ESOP · DOL Form 5500 · 2024

Specialty Home Care, Inc. ESOP

Data updated 2026-08-25

$8M
Total assets Small plan by assets
385
Participants Below avg headcount
52nd
Percentile by assets National rank
$21,311
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Specialty Home Care, Inc. Employee Stock Ownership Plan · Sponsored by Specialty Home Care, Inc. · District of Columbia · Healthcare & Social Assistance

$8M in assets, 385 participants

Specialty Home Care, Inc.'s Specialty Home Care, Inc. Employee Stock Ownership Plan reported $8M in total assets and 385 participants in its 2024 DOL Form 5500 filing, ranking in the 52nd 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.

  • #9,570 in Healthcare & Social Assistance (16,916 peers)

Coverage in District of Columbia

Specialty Home Care, Inc. Employee Stock Ownership Plan covers 385 participants in District of Columbia, about 26% of the average District of Columbia filer (state average ~1,456 per filing). Assets: $8M.

#9,570
in Healthcare & Social Assistance (16,916 peers)
+129.4%
assets growth YoY

The plan reported a net loss of $21M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Specialty Home Care, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Specialty Home Care, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$8,204,625 Top 48% higher than 52% 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

Specialty Home Care, Inc. Employee Stock Ownership 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. Specialty Home Care, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (385 participants).

EBSA filing schedule strip

Filing strip 814869495 · Specialty Home Care, Inc. PY 2024 · ESOP

Specialty Home Care, Inc. Employee Stock Ownership Plan · $8M · 385 · 52nd

  • ASSETS $8M
  • PCT 385
  • EIN 52nd
  • RANK ESOP
  • PHOTO near Lovewell Fencing, Inc. Employee Stock Ownership Plan
  • IND ind #9570

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 What is an ESOP? → · Plans in District of Columbia →

Specialty Home Care, Inc. Employee Stock Ownership Plan in the asset neighbourhood

The Ralph J. Stolle Company Employee Stock Ownership PlanThe Ralph J. Stolle Company …$8MSpecialty Home Care, Inc. Employee Stock Ownership PlanSpecialty Home Care, Inc. Em…$8MLovewell Fencing, Inc. Employee Stock Ownership PlanLovewell Fencing, Inc. Emplo…$8MRehabilitation Associates, Inc. Employee Stock Ownership PlanRehabilitation Associates, I…$8MEac Pinnacle Holdings Inc. Employee Stock Ownership PlanEac Pinnacle Holdings Inc. E…$8M
End-of-year total assets ($M) among Specialty Home Care, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

District of Columbia filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)-$18M
Net Income-$21M
Employer EIN814869495
Plan Effective Date2023-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Specialty Home Care, Inc.)

Sponsor-wide plan assets over time

All Specialty Home Care, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$8M 405467.22689075634% vs 2022
2024 filing year
$0M$5M$10M 20222024 $0M $8.2M ▲ +0.0%
Year Plans Participants Total Assets
2022 1 789 $2K
2024 1 385 $8M

Nearby ESOP Plans in District of Columbia

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

Specialty Home Care, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in District of Columbia, assets vs. participants Scatter plot of 6 data points. -10000100020003000 -50050100150200 Total assets ($M) Participants Specialty Home Care, Inc. Employee Stock Ownership Plan, Total assets ($M): 8.204625 · Participants: 385Specialty Home Care, Inc. Employee Stock Ownership PlanChemonics International, Inc. Employee Stock Ownership Plan, Total assets ($M): 181.003524 · Participants: 2321Chemonics International, Inc. Employee Stock Ownership PlanCornerstone Government Affairs, Inc. Employee Stock Ownership Plan, Total assets ($M): 73.322141 · Participants: 126Cornerstone Government Affairs, Inc. Employee Stock Ownership PlanHager Sharp, Inc. Employee Stock Ownership Plan, Total assets ($M): 12.813899 · Participants: 34Hager Sharp, Inc. Employee Stock Ownership PlanRational 360 Employee Stock Ownership Plan, Total assets ($M): 10.9068 · Participants: 60Rational 360 Employee Stock Ownership PlanTech-Marine Business, Inc. Employee Stock Ownership Plan, Total assets ($M): 10.267121 · Participants: 144Tech-Marine Business, Inc. Employee Stock Ownership Plan
Specialty Home Care, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in District of Columbia, assets vs. participants
Compare Specialty Home Care, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Specialty Home Care, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside District of Columbia, the nearest ESOP by assets is Lovewell Fencing, Inc. Employee Stock Ownership Plan in IA ($8M); by covered participants it is First Bank Corp Employee Stock Ownership Plan in AR (385 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (385 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 Specialty Home Care, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Specialty Home Care, Inc. Employee Stock Ownership Plan surged - up 129.4% during 2024, from $4M to $8M. Reported net income was -$21M.
How have Specialty Home Care, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2024), Specialty Home Care, Inc.'s sponsor-wide assets grew 405467.2%, from $2K to $8M.
Which ESOP plans are similar in size to Specialty Home Care, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Lovewell Fencing, Inc. Employee Stock Ownership Plan in IA ($8M, 81 participants).
Which ESOP plans cover a similar participant headcount to Specialty Home Care, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is First Bank Corp Employee Stock Ownership Plan in AR (385 participants, $30M 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 814869495.

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.