401(k) · DOL Form 5500 · 2022

Carter Bloodcare 401(k) Plan

Data updated 2026-08-25

$48M
Total assets Below avg plan size
878
Participants Near avg headcount
88th
Percentile by assets National rank
$54,703
Avg per participant Low balance/head
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Official DOL plan name: Carter Bloodcare Employee's Savings Plan · Sponsored by Carter Bloodcare · Texas · Healthcare & Social Assistance

$48M in assets, 878 participants

Carter Bloodcare's Carter Bloodcare Employee's Savings Plan reported $48M in total assets and 878 participants in its 2022 DOL Form 5500 filing, ranking in the 88th 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.

  • #17,973 in Healthcare & Social Assistance (20,060 peers)

Where Carter Bloodcare Employee's Savings Plan sits by assets

Carter Bloodcare Employee's Savings Plan sits in the top quartile of all filed plans by assets, $48M for 878 participants (~$54,703/participant), down 17.7% in 2022.

#17,973
in Healthcare & Social Assistance (20,060 peers)
-17.7%
assets change YoY
0.5×
vs typical plan assets (national mean)

The plan reported a net loss of $10M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Carter Bloodcare Employee's Savings Plan's outsized position by total assets

Carter Bloodcare Employee's Savings Plan vs every filed plan by assets

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

$48,029,666 Top 12% higher than 88% 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

Carter Bloodcare Employee's Savings 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. Carter Bloodcare Employee's Savings Plan sits mid-pack in the medium band (878 participants).

Published 5500 schedule card

Filing strip 751035606 · Carter Bloodcare PY 2022 · 401(k)

Carter Bloodcare Employee's Savings Plan · $48M · 878 · 88th

  • EBSA $48M
  • PART 878
  • TYPE 88th
  • NET 401(k)
  • BOOK near Kegler, Brown, Hill & Ritter Employees' 401(k) Retirement Plan
  • VS-ST ind #17973

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 →

Carter Bloodcare Employee's Savings Plan in the asset neighbourhood

Mat Holdings, Inc. 401(k) PlanMat Holdings, Inc. 401(k) Pl…$48MHill & Smith Group Holdings, Inc. 401(k) PlanHill & Smith Group Holdings,…$48MAmplity, Inc. 401(k) Plan$48MCarter Bloodcare Employee's Savings PlanCarter Bloodcare Employee's …$48MKegler, Brown, Hill & Ritter Employees' 401(k) Retirement PlanKegler, Brown, Hill & Ritter…$48M
End-of-year total assets ($M) among Carter Bloodcare Employee's Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$58M
Net Assets (End of Year)$48M
Net Income-$10M
Employer EIN751035606
Plan Effective Date1986-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Carter Bloodcare)

Sponsor-wide plan assets over time

All Carter Bloodcare plans reported in each filing year

Latest sponsor-wide plan assets
$61M 27.336404962716166% vs 2022
2024 filing year
$45M$50M$55M$60M$65M 202220232024 $48M $61.2M ▲ +27.3%
Year Plans Participants Total Assets
2022 1 878 $48M
2023 1 938 $56M
2024 1 954 $61M

Nearby 401(k) Plans in Texas

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

Carter Bloodcare Employee's Savings Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Carter Bloodcare Employee's Savings Plan, Total assets ($B): 0.048029666 · Participants: 878Carter Bloodcare Employee's Savings 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
Carter Bloodcare Employee's Savings Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Carter Bloodcare Employee's Savings Plan side-by-side with 3 peers →

Carter Bloodcare Employee's Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Kegler, Brown, Hill & Ritter Employees' 401(k) Retirement Plan in OH ($48M); by covered participants it is Jackson Hewitt Employee Savings Plan in FL (878 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($48M here).

Similar participant headcount

Nearest other-state filings by covered participants (878 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 Carter Bloodcare Employee's Savings Plan assets move in 2022? ▼
Carter Bloodcare Employee's Savings Plan declined sharply - down 17.7% during 2022, from $58M to $48M. Reported net income was -$10M.
How have Carter Bloodcare plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carter Bloodcare's sponsor-wide assets grew 27.3%, from $48M to $61M.
Where does Carter Bloodcare Employee's Savings Plan rank by assets among Form 5500 filers? ▼
Carter Bloodcare Employee's Savings Plan ranks in the 88th 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 Carter Bloodcare Employee's Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Kegler, Brown, Hill & Ritter Employees' 401(k) Retirement Plan in OH ($48M, 110 participants).
Which 401(k) plans cover a similar participant headcount to Carter Bloodcare Employee's Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Jackson Hewitt Employee Savings Plan in FL (878 participants, $52M 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 751035606.

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.