401(k) · DOL Form 5500 · 2024

Managed Healthcare Partners, LLC 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets: 1,348
Participants Near avg headcount: 63rd
Percentile by assets National rank: $10,174
Avg per participant Low balance/head

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Official DOL plan name: Caremax, Inc. 401(k) Plan · Sponsored by Managed Healthcare Partners, LLC · Arizona · Healthcare & Social Assistance

$14M in assets, 1,348 participants

Managed Healthcare Partners, LLC's Caremax, Inc. 401(k) Plan reported $14M in total assets and 1,348 participants in its 2024 DOL Form 5500 filing, ranking in the 63rd 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.

#11,442 in Healthcare & Social Assistance (16,916 peers)

Coverage in Arizona

Caremax, Inc. 401(k) Plan covers 1,348 participants in Arizona, 2.4x the typical Arizona plan (state average ~564 per filing). Assets: $14M.

#11,442
in Healthcare & Social Assistance (16,916 peers): +13.6%
assets growth YoY

Caremax, Inc. 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

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

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

$13,714,376 Top 37% higher than 63% 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

Caremax, Inc. 401(k) 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. Caremax, Inc. 401(k) Plan lands in the large band (1,348 participants).

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%)

Caremax, Inc. 401(k) Plan reported net income rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.
Caremax, Inc. 401(k) Plan end-of-year assets rose from $12M in the plan year 2023 filing to $14M in the plan year 2024 filing.
Caremax, Inc. 401(k) Plan reported participants fell from 1,373 in the plan year 2023 filing to 1,348 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 264833015 · Managed Healthcare Partners, LLC PY 2024 · 401(k)

Caremax, Inc. 401(k) Plan · $14M · 1,348 · 63rd

PCT $14M
EIN 1,348
RANK 63rd
PHOTO 401(k)
IND near Landmark Health Solutions Savings Plan
EOY ind #11442

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 →

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

Arizona filing particulars

Total Assets (Beginning of Year)	$12M
Net Assets (End of Year)	$14M
Net Income	$2M
Employer EIN	264833015
Plan Effective Date	2023-11-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Managed Healthcare Partners, LLC)

Latest sponsor-wide plan assets: $14M 13.60738797234431% vs 2023; 2024 filing year

Year	Plans	Participants	Total Assets
2023	1	1,373	$12M
2024	1	1,348	$14M

Nearby 401(k) Plans in Arizona

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

Caremax, Inc. 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants

Bechtel Trust & Thrift Plan $6.1B · 7,971
Banner Health Employees 401(k) Plan $4.9B · 54,731
Freeport-Mcmoran Inc. Employee Capital Accumulation Program $2.7B · 13,770
Republic Services, Inc. 401(k) Plan $2.7B · 32,629
Stantec 401(k) Plan $2.3B · 11,603

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

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

Outside Arizona, the nearest 401(k) by assets is Landmark Health Solutions Savings Plan in MA ($14M); by covered participants it is Kubota Tractor 401(k) Plan in TX (1,348 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($14M here).

Landmark Health Solutions Savings Plan (MA) $14M · 509
Cf Foundation, Inc. Salary Deferral Plan (GA) $14M · 83
Orlans P.C. 401(k) Plan (MI) $14M · 228
Conetrix 401(k) Plan (TX) $14M · 127

Similar participant headcount

Nearest other-state filings by covered participants (1,348 participants); asset peers above are excluded.

Kubota Tractor 401(k) Plan (TX) 1,348 · 0 off
Mirabito Holdings, Inc. 401(k) Plan (NY) 1,348 · 0 off
Aledade 401(k) Savings and Investment Plan (MD) 1,348 · 0 off
Ampler Group 401(k) Plan (KS) 1,348 · 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 Caremax, Inc. 401(k) Plan assets move in 2024? ▼

Caremax, Inc. 401(k) Plan grew at a solid clip - up 13.6% during 2024, from $12M to $14M. Reported net income was $2M.

How have Managed Healthcare Partners, LLC plan assets changed over time? ▼

Across 2 plan years on file (2023-2024), Managed Healthcare Partners, LLC's sponsor-wide assets grew 13.6%, from $12M to $14M.

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

Among 401(k) plans in other states, the closest by assets is Landmark Health Solutions Savings Plan in MA ($14M, 509 participants).

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

Among 401(k) plans in other states, the closest by covered participants is Kubota Tractor 401(k) Plan in TX (1,348 participants, $164M 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 264833015.