401(k) · DOL Form 5500 · 2023

Carter Bloodcare 401(k) Plan

Data updated 2026-08-25

$56M
Total assets Below avg plan size
938
Participants Near avg headcount
87th
Percentile by assets National rank
$60,125
Avg per participant Low balance/head
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Official DOL plan name: Carter Bloodcare Employee's Savings Plan · Sponsored by Carter Bloodcare · Texas · Healthcare & Social Assistance

$56M in assets, 938 participants

Carter Bloodcare's Carter Bloodcare Employee's Savings Plan reported $56M in total assets and 938 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.

  • #15,699 in Healthcare & Social Assistance (17,684 peers)

Where Carter Bloodcare Employee's Savings Plan sits by assets

Carter Bloodcare Employee's Savings Plan sits in the top quartile of all filed plans by assets, $56M for 938 participants (~$60,125/participant), up 17.4% in 2023.

#15,699
in Healthcare & Social Assistance (17,684 peers)
+17.4%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Carter Bloodcare Employee's Savings Plan's outsized position by total assets

Carter Bloodcare Employee's Savings Plan vs every filed plan by assets

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

$56,396,987 Top 13% higher than 87% 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

Carter Bloodcare Employee's Savings 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. Carter Bloodcare Employee's Savings Plan sits mid-pack in the medium band (938 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Carter Bloodcare Employee's Savings Plan reported net income rose from -$10M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Carter Bloodcare Employee's Savings Plan end-of-year assets rose from $48M in the plan year 2022 filing to $56M in the plan year 2023 filing.
  • Carter Bloodcare Employee's Savings Plan reported participants rose from 878 in the plan year 2022 filing to 938 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 751035606 · Carter Bloodcare PY 2023 · 401(k)

Carter Bloodcare Employee's Savings Plan · $56M · 938 · 87th

  • NET $56M
  • BOOK 938
  • VS-ST 87th
  • BOY 401(k)
  • SCH near Midwest Anesthesia Associates, P.a. 401(k) Profit Sharing Plan
  • EBSA ind #15699

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 →

Carter Bloodcare Employee's Savings Plan in the asset neighbourhood

Doorking, Inc. 401(k) Profit Sharing PlanDoorking, Inc. 401(k) Profit…$56MCarter Bloodcare Employee's Savings PlanCarter Bloodcare Employee's …$56MMidwest Anesthesia Associates, P.a. 401(k) Profit Sharing PlanMidwest Anesthesia Associate…$56MDecore-Ative Specialties, Inc. 401(k) Profit Sharing PlanDecore-Ative Specialties, In…$56MThe Sherwin-Williams Company Hourly 401(k) PlanThe Sherwin-Williams Company…$56M
End-of-year total assets ($M) among Carter Bloodcare Employee's Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$48M
Net Assets (End of Year)$56M
Net Income$8M
Employer EIN751035606
Plan Effective Date1986-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Carter Bloodcare)

Sponsor-wide plan assets over time

All Carter Bloodcare plans reported in each filing year

Latest sponsor-wide plan assets
$61M 27.336404962716166% vs 2022
2024 filing year
$45M$50M$55M$60M$65M 202220232024 $48M $61.2M ▲ +27.3%
Year Plans Participants Total Assets
2022 1 878 $48M
2023 1 938 $56M
2024 1 954 $61M

Nearby 401(k) Plans in Texas

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

Carter Bloodcare Employee's Savings Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Carter Bloodcare Employee's Savings Plan, Total assets ($B): 0.056396987 · Participants: 938Carter Bloodcare Employee's Savings 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
Carter Bloodcare Employee's Savings Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Carter Bloodcare Employee's Savings Plan side-by-side with 3 peers →

Carter Bloodcare Employee's Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Midwest Anesthesia Associates, P.a. 401(k) Profit Sharing Plan in KS ($56M); by covered participants it is Midland States Bank 401(k) Profit Sharing Plan in IL (938 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (938 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 Carter Bloodcare Employee's Savings Plan assets move in 2023? ▼
Carter Bloodcare Employee's Savings Plan grew sharply - up 17.4% during 2023, from $48M to $56M. Reported net income was $8M.
How have Carter Bloodcare plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carter Bloodcare's sponsor-wide assets grew 27.3%, from $48M to $61M.
Where does Carter Bloodcare Employee's Savings Plan rank by assets among Form 5500 filers? ▼
Carter Bloodcare Employee's Savings Plan ranks in the 87th 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 Carter Bloodcare Employee's Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Midwest Anesthesia Associates, P.a. 401(k) Profit Sharing Plan in KS ($56M, 69 participants).
Which 401(k) plans cover a similar participant headcount to Carter Bloodcare Employee's Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Midland States Bank 401(k) Profit Sharing Plan in IL (938 participants, $116M 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 751035606.

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.