401(k) · DOL Form 5500 · 2023

Carewise Health Holdings Inc. 401(k) Plan

Data updated 2026-08-25

$28M
Total assets Below avg plan size
89
Participants Small participant base
78th
Percentile by assets National rank
$315,166
Avg per participant High balance/head
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Official DOL plan name: Carewise Health Holdings, Inc. 401(k) Plan · Sponsored by Carewise Health Holdings Inc. · Kentucky · Professional & Technical Services

$28M in assets, 89 participants

Carewise Health Holdings Inc.'s Carewise Health Holdings, Inc. 401(k) Plan reported $28M in total assets and 89 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.

  • #15,980 in Professional & Technical Services (20,321 peers)

Where Carewise Health Holdings, Inc. 401(k) Plan sits by assets

Carewise Health Holdings, Inc. 401(k) Plan sits in the top quartile of all filed plans by assets, $28M for 89 participants (~$315,166/participant), up 11.4% in 2023.

#15,980
in Professional & Technical Services (20,321 peers)
+11.4%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Carewise Health Holdings, Inc. 401(k) Plan's outsized position by total assets

Carewise Health Holdings, Inc. 401(k) Plan vs every filed plan by assets

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

$28,049,814 Top 22% higher than 78% 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

Carewise Health Holdings, Inc. 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. Carewise Health Holdings, Inc. 401(k) Plan is a small filing (89 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Carewise Health Holdings, Inc. 401(k) Plan reported net income rose from -$6M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Carewise Health Holdings, Inc. 401(k) Plan end-of-year assets rose from $25M in the plan year 2022 filing to $28M in the plan year 2023 filing.
  • Carewise Health Holdings, Inc. 401(k) Plan reported participants fell from 98 in the plan year 2022 filing to 89 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 593484556 · Carewise Health Holdings Inc. PY 2023 · 401(k)

Carewise Health Holdings, Inc. 401(k) Plan · $28M · 89 · 78th

  • EBSA $28M
  • EBSA 89
  • EBSA 78th
  • EBSA 401(k)
  • EBSA near Village Motors, Inc. 401(k) Profit Sharing Plan
  • EBSA ind #15980

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 Kentucky →

Carewise Health Holdings, Inc. 401(k) Plan in the asset neighbourhood

Carewise Health Holdings, Inc. 401(k) PlanCarewise Health Holdings, In…$28MVillage Motors, Inc. 401(k) Profit Sharing PlanVillage Motors, Inc. 401(k) …$28MHollingsworth & Vose Company Union Savings PlanHollingsworth & Vose Company…$28MDonatelle Plastics, Inc. 401(k) Salary Reduction PlanDonatelle Plastics, Inc. 401…$28MPropex 401(k) Savings Plan$28M
End-of-year total assets ($M) among Carewise Health Holdings, Inc. 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)$25M
Net Assets (End of Year)$28M
Net Income$3M
Employer EIN593484556
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Carewise Health Holdings Inc.)

Sponsor-wide plan assets over time

All Carewise Health Holdings Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$31M 24.59155300909172% vs 2022
2024 filing year
$24M$26M$28M$30M$32M 202220232024 $25.2M $31.4M ▲ +24.6%
Year Plans Participants Total Assets
2022 1 98 $25M
2023 1 89 $28M
2024 1 103 $31M

Nearby 401(k) Plans in Kentucky

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

Carewise Health Holdings, Inc. 401(k) Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants Carewise Health Holdings, Inc. 401(k) Plan, Total assets ($B): 0.028049814 · Participants: 89Carewise Health Holdings, Inc. 401(k) PlanCommonspirit Health 401(k) Retirement Savings Plan, Total assets ($B): 7.871320063 · Participants: 86688Commonspirit Health 401(k) Retirement Savings PlanHumana Retirement Savings Plan, Total assets ($B): 7.374962984 · Participants: 45938Humana Retirement Savings PlanUPS/Ipa 401(k) Savings Plan, Total assets ($B): 1.324958147 · Participants: 3159UPS/Ipa 401(k) Savings PlanScionhealth 401(k) Plan, Total assets ($B): 1.221134526 · Participants: 33226Scionhealth 401(k) PlanLexmark Savings Plan, Total assets ($B): 1.205127047 · Participants: 1968Lexmark Savings Plan
Carewise Health Holdings, Inc. 401(k) Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants
Compare Carewise Health Holdings, Inc. 401(k) Plan side-by-side with 3 peers →

Carewise Health Holdings, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Kentucky, the nearest 401(k) by assets is Village Motors, Inc. 401(k) Profit Sharing Plan in MA ($28M); by covered participants it is Cross Country 401(k) Plan in TX (89 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (89 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 Carewise Health Holdings, Inc. 401(k) Plan assets move in 2023? ▼
Carewise Health Holdings, Inc. 401(k) Plan grew at a solid clip - up 11.4% during 2023, from $25M to $28M. Reported net income was $3M.
How have Carewise Health Holdings Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carewise Health Holdings Inc.'s sponsor-wide assets grew 24.6%, from $25M to $31M.
Where does Carewise Health Holdings, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Carewise Health Holdings, Inc. 401(k) Plan ranks in the 78th 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 Carewise Health Holdings, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Village Motors, Inc. 401(k) Profit Sharing Plan in MA ($28M, 306 participants).
Which 401(k) plans cover a similar participant headcount to Carewise Health Holdings, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cross Country 401(k) Plan in TX (89 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 593484556.

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.