401(k) · DOL Form 5500 · 2022
Caresource Management Services LLC 401(k) Plan
Data updated 2026-08-11
- $325M
- Total assets
- 4,355
- Participants
- 97th
- Percentile by assets
- $74,733
- Avg per participant
Official DOL plan name: Caresource Management Services 401(k) Retirement Plan · Sponsored by Caresource Management Services LLC · Ohio · Finance & Insurance
$325M in assets, 4,355 participants
Caresource Management Services LLC's Caresource Management Services 401(k) Retirement Plan reported $325M in total assets and 4,355 participants in its 2022 DOL Form 5500 filing, ranking in the 97th 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.
- 97th percentile by assets (of 139,126 plans)
- #8,772 in Finance & Insurance (9,261 peers)
Coverage in Ohio
Caresource Management Services 401(k) Retirement Plan covers 4,355 participants in Ohio, 5.7x the typical Ohio plan (state average ~765 per filing). Assets: $325M.
- $325M
- total plan assets (2022 EOY)
- 4,355
- covered participants
- 97th
- percentile by assets (of 139,126 plans)
- $74,733
- avg assets per participant
The plan reported a net loss of $35M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Where Caresource Management Services 401(k) Retirement Plan sits by total assets
Caresource Management Services 401(k) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$325,464,154 Top 3% higher than 97% 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
Participants vs Ohio filers
In Ohio, the average filing covers about 765 participants across 5,089 plans. Caresource Management Services 401(k) Retirement Plan reports 4,355 participants - 5.7x that state average ($325M EOY assets).
Ohio filing particulars
| Total Assets (Beginning of Year) | $361M |
|---|---|
| Net Assets (End of Year) | $325M |
| Net Income | -$35M |
| Employer EIN | 311703371 |
| Plan Effective Date | 1997-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Caresource Management Services LLC)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4,355 | $325M |
| 2023 | 1 | 4,733 | $426M |
| 2024 | 1 | 4,617 | $511M |
Nearby 401(k) Plans in Ohio
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Caresource Management Services 401(k) Retirement Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
- The Sherwin-Williams Company 401(k) Plan $8.3B · 44,890
- The Progressive 401(k) Plan $7.6B · 50,299
- The Kroger Co. 401(k) Retirement Savings Account Plan $7.3B · 116,133
- Nationwide Savings Plan $6.7B · 24,278
- Marathon Petroleum Thrift Plan $6.4B · 17,666
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Caresource Management Services 401(k) Retirement Plan by total assets, not by location.
- Vontier Retirement Savings Plan (NC) $326M · 2,337
- Structure Tone Organization 401(k) Profit Sharing Plan (NY) $325M · 1,323
- Lynden 401(k) Retirement Savings Plan & Trust (WA) $325M · 1,935
- Dechert LLP Salary Savings Plan (PA) $325M · 1,281
Frequently Asked Questions
How did Caresource Management Services 401(k) Retirement Plan assets move in 2022? ▼
How have Caresource Management Services LLC plan assets changed over time? ▼
Where does Caresource Management Services 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Caresource Management Services 401(k) Retirement Plan? ▼
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Filing takeaways
Ways to act on Caresource Management Services 401(k) Retirement Plan's numbers.
- By total assets, Caresource Management Services 401(k) Retirement Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Ohio. Compare plans
- Caresource Management Services LLC's sponsor-wide assets have grown 57.0% since 2022 across 3 plan years on file. More Finance & Insurance plans