401(k) · DOL Form 5500 · 2023

Health Carousel LLC 401(k) Plan

Data updated 2026-08-25

$68M
Total assets Below avg plan size
3,568
Participants Above avg headcount
88th
Percentile by assets National rank
$19,081
Avg per participant Low balance/head
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Official DOL plan name: Health Carousel LLC 401(k) Profit Sharing Plan · Sponsored by Health Carousel LLC · Ohio · Administrative & Support Services

$68M in assets, 3,568 participants

Health Carousel LLC's Health Carousel LLC 401(k) Profit Sharing Plan reported $68M in total assets and 3,568 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.

  • #4,131 in Administrative & Support Services (4,372 peers)

Coverage in Ohio

Health Carousel LLC 401(k) Profit Sharing Plan covers 3,568 participants in Ohio, 4.7x the typical Ohio plan (state average ~765 per filing). Assets: $68M.

#4,131
in Administrative & Support Services (4,372 peers)
+47.5%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Health Carousel LLC 401(k) Profit Sharing Plan's outsized position by total assets

Health Carousel LLC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$68,079,898 Top 12% higher than 88% 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

Health Carousel LLC 401(k) Profit Sharing 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. Health Carousel LLC 401(k) Profit Sharing Plan lands in the large band (3,568 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Health Carousel LLC 401(k) Profit Sharing Plan reported net income rose from $6M in the plan year 2022 filing to $22M in the plan year 2023 filing.
  • Health Carousel LLC 401(k) Profit Sharing Plan end-of-year assets rose from $46M in the plan year 2022 filing to $68M in the plan year 2023 filing.
  • Health Carousel LLC 401(k) Profit Sharing Plan reported participants rose from 3,302 in the plan year 2022 filing to 3,568 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 201601546 · Health Carousel LLC PY 2023 · 401(k)

Health Carousel LLC 401(k) Profit Sharing Plan · $68M · 3,568 · 88th

  • 5500 $68M
  • 5500 3,568
  • 5500 88th
  • 5500 401(k)
  • 5500 near Goldbelt 401(k) Plan
  • 5500 ind #4131

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 Administrative & Support Services retirement plans → · Plans in Ohio →

Health Carousel LLC 401(k) Profit Sharing Plan in the asset neighbourhood

Mitchells Employee Savings & Retirement PlanMitchells Employee Savings &…$68MWichita Surgical Specialists, P.a. 401(k) PlanWichita Surgical Specialists…$68MHealth Carousel LLC 401(k) Profit Sharing PlanHealth Carousel LLC 401(k) P…$68MGoldbelt 401(k) Plan$68MPacific Rim Mechanical Contractors, Inc. 401(k) PlanPacific Rim Mechanical Contr…$68M
End-of-year total assets ($M) among Health Carousel LLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$46M
Net Assets (End of Year)$68M
Net Income$22M
Employer EIN201601546
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Health Carousel LLC)

Sponsor-wide plan assets over time

All Health Carousel LLC plans reported in each filing year

Latest sponsor-wide plan assets
$80M 73.31841920134968% vs 2022
2024 filing year
$40M$60M$80M$100M 202220232024 $46.2M $80M ▲ +73.3%
Year Plans Participants Total Assets
2022 1 3,302 $46M
2023 1 3,568 $68M
2024 1 3,339 $80M

Nearby 401(k) Plans in Ohio

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

Health Carousel LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Health Carousel LLC 401(k) Profit Sharing Plan, Total assets ($B): 0.068079898 · Participants: 3568Health Carousel LLC 401(k) Profit Sharing PlanGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
Health Carousel LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Health Carousel LLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

Health Carousel LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Goldbelt 401(k) Plan in AK ($68M); by covered participants it is Heritage Group Retirement Savings Plan in IN (3,568 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($68M here).

Similar participant headcount

Nearest other-state filings by covered participants (3,568 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 Health Carousel LLC 401(k) Profit Sharing Plan assets move in 2023? ▼
Health Carousel LLC 401(k) Profit Sharing Plan surged - up 47.5% during 2023, from $46M to $68M. Reported net income was $22M.
How have Health Carousel LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Health Carousel LLC's sponsor-wide assets grew 73.3%, from $46M to $80M.
Where does Health Carousel LLC 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Health Carousel LLC 401(k) Profit Sharing Plan ranks in the 88th 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 Health Carousel LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Goldbelt 401(k) Plan in AK ($68M, 1,526 participants).
Which 401(k) plans cover a similar participant headcount to Health Carousel LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Heritage Group Retirement Savings Plan in IN (3,568 participants, $665M 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 201601546.

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.