401(k) · DOL Form 5500 · 2023

Carestory Corp. 401(k) Plan

Data updated 2026-08-25

$156K
Total assets Small plan by assets
11
Participants Small participant base
9th
Percentile by assets National rank
$14,186
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Carestory Corp. 401(k) Plan · Sponsored by Carestory Corp. · Arizona · Healthcare & Social Assistance

$156K in assets, 11 participants

Carestory Corp.'s Carestory Corp. 401(k) Plan reported $156K in total assets and 11 participants in its 2023 DOL Form 5500 filing, ranking in the 9th 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.

  • #1,102 in Healthcare & Social Assistance (17,684 peers)

Carestory Corp. multi-year trail

Carestory Corp.'s plans moved +53.7% in assets from 2022 to 2024; this filing shows Carestory Corp. 401(k) Plan at $156K / 11 participants.

#1,102
in Healthcare & Social Assistance (17,684 peers)
+0.4%
assets growth YoY

Carestory Corp. 401(k) Plan among the smaller filed plans by assets

Carestory Corp. 401(k) Plan vs every filed plan by assets

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

$156,047 9th percentile higher than 9% 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

Carestory Corp. 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. Carestory Corp. 401(k) Plan is a small filing (11 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Carestory Corp. 401(k) Plan reported participants rose from 4 in the plan year 2022 filing to 11 in the plan year 2023 filing.
  • Carestory Corp. 401(k) Plan reported net income rose from -$66K in the plan year 2022 filing to $558 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 842678183 · Carestory Corp. PY 2023 · 401(k)

Carestory Corp. 401(k) Plan · $156K · 11 · 9th

  • RANK $156K
  • PHOTO 11
  • IND 9th
  • EOY 401(k)
  • 5500 near Cozy Lifestyle Company 401(k) Plan
  • ASSETS ind #1102

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 Arizona →

Carestory Corp. 401(k) Plan in the asset neighbourhood

Carestory Corp. 401(k) Plan$156KCozy Lifestyle Company 401(k) PlanCozy Lifestyle Company 401(k…$156KTrilly's, Inc. 401(k) Profit Sharing PlanTrilly's, Inc. 401(k) Profit…$156KDesert Delights, Inc. 401(k) PlanDesert Delights, Inc. 401(k)…$156KMaiogan Insurance Agency Retirement PlanMaiogan Insurance Agency Ret…$156K
End-of-year total assets ($M) among Carestory Corp. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Carestory Corp. multi-year asset trail

Sponsor-wide plan assets over time

All Carestory Corp. plans reported in each filing year

Latest sponsor-wide plan assets
$239K 53.74592414897516% vs 2022
2024 filing year
$0.15M$0.2M$0.25M 202220232024 $0.16M $0.24M ▲ +50.0%
Year Plans Participants Total Assets
2022 1 4 $155K
2023 1 11 $156K
2024 1 7 $239K

Carestory Corp. filing trail (2023)

Total Assets (Beginning of Year)$155K
Net Assets (End of Year)$156K
Net Income$558
Employer EIN842678183
Plan Effective Date2019-08-03
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Arizona

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

Carestory Corp. 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246 Total assets ($B) Participants Carestory Corp. 401(k) Plan, Total assets ($B): 0.000156047 · Participants: 11Carestory Corp. 401(k) PlanBechtel Trust & Thrift Plan, Total assets ($B): 5.691074806 · Participants: 7448Bechtel Trust & Thrift PlanBanner Health Employees 401(k) Plan, Total assets ($B): 4.270882725 · Participants: 52452Banner Health Employees 401(k) PlanRepublic Services, Inc. 401(k) Plan, Total assets ($B): 2.379834679 · Participants: 28131Republic Services, Inc. 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 2.323111586 · Participants: 13105Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramStantec 401(k) Plan, Total assets ($B): 2.021683156 · Participants: 10719Stantec 401(k) Plan
Carestory Corp. 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Carestory Corp. 401(k) Plan side-by-side with 3 peers →

Carestory Corp. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Cozy Lifestyle Company 401(k) Plan in WA ($156K); by covered participants it is True Colors International, Inc. Retirement Plan in CA (11 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($156K here).

Similar participant headcount

Nearest other-state filings by covered participants (11 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 Carestory Corp. 401(k) Plan assets move in 2023? ▼
Carestory Corp. 401(k) Plan held essentially flat - up 0.4% during 2023, from $155K to $156K. Reported net income was $558.
How have Carestory Corp. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carestory Corp.'s sponsor-wide assets grew 53.7%, from $155K to $239K.
Where does Carestory Corp. 401(k) Plan rank by assets among Form 5500 filers? ▼
Carestory Corp. 401(k) Plan ranks in the 9th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Carestory Corp. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cozy Lifestyle Company 401(k) Plan in WA ($156K, 2 participants).
Which 401(k) plans cover a similar participant headcount to Carestory Corp. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is True Colors International, Inc. Retirement Plan in CA (11 participants, $863K 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 842678183.

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.