401(k) · DOL Form 5500 · 2023

Careatc, Inc. 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
520
Participants Below avg headcount
72nd
Percentile by assets National rank
$36,697
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Careatc, Inc. 401(k) Retirement Savings Plan · Sponsored by Careatc, Inc. · Oklahoma · Healthcare & Social Assistance

$19M in assets, 520 participants

Careatc, Inc.'s Careatc, Inc. 401(k) Retirement Savings Plan reported $19M in total assets and 520 participants in its 2023 DOL Form 5500 filing, ranking in the 72nd 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.

  • #13,494 in Healthcare & Social Assistance (17,684 peers)

Careatc, Inc. multi-year trail

Careatc, Inc.'s plans moved +27.2% in assets from 2022 to 2024; this filing shows Careatc, Inc. 401(k) Retirement Savings Plan at $19M / 520 participants.

#13,494
in Healthcare & Social Assistance (17,684 peers)
+8.4%
assets growth YoY

Careatc, Inc. 401(k) Retirement Savings Plan's outsized position by total assets

Careatc, Inc. 401(k) Retirement Savings Plan vs every filed plan by assets

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

$19,082,308 Top 28% higher than 72% 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

Careatc, Inc. 401(k) Retirement Savings 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. Careatc, Inc. 401(k) Retirement Savings Plan sits mid-pack in the medium band (520 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Careatc, Inc. 401(k) Retirement Savings Plan reported net income rose from -$5M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Careatc, Inc. 401(k) Retirement Savings Plan end-of-year assets rose from $18M in the plan year 2022 filing to $19M in the plan year 2023 filing.
  • Careatc, Inc. 401(k) Retirement Savings Plan reported participants fell from 545 in the plan year 2022 filing to 520 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 731598062 · Careatc, Inc. PY 2023 · 401(k)

Careatc, Inc. 401(k) Retirement Savings Plan · $19M · 520 · 72nd

  • EBSA $19M
  • PART 520
  • TYPE 72nd
  • NET 401(k)
  • BOOK near Quantum Metric 401(k) Plan
  • VS-ST ind #13494

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 Oklahoma →

Careatc, Inc. 401(k) Retirement Savings Plan in the asset neighbourhood

Careatc, Inc. 401(k) Retirement Savings PlanCareatc, Inc. 401(k) Retirem…$19MQuantum Metric 401(k) Plan$19MRocksol Consulting Group, Inc. 401(k) PlanRocksol Consulting Group, In…$19MMechanical Group Inc. Profit Sharing PlanMechanical Group Inc. Profit…$19MLario Oil & Gas Company 401(k) PlanLario Oil & Gas Company 401(…$19M
End-of-year total assets ($M) among Careatc, Inc. 401(k) Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Careatc, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Careatc, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$22M 27.24428519390637% vs 2022
2024 filing year
$16M$18M$20M$22M$24M 202220232024 $17.6M $22.4M ▲ +27.3%
Year Plans Participants Total Assets
2022 1 545 $18M
2023 1 520 $19M
2024 1 541 $22M

Careatc, Inc. filing trail (2023)

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$19M
Net Income$1M
Employer EIN731598062
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Oklahoma

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

Careatc, Inc. 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -1012345 Total assets ($B) Participants Careatc, Inc. 401(k) Retirement Savings Plan, Total assets ($B): 0.019082308 · Participants: 520Careatc, Inc. 401(k) Retirement Savings PlanQuiktrip Corporation Retirement Plan, Total assets ($B): 4.212452319 · Participants: 11746Quiktrip Corporation Retirement PlanThe Williams Investment Plus Plan, Total assets ($B): 1.681202476 · Participants: 5041The Williams Investment Plus PlanOneok, Inc. 401(k) Plan, Total assets ($B): 1.156591 · Participants: 2965Oneok, Inc. 401(k) PlanBok Financial 401(k) Plan, Total assets ($B): 1.048169756 · Participants: 4766Bok Financial 401(k) PlanDevon Energy Corporation Incentive Savings Plan, Total assets ($B): 0.932957189 · Participants: 1858Devon Energy Corporation Incentive Savings Plan
Careatc, Inc. 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants
Compare Careatc, Inc. 401(k) Retirement Savings Plan side-by-side with 3 peers →

Careatc, Inc. 401(k) Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Oklahoma, the nearest 401(k) by assets is Quantum Metric 401(k) Plan in CO ($19M); by covered participants it is Gutchess Companies 401(k) Savings Plan in NY (520 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($19M here).

Similar participant headcount

Nearest other-state filings by covered participants (520 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 Careatc, Inc. 401(k) Retirement Savings Plan assets move in 2023? ▼
Careatc, Inc. 401(k) Retirement Savings Plan grew at a solid clip - up 8.4% during 2023, from $18M to $19M. Reported net income was $1M.
How have Careatc, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Careatc, Inc.'s sponsor-wide assets grew 27.2%, from $18M to $22M.
Which 401(k) plans are similar in size to Careatc, Inc. 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Quantum Metric 401(k) Plan in CO ($19M, 425 participants).
Which 401(k) plans cover a similar participant headcount to Careatc, Inc. 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Gutchess Companies 401(k) Savings Plan in NY (520 participants, $40M 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 731598062.

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.