401(k) · DOL Form 5500 · 2022

CAREFLITE 401(k) Plan

Data updated 2026-08-25

$33M
Total assets Below avg plan size
580
Participants Below avg headcount
84th
Percentile by assets National rank
$56,354
Avg per participant Low balance/head
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Official DOL plan name: Careflite 401(k) Plan · Sponsored by CAREFLITE · Texas · Healthcare & Social Assistance

$33M in assets, 580 participants

CAREFLITE's Careflite 401(k) Plan reported $33M in total assets and 580 participants in its 2022 DOL Form 5500 filing, ranking in the 84th 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.

  • #17,326 in Healthcare & Social Assistance (20,060 peers)

Where Careflite 401(k) Plan sits by assets

Careflite 401(k) Plan sits in the top quartile of all filed plans by assets, $33M for 580 participants (~$56,354/participant), down 18.2% in 2022.

#17,326
in Healthcare & Social Assistance (20,060 peers)
-18.2%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Careflite 401(k) Plan's outsized position by total assets

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

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

$32,685,213 Top 16% higher than 84% 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

Careflite 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. Careflite 401(k) Plan sits mid-pack in the medium band (580 participants).

Form 5500 schedule snapshot

Filing strip 751657155 · CAREFLITE PY 2022 · 401(k)

Careflite 401(k) Plan · $33M · 580 · 84th

  • PCT $33M
  • EIN 580
  • RANK 84th
  • PHOTO 401(k)
  • IND near P & K 401(k) Plan
  • EOY ind #17326

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 Texas →

Careflite 401(k) Plan in the asset neighbourhood

Careflite 401(k) Plan$33MIndiana Beverage, Inc. 401(k) Profit Sharing PlanIndiana Beverage, Inc. 401(k…$33MTime Savings and Investment PlanTime Savings and Investment …$33MFarmers State Bank Employees' 401(k) Profit Sharing Plan & TrustFarmers State Bank Employees…$33MP & K 401(k) Plan$33M
End-of-year total assets ($M) among Careflite 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$40M
Net Assets (End of Year)$33M
Net Income-$7M
Employer EIN751657155
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (CAREFLITE)

Sponsor-wide plan assets over time

All CAREFLITE plans reported in each filing year

Latest sponsor-wide plan assets
$43M 31.39926914351147% vs 2022
2024 filing year
$30M$35M$40M$45M 202220232024 $32.7M $43M ▲ +31.4%
Year Plans Participants Total Assets
2022 1 580 $33M
2023 1 614 $38M
2024 1 569 $43M

Nearby 401(k) Plans in Texas

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

Careflite 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Careflite 401(k) Plan, Total assets ($B): 0.032685213 · Participants: 580Careflite 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 37.578871 · Participants: 144503AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.266 · Participants: 23619Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 13.794958016 · Participants: 38538Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 12.806443202 · Participants: 85577American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 11.969059 · Participants: 47532Dell Inc. 401(k) Plan
Careflite 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Careflite 401(k) Plan side-by-side with 3 peers →

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

Outside Texas, the nearest 401(k) by assets is P & K 401(k) Plan in OK ($33M); by covered participants it is The Motley Fool Holdings, Inc. 401(k) Plan in VA (580 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($33M here).

Similar participant headcount

Nearest other-state filings by covered participants (580 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 Careflite 401(k) Plan assets move in 2022? ▼
Careflite 401(k) Plan declined sharply - down 18.2% during 2022, from $40M to $33M. Reported net income was -$7M.
How have CAREFLITE plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), CAREFLITE's sponsor-wide assets grew 31.4%, from $33M to $43M.
Where does Careflite 401(k) Plan rank by assets among Form 5500 filers? ▼
Careflite 401(k) Plan ranks in the 84th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Careflite 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is P & K 401(k) Plan in OK ($33M, 664 participants).
Which 401(k) plans cover a similar participant headcount to Careflite 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Motley Fool Holdings, Inc. 401(k) Plan in VA (580 participants, $110M 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 751657155.

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.