401(k) · DOL Form 5500 · 2023

Carecentrix, Inc. 401(k) Plan

Data updated 2026-08-11

$98M
Total assets
1,906
Participants
91st
Percentile by assets
$51,409
Avg per participant
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Official DOL plan name: Carecentrix, Inc. Retirement Savings Plan · Sponsored by Carecentrix, Inc. · Connecticut · Healthcare & Social Assistance

$98M in assets, 1,906 participants

Carecentrix, Inc.'s Carecentrix, Inc. Retirement Savings Plan reported $98M in total assets and 1,906 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.

  • 91st percentile by assets (of 127,072 plans)
  • #16,307 in Healthcare & Social Assistance (17,684 peers)

Coverage in Connecticut

Carecentrix, Inc. Retirement Savings Plan covers 1,906 participants in Connecticut, 2.7x the typical Connecticut plan (state average ~718 per filing). Assets: $98M.

$98M
total plan assets (2023 EOY)
1,906
covered participants
91st
percentile by assets (of 127,072 plans)
$51,409
avg assets per participant

Where Carecentrix, Inc. Retirement Savings Plan sits by total assets

Carecentrix, Inc. Retirement Savings Plan vs every filed plan by assets

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

$97,985,868 Top 9% higher than 91% of 127,068 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Carecentrix, Inc. Retirement Savings Plan reported net income rose from -$12M in the plan year 2022 filing to $21M in the plan year 2023 filing.
  • Carecentrix, Inc. Retirement Savings Plan end-of-year assets rose from $77M in the plan year 2022 filing to $98M in the plan year 2023 filing.
  • Carecentrix, Inc. Retirement Savings Plan reported participants rose from 1,709 in the plan year 2022 filing to 1,906 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
Connecticut
Industry
Healthcare & Social Assistance

Participants vs Connecticut filers

In Connecticut, the average filing covers about 718 participants across 1,906 plans. Carecentrix, Inc. Retirement Savings Plan reports 1,906 participants - 2.7x that state average ($98M EOY assets).

Connecticut filing particulars

Total Assets (Beginning of Year)$77M
Net Assets (End of Year)$98M
Net Income$21M
Employer EIN113454103
Plan Effective Date2009-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Carecentrix, Inc.)

$60M$80M$100M$120M 202220232024 $77.1M $112M ▲ +45.4%
Total plan assets by year, all Carecentrix, Inc. plans on file
Year Plans Participants Total Assets
2022 1 1,709 $77M
2023 1 1,906 $98M
2024 1 1,910 $112M

Nearby 401(k) Plans in Connecticut

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

Carecentrix, Inc. Retirement Savings Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Carecentrix, Inc. Re…, Total assets ($B): 0.097985868 · Participants: 1906Carecentrix, Inc. Re…Rtx Savings Plan, Total assets ($B): 52.759784 · Participants: 123037Rtx Savings PlanCiti Retirement Savi…, Total assets ($B): 20.653030659 · Participants: 77865Citi Retirement Savi…The Hartford Investm…, Total assets ($B): 6.478512 · Participants: 18377The Hartford Investm…Xerox Corporation Sa…, Total assets ($B): 3.948866 · Participants: 10291Xerox Corporation Sa…Eversource 401(k) Plan, Total assets ($B): 3.751712453 · Participants: 9504Eversource 401(k) Plan
Carecentrix, Inc. Retirement Savings Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Carecentrix, Inc. Retirement Savings Pla… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Carecentrix, Inc. Retirement Savings Plan by total assets, not by location.

Frequently Asked Questions

How did Carecentrix, Inc. Retirement Savings Plan assets move in 2023? ▼
Carecentrix, Inc. Retirement Savings Plan grew sharply - up 27.0% during 2023, from $77M to $98M. Reported net income was $21M.
How have Carecentrix, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carecentrix, Inc.'s sponsor-wide assets grew 45.4%, from $77M to $112M.
Where does Carecentrix, Inc. Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Carecentrix, Inc. Retirement Savings Plan ranks in the 91st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Carecentrix, Inc. Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Berkshire Hathaway Guard Profit Sharing/401(k) Plan in PA ($98M, 1,309 participants).

Next read for Carecentrix, Inc. Retirement Savings Pla…

Filing takeaways

Ways to act on Carecentrix, Inc. Retirement Savings Plan's numbers.

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 113454103.

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.