Defined Benefit (Pension) · DOL Form 5500 · 2023

Carepoint Health, LLC Pension Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
161
Participants Small participant base
68th
Percentile by assets National rank
$96,000
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Carepoint Health, LLC Cash Balance Plan · Sponsored by Carepoint Health, LLC · Colorado · Healthcare & Social Assistance

$15M in assets, 161 participants

Carepoint Health, LLC's Carepoint Health, LLC Cash Balance Plan reported $15M in total assets and 161 participants in its 2023 DOL Form 5500 filing, ranking in the 68th 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.

  • #12,868 in Healthcare & Social Assistance (17,684 peers)

Coverage in Colorado

Carepoint Health, LLC Cash Balance Plan covers 161 participants in Colorado, about 43% of the average Colorado filer (state average ~376 per filing). Assets: $15M.

#12,868
in Healthcare & Social Assistance (17,684 peers)
+46.3%
assets growth YoY

Carepoint Health, LLC Cash Balance Plan's outsized position by total assets

Carepoint Health, LLC Cash Balance Plan vs every filed plan by assets

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

$15,456,060 Top 32% higher than 68% 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

Carepoint Health, LLC Cash Balance 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. Carepoint Health, LLC Cash Balance Plan sits mid-pack in the medium band (161 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Carepoint Health, LLC Cash Balance Plan reported net income rose from $2M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Carepoint Health, LLC Cash Balance Plan end-of-year assets rose from $11M in the plan year 2022 filing to $15M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 831024601 · Carepoint Health, LLC PY 2023 · Defined Benefit (Pension)

Carepoint Health, LLC Cash Balance Plan · $15M · 161 · 68th

  • VS-ST $15M
  • VS-ST 161
  • VS-ST 68th
  • VS-ST Defined Benefit (Pension)
  • VS-ST near Sba Master Defined Benefit Pension Plan for First National Bank
  • VS-ST ind #12868

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 →

Carepoint Health, LLC Cash Balance Plan in the asset neighbourhood

Gulf Coast Educators Fcu Employees' Pension PlanGulf Coast Educators Fcu Emp…$15MCarepoint Health, LLC Cash Balance PlanCarepoint Health, LLC Cash B…$15MSba Master Defined Benefit Pension Plan for First National BankSba Master Defined Benefit P…$15MGlobal Partners LP Pension PlanGlobal Partners LP Pension P…$15MDoctors Community Hospital Cash Balance Pension PlanDoctors Community Hospital C…$15M
End-of-year total assets ($M) among Carepoint Health, LLC Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Colorado filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$15M
Net Income$5M
Employer EIN831024601
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Carepoint Health, LLC)

Sponsor-wide plan assets over time

All Carepoint Health, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$376M 44.978831707875244% vs 2022
2024 filing year
$200M$250M$300M$350M$400M 202220232024 $260M $376M ▲ +45.0%
Year Plans Participants Total Assets
2022 2 941 $260M
2023 2 984 $323M
2024 3 1,137 $376M

Nearby Defined Benefit (Pension) Plans in Colorado

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Carepoint Health, LLC Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -0.500.511.5 Total assets ($B) Participants Carepoint Health, LLC Cash Balance Plan, Total assets ($B): 0.01545606 · Participants: 161Carepoint Health, LLC Cash Balance PlanRocky Mountain Ufcw Unions and Employers Retail and Meat Pension Plan, Total assets ($B): 1.28371737 · Participants: 39434Rocky Mountain Ufcw Unions and Employers Retail and Meat Pension PlanBall Pension Plan, Total assets ($B): 0.95106192 · Participants: 1506Ball Pension PlanPcs U.S. Employees' Pension Plan, Total assets ($B): 0.853837683 · Participants: 1340Pcs U.S. Employees' Pension PlanMedianews Group Pension Plan, Total assets ($B): 0.434038888 · Participants: 213Medianews Group Pension PlanNational Renewable Energy Laboratory Shared Security Pension Plan, Total assets ($B): 0.406218917 · Participants: 2822National Renewable Energy Laboratory Shared Security Pension Plan
Carepoint Health, LLC Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Colorado, assets vs. participants
Compare Carepoint Health, LLC Cash Balance Plan side-by-side with 3 peers →

Carepoint Health, LLC Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Colorado, the nearest Defined Benefit (Pension) by assets is Sba Master Defined Benefit Pension Plan for First National Bank in VA ($15M); by covered participants it is IBEW Local Union No 607 Pension in NJ (161 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (161 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 Carepoint Health, LLC Cash Balance Plan assets move in 2023? ▼
Carepoint Health, LLC Cash Balance Plan surged - up 46.3% during 2023, from $11M to $15M. Reported net income was $5M.
How have Carepoint Health, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carepoint Health, LLC's sponsor-wide assets grew 45.0%, from $260M to $376M.
Which Defined Benefit (Pension) plans are similar in size to Carepoint Health, LLC Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Sba Master Defined Benefit Pension Plan for First National Bank in VA ($15M, 148 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Carepoint Health, LLC Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is IBEW Local Union No 607 Pension in NJ (161 participants, $20M 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 831024601.

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.