401(k) · DOL Form 5500 · 2023

Care One Management, LLC 401(k) Plan

Data updated 2026-08-11

$102M
Total assets
36
Participants
91st
Percentile by assets
$2.8M
Avg per participant
PlainRetire home → About this data

Official DOL plan name: Care One Management 401(k) Plan · Sponsored by Care One Management, LLC · New Jersey · Healthcare & Social Assistance

$102M in assets, 36 participants

Care One Management, LLC's Care One Management 401(k) Plan reported $102M in total assets and 36 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.

  • 91st percentile by assets (of 127,072 plans)
  • #16,354 in Healthcare & Social Assistance (17,684 peers)

Where Care One Management 401(k) Plan sits by assets

Care One Management 401(k) Plan sits in the top 10% of all filed plans by assets, $102M for 36 participants (~$2.8M/participant), up 18.9% in 2023.

$102M
total plan assets (2023 EOY)
36
covered participants
91st
percentile by assets (of 127,072 plans)
$2.8M
avg assets per participant

Where Care One Management 401(k) Plan sits by total assets

Care One Management 401(k) Plan vs every filed plan by assets

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

$101,699,082 Top 9% higher than 91% of 127,068 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Care One Management 401(k) Plan reported net income rose from -$12M in the plan year 2022 filing to $16M in the plan year 2023 filing.
  • Care One Management 401(k) Plan reported participants fell from 4,440 in the plan year 2022 filing to 36 in the plan year 2023 filing.
  • Care One Management 401(k) Plan end-of-year assets rose from $86M in the plan year 2022 filing to $102M in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
New Jersey
Industry
Healthcare & Social Assistance

Care One Management 401(k) Plan vs the 2023 asset distribution

By assets, Care One Management 401(k) Plan outranks 91% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 1.0x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$86M
Net Assets (End of Year)$102M
Net Income$16M
Employer EIN223563457
Plan Effective Date1998-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Care One Management, LLC)

$80M$100M$120M$140M 202220232024 $85.6M $119M ▲ +39.4%
Total plan assets by year, all Care One Management, LLC plans on file
Year Plans Participants Total Assets
2022 1 4,440 $86M
2023 1 36 $102M
2024 1 3,441 $119M

Nearby 401(k) Plans in New Jersey

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

Care One Management 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -1001020304050 Total assets ($B) Participants Care One Management …, Total assets ($B): 0.101699082 · Participants: 36Care One Management …JPMorgan Chase 401(k…, Total assets ($B): 44.552237022 · Participants: 176610JPMorgan Chase 401(k…Verizon Savings Plan…, Total assets ($B): 27.825640157 · Participants: 78072Verizon Savings Plan…Johnson and Johnson …, Total assets ($B): 22.177853595 · Participants: 41291Johnson and Johnson …Ernst & Young Retire…, Total assets ($B): 15.543526764 · Participants: 59346Ernst & Young Retire…Merck US Savings Plan, Total assets ($B): 13.424416176 · Participants: 26850Merck US Savings Plan
Care One Management 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Care One Management 401(k) Plan side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Care One Management 401(k) Plan by total assets, not by location.

Frequently Asked Questions

How did Care One Management 401(k) Plan assets move in 2023? ▼
Care One Management 401(k) Plan grew sharply - up 18.9% during 2023, from $86M to $102M. Reported net income was $16M.
How have Care One Management, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Care One Management, LLC's sponsor-wide assets grew 39.4%, from $86M to $119M.
Where does Care One Management 401(k) Plan rank by assets among Form 5500 filers? ▼
Care One Management 401(k) Plan ranks in the 91st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Care One Management 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Heritage Financial Corporation 401(k) Profit Sharing Plan and Trust in WA ($102M, 831 participants).

Next read for Care One Management 401(k) Plan

Scale reading

Ways to act on Care One Management 401(k) Plan's numbers.

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 223563457.

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.