401(k) · DOL Form 5500 · 2024

Lifebridge Health 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
166
Participants Small participant base
65th
Percentile by assets National rank
$91,608
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Carroll Health Group 401(k) Plan · Sponsored by Lifebridge Health · Maryland · Healthcare & Social Assistance

$15M in assets, 166 participants

Lifebridge Health's Carroll Health Group 401(k) Plan reported $15M in total assets and 166 participants in its 2024 DOL Form 5500 filing, ranking in the 65th 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.

  • #11,788 in Healthcare & Social Assistance (16,916 peers)

Coverage in Maryland

Carroll Health Group 401(k) Plan covers 166 participants in Maryland, about 18% of the average Maryland filer (state average ~929 per filing). Assets: $15M.

#11,788
in Healthcare & Social Assistance (16,916 peers)
+0.7%
assets growth YoY

Carroll Health Group 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Carroll Health Group 401(k) Plan vs every filed plan by assets

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

$15,206,851 Top 35% higher than 65% 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

Carroll Health Group 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. Carroll Health Group 401(k) Plan sits mid-pack in the medium band (166 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Carroll Health Group 401(k) Plan reported net income fell from $1M in the plan year 2023 filing to $104K in the plan year 2024 filing.
  • Carroll Health Group 401(k) Plan reported participants rose from 164 in the plan year 2023 filing to 166 in the plan year 2024 filing.
  • Carroll Health Group 401(k) Plan end-of-year assets rose from $15M in the plan year 2023 filing to $15M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 271956453 · Lifebridge Health PY 2024 · 401(k)

Carroll Health Group 401(k) Plan · $15M · 166 · 65th

  • BOY $15M
  • BOY 166
  • BOY 65th
  • BOY 401(k)
  • BOY near Che & Affiliates 401(k) Plan
  • BOY ind #11788

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 Maryland →

Carroll Health Group 401(k) Plan in the asset neighbourhood

Carroll Health Group 401(k) PlanCarroll Health Group 401(k) …$15MChe & Affiliates 401(k) Plan$15MBoyle Shaughnessy Law PC 401(k) Profit Sharing Plan and TrustBoyle Shaughnessy Law PC 401…$15MJohnson Realty Advisors, Inc. 401(k) PlanJohnson Realty Advisors, Inc…$15MThe Childrens Svc Ctr of Wyo Val 401(k) PlanThe Childrens Svc Ctr of Wyo…$15M
End-of-year total assets ($M) among Carroll Health Group 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Maryland filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$15M
Net Income$104K
Employer EIN271956453
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lifebridge Health)

Sponsor-wide plan assets over time

All Lifebridge Health plans reported in each filing year

Latest sponsor-wide plan assets
$15M 11.77726564711453% vs 2022
2024 filing year
$13M$13.5M$14M$14.5M$15M$15.5M 202220232024 $13.6M $15.2M ▲ +11.8%
Year Plans Participants Total Assets
2022 1 161 $14M
2023 1 164 $15M
2024 1 166 $15M

Nearby 401(k) Plans in Maryland

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

Carroll Health Group 401(k) Plan vs. nearby 401(k) plans in Maryland, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Carroll Health Group 401(k) Plan, Total assets ($B): 0.015206851 · Participants: 166Carroll Health Group 401(k) PlanLockheed Martin Corporation Salaried Savings Plan, Total assets ($B): 51.448624264 · Participants: 96812Lockheed Martin Corporation Salaried Savings PlanMarriott Retirement Savings Plan, Total assets ($B): 11.712016434 · Participants: 101417Marriott Retirement Savings PlanT. Rowe Price U.S. Retirement Program, Total assets ($B): 4.948487009 · Participants: 6639T. Rowe Price U.S. Retirement ProgramNfl Player Second Career Savings Plan, Total assets ($B): 4.08462816 · Participants: 2771Nfl Player Second Career Savings PlanLockheed Martin Corporation Performance Sharing Plan for Bargaining Employees, Total assets ($B): 2.987191008 · Participants: 18370Lockheed Martin Corporation Performance Sharing Plan for Bargaining Employees
Carroll Health Group 401(k) Plan vs. nearby 401(k) plans in Maryland, assets vs. participants
Compare Carroll Health Group 401(k) Plan side-by-side with 3 peers →

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

Outside Maryland, the nearest 401(k) by assets is Che & Affiliates 401(k) Plan in CA ($15M); by covered participants it is Awesome 401(k) Plan in CA (166 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (166 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 Carroll Health Group 401(k) Plan assets move in 2024? ▼
Carroll Health Group 401(k) Plan held essentially flat - up 0.7% during 2024, from $15M to $15M. Reported net income was $104K.
How have Lifebridge Health plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lifebridge Health's sponsor-wide assets grew 11.8%, from $14M to $15M.
Which 401(k) plans are similar in size to Carroll Health Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Che & Affiliates 401(k) Plan in CA ($15M, 537 participants).
Which 401(k) plans cover a similar participant headcount to Carroll Health Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Awesome 401(k) Plan in CA (166 participants, $43M 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 271956453.

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.