401(k) · DOL Form 5500 · 2022

Takecare Insurance Company, Inc. 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
189
Participants Below avg headcount
75th
Percentile by assets National rank
$92,507
Avg per participant Below avg balance/head
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Official DOL plan name: Takecare Insurance Company, Inc. Savings & Profit Sharing Plan · Sponsored by Takecare Insurance Company, Inc. · Guam · Finance & Insurance

$17M in assets, 189 participants

Takecare Insurance Company, Inc.'s Takecare Insurance Company, Inc. Savings & Profit Sharing Plan reported $17M in total assets and 189 participants in its 2022 DOL Form 5500 filing, ranking in the 75th 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.

  • #5,638 in Finance & Insurance (9,261 peers)

Where Takecare Insurance Company, Inc. Savings & Profit Sharing Plan sits by assets

Takecare Insurance Company, Inc. Savings & Profit Sharing Plan sits in the top quartile of all filed plans by assets, $17M for 189 participants (~$92,507/participant), down 14.8% in 2022.

#5,638
in Finance & Insurance (9,261 peers)
-14.8%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Takecare Insurance Company, Inc. Savings & Profit Sharing Plan's outsized position by total assets

Takecare Insurance Company, Inc. Savings & Profit Sharing Plan vs every filed plan by assets

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

$17,483,808 Top 25% higher than 75% 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

Takecare Insurance Company, Inc. Savings & Profit Sharing 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. Takecare Insurance Company, Inc. Savings & Profit Sharing Plan sits mid-pack in the medium band (189 participants).

DOL schedule card

Filing strip 980223187 · Takecare Insurance Company, Inc. PY 2022 · 401(k)

Takecare Insurance Company, Inc. Savings & Profit Sharing Plan · $17M · 189 · 75th

  • PCT $17M
  • PCT 189
  • PCT 75th
  • PCT 401(k)
  • PCT near Frederick Wildman & Sons Limited 401(k) Retirement Plan
  • PCT ind #5638

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 Finance & Insurance retirement plans → · Plans in Guam →

Takecare Insurance Company, Inc. Savings & Profit Sharing Plan in the asset neighbourhood

Takecare Insurance Company, Inc. Savings & Profit Sharing PlanTakecare Insurance Company, …$17MFrederick Wildman & Sons Limited 401(k) Retirement PlanFrederick Wildman & Sons Lim…$17MWindmoeller & Hoelscher Corporation 401(k) Profit Sharing PlanWindmoeller & Hoelscher Corp…$17MMatheus Lumber Company 401(k) PlanMatheus Lumber Company 401(k…$17MUsui 401(k) Plan$17M
End-of-year total assets ($M) among Takecare Insurance Company, Inc. Savings & Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$17M
Net Income-$3M
Employer EIN980223187
Plan Effective Date2005-10-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Takecare Insurance Company, Inc.)

Sponsor-wide plan assets over time

All Takecare Insurance Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$20M 13.172405004676326% vs 2022
2024 filing year
$17M$18M$19M$20M$21M 202220232024 $17.5M $19.8M ▲ +13.2%
Year Plans Participants Total Assets
2022 1 189 $17M
2023 1 224 $19M
2024 1 209 $20M

Nearby 401(k) Plans in Guam

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

Takecare Insurance Company, Inc. Savings & Profit Sharing Plan vs. nearby 401(k) plans in Guam, assets vs. participants Scatter plot of 6 data points. 02004006008001000 16182022242628 Total assets ($M) Participants Takecare Insurance Company, Inc. Savings & Profit Sharing Plan, Total assets ($M): 17.483808 · Participants: 189Takecare Insurance Company, Inc. Savings & Profit Sharing PlanBankguam Holding Company 401(k) Retirement Savings Plan, Total assets ($M): 25.937346 · Participants: 511Bankguam Holding Company 401(k) Retirement Savings PlanTeleguam Holdings LLC 401(k) Plan, Total assets ($M): 24.694226 · Participants: 446Teleguam Holdings LLC 401(k) PlanGuam Regional Medical City 401(k) Retirement Savings Plan, Total assets ($M): 23.34192 · Participants: 888Guam Regional Medical City 401(k) Retirement Savings PlanCpl Pacific 401(k) Savings Plan, Total assets ($M): 22.238616 · Participants: 688Cpl Pacific 401(k) Savings PlanDzsp 21 LLC Retirement Savings Plan, Total assets ($M): 19.1183 · Participants: 566Dzsp 21 LLC Retirement Savings Plan
Takecare Insurance Company, Inc. Savings & Profit Sharing Plan vs. nearby 401(k) plans in Guam, assets vs. participants
Compare Takecare Insurance Company, Inc. Savings & Profit Sharing Plan side-by-side with 3 peers →

Takecare Insurance Company, Inc. Savings & Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Guam, the nearest 401(k) by assets is Frederick Wildman & Sons Limited 401(k) Retirement Plan in NY ($17M); by covered participants it is Healthcare Association of New York State, Inc Retirement Savings Plan in NY (189 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (189 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 Takecare Insurance Company, Inc. Savings & Profit Sharing Plan assets move in 2022? ▼
Takecare Insurance Company, Inc. Savings & Profit Sharing Plan pulled back noticeably - down 14.8% during 2022, from $21M to $17M. Reported net income was -$3M.
How have Takecare Insurance Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Takecare Insurance Company, Inc.'s sponsor-wide assets grew 13.2%, from $17M to $20M.
Where does Takecare Insurance Company, Inc. Savings & Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Takecare Insurance Company, Inc. Savings & Profit Sharing Plan ranks in the 75th 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 Takecare Insurance Company, Inc. Savings & Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Frederick Wildman & Sons Limited 401(k) Retirement Plan in NY ($17M, 138 participants).
Which 401(k) plans cover a similar participant headcount to Takecare Insurance Company, Inc. Savings & Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Healthcare Association of New York State, Inc Retirement Savings Plan in NY (189 participants, $57M 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 980223187.

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.