401(k) · DOL Form 5500 · 2024
Caravel Autism Health, LLC 401(k) Plan
Data updated 2026-08-25
- $16M
- Total assets Small plan by assets
- 1,382
- Participants Near avg headcount
- 66th
- Percentile by assets National rank
- $11,491
- Avg per participant Low balance/head
Official DOL plan name: Caravel Autism Health, LLC 401(k) Plan · Sponsored by Caravel Autism Health, LLC · Wisconsin · Healthcare & Social Assistance
$16M in assets, 1,382 participants
Caravel Autism Health, LLC's Caravel Autism Health, LLC 401(k) Plan reported $16M in total assets and 1,382 participants in its 2024 DOL Form 5500 filing, ranking in the 66th 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.
- #11,945 in Healthcare & Social Assistance (16,916 peers)
Coverage in Wisconsin
Caravel Autism Health, LLC 401(k) Plan covers 1,382 participants in Wisconsin, 2.5x the typical Wisconsin plan (state average ~563 per filing). Assets: $16M.
- #11,945
- in Healthcare & Social Assistance (16,916 peers)
- +36.0%
- assets growth YoY
Caravel Autism Health, LLC 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Caravel Autism Health, LLC 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$15,880,690 Top 34% higher than 66% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Caravel Autism Health, LLC 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. Caravel Autism Health, LLC 401(k) Plan lands in the large band (1,382 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Caravel Autism Health, LLC 401(k) Plan end-of-year assets rose from $12M in the plan year 2023 filing to $16M in the plan year 2024 filing.
- Caravel Autism Health, LLC 401(k) Plan reported net income rose from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- Caravel Autism Health, LLC 401(k) Plan reported participants rose from 1,162 in the plan year 2023 filing to 1,382 in the plan year 2024 filing.
DOL schedule card
Filing strip 271278853 · Caravel Autism Health, LLC PY 2024 · 401(k)
Caravel Autism Health, LLC 401(k) Plan · $16M · 1,382 · 66th
- BOY $16M
- BOY 1,382
- BOY 66th
- BOY 401(k)
- BOY near Tenstreet, LLC 401(k) Plan
- BOY ind #11945
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 Wisconsin →
Caravel Autism Health, LLC 401(k) Plan in the asset neighbourhood
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | $16M |
| Net Income | $4M |
| Employer EIN | 271278853 |
| Plan Effective Date | 2010-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Caravel Autism Health, LLC)
Sponsor-wide plan assets over time
All Caravel Autism Health, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $16M 94.66398692522837% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,343 | $8M |
| 2023 | 1 | 1,162 | $12M |
| 2024 | 1 | 1,382 | $16M |
Nearby 401(k) Plans in Wisconsin
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Advocate Aurora Health 401(k) Plan $10.5B · 80,015
- Johnson Controls Retirement Savings and Investment Plan $7.2B · 28,489
- Fiserv 401(k) Savings Plan $5.1B · 26,372
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $5.0B · 11,661
- Rockwell Automation Retirement Savings Plan $3.8B · 9,217
Caravel Autism Health, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is Tenstreet, LLC 401(k) Plan in OK ($16M); by covered participants it is Ranch and Home Supply, LLC 401(k) Plan in MT (1,382 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($16M here).
- Tenstreet, LLC 401(k) Plan (OK) $16M · 212
- Hurt & Proffitt, Inc. 401(k) Profit Sharing Plan (VA) $16M · 150
- Kendell 401(k) Plan (MN) $16M · 242
- Home School Legal Defense Association 401(k) Plan (VA) $16M · 120
Similar participant headcount
Nearest other-state filings by covered participants (1,382 participants); asset peers above are excluded.
- Ranch and Home Supply, LLC 401(k) Plan (MT) 1,382 · 0 off
- K&l Gates 401(k) Plan Alpha (PA) 1,382 · 0 off
- New Belgium Brewing Company, Inc. 401(k) Plan (CO) 1,382 · 0 off
- Great Minds Pbc 401(k) Plan (DC) 1,382 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.