Other · DOL Form 5500 · 2023
Care Initiatives Retirement Plan
Data updated 2026-08-25
- $32M
- Total assets Below avg plan size
- 2,633
- Participants Above avg headcount
- 80th
- Percentile by assets National rank
- $11,971
- Avg per participant Low balance/head
Official DOL plan name: Care Initiatives 403 (B) Group Retirement Plan · Sponsored by Care Initiatives · Iowa · Healthcare & Social Assistance
$32M in assets, 2,633 participants
Care Initiatives's Care Initiatives 403 (B) Group Retirement Plan reported $32M in total assets and 2,633 participants in its 2023 DOL Form 5500 filing, ranking in the 80th 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.
- #14,651 in Healthcare & Social Assistance (17,684 peers)
Coverage in Iowa
Care Initiatives 403 (B) Group Retirement Plan covers 2,633 participants in Iowa, 4.3x the typical Iowa plan (state average ~609 per filing). Assets: $32M.
- #14,651
- in Healthcare & Social Assistance (17,684 peers)
- +6.5%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Care Initiatives 403 (B) Group Retirement Plan's outsized position by total assets
Care Initiatives 403 (B) Group Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$31,519,952 Top 20% higher than 80% 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
Care Initiatives 403 (B) Group Retirement 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. Care Initiatives 403 (B) Group Retirement Plan lands in the large band (2,633 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Care Initiatives 403 (B) Group Retirement Plan reported net income rose from -$9M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Care Initiatives 403 (B) Group Retirement Plan end-of-year assets rose from $30M in the plan year 2022 filing to $32M in the plan year 2023 filing.
- Care Initiatives 403 (B) Group Retirement Plan reported participants fell from 2,775 in the plan year 2022 filing to 2,633 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 760262402 · Care Initiatives PY 2023 · Other
Care Initiatives 403 (B) Group Retirement Plan · $32M · 2,633 · 80th
- EIN $32M
- RANK 2,633
- PHOTO 80th
- IND Other
- EOY near 403(b) Thrift Plan for Employees of Walker Art Center
- 5500 ind #14651
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 Iowa →
Care Initiatives 403 (B) Group Retirement Plan in the asset neighbourhood
Iowa filing particulars
| Total Assets (Beginning of Year) | $30M |
|---|---|
| Net Assets (End of Year) | $32M |
| Net Income | $2M |
| Employer EIN | 760262402 |
| Plan Effective Date | 1995-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Care Initiatives)
Sponsor-wide plan assets over time
All Care Initiatives plans reported in each filing year
- Latest sponsor-wide plan assets
- $34M 14.017535788229305% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2,775 | $30M |
| 2023 | 1 | 2,633 | $32M |
| 2024 | 1 | 2,637 | $34M |
Nearby Other Plans in Iowa
Peer Other plans, same state, same plan type, ranked by total assets.
- Iaicu Multiple Employer Plan $593M · 2,396
- Act, Inc. Defined Contribution Retirement Plan $426M · 1,043
- Grinnell College Employees Retirement Savings Plan $353M · 810
- Genesis Health System Retirement Savings Plan $345M · 4,651
- Drake University Mandatory Tax-Deferred Annuity Retirement Plan $277M · 1,224
Care Initiatives 403 (B) Group Retirement Plan's out-of-state Other peers by assets and headcount
Outside Iowa, the nearest Other by assets is 403(b) Thrift Plan for Employees of Walker Art Center in MN ($32M); by covered participants it is Aim Services, Inc. 403(b) Plan in NY (2,632 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($32M here).
- 403(b) Thrift Plan for Employees of Walker Art Center (MN) $32M · 166
- Churchill School and Center Defined Contribution Retirement Plan (NY) $31M · 128
- National Kidney Foundation Retirement Savings Plan (NY) $31M · 175
- Tax Sheltered Annuity Plan for the Staff Employees of the Boston Symphony Orchestra, Inc. (MA) $32M · 148
Similar participant headcount
Nearest other-state filings by covered participants (2,633 participants); asset peers above are excluded.
- Aim Services, Inc. 403(b) Plan (NY) 2,632 · 1 off
- The Johns Hopkins University Income Deferral 403(b) Plan for Residents, Interns and Postdoctoral Fellows (MD) 2,637 · 4 off
- Ellis Hospital Employees Defined Contribution Retirement Plan (NY) 2,641 · 8 off
- Maryland Electrical Industry Severance & Annuity F (WV) 2,645 · 12 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.