401(k) · DOL Form 5500 · 2022

Carewell Health 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
786
Participants Near avg headcount
56th
Percentile by assets National rank
$8,362
Avg per participant Low balance/head
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Official DOL plan name: Carewell Health 401(k) Plan · Sponsored by Carewell Health · New Jersey · Healthcare & Social Assistance

$7M in assets, 786 participants

Carewell Health's Carewell Health 401(k) Plan reported $7M in total assets and 786 participants in its 2022 DOL Form 5500 filing, ranking in the 56th 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.

  • #12,472 in Healthcare & Social Assistance (20,060 peers)

Carewell Health multi-year trail

Carewell Health's plans moved +44.1% in assets from 2022 to 2023; this filing shows Carewell Health 401(k) Plan at $7M / 786 participants.

#12,472
in Healthcare & Social Assistance (20,060 peers)
$7M
reported net income

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

Carewell Health 401(k) Plan vs every filed plan by assets

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

$6,572,624 Top 44% higher than 56% 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

Carewell Health 401(k) 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. Carewell Health 401(k) Plan sits mid-pack in the medium band (786 participants).

EBSA filing schedule strip

Filing strip 854153331 · Carewell Health PY 2022 · 401(k)

Carewell Health 401(k) Plan · $7M · 786 · 56th

  • EBSA $7M
  • EBSA 786
  • EBSA 56th
  • EBSA 401(k)
  • EBSA near H.Y.B., Inc. Dba Harper's Retirement Program
  • EBSA ind #12472

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 New Jersey →

Carewell Health 401(k) Plan in the asset neighbourhood

Carewell Health 401(k) Plan$7MH.Y.B., Inc. Dba Harper's Retirement ProgramH.Y.B., Inc. Dba Harper's Re…$7MQuantum Workplace 401(k) Profit Sharing PlanQuantum Workplace 401(k) Pro…$7MBrinkman 401(k) Plan$7MMom365 Inc. 401(k) Retirement PlanMom365 Inc. 401(k) Retiremen…$7M
End-of-year total assets ($M) among Carewell Health 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Carewell Health multi-year asset trail

Sponsor-wide plan assets over time

All Carewell Health plans reported in each filing year

Latest sponsor-wide plan assets
$9M 44.099069108471745% vs 2022
2023 filing year
$6M$7M$8M$9M$10M 20222023 $6.57M $9.47M ▲ +44.1%
Year Plans Participants Total Assets
2022 1 786 $7M
2023 1 727 $9M

Carewell Health filing trail (2022)

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)$7M
Net Income$7M
Employer EIN854153331
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New Jersey

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

Carewell Health 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Carewell Health 401(k) Plan, Total assets ($B): 0.006572624 · Participants: 786Carewell Health 401(k) PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 36.787229834 · Participants: 168280JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 25.16607858 · Participants: 76788Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 21.189900271 · Participants: 43271Johnson and Johnson Savings PlanPfizer Savings Plan, Total assets ($B): 17.828820505 · Participants: 27796Pfizer Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 12.40459021 · Participants: 52975Ernst & Young Retirement Savings Plan
Carewell Health 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants

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

Outside New Jersey, the nearest 401(k) by assets is H.Y.B., Inc. Dba Harper's Retirement Program in TN ($7M); by covered participants it is Ti 401(k) Savings Plan in TX (786 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($7M here).

Similar participant headcount

Nearest other-state filings by covered participants (786 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 have Carewell Health plan assets changed over time?
Across 2 plan years on file (2022-2023), Carewell Health's sponsor-wide assets grew 44.1%, from $7M to $9M.
Which 401(k) plans are similar in size to Carewell Health 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is H.Y.B., Inc. Dba Harper's Retirement Program in TN ($7M, 362 participants).
Which 401(k) plans cover a similar participant headcount to Carewell Health 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Ti 401(k) Savings Plan in TX (786 participants, $1.0B in assets).