401(k) · DOL Form 5500 · 2023

Caremetx, LLC 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
718
Participants Below avg headcount
71st
Percentile by assets National rank
$26,187
Avg per participant Low balance/head
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Official DOL plan name: Caremetx LLC 401(k) Plan · Sponsored by Caremetx, LLC · Maryland · Professional & Technical Services

$19M in assets, 718 participants

Caremetx, LLC's Caremetx LLC 401(k) Plan reported $19M in total assets and 718 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.

  • #14,451 in Professional & Technical Services (20,321 peers)

Caremetx, LLC multi-year trail

Caremetx, LLC's plans moved +92.6% in assets from 2022 to 2024; this filing shows Caremetx LLC 401(k) Plan at $19M / 718 participants.

#14,451
in Professional & Technical Services (20,321 peers)
+37.3%
assets growth YoY

Caremetx LLC 401(k) Plan's outsized position by total assets

Caremetx LLC 401(k) Plan vs every filed plan by assets

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

$18,802,436 Top 29% higher than 71% 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

Caremetx LLC 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. Caremetx LLC 401(k) Plan sits mid-pack in the medium band (718 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Caremetx LLC 401(k) Plan reported net income rose from -$446K in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Caremetx LLC 401(k) Plan end-of-year assets rose from $14M in the plan year 2022 filing to $19M in the plan year 2023 filing.
  • Caremetx LLC 401(k) Plan reported participants rose from 597 in the plan year 2022 filing to 718 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 274756556 · Caremetx, LLC PY 2023 · 401(k)

Caremetx LLC 401(k) Plan · $19M · 718 · 71st

  • EBSA $19M
  • PART 718
  • TYPE 71st
  • NET 401(k)
  • BOOK near The Keith Corporation 401(k) Plan
  • VS-ST ind #14451

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 Professional & Technical Services retirement plans → · Plans in Maryland →

Caremetx LLC 401(k) Plan in the asset neighbourhood

Caremetx LLC 401(k) Plan$19MThe Keith Corporation 401(k) PlanThe Keith Corporation 401(k)…$19MPharming Healthcare, Inc. 401(k) PlanPharming Healthcare, Inc. 40…$19MBurton Lumber 401(k) Plan$19MAnthony Wade, Inc. Dba Stephen Wade Auto Center 401(k) PlanAnthony Wade, Inc. Dba Steph…$19M
End-of-year total assets ($M) among Caremetx LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Caremetx, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Caremetx, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$26M 92.59020647726867% vs 2022
2024 filing year
$10M$15M$20M$25M$30M 202220232024 $13.7M $26.4M ▲ +92.7%
Year Plans Participants Total Assets
2022 1 597 $14M
2023 1 718 $19M
2024 1 931 $26M

Caremetx, LLC filing trail (2023)

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$19M
Net Income$5M
Employer EIN274756556
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Maryland

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

Caremetx LLC 401(k) Plan vs. nearby 401(k) plans in Maryland, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Caremetx LLC 401(k) Plan, Total assets ($B): 0.018802436 · Participants: 718Caremetx LLC 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
Caremetx LLC 401(k) Plan vs. nearby 401(k) plans in Maryland, assets vs. participants
Compare Caremetx LLC 401(k) Plan side-by-side with 3 peers →

Caremetx LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Maryland, the nearest 401(k) by assets is The Keith Corporation 401(k) Plan in NC ($19M); by covered participants it is Tavistock 401(k) Plan in FL (718 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($19M here).

Similar participant headcount

Nearest other-state filings by covered participants (718 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 Caremetx LLC 401(k) Plan assets move in 2023? ▼
Caremetx LLC 401(k) Plan surged - up 37.3% during 2023, from $14M to $19M. Reported net income was $5M.
How have Caremetx, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Caremetx, LLC's sponsor-wide assets grew 92.6%, from $14M to $26M.
Which 401(k) plans are similar in size to Caremetx LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Keith Corporation 401(k) Plan in NC ($19M, 129 participants).
Which 401(k) plans cover a similar participant headcount to Caremetx LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Tavistock 401(k) Plan in FL (718 participants, $35M 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 274756556.

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.