401(k) · DOL Form 5500 · 2024
Richard J. Caron Foundation 401(k) Plan
Data updated 2026-08-25
- $61M
- Total assets Below avg plan size
- 676
- Participants Below avg headcount
- 86th
- Percentile by assets National rank
- $90,288
- Avg per participant Below avg balance/head
Official DOL plan name: Safe-Harbor 401(k) Profit Sharing Plan for Employees of Richard J. Caron Foundation · Sponsored by Richard J. Caron Foundation · Pennsylvania · Healthcare & Social Assistance
$61M in assets, 676 participants
Richard J. Caron Foundation's Safe-Harbor 401(k) Profit Sharing Plan for Employees of Richard J. Caron Foundation reported $61M in total assets and 676 participants in its 2024 DOL Form 5500 filing, ranking in the 86th 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.
- #14,931 in Healthcare & Social Assistance (16,916 peers)
Where Safe-Harbor 401(k) Profit Sharing Plan for Employees of Richard J. Caron Foundation sits by assets
Safe-Harbor 401(k) Profit Sharing Plan for Employees of Richard J. Caron Foundation sits in the top quartile of all filed plans by assets, $61M for 676 participants (~$90,288/participant), up 8.9% in 2024.
- #14,931
- in Healthcare & Social Assistance (16,916 peers)
- +8.9%
- assets growth YoY
- 0.6×
- vs typical plan assets (national mean)
Safe-Harbor 401(k) Profit Sharing Plan for Employees of Richard J. Caron Foundation's outsized position by total assets
Safe-Harbor 401(k) Profit Sharing Plan for Employees of Richard J. Caron Foundation vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$61,034,582 Top 14% higher than 86% 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
Safe-Harbor 401(k) Profit Sharing Plan for Employees of Richard J. Caron Foundation 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. Safe-Harbor 401(k) Profit Sharing Plan for Employees of Richard J. Caron Foundation sits mid-pack in the medium band (676 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Safe-Harbor 401(k) Profit Sharing Plan for Employees of Richard J. Caron Foundation reported net income fell from $9M in the plan year 2023 filing to $5M in the plan year 2024 filing.
- Safe-Harbor 401(k) Profit Sharing Plan for Employees of Richard J. Caron Foundation end-of-year assets rose from $56M in the plan year 2023 filing to $61M in the plan year 2024 filing.
- Safe-Harbor 401(k) Profit Sharing Plan for Employees of Richard J. Caron Foundation reported participants fell from 707 in the plan year 2023 filing to 676 in the plan year 2024 filing.
DOL schedule card
Filing strip 236050680 · Richard J. Caron Foundation PY 2024 · 401(k)
Safe-Harbor 401(k) Profit Sharing Plan for Employees of Richard J. Caron Foundation · $61M · 676 · 86th
- PART $61M
- TYPE 676
- NET 86th
- BOOK 401(k)
- VS-ST near Nab Group/USA 401(k) Investment Plan
- BOY ind #14931
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 →
Safe-Harbor 401(k) Profit Sharing Plan for Employees of Richard J. Caron Foundation in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $56M |
|---|---|
| Net Assets (End of Year) | $61M |
| Net Income | $5M |
| Employer EIN | 236050680 |
| Plan Effective Date | 1971-08-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Richard J. Caron Foundation)
Sponsor-wide plan assets over time
All Richard J. Caron Foundation plans reported in each filing year
- Latest sponsor-wide plan assets
- $61M 28.85007440147902% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 716 | $47M |
| 2023 | 1 | 707 | $56M |
| 2024 | 1 | 676 | $61M |
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
Safe-Harbor 401(k) Profit Sharing Plan for Employees of Richard J. Caron Foundation's out-of-state 401(k) peers by assets and headcount
Outside Pennsylvania, the nearest 401(k) by assets is Nab Group/USA 401(k) Investment Plan in NY ($61M); by covered participants it is Granite Group Wholesalers Profit Sharing Plan & Trust in NH (676 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($61M here).
Similar participant headcount
Nearest other-state filings by covered participants (676 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.