401(k) · DOL Form 5500 · 2022

Carexm, LLC 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
759
Participants Near avg headcount
37th
Percentile by assets National rank
$3,158
Avg per participant Low balance/head
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Official DOL plan name: Carexm, LLC 401(k) Retirement Savings Plan · Sponsored by Carexm, LLC · Utah · Healthcare & Social Assistance

$2M in assets, 759 participants

Carexm, LLC's Carexm, LLC 401(k) Retirement Savings Plan reported $2M in total assets and 759 participants in its 2022 DOL Form 5500 filing, ranking in the 37th 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.

  • #7,780 in Healthcare & Social Assistance (20,060 peers)

Carexm, LLC multi-year trail

Carexm, LLC's plans moved +95.5% in assets from 2022 to 2024; this filing shows Carexm, LLC 401(k) Retirement Savings Plan at $2M / 759 participants.

#7,780
in Healthcare & Social Assistance (20,060 peers)
+24.0%
assets growth YoY

Carexm, LLC 401(k) Retirement Savings Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Carexm, LLC 401(k) Retirement Savings Plan vs every filed plan by assets

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

$2,397,130 37th percentile higher than 37% 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

Carexm, LLC 401(k) Retirement 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. Carexm, LLC 401(k) Retirement Savings Plan sits mid-pack in the medium band (759 participants).

EBSA filing schedule strip

Filing strip 850895176 · Carexm, LLC PY 2022 · 401(k)

Carexm, LLC 401(k) Retirement Savings Plan · $2M · 759 · 37th

  • VS-ST $2M
  • VS-ST 759
  • VS-ST 37th
  • VS-ST 401(k)
  • VS-ST near Cornerstone Dentistry, Inc. 401(k) Profit Sharing Plan
  • VS-ST ind #7780

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 Utah →

Carexm, LLC 401(k) Retirement Savings Plan in the asset neighbourhood

Carexm, LLC 401(k) Retirement Savings PlanCarexm, LLC 401(k) Retiremen…$2MCornerstone Dentistry, Inc. 401(k) Profit Sharing PlanCornerstone Dentistry, Inc. …$2MCartercon Profit Sharing Plan$2MIRA G. Levinsky, Dds, LLC 401(k) Retirement PlanIRA G. Levinsky, Dds, LLC 40…$2MLrkr Inc. 401(k) Retirement PlanLrkr Inc. 401(k) Retirement …$2M
End-of-year total assets ($M) among Carexm, LLC 401(k) Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Carexm, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Carexm, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$5M 95.45101850963444% vs 2022
2024 filing year
$2M$3M$4M$5M 202220232024 $2.4M $4.69M ▲ +95.4%
Year Plans Participants Total Assets
2022 1 759 $2M
2023 1 540 $3M
2024 1 470 $5M

Carexm, LLC filing trail (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$401K
Employer EIN850895176
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Utah

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

Carexm, LLC 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Utah, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Carexm, LLC 401(k) Retirement Savings Plan, Total assets ($B): 0.00239713 · Participants: 759Carexm, LLC 401(k) Retirement Savings PlanDeseret 401(k) Plan, Total assets ($B): 4.66432779 · Participants: 23455Deseret 401(k) PlanIntermountain Healthcare Savings Plus 401(k) Plan, Total assets ($B): 3.594057 · Participants: 42446Intermountain Healthcare Savings Plus 401(k) PlanZions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan, Total assets ($B): 1.478809721 · Participants: 9870Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership PlanSkywest, Inc. Employees' Retirement Plan, Total assets ($B): 0.951734159 · Participants: 16878Skywest, Inc. Employees' Retirement PlanAutoliv Asp, Inc. Employee Savings and Investment Plan, Total assets ($B): 0.588382505 · Participants: 4068Autoliv Asp, Inc. Employee Savings and Investment Plan
Carexm, LLC 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Utah, assets vs. participants
Compare Carexm, LLC 401(k) Retirement Savings Plan side-by-side with 3 peers →

Carexm, LLC 401(k) Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Utah, the nearest 401(k) by assets is Cornerstone Dentistry, Inc. 401(k) Profit Sharing Plan in IN ($2M); by covered participants it is Aam, LLC 401(k) Profit Sharing Plan and Trust in AZ (759 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (759 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 Carexm, LLC 401(k) Retirement Savings Plan assets move in 2022? ▼
Carexm, LLC 401(k) Retirement Savings Plan grew sharply - up 24.0% during 2022, from $2M to $2M. Reported net income was $401K.
How have Carexm, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carexm, LLC's sponsor-wide assets grew 95.5%, from $2M to $5M.
Which 401(k) plans are similar in size to Carexm, LLC 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cornerstone Dentistry, Inc. 401(k) Profit Sharing Plan in IN ($2M, 14 participants).
Which 401(k) plans cover a similar participant headcount to Carexm, LLC 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Aam, LLC 401(k) Profit Sharing Plan and Trust in AZ (759 participants, $18M 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 850895176.

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.