401(k) · DOL Form 5500 · 2023

Sana Healthcare Carrollton, LLC 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
482
Participants Below avg headcount
53rd
Percentile by assets National rank
$15,697
Avg per participant Low balance/head
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Official DOL plan name: Carrollton Regional Medical Center 401(k) Plan · Sponsored by Sana Healthcare Carrollton, LLC · Texas · Healthcare & Social Assistance

$8M in assets, 482 participants

Sana Healthcare Carrollton, LLC's Carrollton Regional Medical Center 401(k) Plan reported $8M in total assets and 482 participants in its 2023 DOL Form 5500 filing, ranking in the 53rd 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.

  • #10,263 in Healthcare & Social Assistance (17,684 peers)

Sana Healthcare Carrollton, LLC multi-year trail

Sana Healthcare Carrollton, LLC's plans moved +109.7% in assets from 2022 to 2024; this filing shows Carrollton Regional Medical Center 401(k) Plan at $8M / 482 participants.

#10,263
in Healthcare & Social Assistance (17,684 peers)
+56.1%
assets growth YoY

Carrollton Regional Medical Center 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Carrollton Regional Medical Center 401(k) Plan vs every filed plan by assets

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

$7,566,007 Top 47% higher than 53% 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

Carrollton Regional Medical Center 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. Carrollton Regional Medical Center 401(k) Plan sits mid-pack in the medium band (482 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Carrollton Regional Medical Center 401(k) Plan reported net income rose from $1M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Carrollton Regional Medical Center 401(k) Plan end-of-year assets rose from $5M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Carrollton Regional Medical Center 401(k) Plan reported participants fell from 499 in the plan year 2022 filing to 482 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 454510252 · Sana Healthcare Carrollton, LLC PY 2023 · 401(k)

Carrollton Regional Medical Center 401(k) Plan · $8M · 482 · 53rd

  • IND $8M
  • IND 482
  • IND 53rd
  • IND 401(k)
  • IND near Fox Valley Ophthalmology Employees' 401(k) Plan & Trust
  • IND ind #10263

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 Texas →

Carrollton Regional Medical Center 401(k) Plan in the asset neighbourhood

Carrollton Regional Medical Center 401(k) PlanCarrollton Regional Medical …$8MFox Valley Ophthalmology Employees' 401(k) Plan & TrustFox Valley Ophthalmology Emp…$8MThe Horton Fruit Company, Inc. Profit Sharing PlanThe Horton Fruit Company, In…$8MIntegrity Home Mortgage Corp 401(k) PlanIntegrity Home Mortgage Corp…$8MThe Wiser Financial Group 401(k) Profit Sharing PlanThe Wiser Financial Group 40…$8M
End-of-year total assets ($M) among Carrollton Regional Medical Center 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Sana Healthcare Carrollton, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Sana Healthcare Carrollton, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$10M 109.69296856216832% vs 2022
2024 filing year
$4M$6M$8M$10M$12M 202220232024 $4.85M $10.2M ▲ +109.5%
Year Plans Participants Total Assets
2022 1 499 $5M
2023 1 482 $8M
2024 1 456 $10M

Sana Healthcare Carrollton, LLC filing trail (2023)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$8M
Net Income$3M
Employer EIN454510252
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Carrollton Regional Medical Center 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Carrollton Regional Medical Center 401(k) Plan, Total assets ($B): 0.007566007 · Participants: 482Carrollton Regional Medical Center 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Carrollton Regional Medical Center 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Carrollton Regional Medical Center 401(k) Plan side-by-side with 3 peers →

Carrollton Regional Medical Center 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Fox Valley Ophthalmology Employees' 401(k) Plan & Trust in IL ($8M); by covered participants it is Smugglers' Notch Resort 401(k) Profit Sharing Plan in VT (482 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (482 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 Carrollton Regional Medical Center 401(k) Plan assets move in 2023? ▼
Carrollton Regional Medical Center 401(k) Plan surged - up 56.1% during 2023, from $5M to $8M. Reported net income was $3M.
How have Sana Healthcare Carrollton, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sana Healthcare Carrollton, LLC's sponsor-wide assets grew 109.7%, from $5M to $10M.
Which 401(k) plans are similar in size to Carrollton Regional Medical Center 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Fox Valley Ophthalmology Employees' 401(k) Plan & Trust in IL ($8M, 41 participants).
Which 401(k) plans cover a similar participant headcount to Carrollton Regional Medical Center 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Smugglers' Notch Resort 401(k) Profit Sharing Plan in VT (482 participants, $8M 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 454510252.

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.