401(k) · DOL Form 5500 · 2024
Caresense Health LLC 401(k) Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 708
- Participants Below avg headcount
- 35th
- Percentile by assets National rank
- $4,511
- Avg per participant Low balance/head
Official DOL plan name: Caresense Health 401(k) · Sponsored by Caresense Health LLC · Pennsylvania · Healthcare & Social Assistance
$3M in assets, 708 participants
Caresense Health LLC's Caresense Health 401(k) reported $3M in total assets and 708 participants in its 2024 DOL Form 5500 filing, ranking in the 35th 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.
- #5,986 in Healthcare & Social Assistance (16,916 peers)
Caresense Health LLC multi-year trail
Caresense Health LLC's plans moved +127.4% in assets from 2022 to 2024; this filing shows Caresense Health 401(k) at $3M / 708 participants.
- #5,986
- in Healthcare & Social Assistance (16,916 peers)
- +46.5%
- assets growth YoY
Caresense Health 401(k)'s mid-pack asset rank among Healthcare & Social Assistance and all filers
Caresense Health 401(k) vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$3,193,720 35th percentile higher than 35% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Caresense Health 401(k) 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. Caresense Health 401(k) sits mid-pack in the medium band (708 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Caresense Health 401(k) end-of-year assets rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Caresense Health 401(k) reported participants rose from 525 in the plan year 2023 filing to 708 in the plan year 2024 filing.
- Caresense Health 401(k) reported net income rose from $775K in the plan year 2023 filing to $1M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 452453604 · Caresense Health LLC PY 2024 · 401(k)
Caresense Health 401(k) · $3M · 708 · 35th
- PART $3M
- TYPE 708
- NET 35th
- BOOK 401(k)
- VS-ST near Sean H Moshiri & Associates 401(k) Profit Sharing Plan
- BOY ind #5986
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 Pennsylvania →
Caresense Health 401(k) in the asset neighbourhood
Caresense Health LLC multi-year asset trail
Sponsor-wide plan assets over time
All Caresense Health LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 127.3537518793567% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 373 | $1M |
| 2023 | 1 | 525 | $2M |
| 2024 | 1 | 708 | $3M |
Caresense Health LLC filing trail (2024)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $1M |
| Employer EIN | 452453604 |
| Plan Effective Date | 2017-03-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Pennsylvania
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Comcast Corporation Retirement - Investment Plan $19.7B · 90,495
- The Cigna Group 401(k) Plan $14.2B · 63,634
- The Vanguard Retirement and Savings Plan $11.1B · 18,066
- Thermo Fisher Scientific Inc. 401(k) Retirement Plan $10.3B · 36,150
- The PNC Financial Services Group, Inc. Incentive Savings Plan $10.2B · 54,604
Caresense Health 401(k)'s out-of-state 401(k) peers by assets and headcount
Outside Pennsylvania, the nearest 401(k) by assets is Sean H Moshiri & Associates 401(k) Profit Sharing Plan in CA ($3M); by covered participants it is Windsor Door Union Retirement in AR (708 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (708 participants); asset peers above are excluded.
- Windsor Door Union Retirement (AR) 708 · 0 off
- Clune Construction Company 401(k) Retirement Plan (IL) 708 · 0 off
- Outcomes 401(k) Profit Sharing Plan (FL) 708 · 0 off
- Chapman & Prime 401(k) Profit Sharing Plan (AL) 708 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.