ESOP · DOL Form 5500 · 2024

Friends & Family Home Care Services, LLC ESOP

Data updated 2026-07-24

$71M
Total assets: 8,018
Participants: 88th
Percentile by assets: $8,836
Avg per participant

Official DOL plan name: Friends & Family Prevailing Wage ESOP Retirement Plan · Sponsored by Friends & Family Home Care Services, LLC · New York · Healthcare & Social Assistance

$71M in assets, 8,018 participants

Friends & Family Home Care Services, LLC's Friends & Family Prevailing Wage ESOP Retirement Plan reported $71M in total assets and 8,018 participants in its 2024 DOL Form 5500 filing, ranking in the 88th 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.

88th percentile by assets (of 116,472 plans)

Coverage in New York

Friends & Family Prevailing Wage ESOP Retirement Plan covers 8,018 participants in New York, 10x the typical New York plan (state average ~795 per filing). Assets: $71M.

$71M
total plan assets (2024 EOY): 8,018
covered participants: 88th
percentile by assets (of 116,472 plans): $8,836
avg assets per participant

Friends & Family Prevailing Wage ESOP Retirement Plan end-of-year assets rose from $44M in the plan year 2023 filing to $71M in the plan year 2024 filing.
Friends & Family Prevailing Wage ESOP Retirement Plan reported net income rose from $20M in the plan year 2023 filing to $30M in the plan year 2024 filing.
Friends & Family Prevailing Wage ESOP Retirement Plan reported participants rose from 7,960 in the plan year 2023 filing to 8,018 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

New York

Industry

Healthcare & Social Assistance

Participants vs New York filers

In New York, the average filing covers about 795 participants across 8,491 plans. Friends & Family Prevailing Wage ESOP Retirement Plan reports 8,018 participants - 10x that state average ($71M EOY assets).

New York filing particulars

Total Assets (Beginning of Year)	$44M
Net Assets (End of Year)	$71M
Net Income	$30M
Employer EIN	462961005
Plan Effective Date	2020-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Friends & Family Home Care Services, LLC)

Total plan assets by year, all Friends & Family Home Care Services, LLC plans on file

Year	Plans	Participants	Total Assets
2022	1	6,184	$26M
2023	1	7,960	$44M
2024	1	8,018	$71M

Nearby ESOP Plans in New York

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

Friends & Family Prevailing Wage ESOP Retirement Plan vs. nearby ESOP plans in New York, assets vs. participants

Stewart's Shops Corp Employee Stock Ownership Plan $897M · 3,483
North Coast Holdings Employee Stock Ownership Plan $451M · 3,042
Greenman-Pedersen, Inc. Employee Stock Ownership Plan $254M · 1,716
Marshall & Sterling Enterprises, Inc. Employee Stock Ownership Plan $234M · 518
H.C. Wainwright & Co. Employee Stock Ownership Plan $228M · 97

Compare Friends & Family Prevailing Wage ESOP Re… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Friends & Family Prevailing Wage ESOP Retirement Plan by total assets, not by location.

Mortenson Dental Partners Employee Stock Ownership Plan (KY) $71M · 1,948
Lunseth Plumbing and Heating Co. ESOP (ND) $71M · 112
Olsson, Inc. Employee Stock Ownership Plan (NE) $71M · 1,806
Redner's Employees Profit Sharing and Stock Ownership Plan (PA) $71M · 3,246

Frequently Asked Questions

How did Friends & Family Prevailing Wage ESOP Retirement Plan assets move in 2024? ▼

Friends & Family Prevailing Wage ESOP Retirement Plan surged - up 62.5% during 2024, from $44M to $71M. Reported net income was $30M.

How have Friends & Family Home Care Services, LLC plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Friends & Family Home Care Services, LLC's sponsor-wide assets grew 168.6%, from $26M to $71M.

Where does Friends & Family Prevailing Wage ESOP Retirement Plan rank by assets among Form 5500 filers? ▼

Friends & Family Prevailing Wage ESOP Retirement Plan ranks in the 88th percentile by end-of-year assets among 116,472 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).

Which ESOP plans are similar in size to Friends & Family Prevailing Wage ESOP Retirement Plan? ▼

Among ESOP plans in other states, the closest by assets is Mortenson Dental Partners Employee Stock Ownership Plan in KY ($71M, 1,948 participants).

Next read for Friends & Family Prevailing Wage ESOP Re…

Filing takeaways

Ways to act on Friends & Family Prevailing Wage ESOP Retirement Plan's numbers.

By total assets, Friends & Family Prevailing Wage ESOP Retirement Plan ranks in the top quartile of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar ESOP plans in New York. Compare plans
Friends & Family Home Care Services, LLC's sponsor-wide assets have grown 168.6% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans

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 462961005.

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.