401(k) · DOL Form 5500 · 2022

CARINGBRIDGE 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
42
Participants Small participant base
42nd
Percentile by assets National rank
$78,893
Avg per participant Below avg balance/head
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Official DOL plan name: Caringbridge 401(k) Plan · Sponsored by CARINGBRIDGE · Minnesota · Healthcare & Social Assistance

$3M in assets, 42 participants

CARINGBRIDGE's Caringbridge 401(k) Plan reported $3M in total assets and 42 participants in its 2022 DOL Form 5500 filing, ranking in the 42nd 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.

  • #9,336 in Healthcare & Social Assistance (20,060 peers)

CARINGBRIDGE multi-year trail

CARINGBRIDGE's plans moved +21.4% in assets from 2022 to 2024; this filing shows Caringbridge 401(k) Plan at $3M / 42 participants.

#9,336
in Healthcare & Social Assistance (20,060 peers)
-24.6%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Caringbridge 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Caringbridge 401(k) Plan vs every filed plan by assets

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

$3,313,505 42nd percentile higher than 42% 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

Caringbridge 401(k) Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Caringbridge 401(k) Plan is a small filing (42 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 421529394 · CARINGBRIDGE PY 2022 · 401(k)

Caringbridge 401(k) Plan · $3M · 42 · 42nd

  • TYPE $3M
  • NET 42
  • BOOK 42nd
  • VS-ST 401(k)
  • BOY near Hyosung Hico Ltd 401(k) Plan
  • SCH ind #9336

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 Minnesota →

Caringbridge 401(k) Plan in the asset neighbourhood

Caringbridge 401(k) Plan$3MHyosung Hico Ltd 401(k) Plan$3MJoanne Hudson Associates Ltd 401(k) Profit Sharing Plan & TrustJoanne Hudson Associates Ltd…$3MOptima Medical 401(k) Plan$3MClinical Supplies Management Holdings, Inc. 401(k) Plan and TClinical Supplies Management…$3M
End-of-year total assets ($M) among Caringbridge 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

CARINGBRIDGE multi-year asset trail

Sponsor-wide plan assets over time

All CARINGBRIDGE plans reported in each filing year

Latest sponsor-wide plan assets
$4M 21.384727048850085% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M 202220232024 $3.31M $4.02M ▲ +21.5%
Year Plans Participants Total Assets
2022 1 42 $3M
2023 1 40 $4M
2024 1 39 $4M

CARINGBRIDGE filing trail (2022)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$3M
Net Income-$1M
Employer EIN421529394
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Minnesota

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

Caringbridge 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -505101520 Total assets ($B) Participants Caringbridge 401(k) Plan, Total assets ($B): 0.003313505 · Participants: 42Caringbridge 401(k) PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 18.576379778 · Participants: 176886Unitedhealth Group 401(k) Savings PlanMedtronic Savings and Investment Plan (Also Known as the Medtronic 401(k) Plan), Total assets ($B): 12.198295 · Participants: 38825Medtronic Savings and Investment Plan (Also Known as the Medtronic 401(k) Plan)Target Corporation 401(k) Plan, Total assets ($B): 11.216824857 · Participants: 400422Target Corporation 401(k) Plan3M Voluntary Investment Plan and Employee Stock Ownership Plan, Total assets ($B): 11.138527656 · Participants: 371593M Voluntary Investment Plan and Employee Stock Ownership PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 8.266408521 · Participants: 67646U.S. Bank 401(k) Savings Plan
Caringbridge 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants

Caringbridge 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Hyosung Hico Ltd 401(k) Plan in TN ($3M); by covered participants it is Florida Dental Implants & Oral Surgery 401(k) Profit Sharing Plan in FL (42 participants). Same-state nearby plans are listed separately above.

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 Caringbridge 401(k) Plan assets move in 2022?
Caringbridge 401(k) Plan declined sharply - down 24.6% during 2022, from $4M to $3M. Reported net income was -$1M.
How have CARINGBRIDGE plan assets changed over time?
Across 3 plan years on file (2022-2024), CARINGBRIDGE's sponsor-wide assets grew 21.4%, from $3M to $4M.
Which 401(k) plans are similar in size to Caringbridge 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Hyosung Hico Ltd 401(k) Plan in TN ($3M, 142 participants).
Which 401(k) plans cover a similar participant headcount to Caringbridge 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Florida Dental Implants & Oral Surgery 401(k) Profit Sharing Plan in FL (42 participants, $1M in assets).