401(k) · DOL Form 5500 · 2023

Caremore Medical Group of Tennessee, P.C. 401(k) Plan

Data updated 2026-08-25

$70M
Total assets Below avg plan size
528
Participants Below avg headcount
89th
Percentile by assets National rank
$132,739
Avg per participant Near avg balance/head
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Official DOL plan name: Carelon Peo 401(k) Plan · Sponsored by Caremore Medical Group of Tennessee, P.C. · Indiana · Healthcare & Social Assistance

$70M in assets, 528 participants

Caremore Medical Group of Tennessee, P.C.'s Carelon Peo 401(k) Plan reported $70M in total assets and 528 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.

  • #15,975 in Healthcare & Social Assistance (17,684 peers)

Where Carelon Peo 401(k) Plan sits by assets

Carelon Peo 401(k) Plan sits in the top quartile of all filed plans by assets, $70M for 528 participants (~$132,739/participant), up 23.3% in 2023.

#15,975
in Healthcare & Social Assistance (17,684 peers)
+23.3%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Carelon Peo 401(k) Plan's outsized position by total assets

Carelon Peo 401(k) Plan vs every filed plan by assets

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

$70,085,934 Top 11% higher than 89% 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

Carelon Peo 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. Carelon Peo 401(k) Plan sits mid-pack in the medium band (528 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Carelon Peo 401(k) Plan reported net income rose from -$4M in the plan year 2022 filing to $14M in the plan year 2023 filing.
  • Carelon Peo 401(k) Plan end-of-year assets rose from $57M in the plan year 2022 filing to $70M in the plan year 2023 filing.
  • Carelon Peo 401(k) Plan reported participants rose from 430 in the plan year 2022 filing to 528 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 471878423 · Caremore Medical Group of Tennessee, P.C. PY 2023 · 401(k)

Carelon Peo 401(k) Plan · $70M · 528 · 89th

  • BOY $70M
  • BOY 528
  • BOY 89th
  • BOY 401(k)
  • BOY near Babst Calland Clements & Zomnir, P.C. Profit Sharing 401(k) Plan I
  • BOY ind #15975

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 Indiana →

Carelon Peo 401(k) Plan in the asset neighbourhood

Hydac Technology Corp. 401(k) Retirement PlanHydac Technology Corp. 401(k…$70MBabst Calland Clements & Zomnir, P.C. Profit Sharing 401(k) Plan IBabst Calland Clements & Zom…$70MCarelon Peo 401(k) Plan$70MTechnic, Inc. 401(k) Plan$70MCurium US LLC 401(k) Plan$70M
End-of-year total assets ($M) among Carelon Peo 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$57M
Net Assets (End of Year)$70M
Net Income$14M
Employer EIN471878423
Plan Effective Date2013-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Caremore Medical Group of Tennessee, P.C.)

Sponsor-wide plan assets over time

All Caremore Medical Group of Tennessee, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$70M 23.34808257666126% vs 2022
2023 filing year
$55M$60M$65M$70M$75M 20222023 $56.8M $70.1M ▲ +23.4%
Year Plans Participants Total Assets
2022 1 430 $57M
2023 1 528 $70M

Nearby 401(k) Plans in Indiana

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

Carelon Peo 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Carelon Peo 401(k) Plan, Total assets ($B): 0.070085934 · Participants: 528Carelon Peo 401(k) PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 11.133214731 · Participants: 17583The Lilly Employee 401(k) PlanElevance Health 401(k) Plan, Total assets ($B): 11.042395257 · Participants: 76590Elevance Health 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 5.730057183 · Participants: 28381Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 3.907792365 · Participants: 38575Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.573079703 · Participants: 9015Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Carelon Peo 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Carelon Peo 401(k) Plan side-by-side with 3 peers →

Carelon Peo 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Babst Calland Clements & Zomnir, P.C. Profit Sharing 401(k) Plan I in PA ($70M); by covered participants it is Citadel Retirement Plan in PA (528 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($70M here).

Similar participant headcount

Nearest other-state filings by covered participants (528 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 Carelon Peo 401(k) Plan assets move in 2023? ▼
Carelon Peo 401(k) Plan grew sharply - up 23.3% during 2023, from $57M to $70M. Reported net income was $14M.
How have Caremore Medical Group of Tennessee, P.C. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Caremore Medical Group of Tennessee, P.C.'s sponsor-wide assets grew 23.3%, from $57M to $70M.
Where does Carelon Peo 401(k) Plan rank by assets among Form 5500 filers? ▼
Carelon Peo 401(k) Plan ranks in the 89th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Carelon Peo 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Babst Calland Clements & Zomnir, P.C. Profit Sharing 401(k) Plan I in PA ($70M, 124 participants).
Which 401(k) plans cover a similar participant headcount to Carelon Peo 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Citadel Retirement Plan in PA (528 participants, $76M 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 471878423.

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.