BW NHHC Holdco 401(k) and retirement plans

BW NHHC Holdco Inc. (Elara Caring), Dallas, TX. EIN 47-5221330. Annual reports 2009–2024. Also filed as National Home Health Care Corp.; Jordan Health Care, Inc.; Jordan Health Care, Inc. (Jordan Health Services); Jordan Health Care, Inc. (Jordan Health Service).

BW NHHC Holdco Inc. (Elara Caring) has one active retirement plan on file, the One Elara Retirement Plan, with 33,307 participants and $186 million in assets in 2024. Fidelity has been its recordkeeper since 2021. No traditional pension plan appears in BW NHHC Holdco's filings since 2009.

Active plans: 1
Participants: 33,307
Plan assets: $186 million
401(k) recordkeeper: Fidelity
Plans on file: 2
Industry: Health care

All 2 plans

Active plans first

One Elara Retirement Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 002Employer EIN 47-5221330
Participants (2024): 33,307
Net assets (2024): $186 million
Recordkeeper: FidelityEarlier: Sentinel (2011–2020), Schloss (2009–2010)
Plan administrator: BW NHHC Holdco Inc. (Elara Caring)
3010 LBJ Fwy Suite 110
Dallas, TX 75234
(903) 537-8609As filed for 2024
In effect since: January 1, 1986

Plans merged into this one: Elara Caring 401(k) Plan (2023).

Earlier sponsor: National Home Health Care Corp. (2009–2019).

Earlier plan names: National Home Health Care Corp. Savings and Stock Investment Plan; Elara Caring National 401(k) Plan.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	33,307	$186 million	Fidelity
2023	13,056	$159 million	Fidelity
2022	11,484	$76.9 million	Fidelity
2021	12,034	$90.6 million	Fidelity
2020	10,441	$79.5 million	Sentinel
2019	15,685	$77.8 million	Sentinel
2018	9,787	$63.1 million	Sentinel
2017	8,561	$61.9 million	Sentinel
2016	8,157	$48.4 million	Sentinel
2015	7,136	$42.7 million	Sentinel
2014	6,670	$39.1 million	Sentinel
2013	6,672	$35.0 million	Sentinel
2012	5,046	$29.1 million	Sentinel
2011	3,728	$24.5 million	Sentinel
2010	4,019	$22.6 million	Schloss
2009	4,190	$19.6 million	Schloss

Elara Caring 401(k) Plan

401(k)Merged

Merged. In 2023 its assets moved to the Elara Caring National 401(k) Plan, sponsored by BW NHHC Holdco Inc. (Elara Caring) (EIN 47-5221330, plan 002). Accounts moved with them, so that plan is the one to contact.

Plan number: 001Employer EIN 47-5221330
Participants (2022): 13,588
Net assets (2022): $52.7 million
Recordkeeper: FidelityEarlier: Capital Group (American Funds) (2010–2015)
Plan administrator: BW NHHC Holdco Inc. (Elara Caring)
3010 Lyndon B Johnson Fwy, Suite 1100
Dallas, TX 75234
(972) 404-5806As filed for 2023
In effect since: July 1, 1990

Plans merged into this one: Healthcare Innovations Private Services, Inc. 401(k) Plan (2016); Pyramid Home Health Services 401(k) Plan (2020); Great Lakes Home Health Services, Inc. 401(k) Plan (2019).

Earlier sponsor: Jordan Health Care, Inc. (2009–2019).

Earlier plan names: Jordan Health Services Retirement Plan & Trust.

Year by year, 2009 to 2023

Plan year	Participants	Net assets	Recordkeeper
2023	0	$0	Fidelity
2022	13,588	$52.7 million	Fidelity
2021	14,981	$61.1 million	Fidelity
2020	18,252	$53.2 million	Fidelity
2019	20,173	$17.7 million	Fidelity
2018	11,464	$14.8 million	Fidelity
2017	10,571	$14.0 million	Fidelity
2016	9,129	$6.9 million	Fidelity
2015	5,911	$4.9 million	Capital Group (American Funds)
2014	6,388	$4.9 million	Capital Group (American Funds)
2013	5,410	$5.1 million	Capital Group (American Funds)
2012	5,458	$4.5 million	Capital Group (American Funds)
2011	5,412	$4.5 million	Capital Group (American Funds)
2010	4,476	$5.1 million	Capital Group (American Funds)
2009	4,752	$4.1 million	not listed

If you had money in one of these plans

Call Fidelity (fidelity.com), which runs the One Elara Retirement Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((903) 537-8609). That number was filed for 2024; ask for the benefits or retirement plan office.
If your plan was merged, your account moved with it. Follow the link on the plan to the plan it went into, and contact that one.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

All 2 plans

One Elara Retirement Plan

Elara Caring 401(k) Plan

If you had money in one of these plans

What these numbers are

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