Carestar, Inc.ESOP
CARESTAR, INC. EMPLOYEE STOCK OWNERSHIP PLAN · CINCINNATI, OH · plan year 2025
Peer grade: A- · admin costs + employer contributions vs same-size plans · how grading works
Carestar, Inc. reported $90,728 in plan administrative expenses for 2025: 0.09% of average plan assets, below the peer median. Employer contributions averaged $16,556 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.
Across the 3 years on file its reported administrative ratio fell from 1.20% to 0.09%. The plan sits in the $50M–$250M size bracket, benchmarked here against 605 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 330th-largest of 3,295 plans among Ohio employers on file, and the 976th of 11,911 in health care & social assistance. active participation has grown from 343 to 408 since 2022.
Carestar, Inc.'s 2025 employer contribution ran above the $4,093 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.
Annual cost at the plan's reported 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.
Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.
This plan has changed recordkeepers within these filings. If you left Carestar, Inc. before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).
Why are you looking at this plan?
Source: U.S. Department of Labor, Form 5500 series, EIN 311254105 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.