401(k) · DOL Form 5500 · 2024

Caregility Corporation 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
121
Participants Small participant base
64th
Percentile by assets National rank
$120,087
Avg per participant Near avg balance/head
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Official DOL plan name: Caregility 401(k) Plan · Sponsored by Caregility Corporation · New Jersey · Professional & Technical Services

$15M in assets, 121 participants

Caregility Corporation's Caregility 401(k) Plan reported $15M in total assets and 121 participants in its 2024 DOL Form 5500 filing, ranking in the 64th 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.

  • #12,669 in Professional & Technical Services (20,173 peers)

Coverage in New Jersey

Caregility 401(k) Plan covers 121 participants in New Jersey, about 14% of the average New Jersey filer (state average ~844 per filing). Assets: $15M.

#12,669
in Professional & Technical Services (20,173 peers)
+28.5%
assets growth YoY

Caregility 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Caregility 401(k) Plan vs every filed plan by assets

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

$14,530,467 Top 36% higher than 64% 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

Caregility 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. Caregility 401(k) Plan sits mid-pack in the medium band (121 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Caregility 401(k) Plan end-of-year assets rose from $11M in the plan year 2023 filing to $15M in the plan year 2024 filing.
  • Caregility 401(k) Plan reported participants fell from 149 in the plan year 2023 filing to 121 in the plan year 2024 filing.
  • Caregility 401(k) Plan reported net income rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 841806604 · Caregility Corporation PY 2024 · 401(k)

Caregility 401(k) Plan · $15M · 121 · 64th

  • 5500 $15M
  • ASSETS 121
  • PCT 64th
  • EIN 401(k)
  • RANK near Mcneely Companies 401(k) Plan
  • PHOTO ind #12669

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 New Jersey →

Caregility 401(k) Plan in the asset neighbourhood

Caregility 401(k) Plan$15MMcneely Companies 401(k) Plan$15MHansen-Rice Inc. 401(k) Profit Sharing PlanHansen-Rice Inc. 401(k) Prof…$15MStokes Regional Eye Centers Profit Sharing Savings PlanStokes Regional Eye Centers …$15MThe Uttermost Company Profit Sharing PlanThe Uttermost Company Profit…$15M
End-of-year total assets ($M) among Caregility 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New Jersey filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$15M
Net Income$3M
Employer EIN841806604
Plan Effective Date2022-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Caregility Corporation)

Sponsor-wide plan assets over time

All Caregility Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$15M 77.21834439967172% vs 2022
2024 filing year
$6M$8M$10M$12M$14M$16M 202220232024 $8.2M $14.5M ▲ +77.2%
Year Plans Participants Total Assets
2022 1 117 $8M
2023 1 149 $11M
2024 1 121 $15M

Nearby 401(k) Plans in New Jersey

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

Caregility 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Caregility 401(k) Plan, Total assets ($B): 0.014530467 · Participants: 121Caregility 401(k) PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 52.9134575 · Participants: 185532JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 29.376133902 · Participants: 69218Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 23.58476515 · Participants: 42583Johnson and Johnson Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 18.327167732 · Participants: 56714Ernst & Young Retirement Savings PlanMerck US Savings Plan, Total assets ($B): 14.970916966 · Participants: 27956Merck US Savings Plan
Caregility 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Caregility 401(k) Plan side-by-side with 3 peers →

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

Outside New Jersey, the nearest 401(k) by assets is Mcneely Companies 401(k) Plan in NC ($15M); by covered participants it is Mwg Holdings Group, Inc. 401(k) Plan in CA (121 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (121 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 Caregility 401(k) Plan assets move in 2024? ▼
Caregility 401(k) Plan grew sharply - up 28.5% during 2024, from $11M to $15M. Reported net income was $3M.
How have Caregility Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Caregility Corporation's sponsor-wide assets grew 77.2%, from $8M to $15M.
Which 401(k) plans are similar in size to Caregility 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mcneely Companies 401(k) Plan in NC ($15M, 149 participants).
Which 401(k) plans cover a similar participant headcount to Caregility 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mwg Holdings Group, Inc. 401(k) Plan in CA (121 participants, $104K 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 841806604.

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.