401(k) · DOL Form 5500 · 2024

Carey Services, Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
259
Participants Below avg headcount
42nd
Percentile by assets National rank
$19,543
Avg per participant Low balance/head
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Official DOL plan name: Carey Services, Inc. Employees Retirement Plan · Sponsored by Carey Services, Inc. · Indiana · Healthcare & Social Assistance

$5M in assets, 259 participants

Carey Services, Inc.'s Carey Services, Inc. Employees Retirement Plan reported $5M in total assets and 259 participants in its 2024 DOL Form 5500 filing, ranking in the 42nd 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.

  • #7,664 in Healthcare & Social Assistance (16,916 peers)

Coverage in Indiana

Carey Services, Inc. Employees Retirement Plan covers 259 participants in Indiana, about 48% of the average Indiana filer (state average ~541 per filing). Assets: $5M.

#7,664
in Healthcare & Social Assistance (16,916 peers)
+0.9%
assets growth YoY

Carey Services, Inc. Employees Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Carey Services, Inc. Employees Retirement Plan vs every filed plan by assets

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

$5,061,564 42nd percentile higher than 42% 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

Carey Services, Inc. Employees Retirement 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. Carey Services, Inc. Employees Retirement Plan sits mid-pack in the medium band (259 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Carey Services, Inc. Employees Retirement Plan reported net income fell from $91K in the plan year 2023 filing to $46K in the plan year 2024 filing.
  • Carey Services, Inc. Employees Retirement Plan reported participants fell from 264 in the plan year 2023 filing to 259 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 350965642 · Carey Services, Inc. PY 2024 · 401(k)

Carey Services, Inc. Employees Retirement Plan · $5M · 259 · 42nd

  • EOY $5M
  • 5500 259
  • ASSETS 42nd
  • PCT 401(k)
  • EIN near Rig Runners, LLC. Retirement Plan
  • RANK ind #7664

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 Indiana →

Carey Services, Inc. Employees Retirement Plan in the asset neighbourhood

Carey Services, Inc. Employees Retirement PlanCarey Services, Inc. Employe…$5MRig Runners, LLC. Retirement PlanRig Runners, LLC. Retirement…$5MGerhard H. Goorhuis, D.D.S., P.C. 401 (K) Profit Sharing PlanGerhard H. Goorhuis, D.D.S.,…$5MChristian Community Homes and Services, Inc. 401(k) PlanChristian Community Homes an…$5MChris-Hill Construction Company 401(k) PlanChris-Hill Construction Comp…$5M
End-of-year total assets ($M) among Carey Services, Inc. Employees Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Indiana filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income$46K
Employer EIN350965642
Plan Effective Date1982-10-20
Filing StatusFILING RECEIVED

Sponsor Plan History (Carey Services, Inc.)

Sponsor-wide plan assets over time

All Carey Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 2.800383940311336% vs 2022
2024 filing year
$4.9M$4.95M$5M$5.05M$5.1M 202220232024 $4.92M $5.06M ▲ +2.8%
Year Plans Participants Total Assets
2022 1 265 $5M
2023 1 264 $5M
2024 1 259 $5M

Nearby 401(k) Plans in Indiana

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

Carey Services, Inc. Employees Retirement Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Carey Services, Inc. Employees Retirement Plan, Total assets ($B): 0.005061564 · Participants: 259Carey Services, Inc. Employees Retirement PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 13.056609955 · Participants: 19977The Lilly Employee 401(k) PlanElevance Health 401(k) Plan, Total assets ($B): 12.109864062 · Participants: 73120Elevance Health 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 6.366370789 · Participants: 30272Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 4.481656061 · Participants: 38460Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.996436059 · Participants: 9385Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Carey Services, Inc. Employees Retirement Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Carey Services, Inc. Employees Retirement Plan side-by-side with 3 peers →

Carey Services, Inc. Employees Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Rig Runners, LLC. Retirement Plan in TX ($5M); by covered participants it is The Tustin Group 401(k) Retirement in PA (259 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (259 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 Carey Services, Inc. Employees Retirement Plan assets move in 2024? ▼
Carey Services, Inc. Employees Retirement Plan held essentially flat - up 0.9% during 2024, from $5M to $5M. Reported net income was $46K.
How have Carey Services, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carey Services, Inc.'s sponsor-wide assets grew 2.8%, from $5M to $5M.
Which 401(k) plans are similar in size to Carey Services, Inc. Employees Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Rig Runners, LLC. Retirement Plan in TX ($5M, 352 participants).
Which 401(k) plans cover a similar participant headcount to Carey Services, Inc. Employees Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Tustin Group 401(k) Retirement in PA (259 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 350965642.

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.