401(k) · DOL Form 5500 · 2023

Kare Partners Billing & Operations, Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
215
Participants Below avg headcount
42nd
Percentile by assets National rank
$21,033
Avg per participant Low balance/head
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Official DOL plan name: Compleat Rehab Services 401(k) Plan · Sponsored by Kare Partners Billing & Operations, Inc. · North Carolina · Healthcare & Social Assistance

$5M in assets, 215 participants

Kare Partners Billing & Operations, Inc.'s Compleat Rehab Services 401(k) Plan reported $5M in total assets and 215 participants in its 2023 DOL Form 5500 filing, ranking in the 42nd 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.

  • #8,121 in Healthcare & Social Assistance (17,684 peers)

Coverage in North Carolina

Compleat Rehab Services 401(k) Plan covers 215 participants in North Carolina, about 26% of the average North Carolina filer (state average ~819 per filing). Assets: $5M.

#8,121
in Healthcare & Social Assistance (17,684 peers)
+26.0%
assets growth YoY

Compleat Rehab Services 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Compleat Rehab Services 401(k) Plan vs every filed plan by assets

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

$4,522,124 42nd percentile higher than 42% 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

Compleat Rehab Services 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. Compleat Rehab Services 401(k) Plan sits mid-pack in the medium band (215 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Compleat Rehab Services 401(k) Plan reported net income rose from -$581K in the plan year 2022 filing to $933K in the plan year 2023 filing.
  • Compleat Rehab Services 401(k) Plan reported participants rose from 149 in the plan year 2022 filing to 215 in the plan year 2023 filing.
  • Compleat Rehab Services 401(k) Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 561677267 · Kare Partners Billing & Operations, Inc. PY 2023 · 401(k)

Compleat Rehab Services 401(k) Plan · $5M · 215 · 42nd

  • PART $5M
  • PART 215
  • PART 42nd
  • PART 401(k)
  • PART near The Epiphany School 401(k) Plan
  • PART ind #8121

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 North Carolina →

Compleat Rehab Services 401(k) Plan in the asset neighbourhood

Compleat Rehab Services 401(k) PlanCompleat Rehab Services 401(…$5MThe Epiphany School 401(k) PlanThe Epiphany School 401(k) P…$5MAppomni, Inc. 401(k) Plan$5MOsceola Supply, Inc. 401(k) Retirement PlanOsceola Supply, Inc. 401(k) …$5MTel Tech Networks, Inc. 401(k) PlanTel Tech Networks, Inc. 401(…$5M
End-of-year total assets ($M) among Compleat Rehab Services 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

North Carolina filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$933K
Employer EIN561677267
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kare Partners Billing & Operations, Inc.)

Sponsor-wide plan assets over time

All Kare Partners Billing & Operations, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 40.27052764843943% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M$5M$5.5M 202220232024 $3.59M $5.03M ▲ +40.1%
Year Plans Participants Total Assets
2022 1 149 $4M
2023 1 215 $5M
2024 1 294 $5M

Nearby 401(k) Plans in North Carolina

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

Compleat Rehab Services 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Compleat Rehab Services 401(k) Plan, Total assets ($B): 0.004522124 · Participants: 215Compleat Rehab Services 401(k) PlanThe Bank of America 401(k) Plan, Total assets ($B): 54.848846192 · Participants: 173899The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 15.388124058 · Participants: 40004Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 10.354065 · Participants: 28121Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 10.120701726 · Participants: 55480Truist Financial Corporation 401(k) Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 8.510660989 · Participants: 24174Nucor Corporation Profit Sharing and Retirement Savings Plan
Compleat Rehab Services 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Compleat Rehab Services 401(k) Plan side-by-side with 3 peers →

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

Outside North Carolina, the nearest 401(k) by assets is The Epiphany School 401(k) Plan in MA ($5M); by covered participants it is West Tennessee Bone & Joint Clinic, P.C. Profit Sharing Plan in TN (215 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

Similar participant headcount

Nearest other-state filings by covered participants (215 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 Compleat Rehab Services 401(k) Plan assets move in 2023? ▼
Compleat Rehab Services 401(k) Plan grew sharply - up 26.0% during 2023, from $4M to $5M. Reported net income was $933K.
How have Kare Partners Billing & Operations, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kare Partners Billing & Operations, Inc.'s sponsor-wide assets grew 40.3%, from $4M to $5M.
Which 401(k) plans are similar in size to Compleat Rehab Services 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Epiphany School 401(k) Plan in MA ($5M, 48 participants).
Which 401(k) plans cover a similar participant headcount to Compleat Rehab Services 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is West Tennessee Bone & Joint Clinic, P.C. Profit Sharing Plan in TN (215 participants, $33M 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 561677267.

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.