401(k) · DOL Form 5500 · 2022
Care Partners Assisted Living, LLC 401(k) Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 218
- Participants Below avg headcount
- 28th
- Percentile by assets National rank
- $6,133
- Avg per participant Low balance/head
Official DOL plan name: Care Partners Assisted Living Retirement Plan · Sponsored by Care Partners Assisted Living, LLC · Wisconsin · Healthcare & Social Assistance
$1M in assets, 218 participants
Care Partners Assisted Living, LLC's Care Partners Assisted Living Retirement Plan reported $1M in total assets and 218 participants in its 2022 DOL Form 5500 filing, ranking in the 28th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #5,348 in Healthcare & Social Assistance (20,060 peers)
Coverage in Wisconsin
Care Partners Assisted Living Retirement Plan covers 218 participants in Wisconsin, about 39% of the average Wisconsin filer (state average ~563 per filing). Assets: $1M.
- #5,348
- in Healthcare & Social Assistance (20,060 peers)
- -18.4%
- assets change YoY
The plan reported a net loss of $302K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Care Partners Assisted Living Retirement Plan among the smaller filed plans by assets
Care Partners Assisted Living Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,337,052 28th percentile higher than 28% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Care Partners Assisted Living Retirement Plan among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Care Partners Assisted Living Retirement Plan sits mid-pack in the medium band (218 participants).
DOL schedule card
Filing strip 391980255 · Care Partners Assisted Living, LLC PY 2022 · 401(k)
Care Partners Assisted Living Retirement Plan · $1M · 218 · 28th
- NET $1M
- NET 218
- NET 28th
- NET 401(k)
- NET near Msj2 Retirement Plan
- NET ind #5348
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Healthcare & Social Assistance retirement plans → · Plans in Wisconsin →
Care Partners Assisted Living Retirement Plan in the asset neighbourhood
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | -$302K |
| Employer EIN | 391980255 |
| Plan Effective Date | 2006-05-15 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Care Partners Assisted Living, LLC)
Sponsor-wide plan assets over time
All Care Partners Assisted Living, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 41.746917846127154% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 218 | $1M |
| 2023 | 1 | 241 | $2M |
| 2024 | 1 | 290 | $2M |
Nearby 401(k) Plans in Wisconsin
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Johnson Controls Retirement Savings and Investment Plan $5.5B · 28,701
- Fiserv 401(k) Savings Plan $4.3B · 26,610
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $4.0B · 11,034
- Rockwell Automation Retirement Savings Plan $3.2B · 8,032
- Nm Employee Savings Plan $2.4B · 7,423
Care Partners Assisted Living Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is Msj2 Retirement Plan in CO ($1M); by covered participants it is Identity Management Services Organization, LLC 401(k) Plan in CA (218 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
- Msj2 Retirement Plan (CO) $1M · 1
- Point to Point, LLC 401(k) Profit Sharing Plan (OH) $1M · 23
- Romeo Power 401(k) Plan (CA) $1M · 223
- Life Styles, Inc. 401(k) Plan (AR) $1M · 195
Similar participant headcount
Nearest other-state filings by covered participants (218 participants); asset peers above are excluded.
- Identity Management Services Organization, LLC 401(k) Plan (CA) 218 · 0 off
- Merfish United 401(k) Plan (MA) 218 · 0 off
- Hccs 401(k) Plan (FL) 218 · 0 off
- Attane, Inc. Retirement Savings Plan (MO) 218 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.