Clinicare Corporation 401(k) Plan
ERISA Form 5500 plan record drawn from DOL EBSA โ verify with linked source filings below.
Sponsored by Clinicare Corporation ยท Wisconsin ยท Healthcare & Social Assistance
What the 2023 filing shows
Clinicare Corporation 401(k) Plan holds $8M for 118 participants - about $64,836 per participant, down 10.2% over the 2023 plan year.
- $8M
- total plan assets (2023 EOY)
- 118
- covered participants
- $64,836
- avg assets per participant
- -10.2%
- assets change YoY
The plan reported a net loss of $867K for the year โ a single-year figure driven by markets and benefit payments, not a measure of plan health.
What the Filing Says About Clinicare Corporation 401(k) Plan
Clinicare Corporation 401(k) Plan is a 401(k) retirement plan sponsored by Clinicare Corporation, headquartered in Wisconsin. As of the 2023 Form 5500 filing, the plan reports $8M in total end-of-year assets and covers 118 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 391200637, and the plan has been effective since 1986-05-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets moved from $9M at the beginning of 2023 to $8M at year-end โ a decline of 10.2%. Net assets (after liabilities) closed the year at $8M, with reported net income of $-867,394 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.
Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows โ a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.
Financial Summary (2023)
| Total Assets (Beginning of Year) | $9M |
| Total Assets (End of Year) | $8M |
| Net Assets (End of Year) | $8M |
| Net Income | $-867,394 |
| Plan Type | 401(k) |
| Employer EIN | 391200637 |
| Plan Effective Date | 1986-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Clinicare Corporation)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 179 | $9M |
| 2023 | 1 | 118 | $8M |
| 2024 | 1 | 106 | $7M |
Nearby 401(k) Plans in Wisconsin
Peer 401(k) plans โ same state, same plan type โ ranked by total assets.
- Advocate Aurora Health 401(k) Plan $9.1B ยท 76,956
- Johnson Controls Retirement Savings and Investment Plan $6.2B ยท 28,904
- Fiserv 401(k) Savings Plan $4.8B ยท 25,280
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $4.6B ยท 11,236
- Rockwell Automation Retirement Savings Plan $3.6B ยท 8,877
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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) โ original filing retrieval by EIN 391200637.
Reference: IRS Publication 560 โ Retirement Plans for Small Business, contribution-limit rules.
Reference: IRS Publication 590-B โ Distributions from IRAs, RMD rules under SECURE Act 2.0.
Read our methodology โ how this data is sourced, computed, and verified.