Other · DOL Form 5500 · 2022

Careconnect Health, Inc Retirement Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
525
Participants Below avg headcount
58th
Percentile by assets National rank
$13,419
Avg per participant Low balance/head
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Official DOL plan name: Careconnect Health 403(b) Tax-Deferred Annuity Plan · Sponsored by Careconnect Health, Inc · Georgia · Healthcare & Social Assistance

$7M in assets, 525 participants

Careconnect Health, Inc's Careconnect Health 403(b) Tax-Deferred Annuity Plan reported $7M in total assets and 525 participants in its 2022 DOL Form 5500 filing, ranking in the 58th 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.

  • #12,741 in Healthcare & Social Assistance (20,060 peers)

Coverage in Georgia

Careconnect Health 403(b) Tax-Deferred Annuity Plan covers 525 participants in Georgia, about 48% of the average Georgia filer (state average ~1,096 per filing). Assets: $7M.

#12,741
in Healthcare & Social Assistance (20,060 peers)
-0.8%
assets change YoY

The plan reported a net loss of $54K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Careconnect Health 403(b) Tax-Deferred Annuity Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Careconnect Health 403(b) Tax-Deferred Annuity Plan vs every filed plan by assets

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

$7,044,760 Top 42% higher than 58% 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

Careconnect Health 403(b) Tax-Deferred Annuity 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. Careconnect Health 403(b) Tax-Deferred Annuity Plan sits mid-pack in the medium band (525 participants).

DOL schedule card

Filing strip 581335405 · Careconnect Health, Inc PY 2022 · Other

Careconnect Health 403(b) Tax-Deferred Annuity Plan · $7M · 525 · 58th

  • EOY $7M
  • 5500 525
  • ASSETS 58th
  • PCT Other
  • EIN near Employee Benefit Plan of Stone Belt Arc, Inc.
  • RANK ind #12741

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 Georgia →

Careconnect Health 403(b) Tax-Deferred Annuity Plan in the asset neighbourhood

403(b) Thrift Plan of Achievekids403(b) Thrift Plan of Achiev…$7MEmployee Benefit Plan of Stone Belt Arc, Inc.Employee Benefit Plan of Sto…$7MThe Equity Project Charter School 403(b)Deferred Compensation PlanThe Equity Project Charter S…$7MCareconnect Health 403(b) Tax-Deferred Annuity PlanCareconnect Health 403(b) Ta…$7MLocal 199 Laborers International Union of North America Annuity PlanLocal 199 Laborers Internati…$7M
End-of-year total assets ($M) among Careconnect Health 403(b) Tax-Deferred Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Georgia filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$7M
Net Income-$54K
Employer EIN581335405
Plan Effective Date1990-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Careconnect Health, Inc)

Sponsor-wide plan assets over time

All Careconnect Health, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$12M 70.02102271759435% vs 2022
2024 filing year
$6M$8M$10M$12M$14M 202220232024 $7.04M $12M ▲ +70.2%
Year Plans Participants Total Assets
2022 1 525 $7M
2023 1 609 $10M
2024 1 613 $12M

Nearby Other Plans in Georgia

Peer Other plans, same state, same plan type, ranked by total assets.

Careconnect Health 403(b) Tax-Deferred Annuity Plan vs. nearby Other plans in Georgia, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -0.500.511.52 Total assets ($B) Participants Careconnect Health 403(b) Tax-Deferred Annuity Plan, Total assets ($B): 0.00704476 · Participants: 525Careconnect Health 403(b) Tax-Deferred Annuity PlanWellstar Health System, Inc. Supplemental Retirement Savings Plan, Total assets ($B): 1.705581692 · Participants: 24566Wellstar Health System, Inc. Supplemental Retirement Savings PlanNorthside Hospital 403(b) Retirement Plan, Total assets ($B): 1.237822022 · Participants: 25169Northside Hospital 403(b) Retirement PlanChildrens Healthcare of Atlanta Inc Share Plan, Total assets ($B): 1.044721516 · Participants: 12262Childrens Healthcare of Atlanta Inc Share PlanIBEW Local 613 Defined Contribution Pension Plan, Total assets ($B): 0.582319759 · Participants: 5837IBEW Local 613 Defined Contribution Pension PlanMercer University Defined Contribution Retirement Plan, Total assets ($B): 0.453786357 · Participants: 1982Mercer University Defined Contribution Retirement Plan
Careconnect Health 403(b) Tax-Deferred Annuity Plan vs. nearby Other plans in Georgia, assets vs. participants
Compare Careconnect Health 403(b) Tax-Deferred Annuity Plan side-by-side with 3 peers →

Careconnect Health 403(b) Tax-Deferred Annuity Plan's out-of-state Other peers by assets and headcount

Outside Georgia, the nearest Other by assets is Employee Benefit Plan of Stone Belt Arc, Inc. in IN ($7M); by covered participants it is Keystone Health Center Employee Retirement Plan in PA (525 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (525 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 Careconnect Health 403(b) Tax-Deferred Annuity Plan assets move in 2022? ▼
Careconnect Health 403(b) Tax-Deferred Annuity Plan held essentially flat - down 0.8% during 2022, from $7M to $7M. Reported net income was -$54K.
How have Careconnect Health, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Careconnect Health, Inc's sponsor-wide assets grew 70.0%, from $7M to $12M.
Which Other plans are similar in size to Careconnect Health 403(b) Tax-Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by assets is Employee Benefit Plan of Stone Belt Arc, Inc. in IN ($7M, 429 participants).
Which Other plans cover a similar participant headcount to Careconnect Health 403(b) Tax-Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is Keystone Health Center Employee Retirement Plan in PA (525 participants, $28M 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 581335405.

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.