401(k) · DOL Form 5500 · 2024
Carepathrx Midco Inc. 401(k) Plan
Data updated 2026-08-11
- $133M
- Total assets
- 1,583
- Participants
- 92nd
- Percentile by assets
- $83,836
- Avg per participant
Official DOL plan name: Carepathrx 401(k) Plan · Sponsored by Carepathrx Midco Inc. · Ohio · Retail Trade
$133M in assets, 1,583 participants
Carepathrx Midco Inc.'s Carepathrx 401(k) Plan reported $133M in total assets and 1,583 participants in its 2024 DOL Form 5500 filing, ranking in the 92nd 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.
- 92nd percentile by assets (of 123,622 plans)
- #7,697 in Retail Trade (8,048 peers)
Coverage in Ohio
Carepathrx 401(k) Plan covers 1,583 participants in Ohio, 2.1x the typical Ohio plan (state average ~765 per filing). Assets: $133M.
- $133M
- total plan assets (2024 EOY)
- 1,583
- covered participants
- 92nd
- percentile by assets (of 123,622 plans)
- $83,836
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Carepathrx 401(k) Plan reported net income rose from $2M in the plan year 2023 filing to $14M in the plan year 2024 filing.
- Carepathrx 401(k) Plan end-of-year assets rose from $65M in the plan year 2023 filing to $133M in the plan year 2024 filing.
- Carepathrx 401(k) Plan reported participants fell from 2,011 in the plan year 2023 filing to 1,583 in the plan year 2024 filing.
Participants vs Ohio filers
In Ohio, the average filing covers about 765 participants across 5,089 plans. Carepathrx 401(k) Plan reports 1,583 participants - 2.1x that state average ($133M EOY assets).
Ohio filing particulars
| Total Assets (Beginning of Year) | $65M |
|---|---|
| Net Assets (End of Year) | $133M |
| Net Income | $14M |
| Employer EIN | 843548586 |
| Plan Effective Date | 2021-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Carepathrx Midco Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,773 | $63M |
| 2023 | 1 | 2,011 | $65M |
| 2024 | 2 | 1,583 | $200M |
Nearby 401(k) Plans in Ohio
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Carepathrx 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
- GE Aerospace Retirement Savings Plan $14.7B · 45,620
- The Kroger Co. 401(k) Retirement Savings Account Plan $11.8B · 135,373
- The Progressive 401(k) Plan $11.5B · 62,521
- The Sherwin-Williams Company 401(k) Plan $10.6B · 47,459
- Parker Retirement Savings Plan $9.0B · 26,315
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Carepathrx 401(k) Plan by total assets, not by location.
- Zausner Foods Corp. and Participating Employers Savings Plus Plan (PA) $133M · 902
- Graniterock 401(k) Plan (CA) $133M · 383
- Hudson River Trading LLC 401(k) Plan (NY) $133M · 772
- Upstate Niagara Cooperative, Inc. Retirement Plan (NY) $133M · 1,003
Frequently Asked Questions
How did Carepathrx 401(k) Plan assets move in 2024? ▼
How have Carepathrx Midco Inc. plan assets changed over time? ▼
Where does Carepathrx 401(k) Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Carepathrx 401(k) Plan? ▼
Next read for Carepathrx 401(k) Plan
Filing takeaways
Ways to act on Carepathrx 401(k) Plan's numbers.
- By total assets, Carepathrx 401(k) Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Ohio. Compare plans
- Carepathrx Midco Inc.'s sponsor-wide assets have grown 214.9% since 2022 across 3 plan years on file. More Retail Trade plans