Profit Sharing · DOL Form 5500 · 2023

Carey Services, Inc. Profit Sharing Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
264
Participants Below avg headcount
44th
Percentile by assets National rank
$18,997
Avg per participant Low balance/head
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Official DOL plan name: Carey Services, Inc. Employees Retirement Plan · Sponsored by Carey Services, Inc. · Indiana · Healthcare & Social Assistance

$5M in assets, 264 participants

Carey Services, Inc.'s Carey Services, Inc. Employees Retirement Plan reported $5M in total assets and 264 participants in its 2023 DOL Form 5500 filing, ranking in the 44th 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.

  • #8,557 in Healthcare & Social Assistance (17,684 peers)

Coverage in Indiana

Carey Services, Inc. Employees Retirement Plan covers 264 participants in Indiana, about 49% of the average Indiana filer (state average ~541 per filing). Assets: $5M.

#8,557
in Healthcare & Social Assistance (17,684 peers)
+1.9%
assets growth YoY

Carey Services, Inc. Employees Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Carey Services, Inc. Employees Retirement Plan vs every filed plan by assets

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

$5,015,173 44th percentile higher than 44% 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

Carey Services, Inc. Employees Retirement 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. Carey Services, Inc. Employees Retirement Plan sits mid-pack in the medium band (264 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Carey Services, Inc. Employees Retirement Plan reported net income rose from -$10K in the plan year 2022 filing to $91K in the plan year 2023 filing.
  • Carey Services, Inc. Employees Retirement Plan end-of-year assets rose from $5M in the plan year 2022 filing to $5M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 350965642 · Carey Services, Inc. PY 2023 · Profit Sharing

Carey Services, Inc. Employees Retirement Plan · $5M · 264 · 44th

  • EBSA $5M
  • EBSA 264
  • EBSA 44th
  • EBSA Profit Sharing
  • EBSA near Summit Biosciences 401(k) Plan
  • EBSA ind #8557

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 Indiana →

Carey Services, Inc. Employees Retirement Plan in the asset neighbourhood

Carey Services, Inc. Employees Retirement PlanCarey Services, Inc. Employe…$5MSummit Biosciences 401(k) PlanSummit Biosciences 401(k) Pl…$5MAnthony F. Panza Profit Sharing PlanAnthony F. Panza Profit Shar…$5MDefined Contribution Pension Plan for Hope Community Services, Inc.Defined Contribution Pension…$5MPartners Business Services Retirement Plan PlanPartners Business Services R…$5M
End-of-year total assets ($M) among Carey Services, Inc. Employees Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Indiana filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income$91K
Employer EIN350965642
Plan Effective Date1982-10-20
Filing StatusFILING RECEIVED

Sponsor Plan History (Carey Services, Inc.)

Sponsor-wide plan assets over time

All Carey Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 2.800383940311336% vs 2022
2024 filing year
$4.9M$4.95M$5M$5.05M$5.1M 202220232024 $4.92M $5.06M ▲ +2.8%
Year Plans Participants Total Assets
2022 1 265 $5M
2023 1 264 $5M
2024 1 259 $5M

Nearby Profit Sharing Plans in Indiana

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

Carey Services, Inc. Employees Retirement Plan vs. nearby Profit Sharing plans in Indiana, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -10123 Total assets ($B) Participants Carey Services, Inc. Employees Retirement Plan, Total assets ($B): 0.005015173 · Participants: 264Carey Services, Inc. Employees Retirement PlanUniversity of Notre Dame 403(b) Retirement Plan, Total assets ($B): 2.360767219 · Participants: 9969University of Notre Dame 403(b) Retirement PlanIndiana State Council of Plasterers & Cement Mason Pension Fund, Total assets ($B): 0.321097243 · Participants: 1127Indiana State Council of Plasterers & Cement Mason Pension FundI.B.E.W. Local Union 481 Defined Contribution Plan, Total assets ($B): 0.268369786 · Participants: 2820I.B.E.W. Local Union 481 Defined Contribution PlanCfni Retirement Plan, Total assets ($B): 0.206190521 · Participants: 6110Cfni Retirement PlanDo It Best Corp. Restated Employees' Savings & Profit Sharing Plan, Total assets ($B): 0.177440898 · Participants: 1818Do It Best Corp. Restated Employees' Savings & Profit Sharing Plan
Carey Services, Inc. Employees Retirement Plan vs. nearby Profit Sharing plans in Indiana, assets vs. participants
Compare Carey Services, Inc. Employees Retirement Plan side-by-side with 3 peers →

Carey Services, Inc. Employees Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Indiana, the nearest Profit Sharing by assets is Summit Biosciences 401(k) Plan in KY ($5M); by covered participants it is 403(b) Thrift Plan of Elder Services of Worcester Area, Inc. in MA (264 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (264 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 Carey Services, Inc. Employees Retirement Plan assets move in 2023? ▼
Carey Services, Inc. Employees Retirement Plan edged up modestly - up 1.9% during 2023, from $5M to $5M. Reported net income was $91K.
How have Carey Services, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carey Services, Inc.'s sponsor-wide assets grew 2.8%, from $5M to $5M.
Which Profit Sharing plans are similar in size to Carey Services, Inc. Employees Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Summit Biosciences 401(k) Plan in KY ($5M, 128 participants).
Which Profit Sharing plans cover a similar participant headcount to Carey Services, Inc. Employees Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is 403(b) Thrift Plan of Elder Services of Worcester Area, Inc. in MA (264 participants, $14M 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 350965642.

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.