Defined Benefit (Pension) · DOL Form 5500 · 2024

Jlm Pharmacy, Inc. Dba Home Care Pharmacy Pension Plan

Data updated 2026-08-11

$1M
Total assets
3
Participants
25th
Percentile by assets
$420,172
Avg per participant
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Official DOL plan name: Home Care Pharmacy Cash Balance Pension Plan · Sponsored by Jlm Pharmacy, Inc. Dba Home Care Pharmacy · California · Retail Trade

$1M in assets, 3 participants

Jlm Pharmacy, Inc. Dba Home Care Pharmacy's Home Care Pharmacy Cash Balance Pension Plan reported $1M in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 25th 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.

  • 25th percentile by assets (of 123,622 plans)
  • #3,026 in Retail Trade (8,048 peers)

Jlm Pharmacy, Inc. Dba Home Care Pharmacy multi-year trail

Jlm Pharmacy, Inc. Dba Home Care Pharmacy's plans moved +22.9% in assets from 2023 to 2024; this filing shows Home Care Pharmacy Cash Balance Pension Plan at $1M / 3 participants.

$1M
total plan assets (2024 EOY)
3
covered participants
25th
percentile by assets (of 123,622 plans)
$420,172
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Home Care Pharmacy Cash Balance Pension Plan reported net income rose from $143K in the plan year 2023 filing to $235K in the plan year 2024 filing.
  • Home Care Pharmacy Cash Balance Pension Plan end-of-year assets rose from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.

See the national 2023→2024 release diff →

State
Industry

Jlm Pharmacy, Inc. Dba Home Care Pharmacy across 2 plan years on file

Across the 2 plan years Jlm Pharmacy, Inc. Dba Home Care Pharmacy has on file (2023-2024), sponsor-wide plan assets have moved from $1M to $1M, a gain of 22.9%, while reported participants moved from 3 to 3 (+0.0%).

Jlm Pharmacy, Inc. Dba Home Care Pharmacy multi-year asset trail

$1M$1.1M$1.2M$1.3M 20232024 $1.03M $1.26M ▲ +22.3%
Total plan assets by year, all Jlm Pharmacy, Inc. Dba Home Care Pharmacy plans on file
Year Plans Participants Total Assets
2023 1 3 $1M
2024 1 3 $1M

Jlm Pharmacy, Inc. Dba Home Care Pharmacy filing trail (2024)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$235K
Employer EIN463416376
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in California

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Home Care Pharmacy Cash Balance Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants

Home Care Pharmacy Cash Balance Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Home Care Pharmacy C…Kaiser Permanente Re…Pacific Gas and Elec…Retirement Plan for …Western States Carpe…Ilwu-Pma Pension Plan
Home Care Pharmacy Cash Balance Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Home Care Pharmacy Cash Balance Pension Plan by total assets, not by location.

Frequently Asked Questions

How did Home Care Pharmacy Cash Balance Pension Plan assets move in 2024?
Home Care Pharmacy Cash Balance Pension Plan grew sharply - up 22.9% during 2024, from $1M to $1M. Reported net income was $235K.
How have Jlm Pharmacy, Inc. Dba Home Care Pharmacy plan assets changed over time?
Across 2 plan years on file (2023-2024), Jlm Pharmacy, Inc. Dba Home Care Pharmacy's sponsor-wide assets grew 22.9%, from $1M to $1M.
Where does Home Care Pharmacy Cash Balance Pension Plan rank by assets among Form 5500 filers?
Home Care Pharmacy Cash Balance Pension Plan ranks in the 25th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the lower half of filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Home Care Pharmacy Cash Balance Pension Plan?
Among Defined Benefit (Pension) plans in other states, the closest by assets is The Wiegand Law Firm, P.C. Pension Plan in TX ($1M, 2 participants).

Next read for Home Care Pharmacy Cash Balance Pension …

Multi-year trail

Ways to act on Home Care Pharmacy Cash Balance Pension Plan's numbers.

  • By total assets, Home Care Pharmacy Cash Balance Pension Plan ranks in the lower half of filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in California. Compare plans
  • Jlm Pharmacy, Inc. Dba Home Care Pharmacy's sponsor-wide assets have grown 22.9% since 2023 across 2 plan years on file. More Retail Trade plans