401(k) · DOL Form 5500 · 2023

CAREFLITE 401(k) Plan

Data updated 2026-08-25

$38M
Total assets Below avg plan size
614
Participants Below avg headcount
82nd
Percentile by assets National rank
$62,295
Avg per participant Low balance/head
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Official DOL plan name: Careflite 401(k) Plan · Sponsored by CAREFLITE · Texas · Healthcare & Social Assistance

$38M in assets, 614 participants

CAREFLITE's Careflite 401(k) Plan reported $38M in total assets and 614 participants in its 2023 DOL Form 5500 filing, ranking in the 82nd 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.

  • #15,050 in Healthcare & Social Assistance (17,684 peers)

Where Careflite 401(k) Plan sits by assets

Careflite 401(k) Plan sits in the top quartile of all filed plans by assets, $38M for 614 participants (~$62,295/participant), up 17.0% in 2023.

#15,050
in Healthcare & Social Assistance (17,684 peers)
+17.0%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Careflite 401(k) Plan's outsized position by total assets

Careflite 401(k) Plan vs every filed plan by assets

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

$38,249,156 Top 18% higher than 82% 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

Careflite 401(k) 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. Careflite 401(k) Plan sits mid-pack in the medium band (614 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Careflite 401(k) Plan reported net income rose from -$7M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Careflite 401(k) Plan end-of-year assets rose from $33M in the plan year 2022 filing to $38M in the plan year 2023 filing.
  • Careflite 401(k) Plan reported participants rose from 580 in the plan year 2022 filing to 614 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 751657155 · CAREFLITE PY 2023 · 401(k)

Careflite 401(k) Plan · $38M · 614 · 82nd

  • PCT $38M
  • PCT 614
  • PCT 82nd
  • PCT 401(k)
  • PCT near United Medical Systems 401(k) Profit Sharing Plan and Trust
  • PCT ind #15050

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 →

Careflite 401(k) Plan in the asset neighbourhood

Reliaquest, LLC 401(k) Plan$38MCareflite 401(k) Plan$38MUnited Medical Systems 401(k) Profit Sharing Plan and TrustUnited Medical Systems 401(k…$38MCoastal Community Bank 401(k) PlanCoastal Community Bank 401(k…$38MRexair LLC Retirement Savings & Investment PlanRexair LLC Retirement Saving…$38M
End-of-year total assets ($M) among Careflite 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$33M
Net Assets (End of Year)$38M
Net Income$6M
Employer EIN751657155
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (CAREFLITE)

Sponsor-wide plan assets over time

All CAREFLITE plans reported in each filing year

Latest sponsor-wide plan assets
$43M 31.39926914351147% vs 2022
2024 filing year
$30M$35M$40M$45M 202220232024 $32.7M $43M ▲ +31.4%
Year Plans Participants Total Assets
2022 1 580 $33M
2023 1 614 $38M
2024 1 569 $43M

Nearby 401(k) Plans in Texas

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

Careflite 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Careflite 401(k) Plan, Total assets ($B): 0.038249156 · Participants: 614Careflite 401(k) 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
Careflite 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Careflite 401(k) Plan side-by-side with 3 peers →

Careflite 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is United Medical Systems 401(k) Profit Sharing Plan and Trust in MA ($38M); by covered participants it is Martin Brothers Distributing Company, Inc. ESOP and 401(k) Plan in IA (614 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (614 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 Careflite 401(k) Plan assets move in 2023? ▼
Careflite 401(k) Plan grew sharply - up 17.0% during 2023, from $33M to $38M. Reported net income was $6M.
How have CAREFLITE plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), CAREFLITE's sponsor-wide assets grew 31.4%, from $33M to $43M.
Where does Careflite 401(k) Plan rank by assets among Form 5500 filers? ▼
Careflite 401(k) Plan ranks in the 82nd 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 Careflite 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is United Medical Systems 401(k) Profit Sharing Plan and Trust in MA ($38M, 370 participants).
Which 401(k) plans cover a similar participant headcount to Careflite 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Martin Brothers Distributing Company, Inc. ESOP and 401(k) Plan in IA (614 participants, $122M 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 751657155.

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.