401(k) · DOL Form 5500 · 2022

Caregiver 2, Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
3,992
Participants Above avg headcount
36th
Percentile by assets National rank
$579
Avg per participant Low balance/head
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Official DOL plan name: Caregiver 2, Inc. 401(k) Plan · Sponsored by Caregiver 2, Inc. · Texas · Healthcare & Social Assistance

$2M in assets, 3,992 participants

Caregiver 2, Inc.'s Caregiver 2, Inc. 401(k) Plan reported $2M in total assets and 3,992 participants in its 2022 DOL Form 5500 filing, ranking in the 36th 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.

  • #7,618 in Healthcare & Social Assistance (20,060 peers)

Coverage in Texas

Caregiver 2, Inc. 401(k) Plan covers 3,992 participants in Texas, 5.8x the typical Texas plan (state average ~688 per filing). Assets: $2M.

#7,618
in Healthcare & Social Assistance (20,060 peers)
-10.0%
assets change YoY

The plan reported a net loss of $260K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Caregiver 2, Inc. 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Caregiver 2, Inc. 401(k) Plan vs every filed plan by assets

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

$2,310,359 36th percentile higher than 36% 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

Caregiver 2, Inc. 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Caregiver 2, Inc. 401(k) Plan lands in the large band (3,992 participants).

EBSA filing schedule strip

Filing strip 474573950 · Caregiver 2, Inc. PY 2022 · 401(k)

Caregiver 2, Inc. 401(k) Plan · $2M · 3,992 · 36th

  • IND $2M
  • IND 3,992
  • IND 36th
  • IND 401(k)
  • IND near Sodel Concepts II, LLC 401(k) Plan
  • IND ind #7618

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 Texas →

Caregiver 2, Inc. 401(k) Plan in the asset neighbourhood

Caregiver 2, Inc. 401(k) Plan$2MSodel Concepts II, LLC 401(k) PlanSodel Concepts II, LLC 401(k…$2MJ.L. Dunn & Company 401(k) PlanJ.L. Dunn & Company 401(k) P…$2MGlobal Hospitality Management LLC 401(k) PlanGlobal Hospitality Managemen…$2MQas Management LLC 401(k) Psp & TrustQas Management LLC 401(k) Ps…$2M
End-of-year total assets ($M) among Caregiver 2, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Texas filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$2M
Net Income-$260K
Employer EIN474573950
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Caregiver 2, Inc. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Caregiver 2, Inc. 401(k) Plan, Total assets ($B): 0.002310359 · Participants: 3992Caregiver 2, Inc. 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 37.578871 · Participants: 144503AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.266 · Participants: 23619Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 13.794958016 · Participants: 38538Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 12.806443202 · Participants: 85577American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 11.969059 · Participants: 47532Dell Inc. 401(k) Plan
Caregiver 2, Inc. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Caregiver 2, Inc. 401(k) Plan side-by-side with 3 peers →

Caregiver 2, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Sodel Concepts II, LLC 401(k) Plan in DE ($2M); by covered participants it is Yardi Systems, Inc. 401(k) Profit Sharing Plan in CA (3,990 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Similar participant headcount

Nearest other-state filings by covered participants (3,992 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 Caregiver 2, Inc. 401(k) Plan assets move in 2022? ▼
Caregiver 2, Inc. 401(k) Plan pulled back noticeably - down 10.0% during 2022, from $3M to $2M. Reported net income was -$260K.
Which 401(k) plans are similar in size to Caregiver 2, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sodel Concepts II, LLC 401(k) Plan in DE ($2M, 269 participants).
Which 401(k) plans cover a similar participant headcount to Caregiver 2, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Yardi Systems, Inc. 401(k) Profit Sharing Plan in CA (3,990 participants, $466M 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 474573950.

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.