401(k)
2022 plan-year 401(k) DOL Form 5500

Carter Bloodcare Employee's Savings Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Carter Bloodcare · Texas · Healthcare & Social Assistance

What the 2023 filing shows

Carter Bloodcare Employee's Savings Plan holds $48M for 878 participants — about $54,703 per participant, down 17.7% over the 2022 plan year.

$48M
total plan assets (2022 EOY)
878
covered participants
$54,703
avg assets per participant
-17.7%
assets change YoY

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.

Total Assets (2023)
$48M
Participants
878
State
Industry
Healthcare & Social Assistance

What the Filing Says About Carter Bloodcare Employee's Savings Plan

Carter Bloodcare Employee's Savings Plan is a 401(k) retirement plan sponsored by Carter Bloodcare, headquartered in Texas. As of the 2022 Form 5500 filing, the plan reports $48M in total end-of-year assets and covers 878 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 751035606, and the plan has been effective since 1986-11-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $58M at the beginning of 2022 to $48M at year-end — a decline of 17.7%. Net assets (after liabilities) closed the year at $48M, with reported net income of $-10,316,006 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$58M
Total Assets (End of Year)$48M
Net Assets (End of Year)$48M
Net Income$-10,316,006
Plan Type401(k)
Employer EIN751035606
Plan Effective Date1986-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Carter Bloodcare)

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.

Frequently Asked Questions

How much money is in the Carter Bloodcare Employee's Savings Plan?
As of the 2022 Form 5500 filing, Carter Bloodcare Employee's Savings Plan holds $48M in total assets with 878 participants. It is sponsored by Carter Bloodcare.
What type of plan is Carter Bloodcare Employee's Savings Plan?
Carter Bloodcare Employee's Savings Plan is a 401(k) plan. It has been effective since 1986-11-01. The plan is filed with the U.S. Department of Labor under EIN 751035606.
Who sponsors the Carter Bloodcare Employee's Savings Plan?
Carter Bloodcare Employee's Savings Plan is sponsored by Carter Bloodcare, located in Texas. The sponsor's EIN is 751035606 and the plan operates in the Healthcare & Social Assistance industry.
How did Carter Bloodcare Employee's Savings Plan perform in 2022?
Carter Bloodcare Employee's Savings Plan declined by 17.7% during 2022, moving from $58M to $48M in total assets. Net income was $-10,316,006.
Where can I find official filings for Carter Bloodcare Employee's Savings Plan?
Official Form 5500 filings for Carter Bloodcare Employee's Savings Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 751035606 or plan name at efast.dol.gov.
How does Carter Bloodcare Employee's Savings Plan compare to other plans?
You can compare Carter Bloodcare Employee's Savings Plan against other 401(k) plans on the plan type page, or view plans in Texas on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.