401(k) · DOL Form 5500 · 2024

Kare Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets: 25
Participants Small participant base: 32nd
Percentile by assets National rank: $101,424
Avg per participant Below avg balance/head

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Official DOL plan name: Kare Inc. 401(k) Plan · Sponsored by Kare Inc. · Wisconsin · Healthcare & Social Assistance

$3M in assets, 25 participants

Kare Inc.'s Kare Inc. 401(k) Plan reported $3M in total assets and 25 participants in its 2024 DOL Form 5500 filing, ranking in the 32nd 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.

#5,294 in Healthcare & Social Assistance (16,916 peers)

Kare Inc. multi-year trail

Kare Inc.'s plans moved +1162.9% in assets from 2022 to 2024; this filing shows Kare Inc. 401(k) Plan at $3M / 25 participants.

#5,294
in Healthcare & Social Assistance (16,916 peers): +1120.6%
assets growth YoY

Kare Inc. 401(k) Plan among the smaller filed plans by assets

Kare Inc. 401(k) Plan vs every filed plan by assets

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

$2,535,606 32nd percentile higher than 32% 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

Kare Inc. 401(k) Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kare Inc. 401(k) Plan is a small filing (25 participants) on this national headcount ladder.

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Kare Inc. 401(k) Plan reported net income rose from $7K in the plan year 2023 filing to $2M in the plan year 2024 filing.
Kare Inc. 401(k) Plan end-of-year assets rose from $208K in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 900897939 · Kare Inc. PY 2024 · 401(k)

Kare Inc. 401(k) Plan · $3M · 25 · 32nd

PHOTO $3M
IND 25
EOY 32nd
5500 401(k)
ASSETS near Baker Constructors, Inc. Retirement Plan
PCT ind #5294

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 Wisconsin →

End-of-year total assets ($M) among Kare Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Kare Inc. multi-year asset trail

Latest sponsor-wide plan assets: $3M 1162.9280975434822% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	24	$201K
2023	1	25	$208K
2024	2	27	$3M

Kare Inc. filing trail (2024)

Total Assets (Beginning of Year)	$208K
Net Assets (End of Year)	$3M
Net Income	$2M
Employer EIN	900897939
Plan Effective Date	2012-10-13
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Wisconsin

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

Kare Inc. 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants

Advocate Aurora Health 401(k) Plan $10.5B · 80,015
Johnson Controls Retirement Savings and Investment Plan $7.2B · 28,489
Fiserv 401(k) Savings Plan $5.1B · 26,372
Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $5.0B · 11,661
Rockwell Automation Retirement Savings Plan $3.8B · 9,217

Compare Kare Inc. 401(k) Plan side-by-side with 3 peers →

Kare Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Baker Constructors, Inc. Retirement Plan in GA ($3M); by covered participants it is Idaho Skin Surgery Center 401(k) Plan in ID (25 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Baker Constructors, Inc. Retirement Plan (GA) $3M · 279
Sachs Insurance Services 401(k) Profit Sharing Plan (CA) $3M · 5
Crossroads Building Supply 401(k) Plan (IL) $3M · 232
Sarah J. Campbell, Dds 401(k) Plan (OK) $3M · 10

Similar participant headcount

Nearest other-state filings by covered participants (25 participants); asset peers above are excluded.

Idaho Skin Surgery Center 401(k) Plan (ID) 25 · 0 off
Cullman Primary Care, P.C. 401(k) Profit Sharing Plan (AL) 25 · 0 off
Mika Digital Services, Inc. 401(k) Plan (TX) 25 · 0 off
First State Bank 401(k) Plan (OK) 25 · 0 off

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 Kare Inc. 401(k) Plan assets move in 2024? ▼

Kare Inc. 401(k) Plan surged - up 1120.6% during 2024, from $208K to $3M. Reported net income was $2M.

How have Kare Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Kare Inc.'s sponsor-wide assets grew 1162.9%, from $201K to $3M.

Which 401(k) plans are similar in size to Kare Inc. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Baker Constructors, Inc. Retirement Plan in GA ($3M, 279 participants).

Which 401(k) plans cover a similar participant headcount to Kare Inc. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Idaho Skin Surgery Center 401(k) Plan in ID (25 participants, $2M 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 900897939.