401(k) · DOL Form 5500 · 2024

Carequest Institute for Oral Health, Inc. 401(k) Plan

Data updated 2026-08-25

$33M
Total assets Below avg plan size
164
Participants Small participant base
79th
Percentile by assets National rank
$203,635
Avg per participant Above avg balance/head
PlainRetire home → About this data

Official DOL plan name: The Carequest 401(k) Retirement Plan · Sponsored by Carequest Institute for Oral Health, Inc. · Massachusetts · Healthcare & Social Assistance

$33M in assets, 164 participants

Carequest Institute for Oral Health, Inc.'s The Carequest 401(k) Retirement Plan reported $33M in total assets and 164 participants in its 2024 DOL Form 5500 filing, ranking in the 79th 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.

  • #13,875 in Healthcare & Social Assistance (16,916 peers)

Coverage in Massachusetts

The Carequest 401(k) Retirement Plan covers 164 participants in Massachusetts, about 25% of the average Massachusetts filer (state average ~659 per filing). Assets: $33M.

#13,875
in Healthcare & Social Assistance (16,916 peers)
+25.3%
assets growth YoY
0.3×
vs typical plan assets (national mean)

The Carequest 401(k) Retirement Plan's outsized position by total assets

The Carequest 401(k) Retirement Plan vs every filed plan by assets

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

$33,396,210 Top 21% higher than 79% 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

The Carequest 401(k) Retirement 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. The Carequest 401(k) Retirement Plan sits mid-pack in the medium band (164 participants).

Plan-year Form 5500 strip

Filing strip 384016550 · Carequest Institute for Oral Health, Inc. PY 2024 · 401(k)

The Carequest 401(k) Retirement Plan · $33M · 164 · 79th

  • EOY $33M
  • 5500 164
  • ASSETS 79th
  • PCT 401(k)
  • EIN near Radiac Abrasives, Inc. 401(k) Retirement Savings Plan
  • RANK ind #13875

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 Massachusetts →

The Carequest 401(k) Retirement Plan in the asset neighbourhood

The Carequest 401(k) Retirement PlanThe Carequest 401(k) Retirem…$33MRadiac Abrasives, Inc. 401(k) Retirement Savings PlanRadiac Abrasives, Inc. 401(k…$33MTipp Distributors, Inc. Dba Novamex 401(k) PlanTipp Distributors, Inc. Dba …$33MPain Management Solutions, LLC 401(k) Ps Plan and TrustPain Management Solutions, L…$33MUci Medical Affiiliates Savings PlanUci Medical Affiiliates Savi…$33M
End-of-year total assets ($M) among The Carequest 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Massachusetts filing particulars

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$33M
Net Income$7M
Employer EIN384016550
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

The Carequest 401(k) Retirement Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants The Carequest 401(k) Retirement Plan, Total assets ($B): 0.03339621 · Participants: 164The Carequest 401(k) Retirement PlanFidelity Retirement Savings Plan, Total assets ($B): 34.201609937 · Participants: 66907Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 11.352606499 · Participants: 34618Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 7.720373045 · Participants: 14762Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 6.775289067 · Participants: 20639Boston Scientific Corporation 401(k) Retirement Savings PlanState Street Salary Savings Program, Total assets ($B): 6.532301643 · Participants: 12777State Street Salary Savings Program
The Carequest 401(k) Retirement Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare The Carequest 401(k) Retirement Plan side-by-side with 3 peers →

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

Outside Massachusetts, the nearest 401(k) by assets is Radiac Abrasives, Inc. 401(k) Retirement Savings Plan in IL ($33M); by covered participants it is Meadows Bank 401(k) Retirement Plan in NV (164 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (164 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 The Carequest 401(k) Retirement Plan assets move in 2024? ▼
The Carequest 401(k) Retirement Plan grew sharply - up 25.3% during 2024, from $27M to $33M. Reported net income was $7M.
Where does The Carequest 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
The Carequest 401(k) Retirement Plan ranks in the 79th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to The Carequest 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Radiac Abrasives, Inc. 401(k) Retirement Savings Plan in IL ($33M, 385 participants).
Which 401(k) plans cover a similar participant headcount to The Carequest 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Meadows Bank 401(k) Retirement Plan in NV (164 participants, $20M 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 384016550.

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.