401(k) · DOL Form 5500 · 2023

Care Partners Assisted Living, LLC 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
241
Participants Below avg headcount
28th
Percentile by assets National rank
$6,661
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Care Partners Assisted Living Retirement Plan · Sponsored by Care Partners Assisted Living, LLC · Wisconsin · Healthcare & Social Assistance

$2M in assets, 241 participants

Care Partners Assisted Living, LLC's Care Partners Assisted Living Retirement Plan reported $2M in total assets and 241 participants in its 2023 DOL Form 5500 filing, ranking in the 28th 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.

  • #4,514 in Healthcare & Social Assistance (17,684 peers)

Coverage in Wisconsin

Care Partners Assisted Living Retirement Plan covers 241 participants in Wisconsin, about 43% of the average Wisconsin filer (state average ~563 per filing). Assets: $2M.

#4,514
in Healthcare & Social Assistance (17,684 peers)
+20.1%
assets growth YoY

Care Partners Assisted Living Retirement Plan among the smaller filed plans by assets

Care Partners Assisted Living Retirement Plan vs every filed plan by assets

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

$1,605,259 28th percentile higher than 28% 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 Partners Assisted Living Retirement Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Care Partners Assisted Living Retirement Plan sits mid-pack in the medium band (241 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Care Partners Assisted Living Retirement Plan reported net income rose from -$302K in the plan year 2022 filing to $268K in the plan year 2023 filing.
  • Care Partners Assisted Living Retirement Plan end-of-year assets rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Care Partners Assisted Living Retirement Plan reported participants rose from 218 in the plan year 2022 filing to 241 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 391980255 · Care Partners Assisted Living, LLC PY 2023 · 401(k)

Care Partners Assisted Living Retirement Plan · $2M · 241 · 28th

  • PART $2M
  • PART 241
  • PART 28th
  • PART 401(k)
  • PART near Midcountry Media, Inc. 401(k) Plan
  • PART ind #4514

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 Partners Assisted Living Retirement Plan in the asset neighbourhood

Care Partners Assisted Living Retirement PlanCare Partners Assisted Livin…$2MMidcountry Media, Inc. 401(k) PlanMidcountry Media, Inc. 401(k…$2MCtw Inc. 401(k) Plan$2MHolladay Bank & Trust 401(k) Profit Sharing Plan and TrustHolladay Bank & Trust 401(k)…$2MEmergency Hospital Systems 401(k) PlanEmergency Hospital Systems 4…$2M
End-of-year total assets ($M) among Care Partners Assisted Living Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Wisconsin filing particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$268K
Employer EIN391980255
Plan Effective Date2006-05-15
Filing StatusFILING RECEIVED

Sponsor Plan History (Care Partners Assisted Living, LLC)

Sponsor-wide plan assets over time

All Care Partners Assisted Living, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$2M 41.746917846127154% vs 2022
2024 filing year
$1.2M$1.4M$1.6M$1.8M$2M 202220232024 $1.34M $1.9M ▲ +41.8%
Year Plans Participants Total Assets
2022 1 218 $1M
2023 1 241 $2M
2024 1 290 $2M

Nearby 401(k) Plans in Wisconsin

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

Care Partners Assisted Living Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants Care Partners Assisted Living Retirement Plan, Total assets ($B): 0.001605259 · Participants: 241Care Partners Assisted Living Retirement 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 Partners Assisted Living Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Care Partners Assisted Living Retirement Plan side-by-side with 3 peers →

Care Partners Assisted Living Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Midcountry Media, Inc. 401(k) Plan in IN ($2M); by covered participants it is Tango Card Inc 401(k) Profit Sharing Plan and Trust in WA (241 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (241 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 Partners Assisted Living Retirement Plan assets move in 2023? ▼
Care Partners Assisted Living Retirement Plan grew sharply - up 20.1% during 2023, from $1M to $2M. Reported net income was $268K.
How have Care Partners Assisted Living, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Care Partners Assisted Living, LLC's sponsor-wide assets grew 41.7%, from $1M to $2M.
Which 401(k) plans are similar in size to Care Partners Assisted Living Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Midcountry Media, Inc. 401(k) Plan in IN ($2M, 54 participants).
Which 401(k) plans cover a similar participant headcount to Care Partners Assisted Living Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Tango Card Inc 401(k) Profit Sharing Plan and Trust in WA (241 participants, $19M 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 391980255.

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.