Employer · plans filed under one EIN
Carepoint Health, LLC
Greenwood Village, CO · Health care and social assistance
Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances.
2 retirement plans with 100 or more participants file Form 5500 under Carepoint Health, LLC's employer identification number (Greenwood Village, Colorado). Their latest filings total 1,178 participant records and $376M in net assets.
The largest is Carepoint Health, LLC 401(k) Profit Sharing Plan, a 401(k) plan with 1,056 participants. A person can be counted in more than one plan, so the participant total is a count of records rather than of people.
Employer contributions across the plans were $16.1M and participant contributions $10.5M in the latest plan years; benefits paid were $14.6M. Schedule C compensation reported to service provider organisations totalled $422K.
Combined net assets moved from $215M in 2019 to $376M in 2024 (up 75%). Plan mergers and spin-offs show up here as steps in the series.
Plans
| Plan | Kind | Plan year | Participants | Net assets | Per participant | Employer / active | Sch. C compensation |
|---|---|---|---|---|---|---|---|
| Carepoint Health, LLC 401(k) Profit Sharing Plan | 401(k) plan | 2024 | 1,056 | $372M | $352,394 | $14,280 | $422K |
| Carepoint Health, LLC Cash Balance Plan II | cash balance pension plan | 2024 | 122 | $4.3M | $35,582 | $35,855 | $0 |
| US median, plan year 2024: DC plans $53,102 per participant, $2,175 employer contribution per active participant; DB plans $86,221 and $10,244. | |||||||
Trend by plan year
| Plan year | Plans | Participant records | Net assets | Employer contributions | Participant contributions |
|---|---|---|---|---|---|
| 2024 | 2 | 1,178 | $376M | $16.1M | $10.5M |
| 2023 | 1 | 1,013 | $308M | $11.1M | $10.0M |
| 2022 | 1 | 957 | $249M | $10.1M | $9.1M |
| 2021 | 1 | 907 | $286M | $9.7M | $8.9M |
| 2020 | 1 | 935 | $244M | $8.9M | $8.5M |
| 2019 | 1 | 836 | $215M | $7.9M | $7.7M |
History of the plans listed above, in the years each filed the full Form 5500 with 100 or more participants. Plans that have since terminated are not included.
Service providers
| Organisation | Services reported | Plans | Compensation reported |
|---|---|---|---|
| Physician Wealth Advisors Inc. | Investment advisory (participants); Investment advisory (plan); Investment management | 1 | $120,186 |
| NWPS | Contract Administrator; Recordkeeping and information management; Consulting (general); Participant loan processing | 1 | $89,354 |
| Cerdrus LLC | Investment advisory (participants); Investment management | 1 | $63,061 |
| Cherry Creek Investment Adv | Investment advisory (participants); Investment management | 1 | $26,859 |
| Charles Schwab Trust Bank | Custodial (securities) | 1 | $22,627 |
| Morningstar Investment Service | Investment advisory (participants); Investment management | 1 | $22,254 |
| Wealth Enhancemnet Advisory SE | Investment advisory (participants); Investment management | 1 | $21,982 |
| Prestige Wealthwide LLC | Investment advisory (participants); Investment management | 1 | $15,545 |
| Wealthsource Partners LLC | Investment advisory (participants); Investment management | 1 | $12,918 |
| OneDigital Investment Advisors | Investment advisory (participants); Investment management | 1 | $12,495 |
| PJ Roland | Investment advisory (participants); Investment management | 1 | $7,548 |
| Charles Schwab & Co., Inc. | Custodial (securities) | 1 | $6,737 |
Organisations paid $5,000 or more by any of these plans, from Schedule C. Individuals are not shown.
Questions and answers
How many retirement plans does Carepoint Health, LLC have?
2 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: Carepoint Health, LLC 401(k) Profit Sharing Plan and Carepoint Health, LLC Cash Balance Plan II. Smaller plans and plans filed under a subsidiary's number are not grouped here.
How much does Carepoint Health, LLC contribute to its plans?
$16,112,135 in employer contributions across these plans in their latest plan years, about $16,960 per active participant record. Form 5500 reports totals and not the match or accrual formula.
Who provides services to these plans?
Schedule C filings name Physician Wealth Advisors Inc., NWPS, Cerdrus LLC and Cherry Creek Investment Adv and others. Only organisations paid $5,000 or more by a plan are listed on Schedule C.
Where does this come from?
Form 5500 annual reports filed with the Department of Labor's EFAST2 system, from the EBSA research files, with filings received through 24 Aug 2026. Figures are as filed and may be amended.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, public domain, with filings received through 24 Aug 2026. Plans are grouped by the sponsor's employer identification number exactly as filed; a company that files under several EINs appears as several employers. See the methodology and corrections.