401(k) · DOL Form 5500 · 2023
Caresense Health LLC 401(k) Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 525
- Participants Below avg headcount
- 31st
- Percentile by assets National rank
- $4,153
- Avg per participant Low balance/head
Official DOL plan name: Caresense Health 401(k) · Sponsored by Caresense Health LLC · New Jersey · Healthcare & Social Assistance
$2M in assets, 525 participants
Caresense Health LLC's Caresense Health 401(k) reported $2M in total assets and 525 participants in its 2023 DOL Form 5500 filing, ranking in the 31st 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.
- #5,396 in Healthcare & Social Assistance (17,684 peers)
Caresense Health LLC multi-year trail
Caresense Health LLC's plans moved +127.4% in assets from 2022 to 2024; this filing shows Caresense Health 401(k) at $2M / 525 participants.
- #5,396
- in Healthcare & Social Assistance (17,684 peers)
- +55.2%
- assets growth YoY
Caresense Health 401(k) among the smaller filed plans by assets
Caresense Health 401(k) vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$2,180,136 31st percentile higher than 31% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Caresense Health 401(k) 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. Caresense Health 401(k) sits mid-pack in the medium band (525 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Caresense Health 401(k) reported net income rose from $79K in the plan year 2022 filing to $775K in the plan year 2023 filing.
- Caresense Health 401(k) end-of-year assets rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Caresense Health 401(k) reported participants rose from 373 in the plan year 2022 filing to 525 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 452453604 · Caresense Health LLC PY 2023 · 401(k)
Caresense Health 401(k) · $2M · 525 · 31st
- BOY $2M
- SCH 525
- EBSA 31st
- PART 401(k)
- TYPE near Swift Supply 401(k) Retirement Investment Plan
- NET ind #5396
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 New Jersey →
Caresense Health 401(k) in the asset neighbourhood
Caresense Health LLC multi-year asset trail
Sponsor-wide plan assets over time
All Caresense Health LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 127.3537518793567% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 373 | $1M |
| 2023 | 1 | 525 | $2M |
| 2024 | 1 | 708 | $3M |
Caresense Health LLC filing trail (2023)
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $775K |
| Employer EIN | 452453604 |
| Plan Effective Date | 2017-03-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in New Jersey
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- JPMorgan Chase 401(k) Savings Plan $44.6B · 176,610
- Verizon Savings Plan for Management Employees $27.8B · 78,072
- Johnson and Johnson Savings Plan $22.2B · 41,291
- Ernst & Young Retirement Savings Plan $15.5B · 59,346
- Merck US Savings Plan $13.4B · 26,850
Caresense Health 401(k)'s out-of-state 401(k) peers by assets and headcount
Outside New Jersey, the nearest 401(k) by assets is Swift Supply 401(k) Retirement Investment Plan in AL ($2M); by covered participants it is The Ipeg, Inc. Savings Plan in PA (525 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (525 participants); asset peers above are excluded.
- The Ipeg, Inc. Savings Plan (PA) 525 · 0 off
- Educational Employees Credit Union 401(k) Plan (CA) 525 · 0 off
- Colony Bankcorp, Inc. 401(k) Plan (GA) 525 · 0 off
- Alliance Residential Realty 401(k) Plan (AZ) 525 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.