ESOP · DOL Form 5500 · 2024
Friends & Family Home Care Services, LLC ESOP
Data updated 2026-08-25
- $71M
- Total assets Below avg plan size
- 8,018
- Participants Very large workforce
- 88th
- Percentile by assets National rank
- $8,836
- Avg per participant Low balance/head
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.
- #15,116 in Healthcare & Social Assistance (16,916 peers)
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 ~798 per filing). Assets: $71M.
- #15,116
- in Healthcare & Social Assistance (16,916 peers)
- +62.5%
- assets growth YoY
- 0.7×
- vs typical plan assets (national mean)
Friends & Family Prevailing Wage ESOP Retirement Plan's outsized position by total assets
Friends & Family Prevailing Wage ESOP Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$70,843,137 Top 12% higher than 88% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Friends & Family Prevailing Wage ESOP Retirement Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Friends & Family Prevailing Wage ESOP Retirement Plan lands in the large band (8,018 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- 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.
Form 5500 schedule snapshot
Filing strip 462961005 · Friends & Family Home Care Services, LLC PY 2024 · ESOP
Friends & Family Prevailing Wage ESOP Retirement Plan · $71M · 8,018 · 88th
- RANK $71M
- RANK 8,018
- RANK 88th
- RANK ESOP
- RANK near Mortenson Dental Partners Employee Stock Ownership Plan
- RANK ind #15116
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 New York →
Friends & Family Prevailing Wage ESOP Retirement Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Friends & Family Home Care Services, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $71M 168.6207658697166% vs 2022
- 2024 filing year
| 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.
- Stewart's Shops Corp Employee Stock Ownership Plan $897M · 3,483
- North Coast Holdings Employee Stock Ownership Plan $451M · 3,042
- Griffon Corporation Employee Stock Ownership Plan $306M · 3,209
- Greenman-Pedersen, Inc. Employee Stock Ownership Plan $254M · 1,716
- Marshall & Sterling Enterprises, Inc. Employee Stock Ownership Plan $234M · 518
Scale composition for Friends & Family Prevailing Wage ESOP Retirement Plan
Friends & Family Prevailing Wage ESOP Retirement Plan reports $71M in end-of-year assets across 8,018 participants (0.001% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.009% of 93,925,755 covered participants) - about $8,836 per participant (6% of the national average assets-per-participant) . Net income for plan year 2024 was $30M.
This plan identity (EIN 462961005, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $26M to $71M (+168.6%) while covered participants moved from 6,184 to 8,018 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 6,184 | $26M | Open filing |
| 2023 | 7,960 | $44M | Open filing |
| 2024 · index core | 8,018 | $71M | This page |
Friends & Family Prevailing Wage ESOP Retirement Plan's out-of-state ESOP peers by assets and headcount
Outside New York, the nearest ESOP by assets is Mortenson Dental Partners Employee Stock Ownership Plan in KY ($71M); by covered participants it is Parsons Employee Stock Ownership Plan in CA (8,040 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($71M here).
- Mortenson Dental Partners Employee Stock Ownership Plan (KY) $71M · 1,948
- Lunseth Plumbing and Heating Co. ESOP (ND) $71M · 123
- Olsson, Inc. Employee Stock Ownership Plan (NE) $71M · 1,806
- Redner's Employees Profit Sharing and Stock Ownership Plan (PA) $71M · 3,246
Similar participant headcount
Nearest other-state filings by covered participants (8,018 participants); asset peers above are excluded.
- Parsons Employee Stock Ownership Plan (CA) 8,040 · 22 off
- Houchens Industries, Inc. Employee Stock Ownership Plan (KY) 7,785 · 233 off
- Austin Industries Employee Stock Ownership Plan (TX) 7,703 · 315 off
- H&m Employee Stock Ownership Plan (NJ) 7,661 · 357 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.