401(k) · DOL Form 5500 · 2024

Carepathrx Midco Inc. 401(k) Plan

Data updated 2026-08-25

$133M
Total assets Near avg plan size
1,583
Participants Near avg headcount
92nd
Percentile by assets National rank
$83,836
Avg per participant Below avg balance/head
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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.

  • #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.

#7,697
in Retail Trade (8,048 peers)
+104.4%
assets growth YoY
1.3×
vs typical plan assets (national mean)

Carepathrx 401(k) Plan's outsized position by total assets

Carepathrx 401(k) Plan vs every filed plan by assets

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

$132,712,131 Top 8% higher than 92% 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

Carepathrx 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. Carepathrx 401(k) Plan lands in the large band (1,583 participants).

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.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 843548586 · Carepathrx Midco Inc. PY 2024 · 401(k)

Carepathrx 401(k) Plan · $133M · 1,583 · 92nd

  • NET $133M
  • BOOK 1,583
  • VS-ST 92nd
  • BOY 401(k)
  • SCH near Zausner Foods Corp. and Participating Employers Savings Plus Plan
  • EBSA ind #7697

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 Retail Trade retirement plans → · Plans in Ohio →

Carepathrx 401(k) Plan in the asset neighbourhood

Graniterock 401(k) Plan$133MZausner Foods Corp. and Participating Employers Savings Plus PlanZausner Foods Corp. and Part…$133MCarepathrx 401(k) Plan$133MHudson River Trading LLC 401(k) PlanHudson River Trading LLC 401…$133MUpstate Niagara Cooperative, Inc. Retirement PlanUpstate Niagara Cooperative,…$133M
End-of-year total assets ($M) among Carepathrx 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Ohio filing particulars

Total Assets (Beginning of Year)$65M
Net Assets (End of Year)$133M
Net Income$14M
Employer EIN843548586
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Carepathrx Midco Inc.)

Sponsor-wide plan assets over time

All Carepathrx Midco Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$200M 214.8998871278414% vs 2022
2024 filing year
$0M$50M$100M$150M$200M$250M 202220232024 $63.4M $200M ▲ +214.9%
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 Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Carepathrx 401(k) Plan, Total assets ($B): 0.132712131 · Participants: 1583Carepathrx 401(k) PlanGE Aerospace Retirement Savings Plan, Total assets ($B): 14.738724553 · Participants: 45620GE Aerospace Retirement Savings PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 11.809161 · Participants: 135373The Kroger Co. 401(k) Retirement Savings Account PlanThe Progressive 401(k) Plan, Total assets ($B): 11.533546294 · Participants: 62521The Progressive 401(k) PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.563559628 · Participants: 47459The Sherwin-Williams Company 401(k) PlanParker Retirement Savings Plan, Total assets ($B): 9.010073432 · Participants: 26315Parker Retirement Savings Plan
Carepathrx 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Carepathrx 401(k) Plan side-by-side with 3 peers →

Carepathrx 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Zausner Foods Corp. and Participating Employers Savings Plus Plan in PA ($133M); by covered participants it is Weekley Homes 401(k) Plan in TX (1,583 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($133M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,583 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 Carepathrx 401(k) Plan assets move in 2024? ▼
Carepathrx 401(k) Plan surged - up 104.4% during 2024, from $65M to $133M. Reported net income was $14M.
How have Carepathrx Midco Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carepathrx Midco Inc.'s sponsor-wide assets grew 214.9%, from $63M to $200M.
Where does Carepathrx 401(k) Plan rank by assets among Form 5500 filers? ▼
Carepathrx 401(k) Plan ranks in the 92nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Carepathrx 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Zausner Foods Corp. and Participating Employers Savings Plus Plan in PA ($133M, 902 participants).
Which 401(k) plans cover a similar participant headcount to Carepathrx 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Weekley Homes 401(k) Plan in TX (1,583 participants, $413M 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 843548586.

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.