Plan Ledger DOL Form 5500 · updated monthly

Advanced Homecare Management, LLC dba Enhabit Home Health & Hospice401(k)

ENHABIT HOME HEALTH & HOSPICE 401(K) PLAN · DALLAS, TX · plan year 2024

Employer contribution per participant · 2024
$189

Advanced Homecare Management, LLC dba Enhabit Home Health & Hospice's 2024 Form 5500 did not separately report plan administrative expenses, which is common where recordkeeping is paid through investment revenue-sharing or a master trust. The plan held $291,583,601 across 6,482 participant accounts, with employer contributions averaging $189 per active participant. See methodology for what Form 5500 does and doesn't capture.

The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 300th-largest of 5,688 plans among Texas employers on file, and the 502nd of 11,911 in health care & social assistance. In 2024, employees put in $14.21 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$291,583,601
Participants with balances6,482
Active participants10,652
Employer contributions$2,015,937
Employee contributions$28,636,620
Employer contribution per active participant$189
Average account balance$44,984
Benefits paid to participants$35,983,619
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$291.6M · 6,482 accts · $2.0M emplr
2023$254.6M · 6,632 accts · $2.0M emplr
2022$207.3M · 6,514 accts · $1.9M emplr
Administrative expenses, itemized · 2024
Investment management$122,142
Total administrative-$216,419
The Advanced Homecare Management, LLC dba Enhabit Home Health & Hospice 401(k) match · 2024
Employer contribution per active participant$189
Median for plans this size$4,294
2024$189 per active participant
2023$201 per active participant
2022$187 per active participant

Advanced Homecare Management, LLC dba Enhabit Home Health & Hospice's 2024 employer contribution ran below the $4,294 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

Service providers · 20243
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$65,611
CREATIVE PLANNING LLC · Investment advisory (plan)$56,531
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processingindirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024Not separately reported
2023Not separately reported
2022Not separately reported
All plans at this employer2
ENHABIT HOME HEALTH & HOSPICE 401(K) PLAN401(k)
ALACARE HOME HEALTH SERVICES INC. 401(K) PLAN401(k)
Same employer
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Source: U.S. Department of Labor, Form 5500 series, EIN 320125426 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.