New York › Health care and social assistance › 1,000 to 4,999 participants
Form 5500 statement · plan year 1 Jan 2024 to 31 Dec 2024
Personal Touch Home Care Employee Stock Ownership Plan
Sponsored by Personal Touch Holding Corp., Lake Success, NY
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. Form 5500 contains no individual account balances. Look up the original filing at EFAST2.
Personal Touch Holding Corp. of Lake Success, New York sponsors Personal Touch Home Care Employee Stock Ownership Plan, an employee stock ownership plan. Its Form 5500 for the plan year ending 31 Dec 2024 shows 3,707 participants (961 active) and $21.9M in net assets.
Net assets came to $5,896 per participant, well below the $50,295 median for defined contribution plans with 1,000 to 4,999 participants and well below the $30,764 median for defined contribution plans in health care and social assistance. The figure is an average across everyone in the plan, including former employees with small balances; Form 5500 holds no individual account data.
The filing reports no service provider compensation on Schedule C. That is common where fees are paid by the employer or taken from investment returns, neither of which appears there. Administrative expenses charged to the plan were $0.
Across the filings on record, net assets went from −$13.3M in 2010 to $21.9M in 2024 (), and participants from 2,582 to 3,707 (up 44%).
The independent accountant's opinion on the financial statements was unmodified (unqualified).
Compared with similar plans
| Measure | This plan | Same size | Same industry | All US DC plans |
|---|---|---|---|---|
| Net assets per participant | $5,896 | $50,295 | $30,764 | $53,102 |
| Employer contributions per active participant | — | $2,045 | $1,536 | $2,175 |
| Schedule C compensation per participant | — | $82.08 | $93.85 | $123 |
| Schedule C compensation, share of net assets | — | 0.17% | 0.31% | 0.26% |
| Administrative expenses per participant | — | $82.20 | $86.53 | $116 |
Peer columns are medians for plan year 2024 across defined contribution plans with 100 or more participants: 1,000 to 4,999 participants (10,207 plans), health care and social assistance (9,402) and all US plans (63,460). Fee medians cover plans that report an amount.
Trend by plan year
| Plan year | Participants | Net assets | Per participant | Employer contributions | Participant contributions | Schedule C compensation |
|---|---|---|---|---|---|---|
| 2024 | 3,707 | $21.9M | $5,896 | — | — | $0 |
| 2023 | 3,709 | $57.2M | $15,429 | — | — | $31K |
| 2022 | 3,729 | $64.5M | $17,293 | — | — | $0 |
| 2021 | 3,572 | $154M | $42,985 | $4.7M | — | $0 |
| 2020 | 3,258 | $149M | $45,857 | $6.9M | — | $0 |
| 2019 | 3,109 | $124M | $40,015 | $5.8M | — | $0 |
| 2018 | 2,397 | $115M | $48,181 | $11.9M | — | $0 |
| 2017 | 2,577 | $42.7M | $16,568 | $4.7M | — | $0 |
| 2016 | 2,291 | $19.0M | $8,302 | $4.6M | — | $0 |
| 2015 | 2,199 | $8.6M | $3,892 | $4.6M | — | $0 |
| 2014 | 2,126 | $6.2M | $2,906 | $4.6M | — | $0 |
| 2013 | 2,005 | −$4.5M | −$2,248 | $13.2M | — | $0 |
| 2012 | 2,066 | −$11.4M | −$5,500 | $14.2M | — | $0 |
| 2011 | 1,731 | −$20.5M | −$11,835 | $13.3M | — | $0 |
| 2010 | 2,582 | −$13.3M | −$5,136 | — | — | $0 |
Years in which the plan filed the full Form 5500 with 100 or more participants, from 2009. Plan year is the year in which the plan year began.
Statement for the year
- Net assets, beginning of year$56,574,862
- Employer contributions—
- Participant contributions—
- Rollovers and other contributions—
- Total contributions$0
- Total income, including investment results$467,441
- Benefits paid$35,185,211
- Administrative expenses$0
- Total expenses$35,185,211
- Net income−$34,717,770
- Net transfers$0
- Net assets, end of year$21,857,092
Participants
- Active participants961
- Retired or separated, receiving benefits2,206
- Retired or separated, entitled to future benefits523
- Participants with account balances3,663
- Total participants, end of year3,707
Fees and service providers
No service provider organisations are listed on Schedule C for this plan year.
Schedule C, Part I line 2: providers that received $5,000 or more, with the form's own service codes. Individuals named on Schedule C (plan employees, individual trustees) are never shown and their compensation is excluded. Eligible indirect compensation disclosed by formula carries no dollar amount. See how to read Schedule C fees.
Investment structure
Assets at year end by Schedule H category. The form shows the kind of vehicle holding the money, not the funds on the menu.
- Cash (interest and non-interest bearing)$21.5M · 98.3%
- Receivables$283K · 1.3%
- Other investments$82K · 0.4%
Audit and compliance answers, as filed
- Accountant's opinionUnmodified (unqualified)
- Audit scope limited under ERISA section 103(a)(3)(C)No
- Accounting firmEfpr Group
- Participant contributions reported as transmitted lateNo
- Covered by a fidelity bondYes, $1,000,000
- Blackout period during the yearNo
These are the plan administrator's own answers on Schedule H, Part IV. A reported late transmittal is the filer's disclosure of a timing lapse, usually corrected through the Department of Labor's voluntary program; the amount is the total involved, not a loss.
Plan characteristics
2OESOP other than a leveraged ESOP3IPlan requiring that all or part of employer contributions be invested and held in employer securities
Codes entered on Form 5500 line 8a, with the labels from the official instructions. Business code 621900: Other Ambulatory Health Care Services (including ambulance services & blood & organ banks).
Similar plans in New York
| Plan | Sponsor | Participants | Net assets | Per participant |
|---|---|---|---|---|
| Proud Moments Mso LLC 401(k) Plan | Proud Moments Mso LLC | 3,843 | $5.0M | $1,307 |
| The Grand Healthcare System 401(k) Plan | Strauss Ventures, LLC d/b/a the Grand Healthcare System | 3,706 | $15.2M | $4,099 |
| Metropolitan Jewish Health System, Inc. 403(b) Plan | Metropolitan Jewish Health System, Inc. | 3,947 | $201M | $50,975 |
| The McGuire Group 401(k) Plan | The McGuire Group | 3,694 | $58.3M | $15,789 |
| Americare, Inc. 401(k) Plan | Americare, Inc. | 3,955 | $5.4M | $1,365 |
| Continental Home Care Retirement Plan | Continental Home Care | 3,630 | $3.6M | $998 |
Defined contribution plans in health care and social assistance closest in size.
Questions and answers
How big is Personal Touch Home Care Employee Stock Ownership Plan?
3,707 participants at the end of the plan year ending 31 Dec 2024, of whom 961 were active employees, with net assets of $21,857,092. Among defined contribution plans that places it in the 1,000 to 4,999 participants band, which held 10,207 plans in plan year 2024.
What does Personal Touch Holding Corp. contribute per participant?
This filing has no Schedule H financial statement, so employer contributions are not reported here.
What fees does the plan pay and how do they compare?
Schedule C reports no provider compensation for the year. Administrative expenses on Schedule H were $0. Investment costs deducted inside mutual funds and other pooled vehicles are not itemised on Form 5500, so these figures are a floor rather than a full cost.
Who runs the plan?
The sponsor is Personal Touch Holding Corp.. The financial statements were audited by Efpr Group. Form 5500 also names the plan administrator's signer and other individuals; this site publishes organisations only.
Was the audit opinion unqualified?
The filing reports an unmodified (unqualified) opinion. Unmodified (formerly "unqualified") is the standard clean opinion.
How current is this, and does it show my balance?
This is the Form 5500 for the plan year 1 Jan 2024 to 31 Dec 2024, received by the Department of Labor on 14 Oct 2025. Filings are due seven months after the plan year ends, or nine and a half with an extension, so the public record always runs a year or more behind. It contains plan-level totals only: no individual balances, contributions or names of participants exist in the data.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files (Form 5500, Schedule H, Schedule C) for plan years 2009 to 2025, public domain, with filings received through 24 Aug 2026. This page shows the latest filing on record for EIN 51-0311266, plan 002, received 14 Oct 2025; an amended filing replaces it at the next build. Medians and percentiles are computed by this site; see the methodology. Report an error through corrections.