401(k) · DOL Form 5500 · 2024

Care Partners Assisted Living, LLC 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
290
Participants Below avg headcount
29th
Percentile by assets National rank
$6,535
Avg per participant Low balance/head
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Official DOL plan name: Care Partners Assisted Living Retirement Plan · Sponsored by Care Partners Assisted Living, LLC · Wisconsin · Healthcare & Social Assistance

$2M in assets, 290 participants

Care Partners Assisted Living, LLC's Care Partners Assisted Living Retirement Plan reported $2M in total assets and 290 participants in its 2024 DOL Form 5500 filing, ranking in the 29th 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.

  • #4,530 in Healthcare & Social Assistance (16,916 peers)

Care Partners Assisted Living, LLC multi-year trail

Care Partners Assisted Living, LLC's plans moved +41.7% in assets from 2022 to 2024; this filing shows Care Partners Assisted Living Retirement Plan at $2M / 290 participants.

#4,530
in Healthcare & Social Assistance (16,916 peers)
+18.1%
assets growth YoY

Care Partners Assisted Living Retirement Plan among the smaller filed plans by assets

Care Partners Assisted Living Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$1,895,230 29th percentile higher than 29% of 123,620 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 2024

Care Partners Assisted Living Retirement Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Care Partners Assisted Living Retirement Plan sits mid-pack in the medium band (290 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Care Partners Assisted Living Retirement Plan reported participants rose from 241 in the plan year 2023 filing to 290 in the plan year 2024 filing.
  • Care Partners Assisted Living Retirement Plan end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Care Partners Assisted Living Retirement Plan reported net income rose from $268K in the plan year 2023 filing to $290K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 391980255 · Care Partners Assisted Living, LLC PY 2024 · 401(k)

Care Partners Assisted Living Retirement Plan · $2M · 290 · 29th

  • PHOTO $2M
  • IND 290
  • EOY 29th
  • 5500 401(k)
  • ASSETS near Garrett Insurance Services Retirement Plan
  • PCT ind #4530

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 Wisconsin →

Care Partners Assisted Living Retirement Plan in the asset neighbourhood

Care Partners Assisted Living Retirement PlanCare Partners Assisted Livin…$2MGarrett Insurance Services Retirement PlanGarrett Insurance Services R…$2MCove Family Practice, Inc. 401(k) Profit Sharing PlanCove Family Practice, Inc. 4…$2MRedwood Health Services 401(k) Cash Deferral Profit Sharing PlanRedwood Health Services 401(…$2MCredit Systems International, Inc. 401(k) PlanCredit Systems International…$2M
End-of-year total assets ($M) among Care Partners Assisted Living Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Care Partners Assisted Living, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Care Partners Assisted Living, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$2M 41.746917846127154% vs 2022
2024 filing year
$1.2M$1.4M$1.6M$1.8M$2M 202220232024 $1.34M $1.9M ▲ +41.8%
Year Plans Participants Total Assets
2022 1 218 $1M
2023 1 241 $2M
2024 1 290 $2M

Care Partners Assisted Living, LLC filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$290K
Employer EIN391980255
Plan Effective Date2006-05-15
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Wisconsin

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

Care Partners Assisted Living Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Care Partners Assisted Living Retirement Plan, Total assets ($B): 0.00189523 · Participants: 290Care Partners Assisted Living Retirement PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 10.487791739 · Participants: 80015Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 7.188548319 · Participants: 28489Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 5.136404794 · Participants: 26372Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.988151 · Participants: 11661Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.765132976 · Participants: 9217Rockwell Automation Retirement Savings Plan
Care Partners Assisted Living Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Care Partners Assisted Living Retirement Plan side-by-side with 3 peers →

Care Partners Assisted Living Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Garrett Insurance Services Retirement Plan in NC ($2M); by covered participants it is Bcinsourcing, LLC 401(k) Plan in KS (290 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (290 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Care Partners Assisted Living Retirement Plan assets move in 2024? ▼
Care Partners Assisted Living Retirement Plan grew sharply - up 18.1% during 2024, from $2M to $2M. Reported net income was $290K.
How have Care Partners Assisted Living, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Care Partners Assisted Living, LLC's sponsor-wide assets grew 41.7%, from $1M to $2M.
Which 401(k) plans are similar in size to Care Partners Assisted Living Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Garrett Insurance Services Retirement Plan in NC ($2M, 4 participants).
Which 401(k) plans cover a similar participant headcount to Care Partners Assisted Living Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bcinsourcing, LLC 401(k) Plan in KS (290 participants, $16M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 391980255.

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.