401(k) · DOL Form 5500 · 2023

Care Quest, Inc. 401(k) Plan

Data updated 2026-08-25

$607K
Total assets Small plan by assets
3
Participants Small participant base
20th
Percentile by assets National rank
$202,421
Avg per participant Above avg balance/head
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Official DOL plan name: Care Quest, Inc. 401(k) Profit Sharing Plan · Sponsored by Care Quest, Inc. · Wisconsin · Healthcare & Social Assistance

$607K in assets, 3 participants

Care Quest, Inc.'s Care Quest, Inc. 401(k) Profit Sharing Plan reported $607K in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 20th 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.

  • #2,623 in Healthcare & Social Assistance (17,684 peers)

Care Quest, Inc. multi-year trail

Care Quest, Inc.'s plans moved -21.3% in assets from 2022 to 2024; this filing shows Care Quest, Inc. 401(k) Profit Sharing Plan at $607K / 3 participants.

#2,623
in Healthcare & Social Assistance (17,684 peers)
-37.3%
assets change YoY

The plan reported a net loss of $362K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Care Quest, Inc. 401(k) Profit Sharing Plan among the smaller filed plans by assets

Care Quest, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$607,264 20th percentile higher than 20% of 127,068 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 2023

Care Quest, Inc. 401(k) Profit Sharing Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Care Quest, Inc. 401(k) Profit Sharing Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Care Quest, Inc. 401(k) Profit Sharing Plan reported net income fell from $404K in the plan year 2022 filing to -$362K in the plan year 2023 filing.
  • Care Quest, Inc. 401(k) Profit Sharing Plan reported participants rose from 2 in the plan year 2022 filing to 3 in the plan year 2023 filing.
  • Care Quest, Inc. 401(k) Profit Sharing Plan end-of-year assets fell from $969K in the plan year 2022 filing to $607K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 461777782 · Care Quest, Inc. PY 2023 · 401(k)

Care Quest, Inc. 401(k) Profit Sharing Plan · $607K · 3 · 20th

  • PCT $607K
  • EIN 3
  • RANK 20th
  • PHOTO 401(k)
  • IND near Health Pay Group 401(k) Plan
  • EOY ind #2623

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 Wisconsin →

Care Quest, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Care Quest, Inc. 401(k) Profit Sharing PlanCare Quest, Inc. 401(k) Prof…$607KHealth Pay Group 401(k) Plan$607KImpact Visions Ventures Inc. 401(k) PlanImpact Visions Ventures Inc.…$607KFamily Caregivers of Md, Inc. 401(k) PlanFamily Caregivers of Md, Inc…$607KDjp Property Management, Inc. 401(k) PlanDjp Property Management, Inc…$607K
End-of-year total assets ($M) among Care Quest, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Care Quest, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Care Quest, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$763K 21.257620055542425% vs 2022
2024 filing year
$0.4M$0.6M$0.8M$1M$1.2M 202220232024 $0.97M $0.76M ▼ -21.6%
Year Plans Participants Total Assets
2022 1 2 $969K
2023 1 3 $607K
2024 1 3 $763K

Care Quest, Inc. filing trail (2023)

Total Assets (Beginning of Year)$969K
Net Assets (End of Year)$607K
Net Income-$362K
Employer EIN461777782
Plan Effective Date2013-01-10
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Wisconsin

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

Care Quest, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants Care Quest, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.000607264 · Participants: 3Care Quest, Inc. 401(k) Profit Sharing PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 9.125723544 · Participants: 76956Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 6.160116767 · Participants: 28904Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.81171463 · Participants: 25280Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.550761 · Participants: 11236Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.62235882 · Participants: 8877Rockwell Automation Retirement Savings Plan
Care Quest, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Care Quest, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Care Quest, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Health Pay Group 401(k) Plan in FL ($607K); by covered participants it is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($607K here).

Similar participant headcount

Nearest other-state filings by covered participants (3 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Care Quest, Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
Care Quest, Inc. 401(k) Profit Sharing Plan contracted severely - down 37.3% during 2023, from $969K to $607K. Reported net income was -$362K.
How have Care Quest, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Care Quest, Inc.'s sponsor-wide assets declined 21.3%, from $969K to $763K.
Where does Care Quest, Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Care Quest, Inc. 401(k) Profit Sharing Plan ranks in the 20th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Care Quest, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Health Pay Group 401(k) Plan in FL ($607K, N/A participants).
Which 401(k) plans cover a similar participant headcount to Care Quest, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 461777782.

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.