401(k) · DOL Form 5500 · 2023

Caravel Autism Health, LLC 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
1,162
Participants Near avg headcount
62nd
Percentile by assets National rank
$10,050
Avg per participant Low balance/head
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Official DOL plan name: Caravel Autism Health, LLC 401(k) Plan · Sponsored by Caravel Autism Health, LLC · Wisconsin · Healthcare & Social Assistance

$12M in assets, 1,162 participants

Caravel Autism Health, LLC's Caravel Autism Health, LLC 401(k) Plan reported $12M in total assets and 1,162 participants in its 2023 DOL Form 5500 filing, ranking in the 62nd 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.

  • #11,912 in Healthcare & Social Assistance (17,684 peers)

Coverage in Wisconsin

Caravel Autism Health, LLC 401(k) Plan covers 1,162 participants in Wisconsin, 2.1x the typical Wisconsin plan (state average ~563 per filing). Assets: $12M.

#11,912
in Healthcare & Social Assistance (17,684 peers)
+43.1%
assets growth YoY

Caravel Autism Health, LLC 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Caravel Autism Health, LLC 401(k) Plan vs every filed plan by assets

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

$11,677,574 Top 38% higher than 62% 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

Caravel Autism Health, LLC 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. Caravel Autism Health, LLC 401(k) Plan lands in the large band (1,162 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Caravel Autism Health, LLC 401(k) Plan reported net income rose from -$33K in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Caravel Autism Health, LLC 401(k) Plan end-of-year assets rose from $8M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Caravel Autism Health, LLC 401(k) Plan reported participants fell from 1,343 in the plan year 2022 filing to 1,162 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 271278853 · Caravel Autism Health, LLC PY 2023 · 401(k)

Caravel Autism Health, LLC 401(k) Plan · $12M · 1,162 · 62nd

  • PCT $12M
  • EIN 1,162
  • RANK 62nd
  • PHOTO 401(k)
  • IND near Popsockets LLC 401(k) Plan
  • EOY ind #11912

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 Wisconsin →

Caravel Autism Health, LLC 401(k) Plan in the asset neighbourhood

Caravel Autism Health, LLC 401(k) PlanCaravel Autism Health, LLC 4…$12MPopsockets LLC 401(k) Plan$12MAligned Equity Holdings 401(k) PlanAligned Equity Holdings 401(…$12MFirst Baird Bancshares, Inc. 401(k) Profit Sharing PlanFirst Baird Bancshares, Inc.…$12MGraco Interests, Inc. Profit Sharing PlanGraco Interests, Inc. Profit…$12M
End-of-year total assets ($M) among Caravel Autism Health, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Wisconsin filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$12M
Net Income$4M
Employer EIN271278853
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Caravel Autism Health, LLC)

Sponsor-wide plan assets over time

All Caravel Autism Health, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$16M 94.66398692522837% vs 2022
2024 filing year
$5M$10M$15M$20M 202220232024 $8.16M $15.9M ▲ +94.6%
Year Plans Participants Total Assets
2022 1 1,343 $8M
2023 1 1,162 $12M
2024 1 1,382 $16M

Nearby 401(k) Plans in Wisconsin

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

Caravel Autism Health, LLC 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants Caravel Autism Health, LLC 401(k) Plan, Total assets ($B): 0.011677574 · Participants: 1162Caravel Autism Health, LLC 401(k) PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 9.125723544 · Participants: 76956Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 6.160116767 · Participants: 28904Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.81171463 · Participants: 25280Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.550761 · Participants: 11236Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.62235882 · Participants: 8877Rockwell Automation Retirement Savings Plan
Caravel Autism Health, LLC 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Caravel Autism Health, LLC 401(k) Plan side-by-side with 3 peers →

Caravel Autism Health, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Popsockets LLC 401(k) Plan in CO ($12M); by covered participants it is Tuttle-Click Automotive Group Retirement Plan in CA (1,162 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($12M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,162 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 Caravel Autism Health, LLC 401(k) Plan assets move in 2023? ▼
Caravel Autism Health, LLC 401(k) Plan surged - up 43.1% during 2023, from $8M to $12M. Reported net income was $4M.
How have Caravel Autism Health, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Caravel Autism Health, LLC's sponsor-wide assets grew 94.7%, from $8M to $16M.
Which 401(k) plans are similar in size to Caravel Autism Health, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Popsockets LLC 401(k) Plan in CO ($12M, 137 participants).
Which 401(k) plans cover a similar participant headcount to Caravel Autism Health, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Tuttle-Click Automotive Group Retirement Plan in CA (1,162 participants, $90M 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 271278853.

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.