401(k) · DOL Form 5500 · 2022

Caretaker, Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
225
Participants Below avg headcount
36th
Percentile by assets National rank
$10,368
Avg per participant Low balance/head
PlainRetire home → About this data

Official DOL plan name: Caretaker, Inc. 401(k) Profit Sharing Plan and Trust · Sponsored by Caretaker, Inc. · Arizona · Administrative & Support Services

$2M in assets, 225 participants

Caretaker, Inc.'s Caretaker, Inc. 401(k) Profit Sharing Plan and Trust reported $2M in total assets and 225 participants in its 2022 DOL Form 5500 filing, ranking in the 36th 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.

  • #2,945 in Administrative & Support Services (4,927 peers)

Coverage in Arizona

Caretaker, Inc. 401(k) Profit Sharing Plan and Trust covers 225 participants in Arizona, about 40% of the average Arizona filer (state average ~564 per filing). Assets: $2M.

#2,945
in Administrative & Support Services (4,927 peers)
-7.4%
assets change YoY

The plan reported a net loss of $193K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Caretaker, Inc. 401(k) Profit Sharing Plan and Trust's mid-pack asset rank among Administrative & Support Services and all filers

Caretaker, Inc. 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$2,332,754 36th percentile higher than 36% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Caretaker, Inc. 401(k) Profit Sharing Plan and Trust 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. Caretaker, Inc. 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (225 participants).

EBSA filing schedule strip

Filing strip 860613946 · Caretaker, Inc. PY 2022 · 401(k)

Caretaker, Inc. 401(k) Profit Sharing Plan and Trust · $2M · 225 · 36th

  • EBSA $2M
  • PART 225
  • TYPE 36th
  • NET 401(k)
  • BOOK near Pride Motor Group 401(k) Plan
  • VS-ST ind #2945

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 Administrative & Support Services retirement plans → · Plans in Arizona →

Caretaker, Inc. 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Caretaker, Inc. 401(k) Profit Sharing Plan and TrustCaretaker, Inc. 401(k) Profi…$2MPride Motor Group 401(k) Plan$2MVentra, Inc. Pension Plan$2MDemeter LP Employees' Profit Sharing PlanDemeter LP Employees' Profit…$2MDesign Distributors, Inc. 401(k) Profit Sharing Plan and TrustDesign Distributors, Inc. 40…$2M
End-of-year total assets ($M) among Caretaker, Inc. 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Arizona filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$2M
Net Income-$193K
Employer EIN860613946
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Arizona

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Caretaker, Inc. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -101234 Total assets ($B) Participants Caretaker, Inc. 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.002332754 · Participants: 225Caretaker, Inc. 401(k) Profit Sharing Plan and TrustBanner Health Employees 401(k) Plan, Total assets ($B): 3.566847679 · Participants: 50602Banner Health Employees 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 1.923226111 · Participants: 12362Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramRepublic Services, Inc. 401(k) Plan, Total assets ($B): 1.806929859 · Participants: 28320Republic Services, Inc. 401(k) PlanStantec 401(k) Plan, Total assets ($B): 1.682454193 · Participants: 8764Stantec 401(k) PlanReliance Steel & Aluminum Co. Master 401(k) Plan, Total assets ($B): 1.33677823 · Participants: 9895Reliance Steel & Aluminum Co. Master 401(k) Plan
Caretaker, Inc. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Caretaker, Inc. 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Caretaker, Inc. 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Pride Motor Group 401(k) Plan in MA ($2M); by covered participants it is Combs Concrete Construction Company 401(k) Plan in NC (225 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (225 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Caretaker, Inc. 401(k) Profit Sharing Plan and Trust assets move in 2022? ▼
Caretaker, Inc. 401(k) Profit Sharing Plan and Trust pulled back noticeably - down 7.4% during 2022, from $3M to $2M. Reported net income was -$193K.
Which 401(k) plans are similar in size to Caretaker, Inc. 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Pride Motor Group 401(k) Plan in MA ($2M, 51 participants).
Which 401(k) plans cover a similar participant headcount to Caretaker, Inc. 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Combs Concrete Construction Company 401(k) Plan in NC (225 participants, $113K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 860613946.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.