Other · DOL Form 5500 · 2023

Careconnect Health, Inc Retirement Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
609
Participants Below avg headcount
57th
Percentile by assets National rank
$15,614
Avg per participant Low balance/head
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Official DOL plan name: Careconnect Health 403(b) Tax-Deferred Annuity Plan · Sponsored by Careconnect Health, Inc · Georgia · Healthcare & Social Assistance

$10M in assets, 609 participants

Careconnect Health, Inc's Careconnect Health 403(b) Tax-Deferred Annuity Plan reported $10M in total assets and 609 participants in its 2023 DOL Form 5500 filing, ranking in the 57th 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.

  • #11,165 in Healthcare & Social Assistance (17,684 peers)

Careconnect Health, Inc multi-year trail

Careconnect Health, Inc's plans moved +70.0% in assets from 2022 to 2024; this filing shows Careconnect Health 403(b) Tax-Deferred Annuity Plan at $10M / 609 participants.

#11,165
in Healthcare & Social Assistance (17,684 peers)
+35.0%
assets growth YoY

Careconnect Health 403(b) Tax-Deferred Annuity Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Careconnect Health 403(b) Tax-Deferred Annuity Plan vs every filed plan by assets

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

$9,509,039 Top 43% higher than 57% 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

Careconnect Health 403(b) Tax-Deferred Annuity 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. Careconnect Health 403(b) Tax-Deferred Annuity Plan sits mid-pack in the medium band (609 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Careconnect Health 403(b) Tax-Deferred Annuity Plan reported net income rose from -$54K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Careconnect Health 403(b) Tax-Deferred Annuity Plan end-of-year assets rose from $7M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Careconnect Health 403(b) Tax-Deferred Annuity Plan reported participants rose from 525 in the plan year 2022 filing to 609 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 581335405 · Careconnect Health, Inc PY 2023 · Other

Careconnect Health 403(b) Tax-Deferred Annuity Plan · $10M · 609 · 57th

  • EIN $10M
  • EIN 609
  • EIN 57th
  • EIN Other
  • EIN near Beverly School for the Deaf DC Retirement Plan #327946
  • EIN ind #11165

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 Georgia →

Careconnect Health 403(b) Tax-Deferred Annuity Plan in the asset neighbourhood

Careconnect Health 403(b) Tax-Deferred Annuity PlanCareconnect Health 403(b) Ta…$10MBeverly School for the Deaf DC Retirement Plan #327946Beverly School for the Deaf …$10MSwords to Plowshares 403(b) PlanSwords to Plowshares 403(b) …$10MAnoka County Community Action Program, Inc. 403(b) Retirement PlanAnoka County Community Actio…$10MMind Springs Employee Retirement PlanMind Springs Employee Retire…$10M
End-of-year total assets ($M) among Careconnect Health 403(b) Tax-Deferred Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Careconnect Health, Inc multi-year asset trail

Sponsor-wide plan assets over time

All Careconnect Health, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$12M 70.02102271759435% vs 2022
2024 filing year
$6M$8M$10M$12M$14M 202220232024 $7.04M $12M ▲ +70.2%
Year Plans Participants Total Assets
2022 1 525 $7M
2023 1 609 $10M
2024 1 613 $12M

Careconnect Health, Inc filing trail (2023)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$10M
Net Income$2M
Employer EIN581335405
Plan Effective Date1990-03-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Georgia

Peer Other plans, same state, same plan type, ranked by total assets.

Careconnect Health 403(b) Tax-Deferred Annuity Plan vs. nearby Other plans in Georgia, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -0.500.511.522.5 Total assets ($B) Participants Careconnect Health 403(b) Tax-Deferred Annuity Plan, Total assets ($B): 0.009509039 · Participants: 609Careconnect Health 403(b) Tax-Deferred Annuity PlanWellstar Health System, Inc. Supplemental Retirement Savings Plan, Total assets ($B): 2.089701173 · Participants: 24573Wellstar Health System, Inc. Supplemental Retirement Savings PlanNorthside Hospital 403(b) Retirement Plan, Total assets ($B): 1.509498689 · Participants: 26208Northside Hospital 403(b) Retirement PlanChildrens Healthcare of Atlanta Inc Share Plan, Total assets ($B): 1.264668844 · Participants: 13019Childrens Healthcare of Atlanta Inc Share PlanIBEW Local 613 Defined Contribution Pension Plan, Total assets ($B): 0.670715896 · Participants: 4358IBEW Local 613 Defined Contribution Pension PlanMercer University Defined Contribution Retirement Plan, Total assets ($B): 0.514404788 · Participants: 1898Mercer University Defined Contribution Retirement Plan
Careconnect Health 403(b) Tax-Deferred Annuity Plan vs. nearby Other plans in Georgia, assets vs. participants
Compare Careconnect Health 403(b) Tax-Deferred Annuity Plan side-by-side with 3 peers →

Careconnect Health 403(b) Tax-Deferred Annuity Plan's out-of-state Other peers by assets and headcount

Outside Georgia, the nearest Other by assets is Beverly School for the Deaf DC Retirement Plan #327946 in MA ($10M); by covered participants it is Primary Health Network Retirement Savings Plan in PA (609 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (609 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 Careconnect Health 403(b) Tax-Deferred Annuity Plan assets move in 2023? ▼
Careconnect Health 403(b) Tax-Deferred Annuity Plan surged - up 35.0% during 2023, from $7M to $10M. Reported net income was $2M.
How have Careconnect Health, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Careconnect Health, Inc's sponsor-wide assets grew 70.0%, from $7M to $12M.
Which Other plans are similar in size to Careconnect Health 403(b) Tax-Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by assets is Beverly School for the Deaf DC Retirement Plan #327946 in MA ($10M, 107 participants).
Which Other plans cover a similar participant headcount to Careconnect Health 403(b) Tax-Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is Primary Health Network Retirement Savings Plan in PA (609 participants, $32M 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 581335405.

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.