401(k) · DOL Form 5500 · 2023

Caris Science, Inc. 401(k) Plan

Data updated 2026-08-25

$110M
Total assets Near avg plan size
1,789
Participants Near avg headcount
92nd
Percentile by assets National rank
$61,341
Avg per participant Low balance/head
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Official DOL plan name: Caris Science Inc. 401(k) Plan · Sponsored by Caris Science, Inc. · Texas · Healthcare & Social Assistance

$110M in assets, 1,789 participants

Caris Science, Inc.'s Caris Science Inc. 401(k) Plan reported $110M in total assets and 1,789 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.

  • #16,430 in Healthcare & Social Assistance (17,684 peers)

Coverage in Texas

Caris Science Inc. 401(k) Plan covers 1,789 participants in Texas, 2.6x the typical Texas plan (state average ~688 per filing). Assets: $110M.

#16,430
in Healthcare & Social Assistance (17,684 peers)
+42.4%
assets growth YoY
1.1×
vs typical plan assets (national mean)

Caris Science Inc. 401(k) Plan's outsized position by total assets

Caris Science Inc. 401(k) Plan vs every filed plan by assets

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

$109,738,951 Top 8% higher than 92% 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

Caris Science Inc. 401(k) 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. Caris Science Inc. 401(k) Plan lands in the large band (1,789 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Caris Science Inc. 401(k) Plan reported net income rose from $6M in the plan year 2022 filing to $33M in the plan year 2023 filing.
  • Caris Science Inc. 401(k) Plan end-of-year assets rose from $77M in the plan year 2022 filing to $110M in the plan year 2023 filing.
  • Caris Science Inc. 401(k) Plan reported participants rose from 1,345 in the plan year 2022 filing to 1,789 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 453632909 · Caris Science, Inc. PY 2023 · 401(k)

Caris Science Inc. 401(k) Plan · $110M · 1,789 · 92nd

  • PHOTO $110M
  • IND 1,789
  • EOY 92nd
  • 5500 401(k)
  • ASSETS near Flex Technology Group 401(k) Profit Sharing Plan and Trust
  • PCT ind #16430

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 Texas →

Caris Science Inc. 401(k) Plan in the asset neighbourhood

Downs Rachlin Martin Retirement PlanDowns Rachlin Martin Retirem…$110MLima Memorial Health System 401(k) PlanLima Memorial Health System …$110MFlex Technology Group 401(k) Profit Sharing Plan and TrustFlex Technology Group 401(k)…$110MCaris Science Inc. 401(k) PlanCaris Science Inc. 401(k) Pl…$110MAscap Employees' Savings and Salary Deferral PlanAscap Employees' Savings and…$110M
End-of-year total assets ($M) among Caris Science Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$77M
Net Assets (End of Year)$110M
Net Income$33M
Employer EIN453632909
Plan Effective Date2011-12-15
Filing StatusFILING RECEIVED

Sponsor Plan History (Caris Science, Inc.)

Sponsor-wide plan assets over time

All Caris Science, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$141M 83.0355837047177% vs 2022
2024 filing year
$60M$80M$100M$120M$140M$160M 202220232024 $77.1M $141M ▲ +83.0%
Year Plans Participants Total Assets
2022 1 1,345 $77M
2023 1 1,789 $110M
2024 1 1,736 $141M

Nearby 401(k) Plans in Texas

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

Caris Science Inc. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Caris Science Inc. 401(k) Plan, Total assets ($B): 0.109738951 · Participants: 1789Caris Science Inc. 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Caris Science Inc. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Caris Science Inc. 401(k) Plan side-by-side with 3 peers →

Caris Science Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Flex Technology Group 401(k) Profit Sharing Plan and Trust in AZ ($110M); by covered participants it is Medamerica Health Systems Corporation 401(k) Savings and Investment Plan in OH (1,789 participants). Same-state nearby plans are listed separately above.

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 Caris Science Inc. 401(k) Plan assets move in 2023? ▼
Caris Science Inc. 401(k) Plan surged - up 42.4% during 2023, from $77M to $110M. Reported net income was $33M.
How have Caris Science, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Caris Science, Inc.'s sponsor-wide assets grew 83.0%, from $77M to $141M.
Where does Caris Science Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Caris Science Inc. 401(k) Plan ranks in the 92nd 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 Caris Science Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Flex Technology Group 401(k) Profit Sharing Plan and Trust in AZ ($110M, 1,247 participants).
Which 401(k) plans cover a similar participant headcount to Caris Science Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Medamerica Health Systems Corporation 401(k) Savings and Investment Plan in OH (1,789 participants, $142M 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 453632909.

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.