401(k) · DOL Form 5500 · 2023

Caregility Corporation 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
149
Participants Small participant base
61st
Percentile by assets National rank
$75,892
Avg per participant Below avg balance/head
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Official DOL plan name: Caregility 401(k) Plan · Sponsored by Caregility Corporation · New Jersey · Professional & Technical Services

$11M in assets, 149 participants

Caregility Corporation's Caregility 401(k) Plan reported $11M in total assets and 149 participants in its 2023 DOL Form 5500 filing, ranking in the 61st 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.

  • #12,223 in Professional & Technical Services (20,321 peers)

Coverage in New Jersey

Caregility 401(k) Plan covers 149 participants in New Jersey, about 18% of the average New Jersey filer (state average ~844 per filing). Assets: $11M.

#12,223
in Professional & Technical Services (20,321 peers)
+37.9%
assets growth YoY

Caregility 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

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

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

$11,307,901 Top 39% higher than 61% 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

Caregility 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. Caregility 401(k) Plan sits mid-pack in the medium band (149 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Caregility 401(k) Plan reported net income rose from $276K in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Caregility 401(k) Plan end-of-year assets rose from $8M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Caregility 401(k) Plan reported participants rose from 117 in the plan year 2022 filing to 149 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 841806604 · Caregility Corporation PY 2023 · 401(k)

Caregility 401(k) Plan · $11M · 149 · 61st

  • TYPE $11M
  • NET 149
  • BOOK 61st
  • VS-ST 401(k)
  • BOY near Tmc Technologies 401(k)Plan
  • SCH ind #12223

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 Professional & Technical Services retirement plans → · Plans in New Jersey →

Caregility 401(k) Plan in the asset neighbourhood

Caregility 401(k) Plan$11MTmc Technologies 401(k)Plan$11MFirst Citizens' Federal Credit Union 401(k) PlanFirst Citizens' Federal Cred…$11MBga Employee Incentive Savings PlanBga Employee Incentive Savin…$11MPark West 401(k) Employee Retirement PlanPark West 401(k) Employee Re…$11M
End-of-year total assets ($M) among Caregility 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New Jersey filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$11M
Net Income$3M
Employer EIN841806604
Plan Effective Date2022-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Caregility Corporation)

Sponsor-wide plan assets over time

All Caregility Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$15M 77.21834439967172% vs 2022
2024 filing year
$6M$8M$10M$12M$14M$16M 202220232024 $8.2M $14.5M ▲ +77.2%
Year Plans Participants Total Assets
2022 1 117 $8M
2023 1 149 $11M
2024 1 121 $15M

Nearby 401(k) Plans in New Jersey

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

Caregility 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -1001020304050 Total assets ($B) Participants Caregility 401(k) Plan, Total assets ($B): 0.011307901 · Participants: 149Caregility 401(k) PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 44.552237022 · Participants: 176610JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 27.825640157 · Participants: 78072Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 22.177853595 · Participants: 41291Johnson and Johnson Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 15.543526764 · Participants: 59346Ernst & Young Retirement Savings PlanMerck US Savings Plan, Total assets ($B): 13.424416176 · Participants: 26850Merck US Savings Plan
Caregility 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Caregility 401(k) Plan side-by-side with 3 peers →

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

Outside New Jersey, the nearest 401(k) by assets is Tmc Technologies 401(k)Plan in WV ($11M); by covered participants it is Mariner Wealth Advisors Pooled Employer Plan in FL (149 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($11M here).

Similar participant headcount

Nearest other-state filings by covered participants (149 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 Caregility 401(k) Plan assets move in 2023? ▼
Caregility 401(k) Plan surged - up 37.9% during 2023, from $8M to $11M. Reported net income was $3M.
How have Caregility Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Caregility Corporation's sponsor-wide assets grew 77.2%, from $8M to $15M.
Which 401(k) plans are similar in size to Caregility 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Tmc Technologies 401(k)Plan in WV ($11M, 130 participants).
Which 401(k) plans cover a similar participant headcount to Caregility 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mariner Wealth Advisors Pooled Employer Plan in FL (149 participants, $1M 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 841806604.

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.