401(k) · DOL Form 5500 · 2022

Carewise Health Holdings, Inc. 401(k) Plan

Data updated 2026-08-25

$25M
Total assets Below avg plan size
98
Participants Small participant base
81st
Percentile by assets National rank
$256,916
Avg per participant Above avg balance/head
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Official DOL plan name: Carewise Health Holdings, Inc. 401(k) Plan · Sponsored by Carewise Health Holdings, Inc. · Kentucky · Professional & Technical Services

$25M in assets, 98 participants

Carewise Health Holdings, Inc.'s Carewise Health Holdings, Inc. 401(k) Plan reported $25M in total assets and 98 participants in its 2022 DOL Form 5500 filing, ranking in the 81st 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.

  • #17,491 in Professional & Technical Services (21,562 peers)

Where Carewise Health Holdings, Inc. 401(k) Plan sits by assets

Carewise Health Holdings, Inc. 401(k) Plan sits in the top quartile of all filed plans by assets, $25M for 98 participants (~$256,916/participant), down 18.9% in 2022.

#17,491
in Professional & Technical Services (21,562 peers)
-18.9%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Carewise Health Holdings, Inc. 401(k) Plan's outsized position by total assets

Carewise Health Holdings, Inc. 401(k) Plan vs every filed plan by assets

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

$25,177,747 Top 19% higher than 81% 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

Carewise Health Holdings, Inc. 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. Carewise Health Holdings, Inc. 401(k) Plan is a small filing (98 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 593484556 · Carewise Health Holdings, Inc. PY 2022 · 401(k)

Carewise Health Holdings, Inc. 401(k) Plan · $25M · 98 · 81st

  • 5500 $25M
  • 5500 98
  • 5500 81st
  • 5500 401(k)
  • 5500 near Southeastern Paper Group 401(k) Retirement Plan
  • 5500 ind #17491

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 Professional & Technical Services retirement plans → · Plans in Kentucky →

Carewise Health Holdings, Inc. 401(k) Plan in the asset neighbourhood

Carewise Health Holdings, Inc. 401(k) PlanCarewise Health Holdings, In…$25MKoetter Construction 401(k) Retirement PlanKoetter Construction 401(k) …$25MSoutheastern Paper Group 401(k) Retirement PlanSoutheastern Paper Group 401…$25MKeller, Inc. 401(k) Retirement Savings PlanKeller, Inc. 401(k) Retireme…$25MWix.Com, Inc. 401(k) Plan$25M
End-of-year total assets ($M) among Carewise Health Holdings, Inc. 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)$31M
Net Assets (End of Year)$25M
Net Income-$6M
Employer EIN593484556
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Carewise Health Holdings, Inc.)

Sponsor-wide plan assets over time

All Carewise Health Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$31M 24.59155300909172% vs 2022
2024 filing year
$24M$26M$28M$30M$32M 202220232024 $25.2M $31.4M ▲ +24.6%
Year Plans Participants Total Assets
2022 1 98 $25M
2023 1 89 $28M
2024 1 103 $31M

Nearby 401(k) Plans in Kentucky

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

Carewise Health Holdings, Inc. 401(k) Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -202468 Total assets ($B) Participants Carewise Health Holdings, Inc. 401(k) Plan, Total assets ($B): 0.025177747 · Participants: 98Carewise Health Holdings, Inc. 401(k) PlanHumana Retirement Savings Plan, Total assets ($B): 6.44425797 · Participants: 44930Humana Retirement Savings PlanCommonspirit Health 401(k) Retirement Savings Plan, Total assets ($B): 6.066519058 · Participants: 85671Commonspirit Health 401(k) Retirement Savings PlanUPS/Ipa 401 (K) Savings Plan, Total assets ($B): 1.16367227 · Participants: 2992UPS/Ipa 401 (K) Savings PlanLexmark Savings Plan, Total assets ($B): 1.059618486 · Participants: 1811Lexmark Savings PlanKindred 401 (K) Plan, Total assets ($B): 0.969290029 · Participants: 22132Kindred 401 (K) Plan
Carewise Health Holdings, Inc. 401(k) Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants
Compare Carewise Health Holdings, Inc. 401(k) Plan side-by-side with 3 peers →

Carewise Health Holdings, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Kentucky, the nearest 401(k) by assets is Southeastern Paper Group 401(k) Retirement Plan in SC ($25M); by covered participants it is Sierra7 401(k) Plan in VA (98 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($25M here).

Similar participant headcount

Nearest other-state filings by covered participants (98 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 Carewise Health Holdings, Inc. 401(k) Plan assets move in 2022? ▼
Carewise Health Holdings, Inc. 401(k) Plan declined sharply - down 18.9% during 2022, from $31M to $25M. Reported net income was -$6M.
How have Carewise Health Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carewise Health Holdings, Inc.'s sponsor-wide assets grew 24.6%, from $25M to $31M.
Where does Carewise Health Holdings, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Carewise Health Holdings, Inc. 401(k) Plan ranks in the 81st 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 Carewise Health Holdings, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Southeastern Paper Group 401(k) Retirement Plan in SC ($25M, 452 participants).
Which 401(k) plans cover a similar participant headcount to Carewise Health Holdings, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Sierra7 401(k) Plan in VA (98 participants, N/A 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 593484556.

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.