401(k) · DOL Form 5500 · 2023

Creative Options, Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
198
Participants Below avg headcount
31st
Percentile by assets National rank
$10,313
Avg per participant Low balance/head
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Official DOL plan name: Creative Options, Inc. 401(k) Retirement Plan · Sponsored by Creative Options, Inc. · Maryland · Healthcare & Social Assistance

$2M in assets, 198 participants

Creative Options, Inc.'s Creative Options, Inc. 401(k) Retirement Plan reported $2M in total assets and 198 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.

  • #5,187 in Healthcare & Social Assistance (17,684 peers)

Coverage in Maryland

Creative Options, Inc. 401(k) Retirement Plan covers 198 participants in Maryland, about 21% of the average Maryland filer (state average ~929 per filing). Assets: $2M.

#5,187
in Healthcare & Social Assistance (17,684 peers)
-11.5%
assets change YoY

The plan reported a net loss of $266K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Creative Options, Inc. 401(k) Retirement Plan among the smaller filed plans by assets

Creative Options, Inc. 401(k) Retirement Plan vs every filed plan by assets

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

$2,041,985 31st percentile higher than 31% 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

Creative Options, Inc. 401(k) Retirement 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. Creative Options, Inc. 401(k) Retirement Plan sits mid-pack in the medium band (198 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Creative Options, Inc. 401(k) Retirement Plan reported net income rose from -$398K in the plan year 2022 filing to -$266K in the plan year 2023 filing.
  • Creative Options, Inc. 401(k) Retirement Plan end-of-year assets fell from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Creative Options, Inc. 401(k) Retirement Plan reported participants rose from 196 in the plan year 2022 filing to 198 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 521770675 · Creative Options, Inc. PY 2023 · 401(k)

Creative Options, Inc. 401(k) Retirement Plan · $2M · 198 · 31st

  • SCH $2M
  • EBSA 198
  • PART 31st
  • TYPE 401(k)
  • NET near P3 Health Partners 401(k) Plan
  • BOOK ind #5187

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 Maryland →

Creative Options, Inc. 401(k) Retirement Plan in the asset neighbourhood

Creative Options, Inc. 401(k) Retirement PlanCreative Options, Inc. 401(k…$2MP3 Health Partners 401(k) PlanP3 Health Partners 401(k) Pl…$2MTwin Tier Hospitality 401(k) PlanTwin Tier Hospitality 401(k)…$2MFreshline & Wuhl 401(k) Plan$2MOn Demand Technologies Inc 401(k) PlanOn Demand Technologies Inc 4…$2M
End-of-year total assets ($M) among Creative Options, Inc. 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Maryland filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$266K
Employer EIN521770675
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Creative Options, Inc.)

Sponsor-wide plan assets over time

All Creative Options, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 9.20505572703372% vs 2022
2024 filing year
$1.8M$2M$2.2M$2.4M$2.6M 202220232024 $2.31M $2.52M ▲ +9.1%
Year Plans Participants Total Assets
2022 1 196 $2M
2023 1 198 $2M
2024 1 188 $3M

Nearby 401(k) Plans in Maryland

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

Creative Options, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in Maryland, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Creative Options, Inc. 401(k) Retirement Plan, Total assets ($B): 0.002041985 · Participants: 198Creative Options, Inc. 401(k) Retirement PlanLockheed Martin Corporation Salaried Savings Plan, Total assets ($B): 47.273019756 · Participants: 91511Lockheed Martin Corporation Salaried Savings PlanMarriott Retirement Savings Plan, Total assets ($B): 10.20606962 · Participants: 96415Marriott Retirement Savings PlanT. Rowe Price U.S. Retirement Program, Total assets ($B): 4.357344903 · Participants: 6292T. Rowe Price U.S. Retirement ProgramNfl Player Second Career Savings Plan, Total assets ($B): 3.951576315 · Participants: 2767Nfl Player Second Career Savings PlanSodexo 401 (K) Employees' Retirement Savings Plan and Trust, Total assets ($B): 2.217483854 · Participants: 80121Sodexo 401 (K) Employees' Retirement Savings Plan and Trust
Creative Options, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in Maryland, assets vs. participants
Compare Creative Options, Inc. 401(k) Retirement Plan side-by-side with 3 peers →

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

Outside Maryland, the nearest 401(k) by assets is P3 Health Partners 401(k) Plan in NV ($2M); by covered participants it is Wampum Hardware Co. Profit Sharing 401(k) Plan in PA (198 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 (198 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 Creative Options, Inc. 401(k) Retirement Plan assets move in 2023? ▼
Creative Options, Inc. 401(k) Retirement Plan pulled back noticeably - down 11.5% during 2023, from $2M to $2M. Reported net income was -$266K.
How have Creative Options, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Creative Options, Inc.'s sponsor-wide assets grew 9.2%, from $2M to $3M.
Which 401(k) plans are similar in size to Creative Options, Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is P3 Health Partners 401(k) Plan in NV ($2M, 229 participants).
Which 401(k) plans cover a similar participant headcount to Creative Options, Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Wampum Hardware Co. Profit Sharing 401(k) Plan in PA (198 participants, $39M 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 521770675.

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.