401(k) · DOL Form 5500 · 2023

Carecentrix, Inc. 401(k) Plan

Data updated 2026-08-25

$98M
Total assets Below avg plan size
1,906
Participants Near avg headcount
91st
Percentile by assets National rank
$51,409
Avg per participant Low balance/head
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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.

  • #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.

#16,307
in Healthcare & Social Assistance (17,684 peers)
+27.0%
assets growth YoY
1.0×
vs typical plan assets (national mean)

Carecentrix, Inc. Retirement Savings Plan's outsized position 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 $2,050,000,000 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

Carecentrix, Inc. Retirement Savings 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. Carecentrix, Inc. Retirement Savings Plan lands in the large band (1,906 participants).

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 →

Plan-year Form 5500 strip

Filing strip 113454103 · Carecentrix, Inc. PY 2023 · 401(k)

Carecentrix, Inc. Retirement Savings Plan · $98M · 1,906 · 91st

  • EIN $98M
  • RANK 1,906
  • PHOTO 91st
  • IND 401(k)
  • EOY near Berkshire Hathaway Guard Profit Sharing/401(k) Plan
  • 5500 ind #16307

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 Connecticut →

Carecentrix, Inc. Retirement Savings Plan in the asset neighbourhood

Drury Employee Savings Plan$98MH.C. Starck Solutions (U.S.) Savings and Retirement PlanH.C. Starck Solutions (U.S.)…$98MBerkshire Hathaway Guard Profit Sharing/401(k) PlanBerkshire Hathaway Guard Pro…$98MCarecentrix, Inc. Retirement Savings PlanCarecentrix, Inc. Retirement…$98MT. W. U. - S. T. S. 401(k) Retirement PlanT. W. U. - S. T. S. 401(k) R…$98M
End-of-year total assets ($M) among Carecentrix, Inc. Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

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.)

Sponsor-wide plan assets over time

All Carecentrix, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$112M 45.43278937629583% vs 2022
2024 filing year
$60M$80M$100M$120M 202220232024 $77.1M $112M ▲ +45.4%
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 ($B) Participants Carecentrix, Inc. Retirement Savings Plan, Total assets ($B): 0.097985868 · Participants: 1906Carecentrix, Inc. Retirement Savings PlanRtx Savings Plan, Total assets ($B): 52.759784 · Participants: 123037Rtx Savings PlanCiti Retirement Savings Plan, Total assets ($B): 20.653030659 · Participants: 77865Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 6.478512 · Participants: 18377The Hartford Investment and Savings PlanXerox Corporation Savings Plan, Total assets ($B): 3.948866 · Participants: 10291Xerox Corporation Savings PlanEversource 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 Plan side-by-side with 3 peers →

Carecentrix, Inc. Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Berkshire Hathaway Guard Profit Sharing/401(k) Plan in PA ($98M); by covered participants it is Sulzer Employee Savings Plan in TX (1,905 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,906 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 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).
Which 401(k) plans cover a similar participant headcount to Carecentrix, Inc. Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Sulzer Employee Savings Plan in TX (1,905 participants, $489M 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 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.