Caresource Management Services 401(k) plan

Caresource Management Services LLC, Dayton, OH. EIN 31-1703371. Annual reports 2009–2024. Also filed as Caresource Management Group Co.

Caresource Management Services LLC has one active retirement plan on file, the Caresource Management Services 401(k) Retirement Plan, with 5,727 participants and $511 million in assets in 2024. Fidelity has been its recordkeeper since 2009. No traditional pension plan appears in Caresource Management Services's filings since 2009.

Active plans: 1
Participants: 5,727
Plan assets: $511 million
401(k) recordkeeper: Fidelity
Plans on file: 1
Industry: Finance and insurance

The plan

Caresource Management Services 401(k) Retirement Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 001Employer EIN 31-1703371
Participants (2024): 5,727
Net assets (2024): $511 million
Recordkeeper: Fidelity2009–2024
Plan administrator: Caresource Management Services LLC
230 North Main Street
Dayton, OH 45402
(937) 531-3600As filed for 2024
In effect since: September 1, 1997

Earlier sponsor: Caresource Management Group Co (2009–2020).

Earlier plan names: Caresource Management Group 401(k) Retirement Plan.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	5,727	$511 million	Fidelity
2023	5,680	$426 million	Fidelity
2022	5,775	$325 million	Fidelity
2021	5,376	$361 million	Fidelity
2020	5,223	$293 million	Fidelity
2019	5,062	$229 million	Fidelity
2018	4,622	$160 million	Fidelity
2017	4,147	$147 million	Fidelity
2016	3,554	$104 million	Fidelity
2015	2,796	$78.8 million	Fidelity
2014	2,186	$64.9 million	Fidelity
2013	1,830	$53.4 million	Fidelity
2012	1,564	$36.9 million	Fidelity
2011	1,215	$28.1 million	Fidelity
2010	1,063	$24.2 million	Fidelity
2009	985	$18.6 million	Fidelity

If you had money in one of these plans

Call Fidelity (fidelity.com), which runs the Caresource Management Services 401(k) Retirement Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((937) 531-3600). That number was filed for 2024; ask for the benefits or retirement plan office.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

The plan

Caresource Management Services 401(k) Retirement Plan

If you had money in one of these plans

What these numbers are

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