401(k) · DOL Form 5500 · 2023

Takecare Insurance Company, Inc. 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
224
Participants Below avg headcount
72nd
Percentile by assets National rank
$86,457
Avg per participant Below avg balance/head
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Official DOL plan name: Takecare Insurance Company, Inc. Savings & Profit Sharing Plan · Sponsored by Takecare Insurance Company, Inc. · Guam · Finance & Insurance

$19M in assets, 224 participants

Takecare Insurance Company, Inc.'s Takecare Insurance Company, Inc. Savings & Profit Sharing Plan reported $19M in total assets and 224 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.

  • #5,178 in Finance & Insurance (8,869 peers)

Takecare Insurance Company, Inc. multi-year trail

Takecare Insurance Company, Inc.'s plans moved +13.2% in assets from 2022 to 2024; this filing shows Takecare Insurance Company, Inc. Savings & Profit Sharing Plan at $19M / 224 participants.

#5,178
in Finance & Insurance (8,869 peers)
+10.8%
assets growth YoY

Takecare Insurance Company, Inc. Savings & Profit Sharing Plan's outsized position by total assets

Takecare Insurance Company, Inc. Savings & Profit Sharing Plan vs every filed plan by assets

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

$19,366,452 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

Takecare Insurance Company, Inc. Savings & Profit Sharing 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. Takecare Insurance Company, Inc. Savings & Profit Sharing Plan sits mid-pack in the medium band (224 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Takecare Insurance Company, Inc. Savings & Profit Sharing Plan reported net income rose from -$3M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Takecare Insurance Company, Inc. Savings & Profit Sharing Plan reported participants rose from 189 in the plan year 2022 filing to 224 in the plan year 2023 filing.
  • Takecare Insurance Company, Inc. Savings & Profit Sharing Plan end-of-year assets rose from $17M in the plan year 2022 filing to $19M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 980223187 · Takecare Insurance Company, Inc. PY 2023 · 401(k)

Takecare Insurance Company, Inc. Savings & Profit Sharing Plan · $19M · 224 · 72nd

  • 5500 $19M
  • ASSETS 224
  • PCT 72nd
  • EIN 401(k)
  • RANK near Genetics & Ivf Institute Profit Sharing Plan
  • PHOTO ind #5178

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 Finance & Insurance retirement plans → · Plans in Guam →

Takecare Insurance Company, Inc. Savings & Profit Sharing Plan in the asset neighbourhood

Takecare Insurance Company, Inc. Savings & Profit Sharing PlanTakecare Insurance Company, …$19MGenetics & Ivf Institute Profit Sharing PlanGenetics & Ivf Institute Pro…$19MAssurance Financial 401(k) PlanAssurance Financial 401(k) P…$19MNgp Management, LLC 401(k) PlanNgp Management, LLC 401(k) P…$19MAkwesasne Mohawk Casino 401(k) PlanAkwesasne Mohawk Casino 401(…$19M
End-of-year total assets ($M) among Takecare Insurance Company, Inc. Savings & Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Takecare Insurance Company, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Takecare Insurance Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$20M 13.172405004676326% vs 2022
2024 filing year
$17M$18M$19M$20M$21M 202220232024 $17.5M $19.8M ▲ +13.2%
Year Plans Participants Total Assets
2022 1 189 $17M
2023 1 224 $19M
2024 1 209 $20M

Takecare Insurance Company, Inc. filing trail (2023)

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$19M
Net Income$2M
Employer EIN980223187
Plan Effective Date2005-10-31
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Guam

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

Takecare Insurance Company, Inc. Savings & Profit Sharing Plan vs. nearby 401(k) plans in Guam, assets vs. participants Scatter plot of 6 data points. 0200400600800 1520253035 Total assets ($M) Participants Takecare Insurance Company, Inc. Savings & Profit Sharing Plan, Total assets ($M): 19.366452 · Participants: 224Takecare Insurance Company, Inc. Savings & Profit Sharing PlanGuam Regional Medical City 401(k) Retirement Savings Plan, Total assets ($M): 31.830667 · Participants: 770Guam Regional Medical City 401(k) Retirement Savings PlanBankguam Holding Company 401(k) Retirement Savings Plan, Total assets ($M): 30.487966 · Participants: 511Bankguam Holding Company 401(k) Retirement Savings PlanTeleguam Holdings LLC 401(k) Plan, Total assets ($M): 28.971643 · Participants: 460Teleguam Holdings LLC 401(k) PlanCpl Pacific 401(k) Savings Plan, Total assets ($M): 25.031617 · Participants: 665Cpl Pacific 401(k) Savings PlanDzsp 21 LLC Retirement Savings Plan, Total assets ($M): 22.50131 · Participants: 562Dzsp 21 LLC Retirement Savings Plan
Takecare Insurance Company, Inc. Savings & Profit Sharing Plan vs. nearby 401(k) plans in Guam, assets vs. participants
Compare Takecare Insurance Company, Inc. Savings & Profit Sharing Plan side-by-side with 3 peers →

Takecare Insurance Company, Inc. Savings & Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Guam, the nearest 401(k) by assets is Genetics & Ivf Institute Profit Sharing Plan in VA ($19M); by covered participants it is Egomotion Corp. 401(k) Plan in CA (224 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 (224 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 Takecare Insurance Company, Inc. Savings & Profit Sharing Plan assets move in 2023? ▼
Takecare Insurance Company, Inc. Savings & Profit Sharing Plan grew at a solid clip - up 10.8% during 2023, from $17M to $19M. Reported net income was $2M.
How have Takecare Insurance Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Takecare Insurance Company, Inc.'s sponsor-wide assets grew 13.2%, from $17M to $20M.
Which 401(k) plans are similar in size to Takecare Insurance Company, Inc. Savings & Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Genetics & Ivf Institute Profit Sharing Plan in VA ($19M, 137 participants).
Which 401(k) plans cover a similar participant headcount to Takecare Insurance Company, Inc. Savings & Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Egomotion Corp. 401(k) Plan in CA (224 participants, $4M 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 980223187.

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.