401(k) · DOL Form 5500 · 2023

Carestar, Inc. 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
454
Participants Below avg headcount
68th
Percentile by assets National rank
$33,661
Avg per participant Low balance/head
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Official DOL plan name: Carestar 401(k) Retirement Plan · Sponsored by Carestar, Inc. · Ohio · Healthcare & Social Assistance

$15M in assets, 454 participants

Carestar, Inc.'s Carestar 401(k) Retirement Plan reported $15M in total assets and 454 participants in its 2023 DOL Form 5500 filing, ranking in the 68th 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.

  • #12,829 in Healthcare & Social Assistance (17,684 peers)

Carestar, Inc. multi-year trail

Carestar, Inc.'s plans moved +42.1% in assets from 2022 to 2024; this filing shows Carestar 401(k) Retirement Plan at $15M / 454 participants.

#12,829
in Healthcare & Social Assistance (17,684 peers)
+21.7%
assets growth YoY

Carestar 401(k) Retirement Plan's outsized position by total assets

Carestar 401(k) Retirement Plan vs every filed plan by assets

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

$15,282,063 Top 32% higher than 68% 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

Carestar 401(k) 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. Carestar 401(k) Retirement Plan sits mid-pack in the medium band (454 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Carestar 401(k) Retirement Plan reported net income rose from -$2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Carestar 401(k) Retirement Plan end-of-year assets rose from $13M in the plan year 2022 filing to $15M in the plan year 2023 filing.
  • Carestar 401(k) Retirement Plan reported participants rose from 374 in the plan year 2022 filing to 454 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 311254105 · Carestar, Inc. PY 2023 · 401(k)

Carestar 401(k) Retirement Plan · $15M · 454 · 68th

  • BOOK $15M
  • VS-ST 454
  • BOY 68th
  • SCH 401(k)
  • EBSA near T. C. Jacoby & Company, Inc. Employees 401(k) Profit Sharing Plan
  • PART ind #12829

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 Ohio →

Carestar 401(k) Retirement Plan in the asset neighbourhood

Carestar 401(k) Retirement PlanCarestar 401(k) Retirement P…$15MT. C. Jacoby & Company, Inc. Employees 401(k) Profit Sharing PlanT. C. Jacoby & Company, Inc.…$15MSiho 401(k) Savings Plan$15MCass Arrieta 401(k) Plan$15MProserv 401(k) Plan$15M
End-of-year total assets ($M) among Carestar 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Carestar, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Carestar, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$105M 42.07910348768379% vs 2022
2024 filing year
$70M$80M$90M$100M$110M 202220232024 $74M $105M ▲ +42.1%
Year Plans Participants Total Assets
2022 2 697 $74M
2023 2 799 $93M
2024 2 897 $105M

Carestar, Inc. filing trail (2023)

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$15M
Net Income$3M
Employer EIN311254105
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Ohio

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

Carestar 401(k) Retirement Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Carestar 401(k) Retirement Plan, Total assets ($B): 0.015282063 · Participants: 454Carestar 401(k) Retirement PlanGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
Carestar 401(k) Retirement Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Carestar 401(k) Retirement Plan side-by-side with 3 peers →

Carestar 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is T. C. Jacoby & Company, Inc. Employees 401(k) Profit Sharing Plan in MO ($15M); by covered participants it is Horizon Hobby Retirement Plan in IL (454 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($15M here).

Similar participant headcount

Nearest other-state filings by covered participants (454 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 Carestar 401(k) Retirement Plan assets move in 2023? ▼
Carestar 401(k) Retirement Plan grew sharply - up 21.7% during 2023, from $13M to $15M. Reported net income was $3M.
How have Carestar, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carestar, Inc.'s sponsor-wide assets grew 42.1%, from $74M to $105M.
Which 401(k) plans are similar in size to Carestar 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is T. C. Jacoby & Company, Inc. Employees 401(k) Profit Sharing Plan in MO ($15M, 28 participants).
Which 401(k) plans cover a similar participant headcount to Carestar 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Horizon Hobby Retirement Plan in IL (454 participants, $50M 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 311254105.

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.