401(k) · DOL Form 5500 · 2023

Caerus Operating LLC 401(k) Plan

Data updated 2026-08-25

$35M
Total assets Below avg plan size
294
Participants Below avg headcount
81st
Percentile by assets National rank
$117,793
Avg per participant Below avg balance/head
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Official DOL plan name: Caerus Operating LLC 401(k) Plan · Sponsored by Caerus Operating LLC · Colorado · Mining & Oil Extraction

$35M in assets, 294 participants

Caerus Operating LLC's Caerus Operating LLC 401(k) Plan reported $35M in total assets and 294 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.

  • #535 in Mining & Oil Extraction (811 peers)

Where Caerus Operating LLC 401(k) Plan sits by assets

Caerus Operating LLC 401(k) Plan sits in the top quartile of all filed plans by assets, $35M for 294 participants (~$117,793/participant), up 31.9% in 2023.

#535
in Mining & Oil Extraction (811 peers)
+31.9%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Caerus Operating LLC 401(k) Plan's outsized position by total assets

Caerus Operating LLC 401(k) Plan vs every filed plan by assets

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

$34,630,996 Top 19% higher than 81% 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

Caerus Operating LLC 401(k) 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. Caerus Operating LLC 401(k) Plan sits mid-pack in the medium band (294 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Caerus Operating LLC 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Caerus Operating LLC 401(k) Plan end-of-year assets rose from $26M in the plan year 2022 filing to $35M in the plan year 2023 filing.
  • Caerus Operating LLC 401(k) Plan reported participants rose from 288 in the plan year 2022 filing to 294 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 271732349 · Caerus Operating LLC PY 2023 · 401(k)

Caerus Operating LLC 401(k) Plan · $35M · 294 · 81st

  • ASSETS $35M
  • ASSETS 294
  • ASSETS 81st
  • ASSETS 401(k)
  • ASSETS near Berry Global Bargaining Unit 401(k) Plan
  • ASSETS ind #535

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 Mining & Oil Extraction retirement plans → · Plans in Colorado →

Caerus Operating LLC 401(k) Plan in the asset neighbourhood

Caerus Operating LLC 401(k) PlanCaerus Operating LLC 401(k) …$35MBerry Global Bargaining Unit 401(k) PlanBerry Global Bargaining Unit…$35MPinkerton Tobacco Hourly Employees Profit Sharing PlanPinkerton Tobacco Hourly Emp…$35MBentley School Defined Contribution and Tax Deferred Annuity PlanBentley School Defined Contr…$35MNextracker 401(k) Plan$35M
End-of-year total assets ($M) among Caerus Operating LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$35M
Net Income$8M
Employer EIN271732349
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Caerus Operating LLC)

Sponsor-wide plan assets over time

All Caerus Operating LLC plans reported in each filing year

Latest sponsor-wide plan assets
$35M 31.917412247160488% vs 2022
2023 filing year
$25M$30M$35M$40M 20222023 $26.3M $34.6M ▲ +31.9%
Year Plans Participants Total Assets
2022 1 288 $26M
2023 1 294 $35M

Nearby 401(k) Plans in Colorado

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

Caerus Operating LLC 401(k) Plan vs. nearby 401(k) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -101234 Total assets ($B) Participants Caerus Operating LLC 401(k) Plan, Total assets ($B): 0.034630996 · Participants: 294Caerus Operating LLC 401(k) PlanDavita Retirement Savings Plan, Total assets ($B): 3.326219779 · Participants: 57711Davita Retirement Savings PlanBall Corporation 401(k) and Employee Stock Ownership Plan, Total assets ($B): 2.806549522 · Participants: 10349Ball Corporation 401(k) and Employee Stock Ownership PlanEmpower Retirement, LLC 401(k) Savings Plan, Total assets ($B): 1.852270164 · Participants: 10036Empower Retirement, LLC 401(k) Savings PlanWoodward Retirement Savings Plan, Total assets ($B): 1.765770435 · Participants: 5847Woodward Retirement Savings PlanArcadis U.S., Inc. Retirement Savings Plan, Total assets ($B): 1.686655183 · Participants: 5491Arcadis U.S., Inc. Retirement Savings Plan
Caerus Operating LLC 401(k) Plan vs. nearby 401(k) plans in Colorado, assets vs. participants
Compare Caerus Operating LLC 401(k) Plan side-by-side with 3 peers →

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

Outside Colorado, the nearest 401(k) by assets is Berry Global Bargaining Unit 401(k) Plan in IN ($35M); by covered participants it is University Cancer & Blood Center, LLC in GA (294 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (294 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 Caerus Operating LLC 401(k) Plan assets move in 2023? ▼
Caerus Operating LLC 401(k) Plan surged - up 31.9% during 2023, from $26M to $35M. Reported net income was $8M.
How have Caerus Operating LLC plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Caerus Operating LLC's sponsor-wide assets grew 31.9%, from $26M to $35M.
Where does Caerus Operating LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Caerus Operating LLC 401(k) Plan ranks in the 81st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Caerus Operating LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Berry Global Bargaining Unit 401(k) Plan in IN ($35M, 951 participants).
Which 401(k) plans cover a similar participant headcount to Caerus Operating LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is University Cancer & Blood Center, LLC in GA (294 participants, N/A 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 271732349.

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.