Other · DOL Form 5500 · 2023

Carey Counseling Center, Inc. Retirement Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
119
Participants Small participant base
54th
Percentile by assets National rank
$68,472
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: The Carey Counseling Center, Inc. Tax Deferred Annuity Plan · Sponsored by Carey Counseling Center, Inc. · Tennessee · Healthcare & Social Assistance

$8M in assets, 119 participants

Carey Counseling Center, Inc.'s The Carey Counseling Center, Inc. Tax Deferred Annuity Plan reported $8M in total assets and 119 participants in its 2023 DOL Form 5500 filing, ranking in the 54th 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.

  • #10,571 in Healthcare & Social Assistance (17,684 peers)

Coverage in Tennessee

The Carey Counseling Center, Inc. Tax Deferred Annuity Plan covers 119 participants in Tennessee, about 11% of the average Tennessee filer (state average ~1,126 per filing). Assets: $8M.

#10,571
in Healthcare & Social Assistance (17,684 peers)
+20.8%
assets growth YoY

The Carey Counseling Center, Inc. Tax Deferred Annuity Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

The Carey Counseling Center, Inc. Tax Deferred Annuity Plan vs every filed plan by assets

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

$8,148,190 Top 46% higher than 54% 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

The Carey Counseling Center, Inc. Tax Deferred Annuity Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Carey Counseling Center, Inc. Tax Deferred Annuity Plan sits mid-pack in the medium band (119 participants).

DOL schedule card

Filing strip 620851889 · Carey Counseling Center, Inc. PY 2023 · Other

The Carey Counseling Center, Inc. Tax Deferred Annuity Plan · $8M · 119 · 54th

  • PART $8M
  • PART 119
  • PART 54th
  • PART Other
  • PART near The Leaguers, Inc. 403(b) Plan
  • PART ind #10571

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 Tennessee →

The Carey Counseling Center, Inc. Tax Deferred Annuity Plan in the asset neighbourhood

The Carey Counseling Center, Inc. Tax Deferred Annuity PlanThe Carey Counseling Center,…$8MThe Leaguers, Inc. 403(b) PlanThe Leaguers, Inc. 403(b) Pl…$8MThe Santa Fe Opera's Retirement PlanThe Santa Fe Opera's Retirem…$8MThe Carol Woods Retirement PlanThe Carol Woods Retirement P…$8MRobeson Health Care Corporation Retirement Savings PlanRobeson Health Care Corporat…$8M
End-of-year total assets ($M) among The Carey Counseling Center, Inc. Tax Deferred Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Tennessee filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$8M
Net Income$1M
Employer EIN620851889
Plan Effective Date1987-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Carey Counseling Center, Inc.)

Sponsor-wide plan assets over time

All Carey Counseling Center, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 16.361474143337354% vs 2023
2024 filing year
$8M$8.5M$9M$9.5M$10M 20232024 $8.15M $9.48M ▲ +16.3%
Year Plans Participants Total Assets
2023 1 119 $8M
2024 1 143 $9M

Nearby Other Plans in Tennessee

Peer Other plans, same state, same plan type, ranked by total assets.

The Carey Counseling Center, Inc. Tax Deferred Annuity Plan vs. nearby Other plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -1012345 Total assets ($B) Participants The Carey Counseling Center, Inc. Tax Deferred Annuity Plan, Total assets ($B): 0.00814819 · Participants: 119The Carey Counseling Center, Inc. Tax Deferred Annuity PlanVanderbilt University Medical Center Retirement Plan, Total assets ($B): 4.082284978 · Participants: 30220Vanderbilt University Medical Center Retirement PlanVanderbilt University Retirement Plan, Total assets ($B): 2.316024751 · Participants: 6887Vanderbilt University Retirement PlanSt. Jude Children's Research Hospital Defined Contribution Retirement Plan, Total assets ($B): 1.118460153 · Participants: 6010St. Jude Children's Research Hospital Defined Contribution Retirement PlanBallad Health 403(b) Plan, Total assets ($B): 0.616326721 · Participants: 11769Ballad Health 403(b) PlanSoutheastern Carpenters and Millwrights Pension Plan, Total assets ($B): 0.534737215 · Participants: 2882Southeastern Carpenters and Millwrights Pension Plan
The Carey Counseling Center, Inc. Tax Deferred Annuity Plan vs. nearby Other plans in Tennessee, assets vs. participants
Compare The Carey Counseling Center, Inc. Tax Deferred Annuity Plan side-by-side with 3 peers →

The Carey Counseling Center, Inc. Tax Deferred Annuity Plan's out-of-state Other peers by assets and headcount

Outside Tennessee, the nearest Other by assets is The Leaguers, Inc. 403(b) Plan in NJ ($8M); by covered participants it is Cathedral Home for Children Retirement Plan in WY (119 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($8M here).

Similar participant headcount

Nearest other-state filings by covered participants (119 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 The Carey Counseling Center, Inc. Tax Deferred Annuity Plan assets move in 2023? ▼
The Carey Counseling Center, Inc. Tax Deferred Annuity Plan grew sharply - up 20.8% during 2023, from $7M to $8M. Reported net income was $1M.
How have Carey Counseling Center, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Carey Counseling Center, Inc.'s sponsor-wide assets grew 16.4%, from $8M to $9M.
Which Other plans are similar in size to The Carey Counseling Center, Inc. Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by assets is The Leaguers, Inc. 403(b) Plan in NJ ($8M, 290 participants).
Which Other plans cover a similar participant headcount to The Carey Counseling Center, Inc. Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is Cathedral Home for Children Retirement Plan in WY (119 participants, $4M 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 620851889.

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.