401(k) · DOL Form 5500 · 2023

Carestl Health 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
223
Participants Below avg headcount
60th
Percentile by assets National rank
$48,424
Avg per participant Low balance/head
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Official DOL plan name: 403(b) Thrift Plan of Carestl Health · Sponsored by Carestl Health · Missouri · Healthcare & Social Assistance

$11M in assets, 223 participants

Carestl Health's 403(b) Thrift Plan of Carestl Health reported $11M in total assets and 223 participants in its 2023 DOL Form 5500 filing, ranking in the 60th 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.

  • #11,632 in Healthcare & Social Assistance (17,684 peers)

Coverage in Missouri

403(b) Thrift Plan of Carestl Health covers 223 participants in Missouri, about 30% of the average Missouri filer (state average ~737 per filing). Assets: $11M.

#11,632
in Healthcare & Social Assistance (17,684 peers)
+24.1%
assets growth YoY

403(b) Thrift Plan of Carestl Health's mid-pack asset rank among Healthcare & Social Assistance and all filers

403(b) Thrift Plan of Carestl Health vs every filed plan by assets

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

$10,798,560 Top 40% higher than 60% 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

403(b) Thrift Plan of Carestl Health 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. 403(b) Thrift Plan of Carestl Health sits mid-pack in the medium band (223 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • 403(b) Thrift Plan of Carestl Health reported net income rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • 403(b) Thrift Plan of Carestl Health end-of-year assets rose from $7M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • 403(b) Thrift Plan of Carestl Health reported participants fell from 297 in the plan year 2022 filing to 223 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 430917230 · Carestl Health PY 2023 · 401(k)

403(b) Thrift Plan of Carestl Health · $11M · 223 · 60th

  • PHOTO $11M
  • IND 223
  • EOY 60th
  • 5500 401(k)
  • ASSETS near Mehlman Castagnetti Rosen & Thomas, Inc. 401(k) Profit Sharing Plan
  • PCT ind #11632

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 Missouri →

403(b) Thrift Plan of Carestl Health in the asset neighbourhood

403(b) Thrift Plan of Carestl Health403(b) Thrift Plan of Carest…$11MMehlman Castagnetti Rosen & Thomas, Inc. 401(k) Profit Sharing PlanMehlman Castagnetti Rosen & …$11MAnesthesia & Pain Specialists of Bowling Green PLC 401(k) Profit Sharing PlanAnesthesia & Pain Specialist…$11MPj's Lumber, Inc. 401(k) Plan$11MBrennan Industries, Inc. 401(k) Retirement PlanBrennan Industries, Inc. 401…$11M
End-of-year total assets ($M) among 403(b) Thrift Plan of Carestl Health and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Missouri filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$11M
Net Income$2M
Employer EIN430917230
Plan Effective Date1994-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Carestl Health)

Sponsor-wide plan assets over time

All Carestl Health plans reported in each filing year

Latest sponsor-wide plan assets
$11M 53.0875138339427% vs 2022
2024 filing year
$6M$8M$10M$12M 202220232024 $7.2M $11M ▲ +53.1%
Year Plans Participants Total Assets
2022 1 297 $7M
2023 1 223 $11M
2024 1 249 $11M

Nearby 401(k) Plans in Missouri

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

403(b) Thrift Plan of Carestl Health vs. nearby 401(k) plans in Missouri, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants 403(b) Thrift Plan of Carestl Health, Total assets ($B): 0.01079856 · Participants: 223403(b) Thrift Plan of Carestl HealthEdward D. Jones & Co. Profit Sharing and 401(k) Plan, Total assets ($B): 10.594991308 · Participants: 49944Edward D. Jones & Co. Profit Sharing and 401(k) PlanBayer Corporation Savings and Retirement Plan, Total assets ($B): 10.333863661 · Participants: 19273Bayer Corporation Savings and Retirement PlanEnterprise Holdings Retirement Savings Plan, Total assets ($B): 5.607728879 · Participants: 66210Enterprise Holdings Retirement Savings PlanCentene Management Corporation Retirement Plan, Total assets ($B): 4.047068199 · Participants: 53822Centene Management Corporation Retirement PlanEmerson Electric Company Employee Savings Investment Plan, Total assets ($B): 3.563332746 · Participants: 10316Emerson Electric Company Employee Savings Investment Plan
403(b) Thrift Plan of Carestl Health vs. nearby 401(k) plans in Missouri, assets vs. participants
Compare 403(b) Thrift Plan of Carestl Health side-by-side with 3 peers →

403(b) Thrift Plan of Carestl Health's out-of-state 401(k) peers by assets and headcount

Outside Missouri, the nearest 401(k) by assets is Mehlman Castagnetti Rosen & Thomas, Inc. 401(k) Profit Sharing Plan in DC ($11M); by covered participants it is Pizza Wholesale of Lexington, Inc. 401(k)Retirement Savings Plan in KY (223 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (223 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 403(b) Thrift Plan of Carestl Health assets move in 2023? ▼
403(b) Thrift Plan of Carestl Health grew sharply - up 24.1% during 2023, from $9M to $11M. Reported net income was $2M.
How have Carestl Health plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carestl Health's sponsor-wide assets grew 53.1%, from $7M to $11M.
Which 401(k) plans are similar in size to 403(b) Thrift Plan of Carestl Health? ▼
Among 401(k) plans in other states, the closest by assets is Mehlman Castagnetti Rosen & Thomas, Inc. 401(k) Profit Sharing Plan in DC ($11M, 34 participants).
Which 401(k) plans cover a similar participant headcount to 403(b) Thrift Plan of Carestl Health? ▼
Among 401(k) plans in other states, the closest by covered participants is Pizza Wholesale of Lexington, Inc. 401(k)Retirement Savings Plan in KY (223 participants, $13M 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 430917230.

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.