401(k) · DOL Form 5500 · 2024

Caremetx, LLC 401(k) Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
931
Participants Near avg headcount
75th
Percentile by assets National rank
$28,330
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Caremetx LLC 401(k) Plan · Sponsored by Caremetx, LLC · Maryland · Professional & Technical Services

$26M in assets, 931 participants

Caremetx, LLC's Caremetx LLC 401(k) Plan reported $26M in total assets and 931 participants in its 2024 DOL Form 5500 filing, ranking in the 75th 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.

  • #15,166 in Professional & Technical Services (20,173 peers)

Where Caremetx LLC 401(k) Plan sits by assets

Caremetx LLC 401(k) Plan sits in the top quartile of all filed plans by assets, $26M for 931 participants (~$28,330/participant), up 40.3% in 2024.

#15,166
in Professional & Technical Services (20,173 peers)
+40.3%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Caremetx LLC 401(k) Plan's outsized position by total assets

Caremetx LLC 401(k) Plan vs every filed plan by assets

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

$26,375,171 Top 25% higher than 75% 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

Caremetx LLC 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. Caremetx LLC 401(k) Plan sits mid-pack in the medium band (931 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Caremetx LLC 401(k) Plan end-of-year assets rose from $19M in the plan year 2023 filing to $26M in the plan year 2024 filing.
  • Caremetx LLC 401(k) Plan reported participants rose from 718 in the plan year 2023 filing to 931 in the plan year 2024 filing.
  • Caremetx LLC 401(k) Plan reported net income rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 274756556 · Caremetx, LLC PY 2024 · 401(k)

Caremetx LLC 401(k) Plan · $26M · 931 · 75th

  • PART $26M
  • PART 931
  • PART 75th
  • PART 401(k)
  • PART near Stew Leonard's Management Retirement Plan
  • PART ind #15166

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 Professional & Technical Services retirement plans → · Plans in Maryland →

Caremetx LLC 401(k) Plan in the asset neighbourhood

Caremetx LLC 401(k) Plan$26MStew Leonard's Management Retirement PlanStew Leonard's Management Re…$26MPark Avenue Motor Corp. 401(k) Savings PlanPark Avenue Motor Corp. 401(…$26MCommunity First Credit Union of Florida Salary Savings PlanCommunity First Credit Union…$26MJames D. Morrissey, Inc. 401(k) PlanJames D. Morrissey, Inc. 401…$26M
End-of-year total assets ($M) among Caremetx LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$26M
Net Income$6M
Employer EIN274756556
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Caremetx, LLC)

Sponsor-wide plan assets over time

All Caremetx, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$26M 92.59020647726867% vs 2022
2024 filing year
$10M$15M$20M$25M$30M 202220232024 $13.7M $26.4M ▲ +92.7%
Year Plans Participants Total Assets
2022 1 597 $14M
2023 1 718 $19M
2024 1 931 $26M

Nearby 401(k) Plans in Maryland

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

Caremetx LLC 401(k) Plan vs. nearby 401(k) plans in Maryland, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Caremetx LLC 401(k) Plan, Total assets ($B): 0.026375171 · Participants: 931Caremetx LLC 401(k) PlanLockheed Martin Corporation Salaried Savings Plan, Total assets ($B): 51.448624264 · Participants: 96812Lockheed Martin Corporation Salaried Savings PlanMarriott Retirement Savings Plan, Total assets ($B): 11.712016434 · Participants: 101417Marriott Retirement Savings PlanT. Rowe Price U.S. Retirement Program, Total assets ($B): 4.948487009 · Participants: 6639T. Rowe Price U.S. Retirement ProgramNfl Player Second Career Savings Plan, Total assets ($B): 4.08462816 · Participants: 2771Nfl Player Second Career Savings PlanLockheed Martin Corporation Performance Sharing Plan for Bargaining Employees, Total assets ($B): 2.987191008 · Participants: 18370Lockheed Martin Corporation Performance Sharing Plan for Bargaining Employees
Caremetx LLC 401(k) Plan vs. nearby 401(k) plans in Maryland, assets vs. participants
Compare Caremetx LLC 401(k) Plan side-by-side with 3 peers →

Caremetx LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Maryland, the nearest 401(k) by assets is Stew Leonard's Management Retirement Plan in CT ($26M); by covered participants it is Allan Myers Salaried 401(k) Retirement Plan in PA (931 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (931 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 Caremetx LLC 401(k) Plan assets move in 2024? ▼
Caremetx LLC 401(k) Plan surged - up 40.3% during 2024, from $19M to $26M. Reported net income was $6M.
How have Caremetx, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Caremetx, LLC's sponsor-wide assets grew 92.6%, from $14M to $26M.
Where does Caremetx LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Caremetx LLC 401(k) Plan ranks in the 75th 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 Caremetx LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Stew Leonard's Management Retirement Plan in CT ($26M, 155 participants).
Which 401(k) plans cover a similar participant headcount to Caremetx LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Allan Myers Salaried 401(k) Retirement Plan in PA (931 participants, $210M 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 274756556.

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.