401(k) · DOL Form 5500 · 2023

Carepathrx Midco Inc. 401(k) Plan

Data updated 2026-08-25

$65M
Total assets Below avg plan size
2,011
Participants Near avg headcount
88th
Percentile by assets National rank
$32,279
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Carepathrx 401(k) Plan · Sponsored by Carepathrx Midco Inc. · Ohio · Retail Trade

$65M in assets, 2,011 participants

Carepathrx Midco Inc.'s Carepathrx 401(k) Plan reported $65M in total assets and 2,011 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.

  • #7,852 in Retail Trade (8,414 peers)

Coverage in Ohio

Carepathrx 401(k) Plan covers 2,011 participants in Ohio, 2.6x the typical Ohio plan (state average ~765 per filing). Assets: $65M.

#7,852
in Retail Trade (8,414 peers)
+2.4%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Carepathrx 401(k) Plan's outsized position by total assets

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

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

$64,913,659 Top 12% higher than 88% 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

Carepathrx 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Carepathrx 401(k) Plan lands in the large band (2,011 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Carepathrx 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Carepathrx 401(k) Plan reported participants rose from 1,773 in the plan year 2022 filing to 2,011 in the plan year 2023 filing.
  • Carepathrx 401(k) Plan end-of-year assets rose from $63M in the plan year 2022 filing to $65M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 843548586 · Carepathrx Midco Inc. PY 2023 · 401(k)

Carepathrx 401(k) Plan · $65M · 2,011 · 88th

  • PART $65M
  • TYPE 2,011
  • NET 88th
  • BOOK 401(k)
  • VS-ST near Wls 401(k) Plan
  • BOY ind #7852

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 Retail Trade retirement plans → · Plans in Ohio →

Carepathrx 401(k) Plan in the asset neighbourhood

Tasc 401(k) Plan$65MWls 401(k) Plan$65MCarepathrx 401(k) Plan$65MMascoma Bank 401(k) Profit Sharing PlanMascoma Bank 401(k) Profit S…$65MAbel Hr Multi 401(k) and Savings PlanAbel Hr Multi 401(k) and Sav…$65M
End-of-year total assets ($M) among Carepathrx 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$63M
Net Assets (End of Year)$65M
Net Income$2M
Employer EIN843548586
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Carepathrx Midco Inc.)

Sponsor-wide plan assets over time

All Carepathrx Midco Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$200M 214.8998871278414% vs 2022
2024 filing year
$0M$50M$100M$150M$200M$250M 202220232024 $63.4M $200M ▲ +214.9%
Year Plans Participants Total Assets
2022 1 1,773 $63M
2023 1 2,011 $65M
2024 2 1,583 $200M

Nearby 401(k) Plans in Ohio

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

Carepathrx 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Carepathrx 401(k) Plan, Total assets ($B): 0.064913659 · Participants: 2011Carepathrx 401(k) PlanGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
Carepathrx 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Carepathrx 401(k) Plan side-by-side with 3 peers →

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

Outside Ohio, the nearest 401(k) by assets is Wls 401(k) Plan in IN ($65M); by covered participants it is The Golden 1 Employee Savings and Investment Plan in CA (2,011 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($65M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,011 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 Carepathrx 401(k) Plan assets move in 2023? ▼
Carepathrx 401(k) Plan edged up modestly - up 2.4% during 2023, from $63M to $65M. Reported net income was $2M.
How have Carepathrx Midco Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carepathrx Midco Inc.'s sponsor-wide assets grew 214.9%, from $63M to $200M.
Where does Carepathrx 401(k) Plan rank by assets among Form 5500 filers? ▼
Carepathrx 401(k) Plan ranks in the 88th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Carepathrx 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Wls 401(k) Plan in IN ($65M, 3,198 participants).
Which 401(k) plans cover a similar participant headcount to Carepathrx 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Golden 1 Employee Savings and Investment Plan in CA (2,011 participants, $197M 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 843548586.

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.