset trail

Sponsor-wide plan assets over time

All Care From Heart plans reported in each filing year

Latest sponsor-wide plan assets
$2M 205.689142507872% vs 2022
2024 filing year
$0.5M$1M$1.5M$2M$2.5M$3M 202220232024 $0.8M $2.44M ▲ +205.0%
Year Plans Participants Total Assets
2022 1 15 $798K
2023 1 16 $2M
2024 1 19 $2M

Care From Heart filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$853K
Employer EIN465570986
Plan Effective Date2014-06-16
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

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

Care From Heart Retirement Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -20246810 Total assets ($B) Participants Care From Heart Retirement Plan, Total assets ($B): 0.002440616 · Participants: 19Care From Heart Retirement PlanScpmg Keogh Plan, Total assets ($B): 7.873239427 · Participants: 10749Scpmg Keogh PlanIntel Retirement Contribution Plan, Total assets ($B): 7.29473208 · Participants: 19044Intel Retirement Contribution PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 6.232609737 · Participants: 67842Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.429377 · Participants: 4491Memorialcare Retirement PlanDisney Retirement Savings Plan, Total assets ($B): 1.420512537 · Participants: 36338Disney Retirement Savings Plan
Care From Heart Retirement Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Care From Heart Retirement Plan side-by-side with 3 peers →

Care From Heart Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Radiation Oncology Associates, PA Profit Sharing Plan in MS ($2M); by covered participants it is Porter Auto Body Charleston, Inc. Profit Sharing in IL (19 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (19 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 Care From Heart Retirement Plan assets move in 2024? ▼
Care From Heart Retirement Plan surged - up 53.7% during 2024, from $2M to $2M. Reported net income was $853K.
How have Care From Heart plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Care From Heart's sponsor-wide assets grew 205.7%, from $798K to $2M.
Which Profit Sharing plans are similar in size to Care From Heart Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Radiation Oncology Associates, PA Profit Sharing Plan in MS ($2M, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Care From Heart Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Porter Auto Body Charleston, Inc. Profit Sharing in IL (19 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 465570986.

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.