Other · DOL Form 5500 · 2022

Carey Services, Inc. Retirement Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
265
Participants Below avg headcount
50th
Percentile by assets National rank
$18,580
Avg per participant Low balance/head
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Official DOL plan name: Carey Services, Inc. Employees Retirement Plan · Sponsored by Carey Services, Inc. · Indiana · Healthcare & Social Assistance

$5M in assets, 265 participants

Carey Services, Inc.'s Carey Services, Inc. Employees Retirement Plan reported $5M in total assets and 265 participants in its 2022 DOL Form 5500 filing, ranking in the 50th 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.

  • #11,191 in Healthcare & Social Assistance (20,060 peers)

Coverage in Indiana

Carey Services, Inc. Employees Retirement Plan covers 265 participants in Indiana, about 49% of the average Indiana filer (state average ~541 per filing). Assets: $5M.

#11,191
in Healthcare & Social Assistance (20,060 peers)
-0.2%
assets change YoY

The plan reported a net loss of $10K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Carey Services, Inc. Employees Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Carey Services, Inc. Employees Retirement Plan vs every filed plan by assets

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

$4,923,682 Top 50% higher than 50% 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

Carey Services, Inc. Employees Retirement 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. Carey Services, Inc. Employees Retirement Plan sits mid-pack in the medium band (265 participants).

Form 5500 schedule snapshot

Filing strip 350965642 · Carey Services, Inc. PY 2022 · Other

Carey Services, Inc. Employees Retirement Plan · $5M · 265 · 50th

  • SCH $5M
  • EBSA 265
  • PART 50th
  • TYPE Other
  • NET near Augustine Institute Retirement Plan
  • BOOK ind #11191

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 →

Carey Services, Inc. Employees Retirement Plan in the asset neighbourhood

The Lambs Farm Employee's Retirement PlanThe Lambs Farm Employee's Re…$5MEdmundson Art Foundation Tax Deferred Annuity PlanEdmundson Art Foundation Tax…$5MCouncil for Professional Recognition 403(b) DC PlanCouncil for Professional Rec…$5MCarey Services, Inc. Employees Retirement PlanCarey Services, Inc. Employe…$5MAugustine Institute Retirement PlanAugustine Institute Retireme…$5M
End-of-year total assets ($M) among Carey Services, Inc. Employees Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Indiana filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income-$10K
Employer EIN350965642
Plan Effective Date1982-10-20
Filing StatusFILING RECEIVED

Sponsor Plan History (Carey Services, Inc.)

Sponsor-wide plan assets over time

All Carey Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 2.800383940311336% vs 2022
2024 filing year
$4.9M$4.95M$5M$5.05M$5.1M 202220232024 $4.92M $5.06M ▲ +2.8%
Year Plans Participants Total Assets
2022 1 265 $5M
2023 1 264 $5M
2024 1 259 $5M

Nearby Other Plans in Indiana

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

Carey Services, Inc. Employees Retirement Plan vs. nearby Other plans in Indiana, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -2000200400600800 Total assets ($M) Participants Carey Services, Inc. Employees Retirement Plan, Total assets ($M): 4.923682 · Participants: 265Carey Services, Inc. Employees Retirement PlanParkview Health System, Inc. 403(b) Plan, Total assets ($M): 634.111369 · Participants: 14230Parkview Health System, Inc. 403(b) PlanBeacon Retirement Savings 403(b) Plan, Total assets ($M): 488.852141 · Participants: 7114Beacon Retirement Savings 403(b) PlanIci Multiple Employer Plan, Total assets ($M): 408.673923 · Participants: 2630Ici Multiple Employer PlanCommunity Foundation of Northwest Indiana 403(b) Retirement Plan, Total assets ($M): 333.513191 · Participants: 7442Community Foundation of Northwest Indiana 403(b) Retirement PlanButler University Retirement Plan, Total assets ($M): 305.561372 · Participants: 985Butler University Retirement Plan
Carey Services, Inc. Employees Retirement Plan vs. nearby Other plans in Indiana, assets vs. participants
Compare Carey Services, Inc. Employees Retirement Plan side-by-side with 3 peers →

Carey Services, Inc. Employees Retirement Plan's out-of-state Other peers by assets and headcount

Outside Indiana, the nearest Other by assets is Augustine Institute Retirement Plan in CO ($5M); by covered participants it is Tiffin University DC Plan in OH (265 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (265 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 Carey Services, Inc. Employees Retirement Plan assets move in 2022? ▼
Carey Services, Inc. Employees Retirement Plan held essentially flat - down 0.2% during 2022, from $5M to $5M. Reported net income was -$10K.
How have Carey Services, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carey Services, Inc.'s sponsor-wide assets grew 2.8%, from $5M to $5M.
Which Other plans are similar in size to Carey Services, Inc. Employees Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Augustine Institute Retirement Plan in CO ($5M, 139 participants).
Which Other plans cover a similar participant headcount to Carey Services, Inc. Employees Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Tiffin University DC Plan in OH (265 participants, N/A 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 350965642.

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.