401(k) · DOL Form 5500 · 2022

Caravel Autism Health, LLC 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
1,343
Participants Near avg headcount
61st
Percentile by assets National rank
$6,074
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Caravel Autism Health, LLC 401(k) Plan · Sponsored by Caravel Autism Health, LLC · Wisconsin · Healthcare & Social Assistance

$8M in assets, 1,343 participants

Caravel Autism Health, LLC's Caravel Autism Health, LLC 401(k) Plan reported $8M in total assets and 1,343 participants in its 2022 DOL Form 5500 filing, ranking in the 61st 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.

  • #13,340 in Healthcare & Social Assistance (20,060 peers)

Coverage in Wisconsin

Caravel Autism Health, LLC 401(k) Plan covers 1,343 participants in Wisconsin, 2.4x the typical Wisconsin plan (state average ~563 per filing). Assets: $8M.

#13,340
in Healthcare & Social Assistance (20,060 peers)
-0.4%
assets change YoY

The plan reported a net loss of $33K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Caravel Autism Health, LLC 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Caravel Autism Health, LLC 401(k) Plan vs every filed plan by assets

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

$8,158,001 Top 39% higher than 61% 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

Caravel Autism Health, LLC 401(k) 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. Caravel Autism Health, LLC 401(k) Plan lands in the large band (1,343 participants).

DOL schedule card

Filing strip 271278853 · Caravel Autism Health, LLC PY 2022 · 401(k)

Caravel Autism Health, LLC 401(k) Plan · $8M · 1,343 · 61st

  • EOY $8M
  • EOY 1,343
  • EOY 61st
  • EOY 401(k)
  • EOY near Paris Orthopedic Clinic, P.a. Employees' Profit Sharing and 401(k) Plan
  • EOY ind #13340

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 Wisconsin →

Caravel Autism Health, LLC 401(k) Plan in the asset neighbourhood

Caravel Autism Health, LLC 401(k) PlanCaravel Autism Health, LLC 4…$8MParis Orthopedic Clinic, P.a. Employees' Profit Sharing and 401(k) PlanParis Orthopedic Clinic, P.a…$8MHealthsmart Management Services Organizations, Inc. 401(k) PlanHealthsmart Management Servi…$8MInhibrx 401(k) Plan$8MDelafield Corporation 401(k) Profit Sharing Plan & TrustDelafield Corporation 401(k)…$8M
End-of-year total assets ($M) among Caravel Autism Health, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Wisconsin filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$8M
Net Income-$33K
Employer EIN271278853
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Caravel Autism Health, LLC)

Sponsor-wide plan assets over time

All Caravel Autism Health, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$16M 94.66398692522837% vs 2022
2024 filing year
$5M$10M$15M$20M 202220232024 $8.16M $15.9M ▲ +94.6%
Year Plans Participants Total Assets
2022 1 1,343 $8M
2023 1 1,162 $12M
2024 1 1,382 $16M

Nearby 401(k) Plans in Wisconsin

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

Caravel Autism Health, LLC 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Caravel Autism Health, LLC 401(k) Plan, Total assets ($B): 0.008158001 · Participants: 1343Caravel Autism Health, LLC 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 5.548820507 · Participants: 28701Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.339639169 · Participants: 26610Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 3.978902 · Participants: 11034Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.151693798 · Participants: 8032Rockwell Automation Retirement Savings PlanNm Employee Savings Plan, Total assets ($B): 2.385991887 · Participants: 7423Nm Employee Savings Plan
Caravel Autism Health, LLC 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Caravel Autism Health, LLC 401(k) Plan side-by-side with 3 peers →

Caravel Autism Health, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Paris Orthopedic Clinic, P.a. Employees' Profit Sharing and 401(k) Plan in TX ($8M); by covered participants it is Behavioral Innovations Retirement Savings Plan in TX (1,343 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,343 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 Caravel Autism Health, LLC 401(k) Plan assets move in 2022? ▼
Caravel Autism Health, LLC 401(k) Plan held essentially flat - down 0.4% during 2022, from $8M to $8M. Reported net income was -$33K.
How have Caravel Autism Health, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Caravel Autism Health, LLC's sponsor-wide assets grew 94.7%, from $8M to $16M.
Which 401(k) plans are similar in size to Caravel Autism Health, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Paris Orthopedic Clinic, P.a. Employees' Profit Sharing and 401(k) Plan in TX ($8M, 35 participants).
Which 401(k) plans cover a similar participant headcount to Caravel Autism Health, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Behavioral Innovations Retirement Savings Plan in TX (1,343 participants, $2M 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 271278853.

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.