401(k) · DOL Form 5500 · 2024

Carestory Corp. 401(k) Plan

Data updated 2026-08-25

$239K
Total assets Small plan by assets
7
Participants Small participant base
12th
Percentile by assets National rank
$34,151
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Carestory Corp. 401(k) Plan · Sponsored by Carestory Corp. · Arizona · Healthcare & Social Assistance

$239K in assets, 7 participants

Carestory Corp.'s Carestory Corp. 401(k) Plan reported $239K in total assets and 7 participants in its 2024 DOL Form 5500 filing, ranking in the 12th 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.

  • #1,379 in Healthcare & Social Assistance (16,916 peers)

Carestory Corp. multi-year trail

Carestory Corp.'s plans moved +53.7% in assets from 2022 to 2024; this filing shows Carestory Corp. 401(k) Plan at $239K / 7 participants.

#1,379
in Healthcare & Social Assistance (16,916 peers)
+53.2%
assets growth YoY

Carestory Corp. 401(k) Plan among the smaller filed plans by assets

Carestory Corp. 401(k) Plan vs every filed plan by assets

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

$239,058 12th percentile higher than 12% 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

Carestory Corp. 401(k) Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Carestory Corp. 401(k) Plan is a micro filing (7 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Carestory Corp. 401(k) Plan reported net income rose from $558 in the plan year 2023 filing to $83K in the plan year 2024 filing.
  • Carestory Corp. 401(k) Plan end-of-year assets rose from $156K in the plan year 2023 filing to $239K in the plan year 2024 filing.
  • Carestory Corp. 401(k) Plan reported participants fell from 11 in the plan year 2023 filing to 7 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 842678183 · Carestory Corp. PY 2024 · 401(k)

Carestory Corp. 401(k) Plan · $239K · 7 · 12th

  • EIN $239K
  • EIN 7
  • EIN 12th
  • EIN 401(k)
  • EIN near I Pos Systems 1081. 01(D) Plan
  • EIN ind #1379

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 Arizona →

Carestory Corp. 401(k) Plan in the asset neighbourhood

Carestory Corp. 401(k) Plan$239KI Pos Systems 1081. 01(D) PlanI Pos Systems 1081. 01(D) Pl…$239KCrisp Northwest Corporation 401(k) Profit Sharing PlanCrisp Northwest Corporation …$239KDinwiddie Squared, Inc. 401(k) Profit Sharing PlanDinwiddie Squared, Inc. 401(…$239KTnt Hanks Inc. 401(k) Plan$239K
End-of-year total assets ($M) among Carestory Corp. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Carestory Corp. multi-year asset trail

Sponsor-wide plan assets over time

All Carestory Corp. plans reported in each filing year

Latest sponsor-wide plan assets
$239K 53.74592414897516% vs 2022
2024 filing year
$0.15M$0.2M$0.25M 202220232024 $0.16M $0.24M ▲ +50.0%
Year Plans Participants Total Assets
2022 1 4 $155K
2023 1 11 $156K
2024 1 7 $239K

Carestory Corp. filing trail (2024)

Total Assets (Beginning of Year)$156K
Net Assets (End of Year)$239K
Net Income$83K
Employer EIN842678183
Plan Effective Date2019-08-03
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Arizona

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

Carestory Corp. 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Carestory Corp. 401(k) Plan, Total assets ($B): 0.000239058 · Participants: 7Carestory Corp. 401(k) PlanBechtel Trust & Thrift Plan, Total assets ($B): 6.067288511 · Participants: 7971Bechtel Trust & Thrift PlanBanner Health Employees 401(k) Plan, Total assets ($B): 4.918574883 · Participants: 54731Banner Health Employees 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 2.670667399 · Participants: 13770Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramRepublic Services, Inc. 401(k) Plan, Total assets ($B): 2.666764279 · Participants: 32629Republic Services, Inc. 401(k) PlanStantec 401(k) Plan, Total assets ($B): 2.319061108 · Participants: 11603Stantec 401(k) Plan
Carestory Corp. 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Carestory Corp. 401(k) Plan side-by-side with 3 peers →

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

Outside Arizona, the nearest 401(k) by assets is I Pos Systems 1081. 01(D) Plan in PR ($239K); by covered participants it is Nexvisionix, Inc. 401(k) Plan in CA (7 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($239K here).

Similar participant headcount

Nearest other-state filings by covered participants (7 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 Carestory Corp. 401(k) Plan assets move in 2024? ▼
Carestory Corp. 401(k) Plan surged - up 53.2% during 2024, from $156K to $239K. Reported net income was $83K.
How have Carestory Corp. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carestory Corp.'s sponsor-wide assets grew 53.7%, from $155K to $239K.
Where does Carestory Corp. 401(k) Plan rank by assets among Form 5500 filers? ▼
Carestory Corp. 401(k) Plan ranks in the 12th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Carestory Corp. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is I Pos Systems 1081. 01(D) Plan in PR ($239K, 23 participants).
Which 401(k) plans cover a similar participant headcount to Carestory Corp. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nexvisionix, Inc. 401(k) Plan in CA (7 participants, N/A 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 842678183.

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.