401(k) · DOL Form 5500 · 2023

CARINGBRIDGE 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
40
Participants Small participant base
40th
Percentile by assets National rank
$97,977
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Caringbridge 401(k) Plan · Sponsored by CARINGBRIDGE · Minnesota · Healthcare & Social Assistance

$4M in assets, 40 participants

CARINGBRIDGE's Caringbridge 401(k) Plan reported $4M in total assets and 40 participants in its 2023 DOL Form 5500 filing, ranking in the 40th 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.

  • #7,487 in Healthcare & Social Assistance (17,684 peers)

CARINGBRIDGE multi-year trail

CARINGBRIDGE's plans moved +21.4% in assets from 2022 to 2024; this filing shows Caringbridge 401(k) Plan at $4M / 40 participants.

#7,487
in Healthcare & Social Assistance (17,684 peers)
+18.3%
assets growth YoY

Caringbridge 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Caringbridge 401(k) Plan vs every filed plan by assets

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

$3,919,086 40th percentile higher than 40% 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

Caringbridge 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Caringbridge 401(k) Plan is a small filing (40 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Caringbridge 401(k) Plan reported net income rose from -$1M in the plan year 2022 filing to $606K in the plan year 2023 filing.
  • Caringbridge 401(k) Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Caringbridge 401(k) Plan reported participants fell from 42 in the plan year 2022 filing to 40 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 421529394 · CARINGBRIDGE PY 2023 · 401(k)

Caringbridge 401(k) Plan · $4M · 40 · 40th

  • 5500 $4M
  • ASSETS 40
  • PCT 40th
  • EIN 401(k)
  • RANK near Signum LLC 401(k)) Plan
  • PHOTO ind #7487

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 Minnesota →

Caringbridge 401(k) Plan in the asset neighbourhood

Caringbridge 401(k) Plan$4MSignum LLC 401(k)) Plan$4MLukasiewicz & Bellavance, LLC 401(k) Profit Sharing PlanLukasiewicz & Bellavance, LL…$4M403(b) Thrift Plan of the Lighthouse for the Blind in New Orleans, Inc.403(b) Thrift Plan of the Li…$4MSystems Depot 401(k) Plan$4M
End-of-year total assets ($M) among Caringbridge 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

CARINGBRIDGE multi-year asset trail

Sponsor-wide plan assets over time

All CARINGBRIDGE plans reported in each filing year

Latest sponsor-wide plan assets
$4M 21.384727048850085% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M 202220232024 $3.31M $4.02M ▲ +21.5%
Year Plans Participants Total Assets
2022 1 42 $3M
2023 1 40 $4M
2024 1 39 $4M

CARINGBRIDGE filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$606K
Employer EIN421529394
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Minnesota

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

Caringbridge 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Caringbridge 401(k) Plan, Total assets ($B): 0.003919086 · Participants: 40Caringbridge 401(k) PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 22.432100178 · Participants: 198972Unitedhealth Group 401(k) Savings PlanTarget Corporation 401(k) Plan, Total assets ($B): 13.008265857 · Participants: 432617Target Corporation 401(k) PlanMedtronic Savings and Investment Plan, Total assets ($B): 12.931979 · Participants: 44342Medtronic Savings and Investment Plan3M Voluntary Investment Plan and Employee Stock Ownership Plan, Total assets ($B): 12.04661588 · Participants: 360493M Voluntary Investment Plan and Employee Stock Ownership PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 10.271161911 · Participants: 75272U.S. Bank 401(k) Savings Plan
Caringbridge 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Caringbridge 401(k) Plan side-by-side with 3 peers →

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

Outside Minnesota, the nearest 401(k) by assets is Signum LLC 401(k)) Plan in OH ($4M); by covered participants it is Specialized Products Company 401(k) Profit Sharing Plan in TX (40 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (40 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 Caringbridge 401(k) Plan assets move in 2023? ▼
Caringbridge 401(k) Plan grew sharply - up 18.3% during 2023, from $3M to $4M. Reported net income was $606K.
How have CARINGBRIDGE plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), CARINGBRIDGE's sponsor-wide assets grew 21.4%, from $3M to $4M.
Which 401(k) plans are similar in size to Caringbridge 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Signum LLC 401(k)) Plan in OH ($4M, 169 participants).
Which 401(k) plans cover a similar participant headcount to Caringbridge 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Specialized Products Company 401(k) Profit Sharing Plan in TX (40 participants, $3M 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 421529394.

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.