401(k) · DOL Form 5500 · 2024

Caring, Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
529
Participants Below avg headcount
28th
Percentile by assets National rank
$3,459
Avg per participant Low balance/head
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Official DOL plan name: Caring, Inc. Cwa Local 1040 Employees 401(k) Plan · Sponsored by Caring, Inc. · New Jersey · Healthcare & Social Assistance

$2M in assets, 529 participants

Caring, Inc.'s Caring, Inc. Cwa Local 1040 Employees 401(k) Plan reported $2M in total assets and 529 participants in its 2024 DOL Form 5500 filing, ranking in the 28th 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.

  • #4,441 in Healthcare & Social Assistance (16,916 peers)

Caring, Inc. multi-year trail

Caring, Inc.'s plans moved +51.6% in assets from 2022 to 2024; this filing shows Caring, Inc. Cwa Local 1040 Employees 401(k) Plan at $2M / 529 participants.

#4,441
in Healthcare & Social Assistance (16,916 peers)
+33.1%
assets growth YoY

Caring, Inc. Cwa Local 1040 Employees 401(k) Plan among the smaller filed plans by assets

Caring, Inc. Cwa Local 1040 Employees 401(k) Plan vs every filed plan by assets

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

$1,829,664 28th percentile higher than 28% 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

Caring, Inc. Cwa Local 1040 Employees 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. Caring, Inc. Cwa Local 1040 Employees 401(k) Plan sits mid-pack in the medium band (529 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Caring, Inc. Cwa Local 1040 Employees 401(k) Plan end-of-year assets rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Caring, Inc. Cwa Local 1040 Employees 401(k) Plan reported net income rose from $371K in the plan year 2023 filing to $457K in the plan year 2024 filing.
  • Caring, Inc. Cwa Local 1040 Employees 401(k) Plan reported participants fell from 559 in the plan year 2023 filing to 529 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 222178791 · Caring, Inc. PY 2024 · 401(k)

Caring, Inc. Cwa Local 1040 Employees 401(k) Plan · $2M · 529 · 28th

  • RANK $2M
  • PHOTO 529
  • IND 28th
  • EOY 401(k)
  • 5500 near Td Transport 401(k)
  • ASSETS ind #4441

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 New Jersey →

Caring, Inc. Cwa Local 1040 Employees 401(k) Plan in the asset neighbourhood

Caring, Inc. Cwa Local 1040 Employees 401(k) PlanCaring, Inc. Cwa Local 1040 …$2MTd Transport 401(k)$2MAdvance Surveying & Engineering Co. 401(k) PlanAdvance Surveying & Engineer…$2MLaw Office of Dianna Pendleton 401(k) PlanLaw Office of Dianna Pendlet…$2MAtr 401(k) Plan$2M
End-of-year total assets ($M) among Caring, Inc. Cwa Local 1040 Employees 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Caring, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Caring, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$21M 51.594461312730836% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $13.9M $21.1M ▲ +51.6%
Year Plans Participants Total Assets
2022 2 845 $14M
2023 2 862 $17M
2024 2 798 $21M

Caring, Inc. filing trail (2024)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$457K
Employer EIN222178791
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New Jersey

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

Caring, Inc. Cwa Local 1040 Employees 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Caring, Inc. Cwa Local 1040 Employees 401(k) Plan, Total assets ($B): 0.001829664 · Participants: 529Caring, Inc. Cwa Local 1040 Employees 401(k) PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 52.9134575 · Participants: 185532JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 29.376133902 · Participants: 69218Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 23.58476515 · Participants: 42583Johnson and Johnson Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 18.327167732 · Participants: 56714Ernst & Young Retirement Savings PlanMerck US Savings Plan, Total assets ($B): 14.970916966 · Participants: 27956Merck US Savings Plan
Caring, Inc. Cwa Local 1040 Employees 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Caring, Inc. Cwa Local 1040 Employees 401(k) Plan side-by-side with 3 peers →

Caring, Inc. Cwa Local 1040 Employees 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Td Transport 401(k) in CA ($2M); by covered participants it is Your 401(k) Retirement Plan in OR (529 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Similar participant headcount

Nearest other-state filings by covered participants (529 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 Caring, Inc. Cwa Local 1040 Employees 401(k) Plan assets move in 2024? ▼
Caring, Inc. Cwa Local 1040 Employees 401(k) Plan surged - up 33.1% during 2024, from $1M to $2M. Reported net income was $457K.
How have Caring, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Caring, Inc.'s sponsor-wide assets grew 51.6%, from $14M to $21M.
Which 401(k) plans are similar in size to Caring, Inc. Cwa Local 1040 Employees 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Td Transport 401(k) in CA ($2M, 1 participant).
Which 401(k) plans cover a similar participant headcount to Caring, Inc. Cwa Local 1040 Employees 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Your 401(k) Retirement Plan in OR (529 participants, $19M 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 222178791.

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.