401(k) · DOL Form 5500 · 2023

Carespring Health Care Management, LLC 401(k) Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
1,701
Participants Near avg headcount
77th
Percentile by assets National rank
$15,088
Avg per participant Low balance/head
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Official DOL plan name: Carespring Health Care Management Savings & Retirement Plan · Sponsored by Carespring Health Care Management, LLC · Ohio · Healthcare & Social Assistance

$26M in assets, 1,701 participants

Carespring Health Care Management, LLC's Carespring Health Care Management Savings & Retirement Plan reported $26M in total assets and 1,701 participants in its 2023 DOL Form 5500 filing, ranking in the 77th 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.

  • #14,230 in Healthcare & Social Assistance (17,684 peers)

Coverage in Ohio

Carespring Health Care Management Savings & Retirement Plan covers 1,701 participants in Ohio, 2.2x the typical Ohio plan (state average ~765 per filing). Assets: $26M.

#14,230
in Healthcare & Social Assistance (17,684 peers)
+46.2%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Carespring Health Care Management Savings & Retirement Plan's outsized position by total assets

Carespring Health Care Management Savings & Retirement Plan vs every filed plan by assets

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

$25,665,494 Top 23% higher than 77% 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

Carespring Health Care Management Savings & Retirement Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Carespring Health Care Management Savings & Retirement Plan lands in the large band (1,701 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Carespring Health Care Management Savings & Retirement Plan reported net income rose from -$3M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Carespring Health Care Management Savings & Retirement Plan end-of-year assets rose from $18M in the plan year 2022 filing to $26M in the plan year 2023 filing.
  • Carespring Health Care Management Savings & Retirement Plan reported participants rose from 1,446 in the plan year 2022 filing to 1,701 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 010885621 · Carespring Health Care Management, LLC PY 2023 · 401(k)

Carespring Health Care Management Savings & Retirement Plan · $26M · 1,701 · 77th

  • EBSA $26M
  • PART 1,701
  • TYPE 77th
  • NET 401(k)
  • BOOK near Accident Fund Holdings, Inc. Represented Employees' Savings Plan
  • VS-ST ind #14230

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 Ohio →

Carespring Health Care Management Savings & Retirement Plan in the asset neighbourhood

Carespring Health Care Management Savings & Retirement PlanCarespring Health Care Manag…$26MAccident Fund Holdings, Inc. Represented Employees' Savings PlanAccident Fund Holdings, Inc.…$26MSapp Bros., Inc. Retirement PlanSapp Bros., Inc. Retirement …$26MMultnomah Athletic Club 401(k) Retirement Savings PlanMultnomah Athletic Club 401(…$26MSurge Operating, LLC 401(k) PlanSurge Operating, LLC 401(k) …$26M
End-of-year total assets ($M) among Carespring Health Care Management Savings & Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$26M
Net Income$5M
Employer EIN010885621
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Carespring Health Care Management, LLC)

Sponsor-wide plan assets over time

All Carespring Health Care Management, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$30M 73.01963539649205% vs 2022
2024 filing year
$15M$20M$25M$30M$35M 202220232024 $17.6M $30.4M ▲ +73.0%
Year Plans Participants Total Assets
2022 1 1,446 $18M
2023 1 1,701 $26M
2024 1 2,046 $30M

Nearby 401(k) Plans in Ohio

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

Carespring Health Care Management Savings & Retirement Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Carespring Health Care Management Savings & Retirement Plan, Total assets ($B): 0.025665494 · Participants: 1701Carespring Health Care Management Savings & Retirement PlanGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
Carespring Health Care Management Savings & Retirement Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Carespring Health Care Management Savings & Retirement Plan side-by-side with 3 peers →

Carespring Health Care Management Savings & Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Accident Fund Holdings, Inc. Represented Employees' Savings Plan in MI ($26M); by covered participants it is Daugherty Systems, Inc. 401(k) Plan in MO (1,701 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,701 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 Carespring Health Care Management Savings & Retirement Plan assets move in 2023? ▼
Carespring Health Care Management Savings & Retirement Plan surged - up 46.2% during 2023, from $18M to $26M. Reported net income was $5M.
How have Carespring Health Care Management, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carespring Health Care Management, LLC's sponsor-wide assets grew 73.0%, from $18M to $30M.
Where does Carespring Health Care Management Savings & Retirement Plan rank by assets among Form 5500 filers? ▼
Carespring Health Care Management Savings & Retirement Plan ranks in the 77th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Carespring Health Care Management Savings & Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Accident Fund Holdings, Inc. Represented Employees' Savings Plan in MI ($26M, 406 participants).
Which 401(k) plans cover a similar participant headcount to Carespring Health Care Management Savings & Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Daugherty Systems, Inc. 401(k) Plan in MO (1,701 participants, $200M 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 010885621.

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.