401(k) · DOL Form 5500 · 2023

Carroll County Med-Services, Inc. 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
164
Participants Small participant base
67th
Percentile by assets National rank
$92,093
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Carroll Health Group 401(k) Plan · Sponsored by Carroll County Med-Services, Inc. · Maryland · Healthcare & Social Assistance

$15M in assets, 164 participants

Carroll County Med-Services, Inc.'s Carroll Health Group 401(k) Plan reported $15M in total assets and 164 participants in its 2023 DOL Form 5500 filing, ranking in the 67th 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.

  • #12,778 in Healthcare & Social Assistance (17,684 peers)

Coverage in Maryland

Carroll Health Group 401(k) Plan covers 164 participants in Maryland, about 18% of the average Maryland filer (state average ~929 per filing). Assets: $15M.

#12,778
in Healthcare & Social Assistance (17,684 peers)
+11.0%
assets growth YoY

Carroll Health Group 401(k) Plan's outsized position by total assets

Carroll Health Group 401(k) Plan vs every filed plan by assets

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

$15,103,198 Top 33% higher than 67% 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

Carroll Health Group 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. Carroll Health Group 401(k) Plan sits mid-pack in the medium band (164 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Carroll Health Group 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Carroll Health Group 401(k) Plan end-of-year assets rose from $14M in the plan year 2022 filing to $15M in the plan year 2023 filing.
  • Carroll Health Group 401(k) Plan reported participants rose from 161 in the plan year 2022 filing to 164 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 271956453 · Carroll County Med-Services, Inc. PY 2023 · 401(k)

Carroll Health Group 401(k) Plan · $15M · 164 · 67th

  • PHOTO $15M
  • IND 164
  • EOY 67th
  • 5500 401(k)
  • ASSETS near Environmental Alternatives Dba Ea Family Services 403(b) Plan
  • PCT ind #12778

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 Maryland →

Carroll Health Group 401(k) Plan in the asset neighbourhood

1password 401(k) Plan$15MCarroll Health Group 401(k) PlanCarroll Health Group 401(k) …$15MEnvironmental Alternatives Dba Ea Family Services 403(b) PlanEnvironmental Alternatives D…$15MEv Construction Co 401(k) PlanEv Construction Co 401(k) Pl…$15MLinksys USA, Inc. Retirement PlanLinksys USA, Inc. Retirement…$15M
End-of-year total assets ($M) among Carroll Health Group 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Maryland filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$15M
Net Income$1M
Employer EIN271956453
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Carroll County Med-Services, Inc.)

Sponsor-wide plan assets over time

All Carroll County Med-Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$15M 11.77726564711453% vs 2022
2024 filing year
$13M$13.5M$14M$14.5M$15M$15.5M 202220232024 $13.6M $15.2M ▲ +11.8%
Year Plans Participants Total Assets
2022 1 161 $14M
2023 1 164 $15M
2024 1 166 $15M

Nearby 401(k) Plans in Maryland

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

Carroll Health Group 401(k) Plan vs. nearby 401(k) plans in Maryland, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Carroll Health Group 401(k) Plan, Total assets ($B): 0.015103198 · Participants: 164Carroll Health Group 401(k) PlanLockheed Martin Corporation Salaried Savings Plan, Total assets ($B): 47.273019756 · Participants: 91511Lockheed Martin Corporation Salaried Savings PlanMarriott Retirement Savings Plan, Total assets ($B): 10.20606962 · Participants: 96415Marriott Retirement Savings PlanT. Rowe Price U.S. Retirement Program, Total assets ($B): 4.357344903 · Participants: 6292T. Rowe Price U.S. Retirement ProgramNfl Player Second Career Savings Plan, Total assets ($B): 3.951576315 · Participants: 2767Nfl Player Second Career Savings PlanSodexo 401 (K) Employees' Retirement Savings Plan and Trust, Total assets ($B): 2.217483854 · Participants: 80121Sodexo 401 (K) Employees' Retirement Savings Plan and Trust
Carroll Health Group 401(k) Plan vs. nearby 401(k) plans in Maryland, assets vs. participants
Compare Carroll Health Group 401(k) Plan side-by-side with 3 peers →

Carroll Health Group 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Maryland, the nearest 401(k) by assets is Environmental Alternatives Dba Ea Family Services 403(b) Plan in CA ($15M); by covered participants it is Jackson Lumber & Millwork Co, Inc. 401(k) Plan in MA (164 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($15M here).

Similar participant headcount

Nearest other-state filings by covered participants (164 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 Carroll Health Group 401(k) Plan assets move in 2023? ▼
Carroll Health Group 401(k) Plan grew at a solid clip - up 11.0% during 2023, from $14M to $15M. Reported net income was $1M.
How have Carroll County Med-Services, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carroll County Med-Services, Inc.'s sponsor-wide assets grew 11.8%, from $14M to $15M.
Which 401(k) plans are similar in size to Carroll Health Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Environmental Alternatives Dba Ea Family Services 403(b) Plan in CA ($15M, 247 participants).
Which 401(k) plans cover a similar participant headcount to Carroll Health Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Jackson Lumber & Millwork Co, Inc. 401(k) Plan in MA (164 participants, $16M 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 271956453.

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.