401(k) · DOL Form 5500 · 2024

Carus LLC 401(k) Plan

Data updated 2026-08-25

$52M
Total assets Below avg plan size
162
Participants Small participant base
85th
Percentile by assets National rank
$321,599
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Carus Capital Accumulation 401(k) Plan · Sponsored by Carus LLC · Illinois · Manufacturing

$52M in assets, 162 participants

Carus LLC's Carus Capital Accumulation 401(k) Plan reported $52M in total assets and 162 participants in its 2024 DOL Form 5500 filing, ranking in the 85th 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.

  • #13,876 in Manufacturing (17,777 peers)

Coverage in Illinois

Carus Capital Accumulation 401(k) Plan covers 162 participants in Illinois, about 21% of the average Illinois filer (state average ~779 per filing). Assets: $52M.

#13,876
in Manufacturing (17,777 peers)
+9.5%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Carus Capital Accumulation 401(k) Plan's outsized position by total assets

Carus Capital Accumulation 401(k) Plan vs every filed plan by assets

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

$52,099,068 Top 15% higher than 85% of 123,620 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 2024

Carus Capital Accumulation 401(k) 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. Carus Capital Accumulation 401(k) Plan sits mid-pack in the medium band (162 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Carus Capital Accumulation 401(k) Plan reported net income fell from $6M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Carus Capital Accumulation 401(k) Plan end-of-year assets rose from $48M in the plan year 2023 filing to $52M in the plan year 2024 filing.
  • Carus Capital Accumulation 401(k) Plan reported participants fell from 165 in the plan year 2023 filing to 162 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 360877400 · Carus LLC PY 2024 · 401(k)

Carus Capital Accumulation 401(k) Plan · $52M · 162 · 85th

  • EIN $52M
  • RANK 162
  • PHOTO 85th
  • IND 401(k)
  • EOY near Central States Health & Life Co. of Omaha Progress Sharing & Savings Plan
  • 5500 ind #13876

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 Manufacturing retirement plans → · Plans in Illinois →

Carus Capital Accumulation 401(k) Plan in the asset neighbourhood

Central States Health & Life Co. of Omaha Progress Sharing & Savings PlanCentral States Health & Life…$52M401(k) Plan and Employees Trust of Oncology Hematology West, P. C.401(k) Plan and Employees Tr…$52MKeiter, Stephens, Hurst, Gary & Shreaves 401(k) PlanKeiter, Stephens, Hurst, Gar…$52MCarus Capital Accumulation 401(k) PlanCarus Capital Accumulation 4…$52MCirtec Medical Corporation 401(k) PlanCirtec Medical Corporation 4…$52M
End-of-year total assets ($M) among Carus Capital Accumulation 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Illinois filing particulars

Total Assets (Beginning of Year)$48M
Net Assets (End of Year)$52M
Net Income$5M
Employer EIN360877400
Plan Effective Date1987-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Carus LLC)

Sponsor-wide plan assets over time

All Carus LLC plans reported in each filing year

Latest sponsor-wide plan assets
$62M 23.329214096142213% vs 2022
2024 filing year
$45M$50M$55M$60M$65M 202220232024 $50.2M $61.9M ▲ +23.3%
Year Plans Participants Total Assets
2022 2 225 $50M
2023 2 235 $58M
2024 2 230 $62M

Nearby 401(k) Plans in Illinois

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

Carus Capital Accumulation 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants Carus Capital Accumulation 401(k) Plan, Total assets ($B): 0.052099068 · Participants: 162Carus Capital Accumulation 401(k) PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 21.302643276 · Participants: 66965Accenture United States 401(k) Match and Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 19.010099056 · Participants: 63297State Farm 401(k) Savings PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 16.835964452 · Participants: 16659United Airlines Pilot Retirement Account PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 15.755668 · Participants: 38229Abbott Laboratories Stock Retirement PlanWalgreens Retirement Savings Plan, Total assets ($B): 14.535873337 · Participants: 233635Walgreens Retirement Savings Plan
Carus Capital Accumulation 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Carus Capital Accumulation 401(k) Plan side-by-side with 3 peers →

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

Outside Illinois, the nearest 401(k) by assets is Central States Health & Life Co. of Omaha Progress Sharing & Savings Plan in NE ($52M); by covered participants it is Central Ohio Urology Group, Inc. 401(k) Profit Sharing Plan in OH (162 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (162 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.

Frequently Asked Questions

How did Carus Capital Accumulation 401(k) Plan assets move in 2024? ▼
Carus Capital Accumulation 401(k) Plan grew at a solid clip - up 9.5% during 2024, from $48M to $52M. Reported net income was $5M.
How have Carus LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carus LLC's sponsor-wide assets grew 23.3%, from $50M to $62M.
Where does Carus Capital Accumulation 401(k) Plan rank by assets among Form 5500 filers? ▼
Carus Capital Accumulation 401(k) Plan ranks in the 85th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Carus Capital Accumulation 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Central States Health & Life Co. of Omaha Progress Sharing & Savings Plan in NE ($52M, 92 participants).
Which 401(k) plans cover a similar participant headcount to Carus Capital Accumulation 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Central Ohio Urology Group, Inc. 401(k) Profit Sharing Plan in OH (162 participants, N/A 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 360877400.

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.