401(k) · DOL Form 5500 · 2022

Caris Healthcare, LP 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
593
Participants Below avg headcount
74th
Percentile by assets National rank
$26,805
Avg per participant Low balance/head
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Official DOL plan name: Caris Healthcare, LP 401(k) Plan · Sponsored by Caris Healthcare, LP · Tennessee · Healthcare & Social Assistance

$16M in assets, 593 participants

Caris Healthcare, LP's Caris Healthcare, LP 401(k) Plan reported $16M in total assets and 593 participants in its 2022 DOL Form 5500 filing, ranking in the 74th 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.

  • #15,628 in Healthcare & Social Assistance (20,060 peers)

Caris Healthcare, LP multi-year trail

Caris Healthcare, LP's plans moved +14.5% in assets from 2022 to 2023; this filing shows Caris Healthcare, LP 401(k) Plan at $16M / 593 participants.

#15,628
in Healthcare & Social Assistance (20,060 peers)
-16.7%
assets change YoY

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Caris Healthcare, LP 401(k) Plan's outsized position by total assets

Caris Healthcare, LP 401(k) Plan vs every filed plan by assets

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

$15,895,171 Top 26% higher than 74% 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

Caris Healthcare, LP 401(k) 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. Caris Healthcare, LP 401(k) Plan sits mid-pack in the medium band (593 participants).

EBSA filing schedule strip

Filing strip 050583027 · Caris Healthcare, LP PY 2022 · 401(k)

Caris Healthcare, LP 401(k) Plan · $16M · 593 · 74th

  • ASSETS $16M
  • ASSETS 593
  • ASSETS 74th
  • ASSETS 401(k)
  • ASSETS near Tramec, LLC 401(k) Plan
  • ASSETS ind #15628

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 Tennessee →

Caris Healthcare, LP 401(k) Plan in the asset neighbourhood

Caris Healthcare, LP 401(k) PlanCaris Healthcare, LP 401(k) …$16MTramec, LLC 401(k) Plan$16MWalker Tool & Die, Inc. Profit Sharing PlanWalker Tool & Die, Inc. Prof…$16MOklahoma Steel & Wire Co., Inc. 401(k) Profit Sharing Retirement PlanOklahoma Steel & Wire Co., I…$16MSouth Coast Terminals Savings and Profit Sharing PlanSouth Coast Terminals Saving…$16M
End-of-year total assets ($M) among Caris Healthcare, LP 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Caris Healthcare, LP multi-year asset trail

Sponsor-wide plan assets over time

All Caris Healthcare, LP plans reported in each filing year

Latest sponsor-wide plan assets
$18M 14.45494987125335% vs 2022
2023 filing year
$15M$16M$17M$18M$19M 20222023 $15.9M $18.2M ▲ +14.4%
Year Plans Participants Total Assets
2022 1 593 $16M
2023 2 1,378 $18M

Caris Healthcare, LP filing trail (2022)

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$16M
Net Income-$3M
Employer EIN050583027
Plan Effective Date2004-09-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Tennessee

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

Caris Healthcare, LP 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants Caris Healthcare, LP 401(k) Plan, Total assets ($B): 0.015895171 · Participants: 593Caris Healthcare, LP 401(k) PlanFedex Corporation Retirement Savings Plan, Total assets ($B): 21.031401128 · Participants: 220835Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 18.669830548 · Participants: 280576Hca 401(k) PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.178827147 · Participants: 11839International Paper Company Salaried Savings PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 4.035859621 · Participants: 5305Federal Express Corporation Pilots Retirement Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.015461486 · Participants: 62485Chs/Community Health Systems, Inc. Retirement Savings Plan
Caris Healthcare, LP 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants

Caris Healthcare, LP 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is Tramec, LLC 401(k) Plan in KS ($16M); by covered participants it is Allied Stone, Inc. 401(k) Plan in TX (593 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (593 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 Caris Healthcare, LP 401(k) Plan assets move in 2022?
Caris Healthcare, LP 401(k) Plan declined sharply - down 16.7% during 2022, from $19M to $16M. Reported net income was -$3M.
How have Caris Healthcare, LP plan assets changed over time?
Across 2 plan years on file (2022-2023), Caris Healthcare, LP's sponsor-wide assets grew 14.5%, from $16M to $18M.
Which 401(k) plans are similar in size to Caris Healthcare, LP 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Tramec, LLC 401(k) Plan in KS ($16M, 484 participants).
Which 401(k) plans cover a similar participant headcount to Caris Healthcare, LP 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Allied Stone, Inc. 401(k) Plan in TX (593 participants, $3M in assets).