401(k) · DOL Form 5500 · 2024
Carelon Medical Partners, P.C. 401(k) Plan
Data updated 2026-08-25
- $82M
- Total assets Below avg plan size
- 459
- Participants Below avg headcount
- 89th
- Percentile by assets National rank
- $177,568
- Avg per participant Above avg balance/head
Official DOL plan name: Carelon Peo 401(k) Plan · Sponsored by Carelon Medical Partners, P.C. · Indiana · Healthcare & Social Assistance
$82M in assets, 459 participants
Carelon Medical Partners, P.C.'s Carelon Peo 401(k) Plan reported $82M in total assets and 459 participants in its 2024 DOL Form 5500 filing, ranking in the 89th 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.
- #15,285 in Healthcare & Social Assistance (16,916 peers)
Where Carelon Peo 401(k) Plan sits by assets
Carelon Peo 401(k) Plan sits in the top quartile of all filed plans by assets, $82M for 459 participants (~$177,568/participant), up 16.3% in 2024.
- #15,285
- in Healthcare & Social Assistance (16,916 peers)
- +16.3%
- assets growth YoY
- 0.8×
- vs typical plan assets (national mean)
Carelon Peo 401(k) Plan's outsized position by total assets
Carelon Peo 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$81,503,801 Top 11% higher than 89% 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
Carelon Peo 401(k) Plan 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. Carelon Peo 401(k) Plan sits mid-pack in the medium band (459 participants).
Form 5500 schedule snapshot
Filing strip 464903080 · Carelon Medical Partners, P.C. PY 2024 · 401(k)
Carelon Peo 401(k) Plan · $82M · 459 · 89th
- 5500 $82M
- 5500 459
- 5500 89th
- 5500 401(k)
- 5500 near Gamco Investors, Inc 401(k) Plan
- 5500 ind #15285
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 Indiana →
Carelon Peo 401(k) Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $70M |
|---|---|
| Net Assets (End of Year) | $82M |
| Net Income | $11M |
| Employer EIN | 464903080 |
| Plan Effective Date | 2013-09-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Indiana
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Lilly Employee 401(k) Plan $13.1B · 19,977
- Elevance Health 401(k) Plan $12.1B · 73,120
- Cummins Retirement and Savings Plan $6.4B · 30,272
- Iu Health 401(k) Savings Plan $4.5B · 38,460
- Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan $3.0B · 9,385
Carelon Peo 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Indiana, the nearest 401(k) by assets is Gamco Investors, Inc 401(k) Plan in CT ($82M); by covered participants it is Servpro Industries, LLC 401(k) Plan in TN (459 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($82M here).
- Gamco Investors, Inc 401(k) Plan (CT) $82M · 167
- Prometric 401(k) Plan (MD) $82M · 1,219
- The Habegger Corporation 401(k) Profit Sharing Plan and Trust (OH) $82M · 627
- Healthpeak Properties, Inc.401(k) Retirement Plan (CO) $81M · 193
Similar participant headcount
Nearest other-state filings by covered participants (459 participants); asset peers above are excluded.
- Servpro Industries, LLC 401(k) Plan (TN) 459 · 0 off
- Dendreon 401(k) Plan (CA) 459 · 0 off
- Tapestry Solutions, Inc. Retirement Plan (CA) 459 · 0 off
- Crossfirst Bankshares, Inc. 401(k) Plan (KS) 459 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.