401(k) · DOL Form 5500 · 2023
Caremount Health Solutions, LLC 401(k) Plan
Data updated 2026-08-25
- $563M
- Total assets Above avg plan size
- 3,715
- Participants Above avg headcount
- 98th
- Percentile by assets National rank
- $151,516
- Avg per participant Above avg balance/head
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.
- #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.
- #17,297
- in Healthcare & Social Assistance (17,684 peers)
- +7.8%
- assets growth YoY
- 5.6×
- vs typical plan assets (national mean)
Caremount Health Solutions Incentive Savings and Profit Sharing Plan's outsized position by total assets
Caremount Health Solutions Incentive Savings and Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$562,882,480 Top 2% higher than 98% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Caremount Health Solutions Incentive Savings and Profit Sharing Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Caremount Health Solutions Incentive Savings and Profit Sharing Plan lands in the large band (3,715 participants).
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.
Form 5500 schedule snapshot
Filing strip 384103290 · Caremount Health Solutions, LLC PY 2023 · 401(k)
Caremount Health Solutions Incentive Savings and Profit Sharing Plan · $563M · 3,715 · 98th
- RANK $563M
- PHOTO 3,715
- IND 98th
- EOY 401(k)
- 5500 near Saia Motor Freight Line, LLC 401(k) Plan
- ASSETS ind #17297
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 →
Caremount Health Solutions Incentive Savings and Profit Sharing Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Caremount Health Solutions, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2024 filing year
| 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.
- 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
Caremount Health Solutions Incentive Savings and Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Minnesota, the nearest 401(k) by assets is Saia Motor Freight Line, LLC 401(k) Plan in GA ($562M); by covered participants it is Town Pump, Et Al 401(k) Plan in MT (3,715 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($563M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (3,715 participants); asset peers above are excluded.
- Town Pump, Et Al 401(k) Plan (MT) 3,715 · 0 off
- Chemed/Roto Rooter Savings & Retirement Plan (OH) 3,716 · 1 off
- One Gas, Inc. 401(k) Plan (OK) 3,716 · 1 off
- Dte Electric Company Savings and Stock Ownership Plan for Employees Represented by Local 223 of the Utility Workers Union of America (MI) 3,716 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.