401(k) · DOL Form 5500 · 2024

Caresource Management Services LLC 401(k) Plan

Data updated 2026-08-25

$511M
Total assets Above avg plan size
4,617
Participants Above avg headcount
97th
Percentile by assets National rank
$110,692
Avg per participant Below avg balance/head
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Official DOL plan name: Caresource Management Services 401(k) Retirement Plan · Sponsored by Caresource Management Services LLC · Ohio · Finance & Insurance

$511M in assets, 4,617 participants

Caresource Management Services LLC's Caresource Management Services 401(k) Retirement Plan reported $511M in total assets and 4,617 participants in its 2024 DOL Form 5500 filing, ranking in the 97th 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.

  • #8,134 in Finance & Insurance (8,549 peers)

Coverage in Ohio

Caresource Management Services 401(k) Retirement Plan covers 4,617 participants in Ohio, 6.0x the typical Ohio plan (state average ~765 per filing). Assets: $511M.

#8,134
in Finance & Insurance (8,549 peers)
+19.9%
assets growth YoY
5.1×
vs typical plan assets (national mean)

Caresource Management Services 401(k) Retirement Plan's outsized position by total assets

Caresource Management Services 401(k) Retirement Plan vs every filed plan by assets

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

$511,065,450 Top 3% higher than 97% 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

Caresource Management Services 401(k) 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. Caresource Management Services 401(k) Retirement Plan lands in the large band (4,617 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Caresource Management Services 401(k) Retirement Plan end-of-year assets rose from $426M in the plan year 2023 filing to $511M in the plan year 2024 filing.
  • Caresource Management Services 401(k) Retirement Plan reported net income fell from $101M in the plan year 2023 filing to $85M in the plan year 2024 filing.
  • Caresource Management Services 401(k) Retirement Plan reported participants fell from 4,733 in the plan year 2023 filing to 4,617 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 311703371 · Caresource Management Services LLC PY 2024 · 401(k)

Caresource Management Services 401(k) Retirement Plan · $511M · 4,617 · 97th

  • EIN $511M
  • EIN 4,617
  • EIN 97th
  • EIN 401(k)
  • EIN near Dewberry 401(k)/Profit-Sharing Plan
  • EIN ind #8134

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 Finance & Insurance retirement plans → · Plans in Ohio →

Caresource Management Services 401(k) Retirement Plan in the asset neighbourhood

Eyecare Partners 401(k) Plan$512MToshiba America, Inc. 401(k) Savings PlanToshiba America, Inc. 401(k)…$512MDewberry 401(k)/Profit-Sharing PlanDewberry 401(k)/Profit-Shari…$511MCaresource Management Services 401(k) Retirement PlanCaresource Management Servic…$511MGentex Corporation Retirement Savings PlanGentex Corporation Retiremen…$510M
End-of-year total assets ($M) among Caresource Management Services 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Ohio filing particulars

Total Assets (Beginning of Year)$426M
Net Assets (End of Year)$511M
Net Income$85M
Employer EIN311703371
Plan Effective Date1997-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Caresource Management Services LLC)

Sponsor-wide plan assets over time

All Caresource Management Services LLC plans reported in each filing year

Latest sponsor-wide plan assets
$511M 57.026647549026244% vs 2022
2024 filing year
$300M$400M$500M$600M 202220232024 $325M $511M ▲ +57.0%
Year Plans Participants Total Assets
2022 1 4,355 $325M
2023 1 4,733 $426M
2024 1 4,617 $511M

Nearby 401(k) Plans in Ohio

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

Caresource Management Services 401(k) Retirement Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Caresource Management Services 401(k) Retirement Plan, Total assets ($B): 0.51106545 · Participants: 4617Caresource Management Services 401(k) Retirement PlanGE Aerospace Retirement Savings Plan, Total assets ($B): 14.738724553 · Participants: 45620GE Aerospace Retirement Savings PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 11.809161 · Participants: 135373The Kroger Co. 401(k) Retirement Savings Account PlanThe Progressive 401(k) Plan, Total assets ($B): 11.533546294 · Participants: 62521The Progressive 401(k) PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.563559628 · Participants: 47459The Sherwin-Williams Company 401(k) PlanParker Retirement Savings Plan, Total assets ($B): 9.010073432 · Participants: 26315Parker Retirement Savings Plan
Caresource Management Services 401(k) Retirement Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Caresource Management Services 401(k) Retirement Plan side-by-side with 3 peers →

Caresource Management Services 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Dewberry 401(k)/Profit-Sharing Plan in VA ($511M); by covered participants it is Peet's Coffee & Tea, LLC Savings & Retirement Plan in CA (4,616 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($511M here).

Similar participant headcount

Nearest other-state filings by covered participants (4,617 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 Caresource Management Services 401(k) Retirement Plan assets move in 2024? ▼
Caresource Management Services 401(k) Retirement Plan grew sharply - up 19.9% during 2024, from $426M to $511M. Reported net income was $85M.
How have Caresource Management Services LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Caresource Management Services LLC's sponsor-wide assets grew 57.0%, from $325M to $511M.
Where does Caresource Management Services 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Caresource Management Services 401(k) Retirement Plan ranks in the 97th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Caresource Management Services 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Dewberry 401(k)/Profit-Sharing Plan in VA ($511M, 2,557 participants).
Which 401(k) plans cover a similar participant headcount to Caresource Management Services 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Peet's Coffee & Tea, LLC Savings & Retirement Plan in CA (4,616 participants, $130M 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 311703371.

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.