401(k) · DOL Form 5500 · 2024
Caresource Management Services LLC 401(k) Plan
Data updated 2026-08-11
- $511M
- Total assets
- 4,617
- Participants
- 97th
- Percentile by assets
- $110,692
- Avg per participant
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.
- 97th percentile by assets (of 123,622 plans)
- #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.
- $511M
- total plan assets (2024 EOY)
- 4,617
- covered participants
- 97th
- percentile by assets (of 123,622 plans)
- $110,692
- avg assets per participant
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.
Participants vs Ohio filers
In Ohio, the average filing covers about 765 participants across 5,089 plans. Caresource Management Services 401(k) Retirement Plan reports 4,617 participants - 6.0x that state average ($511M EOY assets).
Ohio filing particulars
| Total Assets (Beginning of Year) | $426M |
|---|---|
| Net Assets (End of Year) | $511M |
| Net Income | $85M |
| Employer EIN | 311703371 |
| Plan Effective Date | 1997-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Caresource Management Services LLC)
| 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
- GE Aerospace Retirement Savings Plan $14.7B · 45,620
- The Kroger Co. 401(k) Retirement Savings Account Plan $11.8B · 135,373
- The Progressive 401(k) Plan $11.5B · 62,521
- The Sherwin-Williams Company 401(k) Plan $10.6B · 47,459
- Parker Retirement Savings Plan $9.0B · 26,315
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Caresource Management Services 401(k) Retirement Plan by total assets, not by location.
- Dewberry 401(k)/Profit-Sharing Plan (VA) $511M · 2,557
- Toshiba America, Inc. 401(k) Savings Plan (CA) $512M · 603
- Eyecare Partners 401(k) Plan (MO) $512M · 7,864
- Gentex Corporation Retirement Savings Plan (MI) $510M · 5,880
Frequently Asked Questions
How did Caresource Management Services 401(k) Retirement Plan assets move in 2024? ▼
How have Caresource Management Services LLC plan assets changed over time? ▼
Where does Caresource Management Services 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Caresource Management Services 401(k) Retirement Plan? ▼
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Filing takeaways
Ways to act on Caresource Management Services 401(k) Retirement Plan's numbers.
- By total assets, Caresource Management Services 401(k) Retirement Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Ohio. Compare plans
- Caresource Management Services LLC's sponsor-wide assets have grown 57.0% since 2022 across 3 plan years on file. More Finance & Insurance plans