401(k) · DOL Form 5500 · 2023

Caretree Healthcare 401(k) Plan

Data updated 2026-08-25

$360K
Total assets Small plan by assets
1
Participants Small participant base
15th
Percentile by assets National rank
$359,629
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Caretree Healthcare 401(k) Profit Sharing Plan and Trust · Sponsored by Caretree Healthcare · Maine · Healthcare & Social Assistance

$360K in assets, 1 participants

Caretree Healthcare's Caretree Healthcare 401(k) Profit Sharing Plan and Trust reported $360K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 15th 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.

  • #1,893 in Healthcare & Social Assistance (17,684 peers)

What the 2023 filing shows

Caretree Healthcare 401(k) Profit Sharing Plan and Trust holds $360K for 1 participant - about $359,629 per participant, among the smaller plans by assets on file.

#1,893
in Healthcare & Social Assistance (17,684 peers)
+4.6%
assets growth YoY

Caretree Healthcare 401(k) Profit Sharing Plan and Trust among the smaller filed plans by assets

Caretree Healthcare 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$359,629 15th percentile higher than 15% 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

Caretree Healthcare 401(k) Profit Sharing Plan and Trust among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Caretree Healthcare 401(k) Profit Sharing Plan and Trust is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Caretree Healthcare 401(k) Profit Sharing Plan and Trust reported net income rose from -$22K in the plan year 2022 filing to $16K in the plan year 2023 filing.
  • Caretree Healthcare 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $344K in the plan year 2022 filing to $360K in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 264195017 · Caretree Healthcare PY 2023 · 401(k)

Caretree Healthcare 401(k) Profit Sharing Plan and Trust · $360K · 1 · 15th

  • VS-ST $360K
  • BOY 1
  • SCH 15th
  • EBSA 401(k)
  • PART near Alma Enterprises, Inc. 401(k) Profit Sharing Plan
  • TYPE ind #1893

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 Maine →

Caretree Healthcare 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Caretree Healthcare 401(k) Profit Sharing Plan and TrustCaretree Healthcare 401(k) P…$360KAlma Enterprises, Inc. 401(k) Profit Sharing PlanAlma Enterprises, Inc. 401(k…$360KFuture Industrial Technologies, Inc. 401(k) Profit Sharing PlanFuture Industrial Technologi…$360KPour Leadership Inc. 401(k) PlanPour Leadership Inc. 401(k) …$360KDmwm, Inc. 401(k) Profit Sharing PlanDmwm, Inc. 401(k) Profit Sha…$360K
End-of-year total assets ($M) among Caretree Healthcare 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$344K
Net Assets (End of Year)$360K
Net Income$16K
Employer EIN264195017
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Caretree Healthcare)

Sponsor-wide plan assets over time

All Caretree Healthcare plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$0.1M$0.2M$0.3M$0.4M 202220232024 $0.34M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 1 $344K
2023 1 1 $360K
2024 1 N/A N/A

Nearby 401(k) Plans in Maine

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

Caretree Healthcare 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Maine, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Caretree Healthcare 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.000359629 · Participants: 1Caretree Healthcare 401(k) Profit Sharing Plan and TrustTd 401(k) Retirement Plan, Total assets ($B): 4.942173822 · Participants: 30094Td 401(k) Retirement PlanUnum Group 401(k) Retirement Plan, Total assets ($B): 2.163858906 · Participants: 9604Unum Group 401(k) Retirement PlanIdexx Retirement and Incentive Savings Plan, Total assets ($B): 1.048053529 · Participants: 6594Idexx Retirement and Incentive Savings PlanHannaford Bros. Co. 401(k) Plan, Total assets ($B): 0.986043827 · Participants: 29370Hannaford Bros. Co. 401(k) PlanL.L. Bean 401(k) Retirement Savings Plan, Total assets ($B): 0.721305706 · Participants: 7173L.L. Bean 401(k) Retirement Savings Plan
Caretree Healthcare 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Maine, assets vs. participants
Compare Caretree Healthcare 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Caretree Healthcare 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Maine, the nearest 401(k) by assets is Alma Enterprises, Inc. 401(k) Profit Sharing Plan in OH ($360K); by covered participants it is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Caretree Healthcare 401(k) Profit Sharing Plan and Trust assets move in 2023? ▼
Caretree Healthcare 401(k) Profit Sharing Plan and Trust edged up modestly - up 4.6% during 2023, from $344K to $360K. Reported net income was $16K.
Where does Caretree Healthcare 401(k) Profit Sharing Plan and Trust rank by assets among Form 5500 filers? ▼
Caretree Healthcare 401(k) Profit Sharing Plan and Trust ranks in the 15th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Caretree Healthcare 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Alma Enterprises, Inc. 401(k) Profit Sharing Plan in OH ($360K, 2 participants).
Which 401(k) plans cover a similar participant headcount to Caretree Healthcare 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant, $458 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 264195017.

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.