Other · DOL Form 5500 · 2024

Carey Counseling Center, Inc. Retirement Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
143
Participants Small participant base
55th
Percentile by assets National rank
$66,303
Avg per participant Below avg balance/head
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Official DOL plan name: The Carey Counseling Center, Inc. Tax Deferred Annuity Plan · Sponsored by Carey Counseling Center, Inc. · Tennessee · Healthcare & Social Assistance

$9M in assets, 143 participants

Carey Counseling Center, Inc.'s The Carey Counseling Center, Inc. Tax Deferred Annuity Plan reported $9M in total assets and 143 participants in its 2024 DOL Form 5500 filing, ranking in the 55th 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.

  • #10,153 in Healthcare & Social Assistance (16,916 peers)

Coverage in Tennessee

The Carey Counseling Center, Inc. Tax Deferred Annuity Plan covers 143 participants in Tennessee, about 13% of the average Tennessee filer (state average ~1,126 per filing). Assets: $9M.

#10,153
in Healthcare & Social Assistance (16,916 peers)
+16.4%
assets growth YoY

The Carey Counseling Center, Inc. Tax Deferred Annuity Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

The Carey Counseling Center, Inc. Tax Deferred Annuity Plan vs every filed plan by assets

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

$9,481,354 Top 45% higher than 55% 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

The Carey Counseling Center, Inc. Tax Deferred Annuity 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. The Carey Counseling Center, Inc. Tax Deferred Annuity Plan sits mid-pack in the medium band (143 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Carey Counseling Center, Inc. Tax Deferred Annuity Plan reported participants rose from 119 in the plan year 2023 filing to 143 in the plan year 2024 filing.
  • The Carey Counseling Center, Inc. Tax Deferred Annuity Plan end-of-year assets rose from $8M in the plan year 2023 filing to $9M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 620851889 · Carey Counseling Center, Inc. PY 2024 · Other

The Carey Counseling Center, Inc. Tax Deferred Annuity Plan · $9M · 143 · 55th

  • EIN $9M
  • EIN 143
  • EIN 55th
  • EIN Other
  • EIN near Colorado Springs School 403(b) Defined Contribution Plan
  • EIN ind #10153

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 Tennessee →

The Carey Counseling Center, Inc. Tax Deferred Annuity Plan in the asset neighbourhood

Ajc 403(b) Retirement Plan$9MThe Carey Counseling Center, Inc. Tax Deferred Annuity PlanThe Carey Counseling Center,…$9MColorado Springs School 403(b) Defined Contribution PlanColorado Springs School 403(…$9MUnited Cerebral Palsy of Central Pennsylvania, Inc. 403(b) DC PlanUnited Cerebral Palsy of Cen…$9MHealth Imperatives, Inc. Retirement Savings PlanHealth Imperatives, Inc. Ret…$9M
End-of-year total assets ($M) among The Carey Counseling Center, Inc. Tax Deferred Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Tennessee filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$9M
Net Income$1M
Employer EIN620851889
Plan Effective Date1987-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Carey Counseling Center, Inc.)

Sponsor-wide plan assets over time

All Carey Counseling Center, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 16.361474143337354% vs 2023
2024 filing year
$8M$8.5M$9M$9.5M$10M 20232024 $8.15M $9.48M ▲ +16.3%
Year Plans Participants Total Assets
2023 1 119 $8M
2024 1 143 $9M

Nearby Other Plans in Tennessee

Peer Other plans, same state, same plan type, ranked by total assets.

The Carey Counseling Center, Inc. Tax Deferred Annuity Plan vs. nearby Other plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants The Carey Counseling Center, Inc. Tax Deferred Annuity Plan, Total assets ($B): 0.009481354 · Participants: 143The Carey Counseling Center, Inc. Tax Deferred Annuity PlanVanderbilt University Medical Center Retirement Plan, Total assets ($B): 4.7144704 · Participants: 31810Vanderbilt University Medical Center Retirement PlanVanderbilt University Retirement Plan, Total assets ($B): 2.506327745 · Participants: 7926Vanderbilt University Retirement PlanSt. Jude Children's Research Hospital Defined Contribution Retirement Plan, Total assets ($B): 1.307808572 · Participants: 6588St. Jude Children's Research Hospital Defined Contribution Retirement PlanBallad Health 403(b) Plan, Total assets ($B): 0.731254873 · Participants: 12134Ballad Health 403(b) PlanDialysis Clinic, Inc. Thrift Plan, Total assets ($B): 0.445900164 · Participants: 5578Dialysis Clinic, Inc. Thrift Plan
The Carey Counseling Center, Inc. Tax Deferred Annuity Plan vs. nearby Other plans in Tennessee, assets vs. participants
Compare The Carey Counseling Center, Inc. Tax Deferred Annuity Plan side-by-side with 3 peers →

The Carey Counseling Center, Inc. Tax Deferred Annuity Plan's out-of-state Other peers by assets and headcount

Outside Tennessee, the nearest Other by assets is Colorado Springs School 403(b) Defined Contribution Plan in CO ($9M); by covered participants it is National Conference of Bar Examiners 403(b) Plan in WI (143 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (143 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 The Carey Counseling Center, Inc. Tax Deferred Annuity Plan assets move in 2024? ▼
The Carey Counseling Center, Inc. Tax Deferred Annuity Plan grew sharply - up 16.4% during 2024, from $8M to $9M. Reported net income was $1M.
How have Carey Counseling Center, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Carey Counseling Center, Inc.'s sponsor-wide assets grew 16.4%, from $8M to $9M.
Which Other plans are similar in size to The Carey Counseling Center, Inc. Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by assets is Colorado Springs School 403(b) Defined Contribution Plan in CO ($9M, 46 participants).
Which Other plans cover a similar participant headcount to The Carey Counseling Center, Inc. Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is National Conference of Bar Examiners 403(b) Plan in WI (143 participants, $27M 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 620851889.

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.