401(k) · DOL Form 5500 · 2024

Carering Health, LLC 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
2,827
Participants Above avg headcount
31st
Percentile by assets National rank
$802
Avg per participant Low balance/head
PlainRetire home → About this data

Official DOL plan name: Carering Health 401(k) Plan · Sponsored by Carering Health, LLC · Kentucky · Healthcare & Social Assistance

$2M in assets, 2,827 participants

Carering Health, LLC's Carering Health 401(k) Plan reported $2M in total assets and 2,827 participants in its 2024 DOL Form 5500 filing, ranking in the 31st 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.

  • #4,973 in Healthcare & Social Assistance (16,916 peers)

Coverage in Kentucky

Carering Health 401(k) Plan covers 2,827 participants in Kentucky, 4.4x the typical Kentucky plan (state average ~647 per filing). Assets: $2M.

#4,973
in Healthcare & Social Assistance (16,916 peers)
+24.0%
assets growth YoY

Carering Health 401(k) Plan among the smaller filed plans by assets

Carering Health 401(k) Plan vs every filed plan by assets

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

$2,267,614 31st percentile higher than 31% 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

Carering Health 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. Carering Health 401(k) Plan lands in the large band (2,827 participants).

Published 5500 schedule card

Filing strip 881260980 · Carering Health, LLC PY 2024 · 401(k)

Carering Health 401(k) Plan · $2M · 2,827 · 31st

  • EIN $2M
  • RANK 2,827
  • PHOTO 31st
  • IND 401(k)
  • EOY near Tushar P. Doshi, D.D.S., Inc. Profit Sharing Plan
  • 5500 ind #4973

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 Kentucky →

Carering Health 401(k) Plan in the asset neighbourhood

Carering Health 401(k) Plan$2MTushar P. Doshi, D.D.S., Inc. Profit Sharing PlanTushar P. Doshi, D.D.S., Inc…$2MTitan Pharmaceuticals, Inc. Savings & Retirement PlanTitan Pharmaceuticals, Inc. …$2MBelden Brick Sales Company 401(k) Profit Sharing Plan & TrustBelden Brick Sales Company 4…$2MHk Kolmar USA LLC 401(k) Plan$2M
End-of-year total assets ($M) among Carering Health 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Kentucky filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$439K
Employer EIN881260980
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Kentucky

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

Carering Health 401(k) Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants Carering Health 401(k) Plan, Total assets ($B): 0.002267614 · Participants: 2827Carering Health 401(k) PlanCommonspirit Health 401(k) Retirement Savings Plan, Total assets ($B): 8.826314209 · Participants: 90345Commonspirit Health 401(k) Retirement Savings PlanHumana Retirement Savings Plan, Total assets ($B): 7.706147015 · Participants: 45706Humana Retirement Savings PlanUPS/Ipa 401(k) Savings Plan, Total assets ($B): 1.501700415 · Participants: 3064UPS/Ipa 401(k) Savings PlanScionhealth 401(k) Plan, Total assets ($B): 1.316012841 · Participants: 23753Scionhealth 401(k) PlanLexmark Savings Plan, Total assets ($B): 1.211057397 · Participants: 1919Lexmark Savings Plan
Carering Health 401(k) Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants
Compare Carering Health 401(k) Plan side-by-side with 3 peers →

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

Outside Kentucky, the nearest 401(k) by assets is Tushar P. Doshi, D.D.S., Inc. Profit Sharing Plan in CA ($2M); by covered participants it is The Hogan Retirement Savings Plan in MO (2,827 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,827 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 Carering Health 401(k) Plan assets move in 2024? ▼
Carering Health 401(k) Plan grew sharply - up 24.0% during 2024, from $2M to $2M. Reported net income was $439K.
Which 401(k) plans are similar in size to Carering Health 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Tushar P. Doshi, D.D.S., Inc. Profit Sharing Plan in CA ($2M, 9 participants).
Which 401(k) plans cover a similar participant headcount to Carering Health 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Hogan Retirement Savings Plan in MO (2,827 participants, $45M 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 881260980.

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.