Defined Benefit (Pension) · DOL Form 5500 · 2024

Carepoint Health, LLC Pension Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
122
Participants Small participant base
40th
Percentile by assets National rank
$35,582
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Carepoint Health, LLC Cash Balance Plan II · Sponsored by Carepoint Health, LLC · Colorado · Healthcare & Social Assistance

$4M in assets, 122 participants

Carepoint Health, LLC's Carepoint Health, LLC Cash Balance Plan II reported $4M in total assets and 122 participants in its 2024 DOL Form 5500 filing, ranking in the 40th 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.

  • #7,073 in Healthcare & Social Assistance (16,916 peers)

Coverage in Colorado

Carepoint Health, LLC Cash Balance Plan II covers 122 participants in Colorado, about 32% of the average Colorado filer (state average ~376 per filing). Assets: $4M.

#7,073
in Healthcare & Social Assistance (16,916 peers)
$4M
reported net income

Carepoint Health, LLC Cash Balance Plan II's mid-pack asset rank among Healthcare & Social Assistance and all filers

Carepoint Health, LLC Cash Balance Plan II vs every filed plan by assets

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

$4,341,050 40th percentile higher than 40% 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

Carepoint Health, LLC Cash Balance Plan II 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. Carepoint Health, LLC Cash Balance Plan II sits mid-pack in the medium band (122 participants).

Plan-year Form 5500 strip

Filing strip 831024601 · Carepoint Health, LLC PY 2024 · Defined Benefit (Pension)

Carepoint Health, LLC Cash Balance Plan II · $4M · 122 · 40th

  • RANK $4M
  • RANK 122
  • RANK 40th
  • RANK Defined Benefit (Pension)
  • RANK near Pfmhs Cash Balance Pension Plan
  • RANK ind #7073

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 →

Carepoint Health, LLC Cash Balance Plan II in the asset neighbourhood

Pfmhs Cash Balance Pension PlanPfmhs Cash Balance Pension P…$4MCarepoint Health, LLC Cash Balance Plan IICarepoint Health, LLC Cash B…$4MInternational Distributors Ltd Cash Balance PlanInternational Distributors L…$4MEmployees Pension Plan of Red River Commodities, Inc.Employees Pension Plan of Re…$4MThe Wfmj Television, Inc. Pension PlanThe Wfmj Television, Inc. Pe…$4M
End-of-year total assets ($M) among Carepoint Health, LLC Cash Balance Plan II and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Colorado filing particulars

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)$4M
Net Income$4M
Employer EIN831024601
Plan Effective Date2024-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Carepoint Health, LLC)

Sponsor-wide plan assets over time

All Carepoint Health, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$376M 44.978831707875244% vs 2022
2024 filing year
$200M$250M$300M$350M$400M 202220232024 $260M $376M ▲ +45.0%
Year Plans Participants Total Assets
2022 2 941 $260M
2023 2 984 $323M
2024 3 1,137 $376M

Nearby Defined Benefit (Pension) Plans in Colorado

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Carepoint Health, LLC Cash Balance Plan II vs. nearby Defined Benefit (Pension) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -0.500.511.5 Total assets ($B) Participants Carepoint Health, LLC Cash Balance Plan II, Total assets ($B): 0.00434105 · Participants: 122Carepoint Health, LLC Cash Balance Plan IIRocky Mountain Ufcw Unions and Employers Retail and Meat Pension Plan, Total assets ($B): 1.290530979 · Participants: 38340Rocky Mountain Ufcw Unions and Employers Retail and Meat Pension PlanBall Pension Plan, Total assets ($B): 0.901154325 · Participants: 1243Ball Pension PlanPcs U.S. Employees' Pension Plan, Total assets ($B): 0.810486388 · Participants: 1243Pcs U.S. Employees' Pension PlanMedianews Group Pension Plan, Total assets ($B): 0.443617213 · Participants: 217Medianews Group Pension PlanNational Laboratory of the Rockies Shared Security Pension Plan, Total assets ($B): 0.43554378 · Participants: 3154National Laboratory of the Rockies Shared Security Pension Plan
Carepoint Health, LLC Cash Balance Plan II vs. nearby Defined Benefit (Pension) plans in Colorado, assets vs. participants
Compare Carepoint Health, LLC Cash Balance Plan II side-by-side with 3 peers →

Carepoint Health, LLC Cash Balance Plan II's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Colorado, the nearest Defined Benefit (Pension) by assets is Pfmhs Cash Balance Pension Plan in CA ($4M); by covered participants it is Retirement Plan for Employees of Unisea, Inc. in WA (122 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (122 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 have Carepoint Health, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carepoint Health, LLC's sponsor-wide assets grew 45.0%, from $260M to $376M.
Which Defined Benefit (Pension) plans are similar in size to Carepoint Health, LLC Cash Balance Plan II? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Pfmhs Cash Balance Pension Plan in CA ($4M, 9 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Carepoint Health, LLC Cash Balance Plan II? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Retirement Plan for Employees of Unisea, Inc. in WA (122 participants, $27M 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 831024601.

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.