401(k) · DOL Form 5500 · 2024

Carecentrix, Inc. 401(k) Plan

Data updated 2026-08-25

$112M
Total assets Near avg plan size
1,910
Participants Near avg headcount
91st
Percentile by assets National rank
$58,730
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Carecentrix, Inc. Retirement Savings Plan · Sponsored by Carecentrix, Inc. · Connecticut · Healthcare & Social Assistance

$112M in assets, 1,910 participants

Carecentrix, Inc.'s Carecentrix, Inc. Retirement Savings Plan reported $112M in total assets and 1,910 participants in its 2024 DOL Form 5500 filing, ranking in the 91st 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.

  • #15,599 in Healthcare & Social Assistance (16,916 peers)

Coverage in Connecticut

Carecentrix, Inc. Retirement Savings Plan covers 1,910 participants in Connecticut, 2.7x the typical Connecticut plan (state average ~718 per filing). Assets: $112M.

#15,599
in Healthcare & Social Assistance (16,916 peers)
+14.5%
assets growth YoY
1.1×
vs typical plan assets (national mean)

Carecentrix, Inc. Retirement Savings Plan's outsized position by total assets

Carecentrix, Inc. Retirement Savings Plan vs every filed plan by assets

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

$112,174,076 Top 9% higher than 91% 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

Carecentrix, Inc. Retirement Savings 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. Carecentrix, Inc. Retirement Savings Plan lands in the large band (1,910 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Carecentrix, Inc. Retirement Savings Plan reported net income fell from $21M in the plan year 2023 filing to $14M in the plan year 2024 filing.
  • Carecentrix, Inc. Retirement Savings Plan end-of-year assets rose from $98M in the plan year 2023 filing to $112M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 113454103 · Carecentrix, Inc. PY 2024 · 401(k)

Carecentrix, Inc. Retirement Savings Plan · $112M · 1,910 · 91st

  • RANK $112M
  • RANK 1,910
  • RANK 91st
  • RANK 401(k)
  • RANK near Kentucky Farm Bureau Mutual Insurance Company 401(k) Plan
  • RANK ind #15599

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 Connecticut →

Carecentrix, Inc. Retirement Savings Plan in the asset neighbourhood

Heritage Financial Corporation 401(k) Profit Sharing Plan and TrustHeritage Financial Corporati…$112MCarecentrix, Inc. Retirement Savings PlanCarecentrix, Inc. Retirement…$112MKentucky Farm Bureau Mutual Insurance Company 401(k) PlanKentucky Farm Bureau Mutual …$112MMidway Products Group, Inc. 401(k) PlanMidway Products Group, Inc. …$112MBilfinger Inc. Retirement PlanBilfinger Inc. Retirement Pl…$112M
End-of-year total assets ($M) among Carecentrix, Inc. Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Connecticut filing particulars

Total Assets (Beginning of Year)$98M
Net Assets (End of Year)$112M
Net Income$14M
Employer EIN113454103
Plan Effective Date2009-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Carecentrix, Inc.)

Sponsor-wide plan assets over time

All Carecentrix, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$112M 45.43278937629583% vs 2022
2024 filing year
$60M$80M$100M$120M 202220232024 $77.1M $112M ▲ +45.4%
Year Plans Participants Total Assets
2022 1 1,709 $77M
2023 1 1,906 $98M
2024 1 1,910 $112M

Nearby 401(k) Plans in Connecticut

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

Carecentrix, Inc. Retirement Savings Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Carecentrix, Inc. Retirement Savings Plan, Total assets ($B): 0.112174076 · Participants: 1910Carecentrix, Inc. Retirement Savings PlanRtx Savings Plan, Total assets ($B): 58.647425 · Participants: 124876Rtx Savings PlanCiti Retirement Savings Plan, Total assets ($B): 23.241033081 · Participants: 78741Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 7.183243 · Participants: 18614The Hartford Investment and Savings PlanEversource 401(k) Plan, Total assets ($B): 4.046347175 · Participants: 10041Eversource 401(k) PlanXerox Corporation Savings Plan, Total assets ($B): 3.976943 · Participants: 9876Xerox Corporation Savings Plan
Carecentrix, Inc. Retirement Savings Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Carecentrix, Inc. Retirement Savings Plan side-by-side with 3 peers →

Carecentrix, Inc. Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Kentucky Farm Bureau Mutual Insurance Company 401(k) Plan in KY ($112M); by covered participants it is Touchmark Living Centers Inc. Employee Savings & Retirement Plan in OR (1,910 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,910 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 Carecentrix, Inc. Retirement Savings Plan assets move in 2024? ▼
Carecentrix, Inc. Retirement Savings Plan grew at a solid clip - up 14.5% during 2024, from $98M to $112M. Reported net income was $14M.
How have Carecentrix, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carecentrix, Inc.'s sponsor-wide assets grew 45.4%, from $77M to $112M.
Where does Carecentrix, Inc. Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Carecentrix, Inc. Retirement Savings Plan ranks in the 91st percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Carecentrix, Inc. Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Kentucky Farm Bureau Mutual Insurance Company 401(k) Plan in KY ($112M, 681 participants).
Which 401(k) plans cover a similar participant headcount to Carecentrix, Inc. Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Touchmark Living Centers Inc. Employee Savings & Retirement Plan in OR (1,910 participants, $42M 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 113454103.

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.