401(k) · DOL Form 5500 · 2023

Caresource Management Services LLC 401(k) Plan

Data updated 2026-08-25

$426M
Total assets Above avg plan size
4,733
Participants Above avg headcount
97th
Percentile by assets National rank
$90,059
Avg per participant Below avg balance/head
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Official DOL plan name: Caresource Management Services 401(k) Retirement Plan · Sponsored by Caresource Management Services LLC · Ohio · Finance & Insurance

$426M in assets, 4,733 participants

Caresource Management Services LLC's Caresource Management Services 401(k) Retirement Plan reported $426M in total assets and 4,733 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.

  • #8,423 in Finance & Insurance (8,869 peers)

Coverage in Ohio

Caresource Management Services 401(k) Retirement Plan covers 4,733 participants in Ohio, 6.2x the typical Ohio plan (state average ~765 per filing). Assets: $426M.

#8,423
in Finance & Insurance (8,869 peers)
+31.0%
assets growth YoY
4.3×
vs typical plan assets (national mean)

Caresource Management Services 401(k) Retirement Plan's outsized position by total assets

Caresource Management Services 401(k) Retirement Plan vs every filed plan by assets

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

$426,249,562 Top 3% higher than 97% 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

Caresource Management Services 401(k) 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. Caresource Management Services 401(k) Retirement Plan lands in the large band (4,733 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Caresource Management Services 401(k) Retirement Plan reported net income rose from -$35M in the plan year 2022 filing to $101M in the plan year 2023 filing.
  • Caresource Management Services 401(k) Retirement Plan end-of-year assets rose from $325M in the plan year 2022 filing to $426M in the plan year 2023 filing.
  • Caresource Management Services 401(k) Retirement Plan reported participants rose from 4,355 in the plan year 2022 filing to 4,733 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 311703371 · Caresource Management Services LLC PY 2023 · 401(k)

Caresource Management Services 401(k) Retirement Plan · $426M · 4,733 · 97th

  • PHOTO $426M
  • IND 4,733
  • EOY 97th
  • 5500 401(k)
  • ASSETS near Jones Walker LLP Profit Sharing Retirement Plan
  • PCT ind #8423

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 Finance & Insurance retirement plans → · Plans in Ohio →

Caresource Management Services 401(k) Retirement Plan in the asset neighbourhood

Carestream Health, Inc. Retirement Savings PlanCarestream Health, Inc. Reti…$427MEntrust Corporation Employee Investment PlanEntrust Corporation Employee…$427MCaresource Management Services 401(k) Retirement PlanCaresource Management Servic…$426MJones Walker LLP Profit Sharing Retirement PlanJones Walker LLP Profit Shar…$426MFinnegan, Henderson, Farabow, Garrett & Dunner, L.L.P. Profit Sharing PlanFinnegan, Henderson, Farabow…$426M
End-of-year total assets ($M) among Caresource Management Services 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$325M
Net Assets (End of Year)$426M
Net Income$101M
Employer EIN311703371
Plan Effective Date1997-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Caresource Management Services LLC)

Sponsor-wide plan assets over time

All Caresource Management Services LLC plans reported in each filing year

Latest sponsor-wide plan assets
$511M 57.026647549026244% vs 2022
2024 filing year
$300M$400M$500M$600M 202220232024 $325M $511M ▲ +57.0%
Year Plans Participants Total Assets
2022 1 4,355 $325M
2023 1 4,733 $426M
2024 1 4,617 $511M

Nearby 401(k) Plans in Ohio

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

Caresource Management Services 401(k) Retirement Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Caresource Management Services 401(k) Retirement Plan, Total assets ($B): 0.426249562 · Participants: 4733Caresource Management Services 401(k) Retirement PlanGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
Caresource Management Services 401(k) Retirement Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Caresource Management Services 401(k) Retirement Plan side-by-side with 3 peers →

Caresource Management Services 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Jones Walker LLP Profit Sharing Retirement Plan in LA ($426M); by covered participants it is Rainbow Apparel 401(k) Savings Plan in NY (4,734 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4,733 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 Caresource Management Services 401(k) Retirement Plan assets move in 2023? ▼
Caresource Management Services 401(k) Retirement Plan surged - up 31.0% during 2023, from $325M to $426M. Reported net income was $101M.
How have Caresource Management Services LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Caresource Management Services LLC's sponsor-wide assets grew 57.0%, from $325M to $511M.
Where does Caresource Management Services 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Caresource Management Services 401(k) Retirement Plan ranks in the 97th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Caresource Management Services 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Jones Walker LLP Profit Sharing Retirement Plan in LA ($426M, 630 participants).
Which 401(k) plans cover a similar participant headcount to Caresource Management Services 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Rainbow Apparel 401(k) Savings Plan in NY (4,734 participants, $72M 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 311703371.

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.