How big is P.L.U.S. Group Homes, Inc.'s plan?

P.L.U.S. Group Homes, Inc.'s plan reported $9.3M in assets and 708 participants for 2024.

Original filing (PDF)20251007181859NAL0002644899001

P.L.U.S. Group Homes, Inc.

Name: P.L.U.S. Group Homes, Inc. — 403(b) Thrift Plan for, Form 5500 (2024)
Creator: P.L.U.S. Group Homes, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

403(b) Thrift Plan for Employees of P.L.U.S. Group Homes, Inc.

401(k) retirement plan · P.L.U.S. Group Homes, Inc.'s 403(b) Thrift Plan for Employees of P.L.U.S. Group Homes, Inc. held $9.3M in plan assets for 708 participants in 2024, with Mutual of America as recordkeeper.

Signals · 1

Non-clean audit opinion

Active participants

708

Accounts w/ balance

362

Plan assets (EOY)

$9.3M

Net assets (EOY)

$9.3M

People on this filing

Maria Rogowski signed P.L.U.S. Group Homes, Inc.'s 2024 Form 5500 as plan administrator.

Maria Rogowski — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

P.L.U.S. Group Homes, Inc.'s EIN is 11-2530267.

EIN 11-2530267

Plan number 002

Plan year 2024

ACK ID 20251007181859NAL0002644899001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for P.L.U.S. Group Homes, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

P.L.U.S. Group Homes, Inc.'s plan includes a 401(k) feature, profit-sharing, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for P.L.U.S. GROUP HOMES, INC..

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How this plan invests

This plan

1 pooled trust

Schedule D

40 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Auditor issued a qualified / adverse / disclaimer opinion.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (13th percentile).

Helping the score

Below-peer total plan cost (90th percentile).

Plan sponsor

Name

P.L.U.S. GROUP HOMES, INC.

EIN

all filings

Address

1228 WANTAGH AVE · WANTAGH, NY · 117932209

Phone

(516) 409-9450

Industry

Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-07

Pension benefit codes

2G · Total participant-directed accounts

2J · 401(k) feature

2E · Profit-sharing

2S · Automatic enrollment

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

FORVIS MAZARS, LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
MUTUAL OF AMERICA INVESTMENT CORP	—	NEW YORK, NY	RECORD KEEPER	$6K	—

Investments

40 direct securities · 1 pooled fund· $16.9M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

Pooled Separate Account

$7.7M

1 holding

Other securities

$5.5M

26 holdings

Mutual Funds

$2.1M

10 holdings

Common Collective Trusts

$1.0M

2 holdings

Pooled Separate Accounts

$519K

1 holding

Cash / Money Market

$8K

1 holding

					% of plan
SEPARATE ACCOUNT NUMBER SA2 MUTUAL OF AMERICA · EIN 13-1614399 / PN 002	Pooled Separate Account	—	—	$7.7M	83.2%
General Investment Account * Mutual of America Interest accumulation account	Other securities	—	—	$1.4M	15.5%
Fidelity Investment Fidelity VIP Contrafund	Mutual Funds	—	—	$998K	10.8%
Mutual of America Mutual of America Clear Passage 2040 Fund	Other securities	—	—	$790K	8.5%
Mutual of America Mutual of America Mid-Cap Equity Index	Common Collective Trusts	—	—	$558K	6.0%
Mutual of America Separate Accounts * American Century Investment American Century VP Cap Apprec	Pooled Separate Accounts	—	—	$519K	5.6%
Mutual of America Mutual of America Clear Passage 2045 Fund	Other securities	—	—	$511K	5.5%
Mutual of America Mutual of America Equity Index Fund	Common Collective Trusts	—	—	$492K	5.3%
T. Rowe T. Rowe Price Blue Chip Growth Fund	Other securities	—	—	$479K	5.2%
Mutual of America Mutual of America Clear Passage 2030 Fund	Other securities	—	—	$449K	4.8%
Fidelity Investment Fidelity VIP Equity Income	Mutual Funds	—	—	$434K	4.7%
Vanguard VIF International	Mutual Funds	—	—	$299K	3.2%
Mutual of America Mutual of America Clear Passage 2025 Fund	Other securities	—	—	$293K	3.2%
Mutual of America Mutual of America Clear Passage 2035 Fund	Other securities	—	—	$232K	2.5%
Mutual of America Mutual of America Core Bond Fund	Other securities	—	—	$210K	2.3%
Mutual of America Mutual of America Clear Passage 2050 Fund	Other securities	—	—	$173K	1.9%
Mutual of America Mutual of America Clear Passage 2055 Fund	Other securities	—	—	$160K	1.7%
Vanguard VIF Diversified Value	Mutual Funds	—	—	$153K	1.6%
Mutual of America Mutual of America Moderate Allocation	Other securities	—	—	$149K	1.6%
American Funds American Funds Insurance Series New World Fund 751 * DWS Capital Growth	Mutual Funds	—	—	$123K	1.3%
Mutual of America Mutual of America Small-Cap Growth	Other securities	—	—	$120K	1.3%
Mutual of America Mutual of America Clear Passage 2020 Fund	Other securities	—	—	$97K	1.0%
Mutual of America Mutual of America Small-Cap Value	Other securities	—	—	$82K	0.9%
Mutual of America Mutual of America Balanced Fund	Other securities	—	—	$80K	0.9%
Mutual of America Mutual of America Clear Passage 2065 Fund	Other securities	—	—	$71K	0.8%
Mutual of America Mutual of America Clear Passage 2060 Fund	Other securities	—	—	$70K	0.8%
Mutual of America Mutual of America All America	Other securities	—	—	$36K	0.4%
Fidelity Investment Fidelity VIP Mid-Cap	Mutual Funds	—	—	$29K	0.3%
Mutual of America Mutual of America Aggressive Allocation	Other securities	—	—	$21K	0.2%
Invesco V.I. Main Street Fund	Mutual Funds	—	—	$17K	0.2%
Fidelity Investment Fidelity VIP Asset Manager	Mutual Funds	—	—	$14K	0.2%
Mutual of America Mutual of America Retirement Income	Other securities	—	—	$14K	0.2%
Mutual of America Mutual of America International	Other securities	—	—	$9K	0.1%
Mutual of America Mutual of America Conservative Allocation Fund	Other securities	—	—	$9K	<0.1%
Mutual of America Mutual of America Money Market	Cash / Money Market	—	—	$8K	<0.1%
Mutual of America Mutual of America Mid-Cap Value	Other securities	—	—	$7K	<0.1%
PIMCO VIT Real Return Institutional Portfolio	Mutual Funds	—	—	$5K	<0.1%
Mutual of America Mutual of America Clear Passage 2015 Fund	Other securities	—	—	$3K	<0.1%
Vanguard VIF Real Estate Index Portfolio 231 * Vanguard VIF Total Bond Market Index Portfolio	Mutual Funds	—	—	$3K	<0.1%
Mutual of America Mutual of America Intermediate Bond Fund	Other securities	—	—	$2K	<0.1%
Victory Capital Victory RS Small Cap Growth Equity VIP Series	Other securities	—	—	$1K	<0.1%