401(k) · DOL Form 5500 · 2023

Caritas Management Corp 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
165
Participants Small participant base
38th
Percentile by assets National rank
$21,478
Avg per participant Low balance/head
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Official DOL plan name: Caritas Management Corp. 401(k) Psp · Sponsored by Caritas Management Corp · California · Other Services

$4M in assets, 165 participants

Caritas Management Corp's Caritas Management Corp. 401(k) Psp reported $4M in total assets and 165 participants in its 2023 DOL Form 5500 filing, ranking in the 38th 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.

  • #4,832 in Other Services (7,857 peers)

Coverage in California

Caritas Management Corp. 401(k) Psp covers 165 participants in California, about 26% of the average California filer (state average ~630 per filing). Assets: $4M.

#4,832
in Other Services (7,857 peers)
+24.6%
assets growth YoY

Caritas Management Corp. 401(k) Psp's mid-pack asset rank among Other Services and all filers

Caritas Management Corp. 401(k) Psp vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$3,543,927 38th percentile higher than 38% of 127,068 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 2023

Caritas Management Corp. 401(k) Psp among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Caritas Management Corp. 401(k) Psp sits mid-pack in the medium band (165 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Caritas Management Corp. 401(k) Psp reported net income rose from -$169K in the plan year 2022 filing to $699K in the plan year 2023 filing.
  • Caritas Management Corp. 401(k) Psp end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Caritas Management Corp. 401(k) Psp reported participants rose from 159 in the plan year 2022 filing to 165 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 942921688 · Caritas Management Corp PY 2023 · 401(k)

Caritas Management Corp. 401(k) Psp · $4M · 165 · 38th

  • ASSETS $4M
  • PCT 165
  • EIN 38th
  • RANK 401(k)
  • PHOTO near Mooreco, Inc. 401(k) Plan
  • IND ind #4832

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 Other Services retirement plans → · Plans in California →

Caritas Management Corp. 401(k) Psp in the asset neighbourhood

Caritas Management Corp. 401(k) PspCaritas Management Corp. 401…$4MMooreco, Inc. 401(k) Plan$4MNavika Capital Group, LLC 401(k) Profit Sharing PlanNavika Capital Group, LLC 40…$4MReece Construction Company 401(k) PlanReece Construction Company 4…$4MCavenaugh Ford Company Salary Deferral 401(k) PlanCavenaugh Ford Company Salar…$4M
End-of-year total assets ($M) among Caritas Management Corp. 401(k) Psp and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$699K
Employer EIN942921688
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Caritas Management Corp)

Sponsor-wide plan assets over time

All Caritas Management Corp plans reported in each filing year

Latest sponsor-wide plan assets
$10M 254.23556744029577% vs 2022
2024 filing year
$0M$5M$10M$15M 202220232024 $2.84M $10.1M ▲ +254.9%
Year Plans Participants Total Assets
2022 1 159 $3M
2023 1 165 $4M
2024 3 464 $10M

Nearby 401(k) Plans in California

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

Caritas Management Corp. 401(k) Psp vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Caritas Management Corp. 401(k) Psp, Total assets ($B): 0.003543927 · Participants: 165Caritas Management Corp. 401(k) PspWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Caritas Management Corp. 401(k) Psp vs. nearby 401(k) plans in California, assets vs. participants
Compare Caritas Management Corp. 401(k) Psp side-by-side with 3 peers →

Caritas Management Corp. 401(k) Psp's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Mooreco, Inc. 401(k) Plan in TX ($4M); by covered participants it is Fruitsmart 401(k) Plan in WA (165 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (165 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Caritas Management Corp. 401(k) Psp assets move in 2023? ▼
Caritas Management Corp. 401(k) Psp grew sharply - up 24.6% during 2023, from $3M to $4M. Reported net income was $699K.
How have Caritas Management Corp plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Caritas Management Corp's sponsor-wide assets grew 254.2%, from $3M to $10M.
Which 401(k) plans are similar in size to Caritas Management Corp. 401(k) Psp? ▼
Among 401(k) plans in other states, the closest by assets is Mooreco, Inc. 401(k) Plan in TX ($4M, 230 participants).
Which 401(k) plans cover a similar participant headcount to Caritas Management Corp. 401(k) Psp? ▼
Among 401(k) plans in other states, the closest by covered participants is Fruitsmart 401(k) Plan in WA (165 participants, $3M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 942921688.

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.