401(k) · DOL Form 5500 · 2023

Caris Healthcare, LP 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
647
Participants Below avg headcount
71st
Percentile by assets National rank
$28,119
Avg per participant Low balance/head
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Official DOL plan name: Caris Healthcare, LP 401(k) Plan · Sponsored by Caris Healthcare, LP · Tennessee · Healthcare & Social Assistance

$18M in assets, 647 participants

Caris Healthcare, LP's Caris Healthcare, LP 401(k) Plan reported $18M in total assets and 647 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.

  • #13,352 in Healthcare & Social Assistance (17,684 peers)

Caris Healthcare, LP multi-year trail

Caris Healthcare, LP's plans moved +14.5% in assets from 2022 to 2023; this filing shows Caris Healthcare, LP 401(k) Plan at $18M / 647 participants.

#13,352
in Healthcare & Social Assistance (17,684 peers)
+14.5%
assets growth YoY

Caris Healthcare, LP 401(k) Plan's outsized position by total assets

Caris Healthcare, LP 401(k) Plan vs every filed plan by assets

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

$18,192,810 Top 29% higher than 71% 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

Caris Healthcare, LP 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. Caris Healthcare, LP 401(k) Plan sits mid-pack in the medium band (647 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Caris Healthcare, LP 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Caris Healthcare, LP 401(k) Plan end-of-year assets rose from $16M in the plan year 2022 filing to $18M in the plan year 2023 filing.
  • Caris Healthcare, LP 401(k) Plan reported participants rose from 593 in the plan year 2022 filing to 647 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 050583027 · Caris Healthcare, LP PY 2023 · 401(k)

Caris Healthcare, LP 401(k) Plan · $18M · 647 · 71st

  • BOOK $18M
  • BOOK 647
  • BOOK 71st
  • BOOK 401(k)
  • BOOK near Sweet Candy Company Retirement Plan
  • BOOK ind #13352

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 Tennessee →

Caris Healthcare, LP 401(k) Plan in the asset neighbourhood

Caris Healthcare, LP 401(k) PlanCaris Healthcare, LP 401(k) …$18MSweet Candy Company Retirement PlanSweet Candy Company Retireme…$18MHpc Savings and Profit Sharing PlanHpc Savings and Profit Shari…$18MMspark Retirement Plan$18MNatural Alternatives Partnership for Profits PlanNatural Alternatives Partner…$18M
End-of-year total assets ($M) among Caris Healthcare, LP 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Caris Healthcare, LP multi-year asset trail

Sponsor-wide plan assets over time

All Caris Healthcare, LP plans reported in each filing year

Latest sponsor-wide plan assets
$18M 14.45494987125335% vs 2022
2023 filing year
$15M$16M$17M$18M$19M 20222023 $15.9M $18.2M ▲ +14.4%
Year Plans Participants Total Assets
2022 1 593 $16M
2023 2 1,378 $18M

Caris Healthcare, LP filing trail (2023)

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$18M
Net Income$2M
Employer EIN050583027
Plan Effective Date2004-09-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Tennessee

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

Caris Healthcare, LP 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -100102030 Total assets ($B) Participants Caris Healthcare, LP 401(k) Plan, Total assets ($B): 0.01819281 · Participants: 647Caris Healthcare, LP 401(k) PlanFedex Corporation Retirement Savings Plan, Total assets ($B): 23.88081991 · Participants: 127010Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 21.53517366 · Participants: 291649Hca 401(k) PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 4.743557391 · Participants: 5728Federal Express Corporation Pilots Retirement Savings PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.621886139 · Participants: 12153International Paper Company Salaried Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.517708174 · Participants: 62487Chs/Community Health Systems, Inc. Retirement Savings Plan
Caris Healthcare, LP 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare Caris Healthcare, LP 401(k) Plan side-by-side with 3 peers →

Caris Healthcare, LP 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is Sweet Candy Company Retirement Plan in UT ($18M); by covered participants it is Thrive Mortgage 401(k) Plan in TX (647 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($18M here).

Similar participant headcount

Nearest other-state filings by covered participants (647 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 Caris Healthcare, LP 401(k) Plan assets move in 2023? ▼
Caris Healthcare, LP 401(k) Plan grew at a solid clip - up 14.5% during 2023, from $16M to $18M. Reported net income was $2M.
How have Caris Healthcare, LP plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Caris Healthcare, LP's sponsor-wide assets grew 14.5%, from $16M to $18M.
Which 401(k) plans are similar in size to Caris Healthcare, LP 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sweet Candy Company Retirement Plan in UT ($18M, 194 participants).
Which 401(k) plans cover a similar participant headcount to Caris Healthcare, LP 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Thrive Mortgage 401(k) Plan in TX (647 participants, $19M 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 050583027.

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.