401(k)
2024 plan-year 401(k) DOL Form 5500

403(b) Thrift Plan for Employees of Carestl Health

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Carestl Health · Missouri · Healthcare & Social Assistance

What the 2023 filing shows

403(b) Thrift Plan for Employees of Carestl Health holds $11M for 249 participants — about $44,275 per participant, up 2.2% over the 2024 plan year.

$11M
total plan assets (2024 EOY)
249
covered participants
$44,275
avg assets per participant
+2.2%
assets growth YoY
Total Assets (2023)
$11M
Participants
249
State
Industry
Healthcare & Social Assistance

What the Filing Says About 403(b) Thrift Plan for Employees of Carestl Health

403(b) Thrift Plan for Employees of Carestl Health is a 401(k) retirement plan sponsored by Carestl Health, headquartered in Missouri. As of the 2024 Form 5500 filing, the plan reports $11M in total end-of-year assets and covers 249 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 430917230, and the plan has been effective since 1994-07-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $11M at the beginning of 2024 to $11M at year-end — a gain of 2.2%. Net assets (after liabilities) closed the year at $11M, with reported net income of $239K driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$11M
Total Assets (End of Year)$11M
Net Assets (End of Year)$11M
Net Income$239K
Plan Type401(k)
Employer EIN430917230
Plan Effective Date1994-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Carestl Health)

Year Plans Participants Total Assets
2022 1 297 $7M
2023 1 223 $11M
2024 1 249 $11M

Nearby 401(k) Plans in Missouri

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Frequently Asked Questions

How much money is in the 403(b) Thrift Plan for Employees of Carestl Health?
As of the 2024 Form 5500 filing, 403(b) Thrift Plan for Employees of Carestl Health holds $11M in total assets with 249 participants. It is sponsored by Carestl Health.
What type of plan is 403(b) Thrift Plan for Employees of Carestl Health?
403(b) Thrift Plan for Employees of Carestl Health is a 401(k) plan. It has been effective since 1994-07-01. The plan is filed with the U.S. Department of Labor under EIN 430917230.
Who sponsors the 403(b) Thrift Plan for Employees of Carestl Health?
403(b) Thrift Plan for Employees of Carestl Health is sponsored by Carestl Health, located in Missouri. The sponsor's EIN is 430917230 and the plan operates in the Healthcare & Social Assistance industry.
How did 403(b) Thrift Plan for Employees of Carestl Health perform in 2024?
403(b) Thrift Plan for Employees of Carestl Health grew by 2.2% during 2024, moving from $11M to $11M in total assets. Net income was $239K.
Where can I find official filings for 403(b) Thrift Plan for Employees of Carestl Health?
Official Form 5500 filings for 403(b) Thrift Plan for Employees of Carestl Health are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 430917230 or plan name at efast.dol.gov.
How does 403(b) Thrift Plan for Employees of Carestl Health compare to other plans?
You can compare 403(b) Thrift Plan for Employees of Carestl Health against other 401(k) plans on the plan type page, or view plans in Missouri on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 430917230.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.