401(k) · DOL Form 5500 · 2024

Caris Science, Inc. 401(k) Plan

Data updated 2026-08-25

$141M
Total assets Near avg plan size
1,736
Participants Near avg headcount
93rd
Percentile by assets National rank
$81,277
Avg per participant Below avg balance/head
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Official DOL plan name: Caris Science, Inc. 401(k) Plan · Sponsored by Caris Science, Inc. · Texas · Healthcare & Social Assistance

$141M in assets, 1,736 participants

Caris Science, Inc.'s Caris Science, Inc. 401(k) Plan reported $141M in total assets and 1,736 participants in its 2024 DOL Form 5500 filing, ranking in the 93rd 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.

  • #15,823 in Healthcare & Social Assistance (16,916 peers)

Coverage in Texas

Caris Science, Inc. 401(k) Plan covers 1,736 participants in Texas, 2.5x the typical Texas plan (state average ~688 per filing). Assets: $141M.

#15,823
in Healthcare & Social Assistance (16,916 peers)
+28.6%
assets growth YoY
1.4×
vs typical plan assets (national mean)

Caris Science, Inc. 401(k) Plan's outsized position by total assets

Caris Science, Inc. 401(k) Plan vs every filed plan by assets

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

$141,096,278 Top 7% higher than 93% 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

Caris Science, Inc. 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. Caris Science, Inc. 401(k) Plan lands in the large band (1,736 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Caris Science, Inc. 401(k) Plan end-of-year assets rose from $110M in the plan year 2023 filing to $141M in the plan year 2024 filing.
  • Caris Science, Inc. 401(k) Plan reported net income fell from $33M in the plan year 2023 filing to $31M in the plan year 2024 filing.
  • Caris Science, Inc. 401(k) Plan reported participants fell from 1,789 in the plan year 2023 filing to 1,736 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 453632909 · Caris Science, Inc. PY 2024 · 401(k)

Caris Science, Inc. 401(k) Plan · $141M · 1,736 · 93rd

  • BOOK $141M
  • VS-ST 1,736
  • BOY 93rd
  • SCH 401(k)
  • EBSA near Moss & Barnett Profit Sharing and 401(k) Plan
  • PART ind #15823

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 Texas →

Caris Science, Inc. 401(k) Plan in the asset neighbourhood

Toc-Woodworkers, Iam Defined Contribution Plan and TrustToc-Woodworkers, Iam Defined…$141MCaris Science, Inc. 401(k) PlanCaris Science, Inc. 401(k) P…$141MMoss & Barnett Profit Sharing and 401(k) PlanMoss & Barnett Profit Sharin…$141MMyers Industries, Inc. Profit Sharing and 401(k) PlanMyers Industries, Inc. Profi…$141MPhoenix Savings & Retirement PlanPhoenix Savings & Retirement…$141M
End-of-year total assets ($M) among Caris Science, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$110M
Net Assets (End of Year)$141M
Net Income$31M
Employer EIN453632909
Plan Effective Date2011-12-15
Filing StatusFILING RECEIVED

Sponsor Plan History (Caris Science, Inc.)

Sponsor-wide plan assets over time

All Caris Science, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$141M 83.0355837047177% vs 2022
2024 filing year
$60M$80M$100M$120M$140M$160M 202220232024 $77.1M $141M ▲ +83.0%
Year Plans Participants Total Assets
2022 1 1,345 $77M
2023 1 1,789 $110M
2024 1 1,736 $141M

Nearby 401(k) Plans in Texas

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

Caris Science, Inc. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Caris Science, Inc. 401(k) Plan, Total assets ($B): 0.141096278 · Participants: 1736Caris Science, Inc. 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Caris Science, Inc. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Caris Science, Inc. 401(k) Plan side-by-side with 3 peers →

Caris Science, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Moss & Barnett Profit Sharing and 401(k) Plan in MN ($141M); by covered participants it is Lozier Corporation 401(k) Savings Plan in NE (1,736 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,736 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 Caris Science, Inc. 401(k) Plan assets move in 2024? ▼
Caris Science, Inc. 401(k) Plan grew sharply - up 28.6% during 2024, from $110M to $141M. Reported net income was $31M.
How have Caris Science, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Caris Science, Inc.'s sponsor-wide assets grew 83.0%, from $77M to $141M.
Where does Caris Science, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Caris Science, Inc. 401(k) Plan ranks in the 93rd 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 Caris Science, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Moss & Barnett Profit Sharing and 401(k) Plan in MN ($141M, 147 participants).
Which 401(k) plans cover a similar participant headcount to Caris Science, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Lozier Corporation 401(k) Savings Plan in NE (1,736 participants, $192M 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 453632909.

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.