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Benchmarking Caris Healthcare, LP 401(K) Plan in Knoxville, TN against all plans

 

Caris Healthcare, LP 401(K) Plan in Knoxville, TN has the 9th-highest yield on beginning-of-plan-year total assets (15.33%) among the 46 plans in Knoxville, TN. That 15.33% compares to an average of 13.41% across those 46 plans.

Beating the average of 13.41% means an extra $305,823 in net earnings on investments.

Note: yield on beginning-of-plan-year total assets =
(100 * net earnings on investments) รท total assets at beginning of plan year

Caris Healthcare, LP 401(K) Plan has these standings among those 46 peer plans:

  • yield on beginning-of-plan-year total assets = 15.33% (9th-highest)

  • net earnings on investments = $2,440,823 (23rd-lowest)

  • total assets at beginning of plan year = $15,916,961 (21st-least)

and these values satisfy the maximum allowed for calculating yield from beginning assets:

  • asset transfers to this plan = $0

  • asset transfers from this plan = $0

and these values provide further relevant context:

  • cash contributions from participants = $1,174,689

  • cash contributions from employers = $722,972

  • total contributions = $2,030,291

Visualize

 
 

Peers

beat out by Holston Gases, Inc. 401k Profit Sharing Plan in Knoxville, TN (21.68%), Custom Foods of America Incorporated Retirement Plan in Knoxville, TN (18.89%), Tennessee Cancer Specialists, PLLC 401(K) Retirement Plan in Knoxville, TN (17.05%), and Endocrinology Consultants of East Tennessee 401(K) Profit Sharing Plan in Knoxville, TN (16.28%), and 4 others, ending with Perfectserve, Inc. Retirement Savings Plan in Knoxville, TN (15.43%).

beat Functional Pathways 401(K) Plan in Knoxville, TN (14.85%), Edfinancial Services, LLC 401(K) Plan in Knoxville, TN (14.64%), Education Loan Finance, Inc 401(K) Plan in Knoxville, TN (14.60%), and VYNE 401(K) Retirement Plan in Knoxville, TN (14.48%), and others, ending with Tis Insurance Services, Inc. 401(K) Profit Sharing in Knoxville, TN (6.29%).

References

  1. in city. Values were kept only if they occurred at least 20 times. Except where noted, all data come from the 25-October-2023 updates to the year-2021 5500 Forms and Schedule H from the public websites at the Department of Labor, Employee Benefits Security Administration.
  2. yield on beginning-of-plan-year total assets. Higher values are better. To qualify, the total assets at the beginning of the plan year must be above zero, and either (1) both the asset transfers to the plan and asset transfers from the plan during the plan year must be zero, or (2) the sum of the absolute values of both asset transfers must be less than 1% of the total assets at the beginning of the plan year. If it qualifies, the yield on beginning-of-plan-year total assets (as a percentage) equals net earnings on investments divided by total assets at the beginning of the plan year, times 100. The above quantities are all from Schedule H: Assets transfer to the plan is Line 2l(1). Assets transfer from the plan is Line 2l(2). Net earnings on investments is the sum of the ten column (b) entries from 2b, minus investment advisory and management fees (Line 2i(3)). Total assets at the beginning of the plan year is Line 1f(a). Except where noted, all data come from the 25-October-2023 updates to the year-2021 5500 Forms and Schedule H from the public websites at the Department of Labor, Employee Benefits Security Administration.