401(k) · DOL Form 5500 · 2023

Carriage Healthcare Companies, Inc. 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
914
Participants Near avg headcount
57th
Percentile by assets National rank
$9,977
Avg per participant Low balance/head
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Official DOL plan name: Chc 401(k) Plan · Sponsored by Carriage Healthcare Companies, Inc. · Colorado · Healthcare & Social Assistance

$9M in assets, 914 participants

Carriage Healthcare Companies, Inc.'s Chc 401(k) Plan reported $9M in total assets and 914 participants in its 2023 DOL Form 5500 filing, ranking in the 57th 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.

  • #11,012 in Healthcare & Social Assistance (17,684 peers)

Coverage in Colorado

Chc 401(k) Plan covers 914 participants in Colorado, 2.4x the typical Colorado plan (state average ~376 per filing). Assets: $9M.

#11,012
in Healthcare & Social Assistance (17,684 peers)
+18.7%
assets growth YoY

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

Chc 401(k) Plan vs every filed plan by assets

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

$9,118,712 Top 43% higher than 57% 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

Chc 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. Chc 401(k) Plan sits mid-pack in the medium band (914 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Chc 401(k) Plan reported net income rose from -$907K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Chc 401(k) Plan end-of-year assets rose from $8M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Chc 401(k) Plan reported participants rose from 881 in the plan year 2022 filing to 914 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 841593283 · Carriage Healthcare Companies, Inc. PY 2023 · 401(k)

Chc 401(k) Plan · $9M · 914 · 57th

  • IND $9M
  • IND 914
  • IND 57th
  • IND 401(k)
  • IND near Spt Microtechnologies USA 401(k) Plan
  • IND ind #11012

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 Colorado →

Chc 401(k) Plan in the asset neighbourhood

Chc 401(k) Plan$9MSpt Microtechnologies USA 401(k) PlanSpt Microtechnologies USA 40…$9MKce Structural Engineers, PC 401(k) Profit Sharing PlanKce Structural Engineers, PC…$9MEverett Graphics, Inc. Salary Deferral & Profit Sharing PlanEverett Graphics, Inc. Salar…$9MIes 401(k) Plan$9M
End-of-year total assets ($M) among Chc 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Colorado filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$9M
Net Income$1M
Employer EIN841593283
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Carriage Healthcare Companies, Inc.)

Sponsor-wide plan assets over time

All Carriage Healthcare Companies, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 32.16624395508549% vs 2022
2024 filing year
$7M$8M$9M$10M$11M 202220232024 $7.68M $10.2M ▲ +32.2%
Year Plans Participants Total Assets
2022 1 881 $8M
2023 1 914 $9M
2024 1 1,001 $10M

Nearby 401(k) Plans in Colorado

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

Chc 401(k) Plan vs. nearby 401(k) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -101234 Total assets ($B) Participants Chc 401(k) Plan, Total assets ($B): 0.009118712 · Participants: 914Chc 401(k) PlanDavita Retirement Savings Plan, Total assets ($B): 3.326219779 · Participants: 57711Davita Retirement Savings PlanBall Corporation 401(k) and Employee Stock Ownership Plan, Total assets ($B): 2.806549522 · Participants: 10349Ball Corporation 401(k) and Employee Stock Ownership PlanEmpower Retirement, LLC 401(k) Savings Plan, Total assets ($B): 1.852270164 · Participants: 10036Empower Retirement, LLC 401(k) Savings PlanWoodward Retirement Savings Plan, Total assets ($B): 1.765770435 · Participants: 5847Woodward Retirement Savings PlanArcadis U.S., Inc. Retirement Savings Plan, Total assets ($B): 1.686655183 · Participants: 5491Arcadis U.S., Inc. Retirement Savings Plan
Chc 401(k) Plan vs. nearby 401(k) plans in Colorado, assets vs. participants
Compare Chc 401(k) Plan side-by-side with 3 peers →

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

Outside Colorado, the nearest 401(k) by assets is Spt Microtechnologies USA 401(k) Plan in CA ($9M); by covered participants it is Centromotion 401(k) Plan in WI (914 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (914 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 Chc 401(k) Plan assets move in 2023? ▼
Chc 401(k) Plan grew sharply - up 18.7% during 2023, from $8M to $9M. Reported net income was $1M.
How have Carriage Healthcare Companies, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carriage Healthcare Companies, Inc.'s sponsor-wide assets grew 32.2%, from $8M to $10M.
Which 401(k) plans are similar in size to Chc 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Spt Microtechnologies USA 401(k) Plan in CA ($9M, 78 participants).
Which 401(k) plans cover a similar participant headcount to Chc 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Centromotion 401(k) Plan in WI (914 participants, $83M 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 841593283.

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.