401(k) · DOL Form 5500 · 2024
Caring Spirit Home Care Services, Inc. 401(k) Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 18
- Participants Small participant base
- 27th
- Percentile by assets National rank
- $86,454
- Avg per participant Below avg balance/head
Official DOL plan name: Caring Spirit Home Care Services, Inc. 401(k) Plan · Sponsored by Caring Spirit Home Care Services, Inc. · Pennsylvania · Healthcare & Social Assistance
$2M in assets, 18 participants
Caring Spirit Home Care Services, Inc.'s Caring Spirit Home Care Services, Inc. 401(k) Plan reported $2M in total assets and 18 participants in its 2024 DOL Form 5500 filing, ranking in the 27th 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.
- #4,042 in Healthcare & Social Assistance (16,916 peers)
Caring Spirit Home Care Services, Inc. multi-year trail
Caring Spirit Home Care Services, Inc.'s plans moved +674.4% in assets from 2022 to 2024; this filing shows Caring Spirit Home Care Services, Inc. 401(k) Plan at $2M / 18 participants.
- #4,042
- in Healthcare & Social Assistance (16,916 peers)
- +1268.7%
- assets growth YoY
Caring Spirit Home Care Services, Inc. 401(k) Plan among the smaller filed plans by assets
Caring Spirit Home Care Services, Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,556,170 27th percentile higher than 27% 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
Caring Spirit Home Care Services, Inc. 401(k) 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. Caring Spirit Home Care Services, Inc. 401(k) Plan is a small filing (18 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Caring Spirit Home Care Services, Inc. 401(k) Plan reported net income rose from -$87K in the plan year 2023 filing to $1M in the plan year 2024 filing.
- Caring Spirit Home Care Services, Inc. 401(k) Plan end-of-year assets rose from $114K in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Caring Spirit Home Care Services, Inc. 401(k) Plan reported participants fell from 23 in the plan year 2023 filing to 18 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 814603155 · Caring Spirit Home Care Services, Inc. PY 2024 · 401(k)
Caring Spirit Home Care Services, Inc. 401(k) Plan · $2M · 18 · 27th
- IND $2M
- IND 18
- IND 27th
- IND 401(k)
- IND near Core Outdoor Living LLC 401(k) Profit Sharing Plan & Trust
- IND ind #4042
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 Pennsylvania →
Caring Spirit Home Care Services, Inc. 401(k) Plan in the asset neighbourhood
Caring Spirit Home Care Services, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Caring Spirit Home Care Services, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 674.3526203698175% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 32 | $201K |
| 2023 | 1 | 23 | $114K |
| 2024 | 1 | 18 | $2M |
Caring Spirit Home Care Services, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $114K |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $1M |
| Employer EIN | 814603155 |
| Plan Effective Date | 2016-12-03 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Pennsylvania
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Comcast Corporation Retirement - Investment Plan $19.7B · 90,495
- The Cigna Group 401(k) Plan $14.2B · 63,634
- The Vanguard Retirement and Savings Plan $11.1B · 18,066
- Thermo Fisher Scientific Inc. 401(k) Retirement Plan $10.3B · 36,150
- The PNC Financial Services Group, Inc. Incentive Savings Plan $10.2B · 54,604
Caring Spirit Home Care Services, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Pennsylvania, the nearest 401(k) by assets is Core Outdoor Living LLC 401(k) Profit Sharing Plan & Trust in VA ($2M); by covered participants it is Berchwood Partners LLC 401 (K) Profit Sharing Plan & Trust in NY (18 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (18 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.