401(k) · DOL Form 5500 · 2024

Carriage Healthcare Companies, Inc. 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
1,001
Participants Near avg headcount
56th
Percentile by assets National rank
$10,139
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Chc 401(k) Plan · Sponsored by Carriage Healthcare Companies, Inc. · Colorado · Healthcare & Social Assistance

$10M in assets, 1,001 participants

Carriage Healthcare Companies, Inc.'s Chc 401(k) Plan reported $10M in total assets and 1,001 participants in its 2024 DOL Form 5500 filing, ranking in the 56th 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.

  • #10,418 in Healthcare & Social Assistance (16,916 peers)

Coverage in Colorado

Chc 401(k) Plan covers 1,001 participants in Colorado, 2.7x the typical Colorado plan (state average ~376 per filing). Assets: $10M.

#10,418
in Healthcare & Social Assistance (16,916 peers)
+11.3%
assets growth YoY

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

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

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

$10,149,560 Top 44% higher than 56% 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

Chc 401(k) 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. Chc 401(k) Plan lands in the large band (1,001 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Chc 401(k) Plan reported net income fell from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Chc 401(k) Plan end-of-year assets rose from $9M in the plan year 2023 filing to $10M in the plan year 2024 filing.
  • Chc 401(k) Plan reported participants rose from 914 in the plan year 2023 filing to 1,001 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 841593283 · Carriage Healthcare Companies, Inc. PY 2024 · 401(k)

Chc 401(k) Plan · $10M · 1,001 · 56th

  • IND $10M
  • EOY 1,001
  • 5500 56th
  • ASSETS 401(k)
  • PCT near Palmer and Sicard, Inc. 401(k) Retirement Plan
  • EIN ind #10418

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 Colorado →

Chc 401(k) Plan in the asset neighbourhood

Chc 401(k) Plan$10MPalmer and Sicard, Inc. 401(k) Retirement PlanPalmer and Sicard, Inc. 401(…$10MEvans Roofing Company, Inc. Profit Sharing 401(k) PlanEvans Roofing Company, Inc. …$10MDalene Hardwood Flooring Co., Inc. Employees' 401(k) Ps PlanDalene Hardwood Flooring Co.…$10MStrategies 360, Inc. 401(k) Profit Sharing PlanStrategies 360, Inc. 401(k) …$10M
End-of-year total assets ($M) among Chc 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Colorado filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$10M
Net Income$1M
Employer EIN841593283
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Carriage Healthcare Companies, Inc.)

Sponsor-wide plan assets over time

All Carriage Healthcare Companies, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 32.16624395508549% vs 2022
2024 filing year
$7M$8M$9M$10M$11M 202220232024 $7.68M $10.2M ▲ +32.2%
Year Plans Participants Total Assets
2022 1 881 $8M
2023 1 914 $9M
2024 1 1,001 $10M

Nearby 401(k) Plans in Colorado

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

Chc 401(k) Plan vs. nearby 401(k) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -1012345 Total assets ($B) Participants Chc 401(k) Plan, Total assets ($B): 0.01014956 · Participants: 1001Chc 401(k) PlanDavita Retirement Savings Plan, Total assets ($B): 3.81412558 · Participants: 57900Davita Retirement Savings PlanBall Corporation 401(k) and Employee Stock Ownership Plan, Total assets ($B): 2.319532435 · Participants: 9935Ball Corporation 401(k) and Employee Stock Ownership PlanArcadis U.S., Inc. Retirement Savings Plan, Total assets ($B): 2.259964434 · Participants: 7607Arcadis U.S., Inc. Retirement Savings PlanEmpower Retirement, LLC 401(k) Savings Plan, Total assets ($B): 2.234179481 · Participants: 10185Empower Retirement, LLC 401(k) Savings PlanWoodward Retirement Savings Plan, Total assets ($B): 1.965265264 · Participants: 6210Woodward Retirement Savings Plan
Chc 401(k) Plan vs. nearby 401(k) plans in Colorado, assets vs. participants
Compare Chc 401(k) Plan side-by-side with 3 peers →

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

Outside Colorado, the nearest 401(k) by assets is Palmer and Sicard, Inc. 401(k) Retirement Plan in NH ($10M); by covered participants it is Aurora Flight Sciences Corporation 401(k) Plan in VA (1,001 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,001 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 Chc 401(k) Plan assets move in 2024? ▼
Chc 401(k) Plan grew at a solid clip - up 11.3% during 2024, from $9M to $10M. Reported net income was $1M.
How have Carriage Healthcare Companies, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carriage Healthcare Companies, Inc.'s sponsor-wide assets grew 32.2%, from $8M to $10M.
Which 401(k) plans are similar in size to Chc 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Palmer and Sicard, Inc. 401(k) Retirement Plan in NH ($10M, 113 participants).
Which 401(k) plans cover a similar participant headcount to Chc 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Aurora Flight Sciences Corporation 401(k) Plan in VA (1,001 participants, $164M 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 841593283.

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.