401(k) · DOL Form 5500 · 2024

Carewise Health Holdings Inc. 401(k) Plan

Data updated 2026-08-25

$31M
Total assets Below avg plan size
103
Participants Small participant base
78th
Percentile by assets National rank
$304,557
Avg per participant High balance/head
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Official DOL plan name: Carewise Health Holdings, Inc. 401(k) Plan · Sponsored by Carewise Health Holdings Inc. · Kentucky · Professional & Technical Services

$31M in assets, 103 participants

Carewise Health Holdings Inc.'s Carewise Health Holdings, Inc. 401(k) Plan reported $31M in total assets and 103 participants in its 2024 DOL Form 5500 filing, ranking in the 78th 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.

  • #15,756 in Professional & Technical Services (20,173 peers)

Coverage in Kentucky

Carewise Health Holdings, Inc. 401(k) Plan covers 103 participants in Kentucky, about 16% of the average Kentucky filer (state average ~647 per filing). Assets: $31M.

#15,756
in Professional & Technical Services (20,173 peers)
+11.8%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Carewise Health Holdings, Inc. 401(k) Plan's outsized position by total assets

Carewise Health Holdings, Inc. 401(k) Plan vs every filed plan by assets

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

$31,369,346 Top 22% higher than 78% 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

Carewise Health Holdings, Inc. 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. Carewise Health Holdings, Inc. 401(k) Plan sits mid-pack in the medium band (103 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Carewise Health Holdings, Inc. 401(k) Plan reported participants rose from 89 in the plan year 2023 filing to 103 in the plan year 2024 filing.
  • Carewise Health Holdings, Inc. 401(k) Plan reported net income rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Carewise Health Holdings, Inc. 401(k) Plan end-of-year assets rose from $28M in the plan year 2023 filing to $31M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 593484556 · Carewise Health Holdings Inc. PY 2024 · 401(k)

Carewise Health Holdings, Inc. 401(k) Plan · $31M · 103 · 78th

  • EOY $31M
  • 5500 103
  • ASSETS 78th
  • PCT 401(k)
  • EIN near Kprs 401(k) Profit Sharing Plan
  • RANK ind #15756

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 Professional & Technical Services retirement plans → · Plans in Kentucky →

Carewise Health Holdings, Inc. 401(k) Plan in the asset neighbourhood

Carewise Health Holdings, Inc. 401(k) PlanCarewise Health Holdings, In…$31MKprs 401(k) Profit Sharing PlanKprs 401(k) Profit Sharing P…$31MBouma Group, Inc. Retirement PlanBouma Group, Inc. Retirement…$31MStone Brewing Co., LLC 401(k) PlanStone Brewing Co., LLC 401(k…$31MKestrel Vision 401(k) Plan$31M
End-of-year total assets ($M) among Carewise Health Holdings, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Kentucky filing particulars

Total Assets (Beginning of Year)$28M
Net Assets (End of Year)$31M
Net Income$3M
Employer EIN593484556
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Carewise Health Holdings Inc.)

Sponsor-wide plan assets over time

All Carewise Health Holdings Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$31M 24.59155300909172% vs 2022
2024 filing year
$24M$26M$28M$30M$32M 202220232024 $25.2M $31.4M ▲ +24.6%
Year Plans Participants Total Assets
2022 1 98 $25M
2023 1 89 $28M
2024 1 103 $31M

Nearby 401(k) Plans in Kentucky

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

Carewise Health Holdings, Inc. 401(k) Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants Carewise Health Holdings, Inc. 401(k) Plan, Total assets ($B): 0.031369346 · Participants: 103Carewise Health Holdings, Inc. 401(k) PlanCommonspirit Health 401(k) Retirement Savings Plan, Total assets ($B): 8.826314209 · Participants: 90345Commonspirit Health 401(k) Retirement Savings PlanHumana Retirement Savings Plan, Total assets ($B): 7.706147015 · Participants: 45706Humana Retirement Savings PlanUPS/Ipa 401(k) Savings Plan, Total assets ($B): 1.501700415 · Participants: 3064UPS/Ipa 401(k) Savings PlanScionhealth 401(k) Plan, Total assets ($B): 1.316012841 · Participants: 23753Scionhealth 401(k) PlanLexmark Savings Plan, Total assets ($B): 1.211057397 · Participants: 1919Lexmark Savings Plan
Carewise Health Holdings, Inc. 401(k) Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants
Compare Carewise Health Holdings, Inc. 401(k) Plan side-by-side with 3 peers →

Carewise Health Holdings, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Kentucky, the nearest 401(k) by assets is Kprs 401(k) Profit Sharing Plan in CA ($31M); by covered participants it is Chrysalis House Inc 401(k) Profit Sharing Plan & Trust in MD (103 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($31M here).

Similar participant headcount

Nearest other-state filings by covered participants (103 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 Carewise Health Holdings, Inc. 401(k) Plan assets move in 2024? ▼
Carewise Health Holdings, Inc. 401(k) Plan grew at a solid clip - up 11.8% during 2024, from $28M to $31M. Reported net income was $3M.
How have Carewise Health Holdings Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carewise Health Holdings Inc.'s sponsor-wide assets grew 24.6%, from $25M to $31M.
Where does Carewise Health Holdings, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Carewise Health Holdings, Inc. 401(k) Plan ranks in the 78th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Carewise Health Holdings, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Kprs 401(k) Profit Sharing Plan in CA ($31M, 350 participants).
Which 401(k) plans cover a similar participant headcount to Carewise Health Holdings, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Chrysalis House Inc 401(k) Profit Sharing Plan & Trust in MD (103 participants, $207K 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 593484556.

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.