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Industry · Form 5500 business code 621610
Home Health Care Services: retirement plans
Plans whose sponsor entered this principal business activity code on Form 5500.
Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances. The business code is chosen by the filer from the list in the Form 5500 instructions.
633 retirement plans in home health care services with 100 or more participants filed Form 5500 for plan year 2024 (628 defined contribution, 5 defined benefit). All Form 5500 pension filers in the group reported 1,121,810 participant records and $13.6B in net assets.
The median defined contribution plan held $13,609 per participant, well below the national median of $53,031, and its employer put in $759 per active participant (national: $2,174). Among plans reporting Schedule C compensation the median was $63.26 per participant against $123 nationally.
Employers contributed $442M and participants $1.16B during the year, and the plans paid out $1.50B in benefits.
In 2009 the same group numbered 658 plans with $3.93B; by 2024 it was 633 plans (down 4%) and $13.6B (up 245%). From plan year 2023 the 100-participant line counts participants with account balances, which moved many plans to the short form.
Medians compared with all US plans
| Median plan, plan year 2024 | Industry: DC | US: DC | Industry: DB | US: DB |
|---|---|---|---|---|
| Net assets per participant | $13,609 | $53,031 | $51,900 | $86,234 |
| Employer contributions per active participant | $759 | $2,174 | $17,716 | $10,244 |
| Schedule C compensation per participant | $63.26 | $123 | $232 | $344 |
| Schedule C compensation, share of net assets | 0.51% | 0.26% | 0.51% | 0.42% |
| Administrative expenses per participant | $59.48 | $116 | $335 | $527 |
Medians across plans with 100 or more participants (604 DC and 5 DB plans with a Schedule H here). Fee medians cover plans reporting an amount. DC: defined contribution, such as 401(k) and 403(b). DB: defined benefit pension.
Distribution of DC plans
| Measure | 25th percentile | Median | 75th percentile | Plans |
|---|---|---|---|---|
| Net assets per participant | $3,937 | $13,609 | $30,649 | 604 |
| Employer contributions per active participant | $236 | $759 | $1,565 | 526 |
| Schedule C compensation per participant | $26.24 | $63.26 | $133 | 528 |
| Administrative expenses per participant | $19.50 | $59.48 | $125 | 589 |
Trend by plan year
| Plan year | Plans 100+ | Participants | Net assets | Employer contributions | Participant contributions | Median DC assets / participant | Median DC Sch. C / participant |
|---|---|---|---|---|---|---|---|
| 2025partial | 98 | 135,848 | $3.05B | $83.0M | $264M | $20,342 | $99.81 |
| 2024 | 633 | 1,121,810 | $13.6B | $442M | $1.16B | $13,609 | $63.26 |
| 2023 | 614 | 974,337 | $12.5B | $421M | $1.07B | $13,775 | $59.39 |
| 2022 | 841 | 960,954 | $10.6B | $383M | $1.00B | $8,266 | $49.65 |
| 2021 | 805 | 793,404 | $11.5B | $324M | $881M | $10,285 | $52.96 |
| 2020 | 791 | 892,467 | $10.9B | $326M | $760M | $10,044 | $42.08 |
| 2019 | 754 | 865,917 | $9.15B | $286M | $693M | $9,410 | $37.87 |
| 2018 | 730 | 798,062 | $7.42B | $252M | $587M | $8,699 | $38.30 |
| 2017 | 700 | 704,247 | $7.53B | $243M | $536M | $10,118 | $36.49 |
| 2016 | 693 | 669,482 | $6.49B | $247M | $484M | $8,989 | $26.07 |
| 2015 | 686 | 666,184 | $5.90B | $250M | $473M | $8,062 | $22.35 |
| 2014 | 647 | 643,568 | $6.03B | $183M | $416M | $9,221 | $25.48 |
| 2013 | 627 | 628,635 | $5.76B | $212M | $418M | $8,756 | $21.88 |
| 2012 | 626 | 617,000 | $4.86B | $197M | $404M | $7,602 | $22.91 |
| 2011 | 622 | 583,088 | $4.23B | $239M | $388M | $6,643 | $23.28 |
| 2010 | 627 | 501,512 | $4.20B | $202M | $408M | $6,667 | $18.95 |
| 2009 | 658 | 570,337 | $3.93B | $221M | $399M | $5,842 | $17.55 |
Plan year is the year in which the plan year began. The drop in large plans from 2023 follows a rule change: the 100-participant line now counts participants with account balances, so many plans moved to the short form.
Provider share
Service provider organisations named most often on the Schedule C of the 641 plans on this page's list, by number of plans. A plan usually names several providers.
Largest plans
The 40 largest by participants of 641 plans with a page on this site.
| Plan | Sponsor | State | Type | Participants | Net assets | Per participant | Employer / active | Sch. C / participant |
|---|---|---|---|---|---|---|---|---|
| 1199SEIU Home Care Employees Pension Fund | Board of Trustees of the 1199SEIU Home Care Employees Pension Fund | NY | DB | 98,110 | $567M | $5,779 | $541 | $67.03 |
| Freedom Care 401(k) Plan | Freedom Care LLC | NY | DC | 59,785 | $23.4M | $392 | $8 | $9.43 |
| Bayada Home Health Care 401(k) Plan | Bayada Home Health Care Inc. | NJ | DC | 50,157 | $399M | $7,947 | $113 | $8.36 |
| Accentcare 401(k) Retirement Savings Plan | Accentcare, Inc. | TX | DC | 40,578 | $355M | $8,752 | $154 | $44.21 |
| One Elara Retirement Plan | BW NHHC Holdco Inc., DBA Elara Caring | TX | DC | 33,307 | $186M | $5,588 | $201 | $16.83 |
| Aveanna Healthcare 401(k) Plan | Aveanna Healthcare | GA | DC | 30,374 | $285M | $9,394 | $281 | $27.93 |
| LHC Group 401(k) Plan | LHC Group, Inc. | LA | DC | 29,768 | $541M | $18,168 | $449 | $54.34 |
| Addus Healthcare, Inc. 401(k) Plan | Addus Healthcare, Inc. | IL | DC | 26,436 | $48.2M | $1,822 | $23 | $12.81 |
| Amedisys Holding, LLC 401(k) Plan | Amedisys Holding, L.L.C. | MN | DC | 24,456 | $1.12B | $45,999 | $1,288 | $51.60 |
| All Metro Health Care 401(k) Profit Sharing Plan and Trust | All Metro Health Care | NY | DC | 19,903 | $34.1M | $1,715 | $184 | $7.81 |
| Lincare Employees' 401(k) Plan | Lincare Inc. | FL | DC | 13,831 | $470M | $33,966 | $1,353 | $40.93 |
| New York Home Health Holdings 401(k) Profit Sharing Plan | New York Home Health Holdings | NJ | DC | 13,642 | $3.7M | $274 | $36 | — |
| Friends & Family Prevailing Wage ESOP Retirement Plan | Friends & Family Home Care Services, LLC | NY | DC | 13,237 | $70.7M | $5,340 | $671 | $15.80 |
| Enhabit Home Health & Hospice 401(k) Plan | Advanced Homecare Management, LLC DBA Enhabit Home Health & Hospice | TX | DC | 12,933 | $343M | $26,528 | $179 | $27.51 |
| Good Samaritan Society 401(k) Plan | The Evangelical Lutheran Good Samaritan Society | SD | DC | 12,692 | $320M | $25,185 | $1,527 | $118 |
| Midmichigan Health 403(b) Savings Plan | Mymichigan Health | MI | DC | 12,226 | $818M | $66,911 | $2,468 | $34.50 |
| Team Select Holding, LLC 401(k) Retirement Plan | Team Select Holding, LLC | AZ | DC | 11,478 | $18.9M | $1,642 | $0 | $2.80 |
| American Business Institute Co. 401(k) Profit Sharing Plan & Trust | American Business Institute Co. | NY | DC | 11,343 | $6.2M | $543 | $31 | $6.61 |
| Angels of Care 401(k) Plan | Aoc Opco, LLC | TX | DC | 11,118 | $10.0M | $898 | $32 | $9.25 |
| Tutera Group Inc. 401(k) Retirement Plan | Tutera Group Inc. | MO | DC | 10,460 | $10.7M | $1,021 | $16 | $9.68 |
| Thekey 401(k) Plan | Thekey | CA | DC | 10,079 | $32.3M | $3,201 | $233 | $26.45 |
| Option Care Health 401(k) Plan | Option Care Health, Inc. | IL | DC | 9,731 | $413M | $42,406 | $1,664 | $51.62 |
| All American Home Care Cdpap Employee Savings Plan | All American Homecare Agency | NY | DC | 8,400 | $24.7M | $2,940 | $1,351 | $51.22 |
| Compassus 401(k) Plan | FC Compassus, LLC | TN | DC | 8,167 | $170M | $20,790 | $510 | $71.20 |
| Longwood Management Corporation 401(k) Savings Plan | Longwood Management Corporation | CA | DC | 7,712 | $96.8M | $12,548 | $234 | $34.83 |
| Ultimate Care, Inc. Retirement Plan and Trust | Ultimate Care, Inc. | NY | DC | 7,581 | $4.5M | $592 | $142 | $17.99 |
| VNS Health Retirement Plan for Home Health Aides | Visiting Nurse Service of New York | NY | DC | 7,544 | $14.9M | $1,981 | $270 | — |
| Royal Care 401(k) Plan | Royal Care Certified Home Health Care, LLC | NY | DC | 7,338 | $3.8M | $521 | — | — |
| Pennant 401(k) Retirement Savings Plan | Pennant Services, Inc. | ID | DC | 7,184 | $75.1M | $10,454 | $185 | $63.48 |
| Emerald Healthcare, LLC 401(k) Plan | Emerald Healthcare, LLC | NY | DC | 6,699 | $3.2M | $472 | $14 | $10.49 |
| VNS Health Care Pension Plan | Visiting Nurse Service of New York | NY | DB | 6,355 | $525M | $82,611 | — | $217 |
| Xincon Home-Healthcare Services Profit Sharing Plan | Xincon Home-Healthcare Services | NY | DC | 6,182 | $16.3M | $2,629 | $243 | $34.58 |
| Mariner Savings Plan | Mariner Health Care | GA | DC | 6,063 | $75.2M | $12,408 | $5 | $38.48 |
| Consumer Direct Management Solutions 401(k) Plan | Consumer Direct Management Solutions | MT | DC | 5,767 | $10.8M | $1,876 | $0 | $5.35 |
| Cpc-Cdpap Pension Plan & Trust | Chinese-American Planning Council Home Attendant Program, Inc. | NY | DC | 5,693 | $7.1M | $1,241 | — | $30.72 |
| Golden Touch Home Health Retirement Plan | Golden Touch Home Health LLC | NY | DC | 5,635 | $858K | $152 | $1 | $3.94 |
| Moravia Health Network LLC 401(k) Profit Sharing Plan & Trust | Moravia Health Network LLC | PA | DC | 5,629 | $1.6M | $281 | $0 | $4.93 |
| Professional Case Management 401(k) Plan | Act for Health DBA Professional Case Management | CO | DC | 5,586 | $9.5M | $1,705 | $127 | $0.51 |
| Chapters Health System, Inc. Retirement Plan | Chapters Health System, Inc. | FL | DC | 5,534 | $152M | $27,436 | $1,068 | $78.21 |
| Intra-National Home Care, LLC 401(k) Plan | Intra-National Home Care, LLC | OH | DC | 5,139 | $6.0M | $1,161 | $92 | $1.91 |
By plan size
By state
Questions and answers
How many retirement plans are there in home health care services?
633 plans with 100 or more participants filed Form 5500 for plan year 2024, out of 1,383 pension plans on the full form. Smaller plans file Form 5500-SF and are counted separately where shown.
What is the typical 401(k) balance in home health care services?
The median defined contribution plan reported $13,609 in net assets per participant (middle half of plans: $3,937 to $30,649); nationally it was $53,031. This is a plan-level average that includes former employees, not a typical person's balance.
What do employers contribute in home health care services?
The median defined contribution plan received $759 in employer contributions per active participant, against $2,174 nationally. Plans with no employer contribution are included at zero.
What are average 401(k) fees in home health care services?
Among defined contribution plans that report any Schedule C compensation, the median was $63.26 per participant and 0.51% of net assets (nationally $123 and 0.26%). Schedule C leaves out fund expense ratios and fees the employer pays, so it understates total cost.
Where does this come from?
Form 5500 annual reports in the EBSA research files, with filings received through 24 Aug 2026. Medians are computed by this site across plans with 100 or more participants.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, public domain, with filings received through 24 Aug 2026. Totals count every pension plan on the full form; medians and the plan list cover plans with 100 or more participants. See the methodology.