401(k) · DOL Form 5500 · 2024
Carestl Health 401(k) Plan
Data updated 2026-08-25
- $11M
- Total assets Small plan by assets
- 249
- Participants Below avg headcount
- 58th
- Percentile by assets National rank
- $44,275
- Avg per participant Low balance/head
Official DOL plan name: 403(b) Thrift Plan for Employees of Carestl Health · Sponsored by Carestl Health · Missouri · Healthcare & Social Assistance
$11M in assets, 249 participants
Carestl Health's 403(b) Thrift Plan for Employees of Carestl Health reported $11M in total assets and 249 participants in its 2024 DOL Form 5500 filing, ranking in the 58th 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.
- #10,692 in Healthcare & Social Assistance (16,916 peers)
Coverage in Missouri
403(b) Thrift Plan for Employees of Carestl Health covers 249 participants in Missouri, about 34% of the average Missouri filer (state average ~737 per filing). Assets: $11M.
- #10,692
- in Healthcare & Social Assistance (16,916 peers)
- +2.2%
- assets growth YoY
403(b) Thrift Plan for Employees of Carestl Health's mid-pack asset rank among Healthcare & Social Assistance and all filers
403(b) Thrift Plan for Employees of Carestl Health vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$11,024,582 Top 42% higher than 58% 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
403(b) Thrift Plan for Employees of Carestl Health among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. 403(b) Thrift Plan for Employees of Carestl Health sits mid-pack in the medium band (249 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- 403(b) Thrift Plan for Employees of Carestl Health reported net income fell from $2M in the plan year 2023 filing to $239K in the plan year 2024 filing.
- 403(b) Thrift Plan for Employees of Carestl Health reported participants rose from 223 in the plan year 2023 filing to 249 in the plan year 2024 filing.
- 403(b) Thrift Plan for Employees of Carestl Health end-of-year assets rose from $11M in the plan year 2023 filing to $11M in the plan year 2024 filing.
DOL schedule card
Filing strip 430917230 · Carestl Health PY 2024 · 401(k)
403(b) Thrift Plan for Employees of Carestl Health · $11M · 249 · 58th
- BOY $11M
- SCH 249
- EBSA 58th
- PART 401(k)
- TYPE near St. Cloud Industrial Products, Inc. and Associated Companies' 401(k) Plan & Trust
- NET ind #10692
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 Missouri →
403(b) Thrift Plan for Employees of Carestl Health in the asset neighbourhood
Missouri filing particulars
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Net Assets (End of Year) | $11M |
| Net Income | $239K |
| Employer EIN | 430917230 |
| Plan Effective Date | 1994-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Carestl Health)
Sponsor-wide plan assets over time
All Carestl Health plans reported in each filing year
- Latest sponsor-wide plan assets
- $11M 53.0875138339427% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 297 | $7M |
| 2023 | 1 | 223 | $11M |
| 2024 | 1 | 249 | $11M |
Nearby 401(k) Plans in Missouri
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Edward D. Jones & Co. Profit Sharing and 401(k) Plan $12.4B · 47,254
- Bayer Corporation Savings and Retirement Plan $10.8B · 19,357
- Emerson Savings Plan $7.4B · 8,315
- Enterprise Holdings Retirement Savings Plan $6.5B · 72,024
- Centene Management Corporation Retirement Plan $4.7B · 53,760
403(b) Thrift Plan for Employees of Carestl Health's out-of-state 401(k) peers by assets and headcount
Outside Missouri, the nearest 401(k) by assets is St. Cloud Industrial Products, Inc. and Associated Companies' 401(k) Plan & Trust in MN ($11M); by covered participants it is Treeline Inc. 401(k) Plan in CA (249 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($11M here).
Similar participant headcount
Nearest other-state filings by covered participants (249 participants); asset peers above are excluded.
- Treeline Inc. 401(k) Plan (CA) 249 · 0 off
- Premier Health Services, Inc. 401 (K) Plan (DC) 249 · 0 off
- Eastern Roofing Systems, Inc. 401(k) Plan (PA) 249 · 0 off
- Nts Development Company Retirement Savings Plan (KY) 249 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.