How big is Caritas Management LLC's plan?

Caritas Management LLC's plan reported $1.7M in assets and 23 participants for 2024.

Original filing (PDF)20251110134556NAL0004646289001

Caritas Management LLC

Name: Caritas Management LLC — Form 5500 (2024)
Creator: Caritas Management LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan · Caritas Management LLC held $1.7M in plan assets for 23 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

Plan identifiers

Caritas Management LLC's EIN is 82-3987674.

EIN 82-3987674

Plan number 002

Plan year 2024

ACK ID 20251110134556NAL0004646289001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Caritas Management LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Caritas Management LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CARITAS MANAGEMENT LLC.

Finding similar companies…

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (22nd percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

CARITAS MANAGEMENT LLC

DBA

CARITAS CONSTRUCTION

EIN

all filings

Address

2501 SEAPORT DRIVE · SUITE SH200 · CHESTER, PA · 19013

Phone

(610) 569-0569

Industry

Construction

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-11-10

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Construction plans

Mackie Construction, Inc.

Mackie Construction, Inc. 401(k) Plan

$1.7M · 83 participants

James M. BARB Construction

James M. BARB Construction, Inc. 401(k)

$1.7M · 36 participants

Walker Development

Walker Development 40i(k) Plan

$1.7M · 45 participants

Symmetry Builders

Symmetry Builders 401(k) Plan

$1.7M · 36 participants

Rubicon Builders, LLC

Rubicon Builders 401(k) Plan

$1.7M · 25 participants

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.