401(k) · DOL Form 5500 · 2024

Carex Consulting Group Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets: 79
Participants Small participant base: 29th
Percentile by assets National rank: $24,948
Avg per participant Low balance/head

Official DOL plan name: Carex Consulting Group 401(k) Plan · Sponsored by Carex Consulting Group Inc. · Wisconsin · Professional & Technical Services

$2M in assets, 79 participants

Carex Consulting Group Inc.'s Carex Consulting Group 401(k) Plan reported $2M in total assets and 79 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.

#5,046 in Professional & Technical Services (20,173 peers)

2024 asset change

Carex Consulting Group 401(k) Plan grew at a solid clip 9.6% in 2024 ($2M → $2M) for 79 participants.

#5,046
in Professional & Technical Services (20,173 peers): +9.6%
assets growth YoY

Carex Consulting Group 401(k) Plan among the smaller filed plans by assets

Carex Consulting Group 401(k) Plan vs every filed plan by assets

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

$1,970,880 29th percentile higher than 29% 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

Carex Consulting Group 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. Carex Consulting Group 401(k) Plan is a small filing (79 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%)

Published 5500 schedule card

Filing strip 814084642 · Carex Consulting Group Inc. PY 2024 · 401(k)

Carex Consulting Group 401(k) Plan · $2M · 79 · 29th

PHOTO $2M
IND 79
EOY 29th
5500 401(k)
ASSETS near Adolph Kiefer & Associates 401(k) Plan
PCT ind #5046

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 Professional & Technical Services retirement plans → · Plans in Wisconsin →

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

2024 asset-move particulars

Total Assets (Beginning of Year)	$2M
Net Assets (End of Year)	$2M
Net Income	$172K
Employer EIN	814084642
Plan Effective Date	2018-01-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Wisconsin

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

Carex Consulting Group 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants

Advocate Aurora Health 401(k) Plan $10.5B · 80,015
Johnson Controls Retirement Savings and Investment Plan $7.2B · 28,489
Fiserv 401(k) Savings Plan $5.1B · 26,372
Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $5.0B · 11,661
Rockwell Automation Retirement Savings Plan $3.8B · 9,217

Compare Carex Consulting Group 401(k) Plan side-by-side with 3 peers →

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

Outside Wisconsin, the nearest 401(k) by assets is Adolph Kiefer & Associates 401(k) Plan in IL ($2M); by covered participants it is Cvca 401(k)Plan in VA (79 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Adolph Kiefer & Associates 401(k) Plan (IL) $2M · 94
James G. Rafael Dds 401(k) Profit Sharing Plan (NC) $2M · 7
Westmaas Electric Company Profit Sharing and 401(k) Plan (MI) $2M · 49
Alfa Dental Management 401(k) Retirement and Profit Sharing Plan (FL) $2M · 64

Similar participant headcount

Nearest other-state filings by covered participants (79 participants); asset peers above are excluded.

Cvca 401(k)Plan (VA) 79 · 0 off
Empresas Ortiz Brunet, Inc. 1081.0.1(D) Plan (PR) 79 · 0 off
Industrial Training Services, Inc., Safe Harbor 401(k) Plan (KY) 79 · 0 off
Hamptons 2016 LLC 401(k) Plan (TX) 79 · 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 Carex Consulting Group 401(k) Plan assets move in 2024? ▼

Carex Consulting Group 401(k) Plan grew at a solid clip - up 9.6% during 2024, from $2M to $2M. Reported net income was $172K.

Which 401(k) plans are similar in size to Carex Consulting Group 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Adolph Kiefer & Associates 401(k) Plan in IL ($2M, 94 participants).

Which 401(k) plans cover a similar participant headcount to Carex Consulting Group 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Cvca 401(k)Plan in VA (79 participants, $17M 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 814084642.