401(k) · DOL Form 5500 · 2022

Caremore Medical Group of Tennessee, P.C. 401(k) Plan

Data updated 2026-08-25

$57M
Total assets Below avg plan size
430
Participants Below avg headcount
89th
Percentile by assets National rank
$132,139
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Carelon Peo 401(k) Plan · Sponsored by Caremore Medical Group of Tennessee, P.C. · Indiana · Healthcare & Social Assistance

$57M in assets, 430 participants

Caremore Medical Group of Tennessee, P.C.'s Carelon Peo 401(k) Plan reported $57M in total assets and 430 participants in its 2022 DOL Form 5500 filing, ranking in the 89th 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.

  • #18,186 in Healthcare & Social Assistance (20,060 peers)

Where Carelon Peo 401(k) Plan sits by assets

Carelon Peo 401(k) Plan sits in the top quartile of all filed plans by assets, $57M for 430 participants (~$132,139/participant), down 5.7% in 2022.

#18,186
in Healthcare & Social Assistance (20,060 peers)
-5.7%
assets change YoY
0.6×
vs typical plan assets (national mean)

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

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

Carelon Peo 401(k) Plan vs every filed plan by assets

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

$56,819,638 Top 11% higher than 89% 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

Carelon Peo 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. Carelon Peo 401(k) Plan sits mid-pack in the medium band (430 participants).

EBSA filing schedule strip

Filing strip 471878423 · Caremore Medical Group of Tennessee, P.C. PY 2022 · 401(k)

Carelon Peo 401(k) Plan · $57M · 430 · 89th

  • 5500 $57M
  • 5500 430
  • 5500 89th
  • 5500 401(k)
  • 5500 near Sage Automotive Interiors, Inc. 401(k) Plan
  • 5500 ind #18186

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 Indiana →

Carelon Peo 401(k) Plan in the asset neighbourhood

Scottmadden, Inc. 401(k) Profit Sharing PlanScottmadden, Inc. 401(k) Pro…$57MS.P. Richards 401(k) Retirement PlanS.P. Richards 401(k) Retirem…$57MCarelon Peo 401(k) Plan$57MSage Automotive Interiors, Inc. 401(k) PlanSage Automotive Interiors, I…$57MPdf Solutions, Inc. 401(k) PlanPdf Solutions, Inc. 401(k) P…$57M
End-of-year total assets ($M) among Carelon Peo 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)$60M
Net Assets (End of Year)$57M
Net Income-$4M
Employer EIN471878423
Plan Effective Date2013-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Caremore Medical Group of Tennessee, P.C.)

Sponsor-wide plan assets over time

All Caremore Medical Group of Tennessee, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$70M 23.34808257666126% vs 2022
2023 filing year
$55M$60M$65M$70M$75M 20222023 $56.8M $70.1M ▲ +23.4%
Year Plans Participants Total Assets
2022 1 430 $57M
2023 1 528 $70M

Nearby 401(k) Plans in Indiana

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

Carelon Peo 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510 Total assets ($B) Participants Carelon Peo 401(k) Plan, Total assets ($B): 0.056819638 · Participants: 430Carelon Peo 401(k) PlanElevance Health 401(k) Plan, Total assets ($B): 9.467911456 · Participants: 71898Elevance Health 401(k) PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 8.875255354 · Participants: 15607The Lilly Employee 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 4.386787904 · Participants: 23710Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 3.245347601 · Participants: 39243Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.020286876 · Participants: 8632Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Carelon Peo 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Carelon Peo 401(k) Plan side-by-side with 3 peers →

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

Outside Indiana, the nearest 401(k) by assets is Sage Automotive Interiors, Inc. 401(k) Plan in SC ($57M); by covered participants it is Glencoe Regional Health Services 401(k) Retirement Plan in MN (430 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($57M here).

Similar participant headcount

Nearest other-state filings by covered participants (430 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 Carelon Peo 401(k) Plan assets move in 2022? ▼
Carelon Peo 401(k) Plan pulled back noticeably - down 5.7% during 2022, from $60M to $57M. Reported net income was -$4M.
How have Caremore Medical Group of Tennessee, P.C. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Caremore Medical Group of Tennessee, P.C.'s sponsor-wide assets grew 23.3%, from $57M to $70M.
Where does Carelon Peo 401(k) Plan rank by assets among Form 5500 filers? ▼
Carelon Peo 401(k) Plan ranks in the 89th 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 Carelon Peo 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sage Automotive Interiors, Inc. 401(k) Plan in SC ($57M, 1,009 participants).
Which 401(k) plans cover a similar participant headcount to Carelon Peo 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Glencoe Regional Health Services 401(k) Retirement Plan in MN (430 participants, $50M 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 471878423.

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.