401(k) · DOL Form 5500 · 2022

Tebra Technologies, Inc. 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
367
Participants Below avg headcount
72nd
Percentile by assets National rank
$38,980
Avg per participant Low balance/head
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Official DOL plan name: Kareo, Inc. 401(k) Plan · Sponsored by Tebra Technologies, Inc. · California · Information & Media

$14M in assets, 367 participants

Tebra Technologies, Inc.'s Kareo, Inc. 401(k) Plan reported $14M in total assets and 367 participants in its 2022 DOL Form 5500 filing, ranking in the 72nd 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.

  • #1,772 in Information & Media (2,911 peers)

Tebra Technologies, Inc. multi-year trail

Tebra Technologies, Inc.'s plans moved +128.9% in assets from 2022 to 2024; this filing shows Kareo, Inc. 401(k) Plan at $14M / 367 participants.

#1,772
in Information & Media (2,911 peers)
-2.6%
assets change YoY

The plan reported a net loss of $381K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Kareo, Inc. 401(k) Plan's outsized position by total assets

Kareo, Inc. 401(k) Plan vs every filed plan by assets

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

$14,305,540 Top 28% higher than 72% 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

Kareo, Inc. 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. Kareo, Inc. 401(k) Plan sits mid-pack in the medium band (367 participants).

DOL schedule card

Filing strip 200739220 · Tebra Technologies, Inc. PY 2022 · 401(k)

Kareo, Inc. 401(k) Plan · $14M · 367 · 72nd

  • NET $14M
  • NET 367
  • NET 72nd
  • NET 401(k)
  • NET near Witron Integrated Logistics, Inc. 401(k) Plan
  • NET ind #1772

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 Information & Media retirement plans → · Plans in California →

Kareo, Inc. 401(k) Plan in the asset neighbourhood

Kareo, Inc. 401(k) Plan$14MWitron Integrated Logistics, Inc. 401(k) PlanWitron Integrated Logistics,…$14MThe Citizens Bank 401(k) Plan$14MFamily Health Center of Worcester, Inc. Retirement PlanFamily Health Center of Worc…$14MChambers Bancshares, Inc. Cash or Deferred Profit Sharing PlanChambers Bancshares, Inc. Ca…$14M
End-of-year total assets ($M) among Kareo, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Tebra Technologies, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Tebra Technologies, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$33M 128.88383800961026% vs 2022
2024 filing year
$10M$20M$30M$40M 202220232024 $14.3M $32.7M ▲ +128.8%
Year Plans Participants Total Assets
2022 1 367 $14M
2023 1 418 $28M
2024 1 560 $33M

Tebra Technologies, Inc. filing trail (2022)

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$14M
Net Income-$381K
Employer EIN200739220
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Kareo, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Kareo, Inc. 401(k) Plan, Total assets ($B): 0.01430554 · Participants: 367Kareo, Inc. 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Kareo, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Kareo, Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Witron Integrated Logistics, Inc. 401(k) Plan in IL ($14M); by covered participants it is Lafayette Venetian Blind, Inc. 401(k) Ret Savings Plan in IN (367 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (367 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 Kareo, Inc. 401(k) Plan assets move in 2022? ▼
Kareo, Inc. 401(k) Plan edged down modestly - down 2.6% during 2022, from $15M to $14M. Reported net income was -$381K.
How have Tebra Technologies, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Tebra Technologies, Inc.'s sponsor-wide assets grew 128.9%, from $14M to $33M.
Which 401(k) plans are similar in size to Kareo, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Witron Integrated Logistics, Inc. 401(k) Plan in IL ($14M, 818 participants).
Which 401(k) plans cover a similar participant headcount to Kareo, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Lafayette Venetian Blind, Inc. 401(k) Ret Savings Plan in IN (367 participants, $24M 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 200739220.

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.