401(k) · DOL Form 5500 · 2022
Caresource Management Services LLC 401(k) Plan
Data updated 2026-08-25
- $325M
- Total assets Above avg plan size
- 4,355
- Participants Above avg headcount
- 97th
- Percentile by assets National rank
- $74,733
- Avg per participant Below avg balance/head
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.
- #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.
- #8,772
- in Finance & Insurance (9,261 peers)
- -9.8%
- assets change YoY
- 3.3×
- vs typical plan assets (national mean)
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.
Caresource Management Services 401(k) Retirement Plan's outsized position 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
Caresource Management Services 401(k) Retirement Plan's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Caresource Management Services 401(k) Retirement Plan lands in the large band (4,355 participants).
Plan-year Form 5500 strip
Filing strip 311703371 · Caresource Management Services LLC PY 2022 · 401(k)
Caresource Management Services 401(k) Retirement Plan · $325M · 4,355 · 97th
- BOY $325M
- SCH 4,355
- EBSA 97th
- PART 401(k)
- TYPE near Vontier Retirement Savings Plan
- NET ind #8772
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 Finance & Insurance retirement plans → · Plans in Ohio →
Caresource Management Services 401(k) Retirement Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Caresource Management Services LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $511M 57.026647549026244% vs 2022
- 2024 filing year
| 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.
- 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
Caresource Management Services 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Ohio, the nearest 401(k) by assets is Vontier Retirement Savings Plan in NC ($326M); by covered participants it is Technical Services Retirement Plan in MI (4,358 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($325M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (4,355 participants); asset peers above are excluded.
- Technical Services Retirement Plan (MI) 4,358 · 3 off
- Matheson Tri-Gas, Inc. Savings Plan (NJ) 4,358 · 3 off
- Insight Workforce Solutions 401(k) Plan (NJ) 4,351 · 4 off
- Korn Ferry Employee Tax Deferred Savings Plan (CA) 4,351 · 4 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.