401(k) · DOL Form 5500 · 2023
Caremount Health Solutions, LLC 401(k) Plan
Data updated 2026-08-11
- $563M
- Total assets
- 3,715
- Participants
- 98th
- Percentile by assets
- $151,516
- Avg per participant
Official DOL plan name: Caremount Health Solutions Incentive Savings and Profit Sharing Plan · Sponsored by Caremount Health Solutions, LLC · Minnesota · Healthcare & Social Assistance
$563M in assets, 3,715 participants
Caremount Health Solutions, LLC's Caremount Health Solutions Incentive Savings and Profit Sharing Plan reported $563M in total assets and 3,715 participants in its 2023 DOL Form 5500 filing, ranking in the 98th 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.
- 98th percentile by assets (of 127,072 plans)
- #17,297 in Healthcare & Social Assistance (17,684 peers)
Coverage in Minnesota
Caremount Health Solutions Incentive Savings and Profit Sharing Plan covers 3,715 participants in Minnesota, 3.3x the typical Minnesota plan (state average ~1,126 per filing). Assets: $563M.
- $563M
- total plan assets (2023 EOY)
- 3,715
- covered participants
- 98th
- percentile by assets (of 127,072 plans)
- $151,516
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Caremount Health Solutions Incentive Savings and Profit Sharing Plan reported net income rose from -$61M in the plan year 2022 filing to $41M in the plan year 2023 filing.
- Caremount Health Solutions Incentive Savings and Profit Sharing Plan reported participants rose from 2,724 in the plan year 2022 filing to 3,715 in the plan year 2023 filing.
- Caremount Health Solutions Incentive Savings and Profit Sharing Plan end-of-year assets rose from $522M in the plan year 2022 filing to $563M in the plan year 2023 filing.
Participants vs Minnesota filers
In Minnesota, the average filing covers about 1,126 participants across 2,865 plans. Caremount Health Solutions Incentive Savings and Profit Sharing Plan reports 3,715 participants - 3.3x that state average ($563M EOY assets).
Minnesota filing particulars
| Total Assets (Beginning of Year) | $522M |
|---|---|
| Net Assets (End of Year) | $563M |
| Net Income | $41M |
| Employer EIN | 384103290 |
| Plan Effective Date | 1968-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Caremount Health Solutions, LLC)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2,724 | $522M |
| 2023 | 1 | 3,715 | $563M |
| 2024 | 1 | 3,369 | N/A |
Nearby 401(k) Plans in Minnesota
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Caremount Health Solutions Incentive Savings and Profit Sharing Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
- Unitedhealth Group 401(k) Savings Plan $22.4B · 198,972
- Target Corporation 401(k) Plan $13.0B · 432,617
- Medtronic Savings and Investment Plan $12.9B · 44,342
- 3M Voluntary Investment Plan and Employee Stock Ownership Plan $12.0B · 36,049
- U.S. Bank 401(k) Savings Plan $10.3B · 75,272
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Caremount Health Solutions Incentive Savings and Profit Sharing Plan by total assets, not by location.
- Saia Motor Freight Line, LLC 401(k) Plan (GA) $562M · 12,305
- Inspire Brands, Inc. 401(k) Retirement Plan (GA) $562M · 43,232
- Loomis, Sayles & Company, L.P. Employees' Profit Sharing Retirement Plan (MA) $565M · 810
- Waupaca Foundry, Inc. Consolidated Retirement Plan (WI) $565M · 3,346
Frequently Asked Questions
How did Caremount Health Solutions Incentive Savings and Profit Sharing Plan assets move in 2023? ▼
Where does Caremount Health Solutions Incentive Savings and Profit Sharing Plan rank by assets among Form 5500 filers? ▼
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Filing takeaways
Ways to act on Caremount Health Solutions Incentive Savings and Profit Sharing Plan's numbers.
- By total assets, Caremount Health Solutions Incentive Savings and Profit Sharing Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Minnesota. Compare plans