401(k) · DOL Form 5500 · 2024

CARINGBRIDGE 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets: 39
Participants Small participant base: 38th
Percentile by assets National rank: $103,130
Avg per participant Below avg balance/head

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Official DOL plan name: Caringbridge 401(k) Plan · Sponsored by CARINGBRIDGE · Minnesota · Healthcare & Social Assistance

$4M in assets, 39 participants

CARINGBRIDGE's Caringbridge 401(k) Plan reported $4M in total assets and 39 participants in its 2024 DOL Form 5500 filing, ranking in the 38th 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.

#6,772 in Healthcare & Social Assistance (16,916 peers)

CARINGBRIDGE multi-year trail

CARINGBRIDGE's plans moved +21.4% in assets from 2022 to 2024; this filing shows Caringbridge 401(k) Plan at $4M / 39 participants.

#6,772
in Healthcare & Social Assistance (16,916 peers): +2.6%
assets growth YoY

Caringbridge 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Caringbridge 401(k) Plan vs every filed plan by assets

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

$4,022,089 38th percentile higher than 38% 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

Caringbridge 401(k) Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Caringbridge 401(k) Plan is a small filing (39 participants) on this national headcount ladder.

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Caringbridge 401(k) Plan reported net income fell from $606K in the plan year 2023 filing to $103K in the plan year 2024 filing.
Caringbridge 401(k) Plan end-of-year assets rose from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.
Caringbridge 401(k) Plan reported participants fell from 40 in the plan year 2023 filing to 39 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 421529394 · CARINGBRIDGE PY 2024 · 401(k)

Caringbridge 401(k) Plan · $4M · 39 · 38th

RANK $4M
RANK 39
RANK 38th
RANK 401(k)
RANK near Mvc Mso LLC 401(k) Profit Sharing Plan & Trust
RANK ind #6772

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 Minnesota →

End-of-year total assets ($M) among Caringbridge 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

CARINGBRIDGE multi-year asset trail

Latest sponsor-wide plan assets: $4M 21.384727048850085% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	42	$3M
2023	1	40	$4M
2024	1	39	$4M

CARINGBRIDGE filing trail (2024)

Total Assets (Beginning of Year)	$4M
Net Assets (End of Year)	$4M
Net Income	$103K
Employer EIN	421529394
Plan Effective Date	2010-01-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Minnesota

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

Caringbridge 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants

Wells Fargo & Company 401(k) Plan $57.9B · 179,076
Unitedhealth Group 401(k) Savings Plan $26.6B · 205,460
Target Corporation 401(k) Plan $14.4B · 409,649
Medtronic Savings and Investment Plan $13.7B · 38,480
U.S. Bank 401(k) Savings Plan $11.4B · 73,109

Compare Caringbridge 401(k) Plan side-by-side with 3 peers →

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

Outside Minnesota, the nearest 401(k) by assets is Mvc Mso LLC 401(k) Profit Sharing Plan & Trust in MI ($4M); by covered participants it is Lucrumare Inc. 401(k) Plan in IL (39 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

Mvc Mso LLC 401(k) Profit Sharing Plan & Trust (MI) $4M · 220
Sherloq Solutions, Inc. 401(k) Plan (FL) $4M · 132
Compass Components, Inc. 401(k) Plan (CA) $4M · 195
Compass Components, Inc. 401(k) Plan (CA) $4M · 195

Similar participant headcount

Nearest other-state filings by covered participants (39 participants); asset peers above are excluded.

Lucrumare Inc. 401(k) Plan (IL) 39 · 0 off
Lucrumare Inc. 401(k) Plan (IL) 39 · 0 off
J.M. Brennan, Inc. Non-Union Employee Profit Sharing Plan (WI) 39 · 0 off
Kwiat, Inc. Retirement Plan (NY) 39 · 0 off

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 Caringbridge 401(k) Plan assets move in 2024? ▼

Caringbridge 401(k) Plan edged up modestly - up 2.6% during 2024, from $4M to $4M. Reported net income was $103K.

How have CARINGBRIDGE plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), CARINGBRIDGE's sponsor-wide assets grew 21.4%, from $3M to $4M.

Which 401(k) plans are similar in size to Caringbridge 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Mvc Mso LLC 401(k) Profit Sharing Plan & Trust in MI ($4M, 220 participants).

Which 401(k) plans cover a similar participant headcount to Caringbridge 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Lucrumare Inc. 401(k) Plan in IL (39 participants, $650K 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 421529394.