Other · DOL Form 5500 · 2024

Care Initiatives Retirement Plan

Data updated 2026-08-25

$34M
Total assets Below avg plan size
2,637
Participants Above avg headcount
79th
Percentile by assets National rank
$12,802
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Care Initiatives 403 (B) Group Retirement Plan · Sponsored by Care Initiatives · Iowa · Healthcare & Social Assistance

$34M in assets, 2,637 participants

Care Initiatives's Care Initiatives 403 (B) Group Retirement Plan reported $34M in total assets and 2,637 participants in its 2024 DOL Form 5500 filing, ranking in the 79th 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.

  • #13,899 in Healthcare & Social Assistance (16,916 peers)

Coverage in Iowa

Care Initiatives 403 (B) Group Retirement Plan covers 2,637 participants in Iowa, 4.3x the typical Iowa plan (state average ~609 per filing). Assets: $34M.

#13,899
in Healthcare & Social Assistance (16,916 peers)
+7.1%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Care Initiatives 403 (B) Group Retirement Plan's outsized position by total assets

Care Initiatives 403 (B) Group Retirement Plan vs every filed plan by assets

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

$33,758,857 Top 21% higher than 79% 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

Care Initiatives 403 (B) Group Retirement Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Care Initiatives 403 (B) Group Retirement Plan lands in the large band (2,637 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Care Initiatives 403 (B) Group Retirement Plan reported net income rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Care Initiatives 403 (B) Group Retirement Plan end-of-year assets rose from $32M in the plan year 2023 filing to $34M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 760262402 · Care Initiatives PY 2024 · Other

Care Initiatives 403 (B) Group Retirement Plan · $34M · 2,637 · 79th

  • VS-ST $34M
  • VS-ST 2,637
  • VS-ST 79th
  • VS-ST Other
  • VS-ST near Clinica Family Health 403(b) Plan
  • VS-ST ind #13899

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 Iowa →

Care Initiatives 403 (B) Group Retirement Plan in the asset neighbourhood

Harnett Health System, Inc. Supplemental Retirement 403(b) PlanHarnett Health System, Inc. …$34MCare Initiatives 403 (B) Group Retirement PlanCare Initiatives 403 (B) Gro…$34MClinica Family Health 403(b) PlanClinica Family Health 403(b)…$34MTrinity-Pawling School Retirement PlanTrinity-Pawling School Retir…$34MChurchill School and Center Defined Contribution Retirement PlanChurchill School and Center …$34M
End-of-year total assets ($M) among Care Initiatives 403 (B) Group Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Iowa filing particulars

Total Assets (Beginning of Year)$32M
Net Assets (End of Year)$34M
Net Income$2M
Employer EIN760262402
Plan Effective Date1995-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Care Initiatives)

Sponsor-wide plan assets over time

All Care Initiatives plans reported in each filing year

Latest sponsor-wide plan assets
$34M 14.017535788229305% vs 2022
2024 filing year
$28M$30M$32M$34M$36M 202220232024 $29.6M $33.8M ▲ +14.0%
Year Plans Participants Total Assets
2022 1 2,775 $30M
2023 1 2,633 $32M
2024 1 2,637 $34M

Nearby Other Plans in Iowa

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

Care Initiatives 403 (B) Group Retirement Plan vs. nearby Other plans in Iowa, assets vs. participants Scatter plot of 6 data points. 50010001500200025003000 0200400600800 Total assets ($M) Participants Care Initiatives 403 (B) Group Retirement Plan, Total assets ($M): 33.758857 · Participants: 2637Care Initiatives 403 (B) Group Retirement PlanIaicu Multiple Employer Plan, Total assets ($M): 621.446067 · Participants: 2554Iaicu Multiple Employer PlanAct, Inc. Defined Contribution Retirement Plan, Total assets ($M): 393.195075 · Participants: 913Act, Inc. Defined Contribution Retirement PlanGrinnell College Employees Retirement Savings Plan, Total assets ($M): 374.409137 · Participants: 841Grinnell College Employees Retirement Savings PlanDrake University Mandatory Tax-Deferred Annuity Retirement Plan, Total assets ($M): 297.09718 · Participants: 1285Drake University Mandatory Tax-Deferred Annuity Retirement PlanSt. Ambrose University Defined Contribution Plan, Total assets ($M): 122.538073 · Participants: 698St. Ambrose University Defined Contribution Plan
Care Initiatives 403 (B) Group Retirement Plan vs. nearby Other plans in Iowa, assets vs. participants
Compare Care Initiatives 403 (B) Group Retirement Plan side-by-side with 3 peers →

Care Initiatives 403 (B) Group Retirement Plan's out-of-state Other peers by assets and headcount

Outside Iowa, the nearest Other by assets is Clinica Family Health 403(b) Plan in CO ($34M); by covered participants it is New York Blood Center Retirement Plan in NY (2,629 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,637 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 Care Initiatives 403 (B) Group Retirement Plan assets move in 2024? ▼
Care Initiatives 403 (B) Group Retirement Plan grew at a solid clip - up 7.1% during 2024, from $32M to $34M. Reported net income was $2M.
How have Care Initiatives plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Care Initiatives's sponsor-wide assets grew 14.0%, from $30M to $34M.
Where does Care Initiatives 403 (B) Group Retirement Plan rank by assets among Form 5500 filers? ▼
Care Initiatives 403 (B) Group Retirement Plan ranks in the 79th 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 Other plans are similar in size to Care Initiatives 403 (B) Group Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Clinica Family Health 403(b) Plan in CO ($34M, 622 participants).
Which Other plans cover a similar participant headcount to Care Initiatives 403 (B) Group Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is New York Blood Center Retirement Plan in NY (2,629 participants, $505M 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 760262402.

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.