401(k) · DOL Form 5500 · 2023

Care One Management, LLC 401(k) Plan

Data updated 2026-08-25

$102M
Total assets Near avg plan size
36
Participants Small participant base
91st
Percentile by assets National rank
$2.8M
Avg per participant High balance/head
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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.

  • #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.

#16,354
in Healthcare & Social Assistance (17,684 peers)
+18.9%
assets growth YoY
1.0×
vs typical plan assets (national mean)

Care One Management 401(k) Plan's outsized position 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 $2,050,000,000 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

Care One Management 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Care One Management 401(k) Plan is a small filing (36 participants) on this national headcount ladder.

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 →

Plan-year Form 5500 strip

Filing strip 223563457 · Care One Management, LLC PY 2023 · 401(k)

Care One Management 401(k) Plan · $102M · 36 · 91st

  • PHOTO $102M
  • IND 36
  • EOY 91st
  • 5500 401(k)
  • ASSETS near Heritage Financial Corporation 401(k) Profit Sharing Plan and Trust
  • PCT ind #16354

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 New Jersey →

Care One Management 401(k) Plan in the asset neighbourhood

Tandem Diabetes Care, Inc. 401(k) PlanTandem Diabetes Care, Inc. 4…$102MUnifi Aviation 401(k) Retirement PlanUnifi Aviation 401(k) Retire…$102MHeritage Financial Corporation 401(k) Profit Sharing Plan and TrustHeritage Financial Corporati…$102MCabell Huntington Hospital, Inc. Non-Bargaining 401(k) Retirement PlanCabell Huntington Hospital, …$102MCare One Management 401(k) PlanCare One Management 401(k) P…$102M
End-of-year total assets ($M) among Care One Management 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

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)

Sponsor-wide plan assets over time

All Care One Management, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$119M 39.37365281385727% vs 2022
2024 filing year
$80M$100M$120M$140M 202220232024 $85.6M $119M ▲ +39.4%
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 ($B) Participants Care One Management 401(k) Plan, Total assets ($B): 0.101699082 · Participants: 36Care One Management 401(k) PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 44.552237022 · Participants: 176610JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 27.825640157 · Participants: 78072Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 22.177853595 · Participants: 41291Johnson and Johnson Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 15.543526764 · Participants: 59346Ernst & Young Retirement Savings PlanMerck 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 →

Care One Management 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Heritage Financial Corporation 401(k) Profit Sharing Plan and Trust in WA ($102M); by covered participants it is Btx Technologies, Inc. 401(k) Plan in NY (36 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (36 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 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).
Which 401(k) plans cover a similar participant headcount to Care One Management 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Btx Technologies, Inc. 401(k) Plan in NY (36 participants, N/A 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 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.