401(k) · DOL Form 5500 · 2024

Health Carousel LLC 401(k) Plan

Data updated 2026-08-25

$80M
Total assets Below avg plan size
3,339
Participants Above avg headcount
89th
Percentile by assets National rank
$23,966
Avg per participant Low balance/head
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Official DOL plan name: Health Carousel LLC 401(k) Profit Sharing Plan · Sponsored by Health Carousel LLC · Ohio · Administrative & Support Services

$80M in assets, 3,339 participants

Health Carousel LLC's Health Carousel LLC 401(k) Profit Sharing Plan reported $80M in total assets and 3,339 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.

  • #4,129 in Administrative & Support Services (4,368 peers)

Coverage in Ohio

Health Carousel LLC 401(k) Profit Sharing Plan covers 3,339 participants in Ohio, 4.4x the typical Ohio plan (state average ~765 per filing). Assets: $80M.

#4,129
in Administrative & Support Services (4,368 peers)
+17.5%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Health Carousel LLC 401(k) Profit Sharing Plan's outsized position by total assets

Health Carousel LLC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$80,023,577 Top 11% higher than 89% 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

Health Carousel LLC 401(k) Profit Sharing 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. Health Carousel LLC 401(k) Profit Sharing Plan lands in the large band (3,339 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Health Carousel LLC 401(k) Profit Sharing Plan reported net income fell from $22M in the plan year 2023 filing to $16M in the plan year 2024 filing.
  • Health Carousel LLC 401(k) Profit Sharing Plan end-of-year assets rose from $68M in the plan year 2023 filing to $80M in the plan year 2024 filing.
  • Health Carousel LLC 401(k) Profit Sharing Plan reported participants fell from 3,568 in the plan year 2023 filing to 3,339 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 201601546 · Health Carousel LLC PY 2024 · 401(k)

Health Carousel LLC 401(k) Profit Sharing Plan · $80M · 3,339 · 89th

  • PCT $80M
  • EIN 3,339
  • RANK 89th
  • PHOTO 401(k)
  • IND near Ata Engineering, Inc. 401(k) Retirement Plan
  • EOY ind #4129

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 Administrative & Support Services retirement plans → · Plans in Ohio →

Health Carousel LLC 401(k) Profit Sharing Plan in the asset neighbourhood

Bay Family of Companies 401(k) PlanBay Family of Companies 401(…$80MEffingham Equity Savings Plan & TrustEffingham Equity Savings Pla…$80MBroder Bros., Co. Employees' 401(k) TrustBroder Bros., Co. Employees'…$80MAta Engineering, Inc. 401(k) Retirement PlanAta Engineering, Inc. 401(k)…$80MHealth Carousel LLC 401(k) Profit Sharing PlanHealth Carousel LLC 401(k) P…$80M
End-of-year total assets ($M) among Health Carousel LLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Ohio filing particulars

Total Assets (Beginning of Year)$68M
Net Assets (End of Year)$80M
Net Income$16M
Employer EIN201601546
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Health Carousel LLC)

Sponsor-wide plan assets over time

All Health Carousel LLC plans reported in each filing year

Latest sponsor-wide plan assets
$80M 73.31841920134968% vs 2022
2024 filing year
$40M$60M$80M$100M 202220232024 $46.2M $80M ▲ +73.3%
Year Plans Participants Total Assets
2022 1 3,302 $46M
2023 1 3,568 $68M
2024 1 3,339 $80M

Nearby 401(k) Plans in Ohio

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

Health Carousel LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Health Carousel LLC 401(k) Profit Sharing Plan, Total assets ($B): 0.080023577 · Participants: 3339Health Carousel LLC 401(k) Profit Sharing PlanGE Aerospace Retirement Savings Plan, Total assets ($B): 14.738724553 · Participants: 45620GE Aerospace Retirement Savings PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 11.809161 · Participants: 135373The Kroger Co. 401(k) Retirement Savings Account PlanThe Progressive 401(k) Plan, Total assets ($B): 11.533546294 · Participants: 62521The Progressive 401(k) PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.563559628 · Participants: 47459The Sherwin-Williams Company 401(k) PlanParker Retirement Savings Plan, Total assets ($B): 9.010073432 · Participants: 26315Parker Retirement Savings Plan
Health Carousel LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Health Carousel LLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

Health Carousel LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Ata Engineering, Inc. 401(k) Retirement Plan in CA ($80M); by covered participants it is Cr Fitness Holdings LLC 401(k) Plan in FL (3,338 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($80M here).

Similar participant headcount

Nearest other-state filings by covered participants (3,339 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 Health Carousel LLC 401(k) Profit Sharing Plan assets move in 2024? ▼
Health Carousel LLC 401(k) Profit Sharing Plan grew sharply - up 17.5% during 2024, from $68M to $80M. Reported net income was $16M.
How have Health Carousel LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Health Carousel LLC's sponsor-wide assets grew 73.3%, from $46M to $80M.
Where does Health Carousel LLC 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Health Carousel LLC 401(k) Profit Sharing Plan ranks in the 89th 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 Health Carousel LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ata Engineering, Inc. 401(k) Retirement Plan in CA ($80M, 209 participants).
Which 401(k) plans cover a similar participant headcount to Health Carousel LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cr Fitness Holdings LLC 401(k) Plan in FL (3,338 participants, $4M 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 201601546.

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.