Other · DOL Form 5500 · 2024
Careconnect Health, Inc Retirement Plan
Data updated 2026-08-25
- $12M
- Total assets Small plan by assets
- 613
- Participants Below avg headcount
- 60th
- Percentile by assets National rank
- $19,539
- Avg per participant Low balance/head
Official DOL plan name: Careconnect Health 403(b) Tax-Deferred Annuity Plan · Sponsored by Careconnect Health, Inc · Georgia · Healthcare & Social Assistance
$12M in assets, 613 participants
Careconnect Health, Inc's Careconnect Health 403(b) Tax-Deferred Annuity Plan reported $12M in total assets and 613 participants in its 2024 DOL Form 5500 filing, ranking in the 60th 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.
- #10,987 in Healthcare & Social Assistance (16,916 peers)
Careconnect Health, Inc multi-year trail
Careconnect Health, Inc's plans moved +70.0% in assets from 2022 to 2024; this filing shows Careconnect Health 403(b) Tax-Deferred Annuity Plan at $12M / 613 participants.
- #10,987
- in Healthcare & Social Assistance (16,916 peers)
- +26.0%
- assets growth YoY
Careconnect Health 403(b) Tax-Deferred Annuity Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Careconnect Health 403(b) Tax-Deferred Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$11,977,573 Top 40% higher than 60% 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
Careconnect Health 403(b) Tax-Deferred Annuity Plan 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. Careconnect Health 403(b) Tax-Deferred Annuity Plan sits mid-pack in the medium band (613 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Careconnect Health 403(b) Tax-Deferred Annuity Plan end-of-year assets rose from $10M in the plan year 2023 filing to $12M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 581335405 · Careconnect Health, Inc PY 2024 · Other
Careconnect Health 403(b) Tax-Deferred Annuity Plan · $12M · 613 · 60th
- 5500 $12M
- 5500 613
- 5500 60th
- 5500 Other
- 5500 near Family Centers Inc. Retirement Plan
- 5500 ind #10987
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 Georgia →
Careconnect Health 403(b) Tax-Deferred Annuity Plan in the asset neighbourhood
Careconnect Health, Inc multi-year asset trail
Sponsor-wide plan assets over time
All Careconnect Health, Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $12M 70.02102271759435% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 525 | $7M |
| 2023 | 1 | 609 | $10M |
| 2024 | 1 | 613 | $12M |
Careconnect Health, Inc filing trail (2024)
| Total Assets (Beginning of Year) | $10M |
|---|---|
| Net Assets (End of Year) | $12M |
| Net Income | $2M |
| Employer EIN | 581335405 |
| Plan Effective Date | 1990-03-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Georgia
Peer Other plans, same state, same plan type, ranked by total assets.
- Wellstar Health System, Inc. Supplemental Retirement Savings Plan $2.8B · 26,097
- Northside Hospital 403(b) Retirement Plan $1.8B · 29,253
- Childrens Healthcare of Atlanta Inc Share Plan $1.5B · 13,143
- IBEW Local 613 Defined Contribution Pension Plan $752M · 4,682
- Navicent Health 403(b) Retirement Savings Plan $575M · 6,344
Careconnect Health 403(b) Tax-Deferred Annuity Plan's out-of-state Other peers by assets and headcount
Outside Georgia, the nearest Other by assets is Family Centers Inc. Retirement Plan in CT ($12M); by covered participants it is Valley-Wide Health Systems, Inc. 403(b) Plan in CO (613 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($12M here).
- Family Centers Inc. Retirement Plan (CT) $12M · 262
- Ham-Tmc Library 403(b) DC Plan (TX) $12M · 40
- Jewish Federation of Southern New Jersey 403(b) Plan (NJ) $12M · 1,507
- Depaul Group, Inc. 403(b) Plan (NY) $12M · 1,085
Similar participant headcount
Nearest other-state filings by covered participants (613 participants); asset peers above are excluded.
- Valley-Wide Health Systems, Inc. 403(b) Plan (CO) 613 · 0 off
- Cbwchc 403(b) Plan (NY) 613 · 0 off
- Spalding University Defined Contribution Retirement Plan (KY) 613 · 0 off
- Episcopal Retirement Services Staff Retirement Plan (OH) 614 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.