401(k) · DOL Form 5500 · 2023

Caresave Technologies, Inc. 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
385
Participants Below avg headcount
49th
Percentile by assets National rank
$16,196
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Caresave Technologies Inc 401(k) Profit Sharing Plan & Trust · Sponsored by Caresave Technologies, Inc. · Virginia · Healthcare & Social Assistance

$6M in assets, 385 participants

Caresave Technologies, Inc.'s Caresave Technologies Inc 401(k) Profit Sharing Plan & Trust reported $6M in total assets and 385 participants in its 2023 DOL Form 5500 filing, ranking in the 49th 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.

  • #9,469 in Healthcare & Social Assistance (17,684 peers)

Coverage in Virginia

Caresave Technologies Inc 401(k) Profit Sharing Plan & Trust covers 385 participants in Virginia, about 49% of the average Virginia filer (state average ~782 per filing). Assets: $6M.

#9,469
in Healthcare & Social Assistance (17,684 peers)
+126.3%
assets growth YoY

Caresave Technologies Inc 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Healthcare & Social Assistance and all filers

Caresave Technologies Inc 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$6,235,509 49th percentile higher than 49% 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

Caresave Technologies Inc 401(k) Profit Sharing Plan & Trust 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. Caresave Technologies Inc 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (385 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Caresave Technologies Inc 401(k) Profit Sharing Plan & Trust reported net income rose from $1M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Caresave Technologies Inc 401(k) Profit Sharing Plan & Trust reported participants rose from 154 in the plan year 2022 filing to 385 in the plan year 2023 filing.
  • Caresave Technologies Inc 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $3M in the plan year 2022 filing to $6M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 472416904 · Caresave Technologies, Inc. PY 2023 · 401(k)

Caresave Technologies Inc 401(k) Profit Sharing Plan & Trust · $6M · 385 · 49th

  • PART $6M
  • TYPE 385
  • NET 49th
  • BOOK 401(k)
  • VS-ST near National Board for Certified Counselors, Inc 401(k) Plan
  • BOY ind #9469

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 Virginia →

Caresave Technologies Inc 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Caresave Technologies Inc 401(k) Profit Sharing Plan & TrustCaresave Technologies Inc 40…$6MNational Board for Certified Counselors, Inc 401(k) PlanNational Board for Certified…$6MBlueprint Education Subsidiary Holdings LLC 401(k) PlanBlueprint Education Subsidia…$6MWindsor Capital Group 401(k) Savings ProgramWindsor Capital Group 401(k)…$6MCharles Drew Health Center, Inc. 401(k) Retirement PlanCharles Drew Health Center, …$6M
End-of-year total assets ($M) among Caresave Technologies Inc 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Virginia filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$6M
Net Income$3M
Employer EIN472416904
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Caresave Technologies, Inc.)

Sponsor-wide plan assets over time

All Caresave Technologies, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 308.23842921018064% vs 2022
2024 filing year
$0M$5M$10M$15M 202220232024 $2.76M $11.3M ▲ +307.6%
Year Plans Participants Total Assets
2022 1 154 $3M
2023 1 385 $6M
2024 1 363 $11M

Nearby 401(k) Plans in Virginia

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

Caresave Technologies Inc 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Caresave Technologies Inc 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.006235509 · Participants: 385Caresave Technologies Inc 401(k) Profit Sharing Plan & TrustNorthrop Grumman Savings Plan, Total assets ($B): 36.173098625 · Participants: 97987Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 14.97867624 · Participants: 62467401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 11.167449098 · Participants: 48860General Dynamics Corporation 401(k) Plan 6.0Leidos, Inc. Retirement Plan, Total assets ($B): 10.583898778 · Participants: 27043Leidos, Inc. Retirement PlanBae Systems Employees' Savings and Investment Plan, Total assets ($B): 9.406287325 · Participants: 31681Bae Systems Employees' Savings and Investment Plan
Caresave Technologies Inc 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare Caresave Technologies Inc 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Caresave Technologies Inc 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Virginia, the nearest 401(k) by assets is National Board for Certified Counselors, Inc 401(k) Plan in NC ($6M); by covered participants it is Magnifi Financial 401(k) Plan & Trust in MN (385 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (385 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 Caresave Technologies Inc 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼
Caresave Technologies Inc 401(k) Profit Sharing Plan & Trust surged - up 126.3% during 2023, from $3M to $6M. Reported net income was $3M.
How have Caresave Technologies, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Caresave Technologies, Inc.'s sponsor-wide assets grew 308.2%, from $3M to $11M.
Which 401(k) plans are similar in size to Caresave Technologies Inc 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is National Board for Certified Counselors, Inc 401(k) Plan in NC ($6M, 138 participants).
Which 401(k) plans cover a similar participant headcount to Caresave Technologies Inc 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Magnifi Financial 401(k) Plan & Trust in MN (385 participants, $48M 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 472416904.

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.