Profit Sharing · DOL Form 5500 · 2022

Carstens Realty Profit Sharing Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
3
Participants Small participant base
66th
Percentile by assets National rank
$3.6M
Avg per participant High balance/head
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Official DOL plan name: Carstens Realty Profit Sharing Plan & Trust · Sponsored by Carstens Realty · California · Real Estate

$11M in assets, 3 participants

Carstens Realty's Carstens Realty Profit Sharing Plan & Trust reported $11M in total assets and 3 participants in its 2022 DOL Form 5500 filing, ranking in the 66th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #4,121 in Real Estate (5,057 peers)

Carstens Realty multi-year trail

Carstens Realty's plans moved -59.0% in assets from 2022 to 2024; this filing shows Carstens Realty Profit Sharing Plan & Trust at $11M / 3 participants.

#4,121
in Real Estate (5,057 peers)
-18.1%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Carstens Realty Profit Sharing Plan & Trust's mid-pack asset rank among Real Estate and all filers

Carstens Realty Profit Sharing Plan & Trust vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$10,739,270 Top 34% higher than 66% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Carstens Realty Profit Sharing Plan & Trust among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Carstens Realty Profit Sharing Plan & Trust is a micro filing (3 participants), the leftmost band.

Plan-year Form 5500 strip

Filing strip 942285475 · Carstens Realty PY 2022 · Profit Sharing

Carstens Realty Profit Sharing Plan & Trust · $11M · 3 · 66th

  • PHOTO $11M
  • PHOTO 3
  • PHOTO 66th
  • PHOTO Profit Sharing
  • PHOTO near Bbyo 403(b) Plan
  • PHOTO ind #4121

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Real Estate retirement plans → · Plans in California →

Carstens Realty Profit Sharing Plan & Trust in the asset neighbourhood

G & S Motor Equipment Co., Inc. Profit Sharing PlanG & S Motor Equipment Co., I…$11MMorrisville Auxiliary Corporation 403(b) DC PlanMorrisville Auxiliary Corpor…$11MCarstens Realty Profit Sharing Plan & TrustCarstens Realty Profit Shari…$11MBbyo 403(b) Plan$11MDavis Furniture Industries, Inc. Employee Stock Bonus Plan and TrustDavis Furniture Industries, …$11M
End-of-year total assets ($M) among Carstens Realty Profit Sharing Plan & Trust and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Carstens Realty multi-year asset trail

Sponsor-wide plan assets over time

All Carstens Realty plans reported in each filing year

Latest sponsor-wide plan assets
$4M 58.98291969565902% vs 2022
2024 filing year
$0M$5M$10M$15M 202220232024 $10.7M $4.4M ▼ -59.0%
Year Plans Participants Total Assets
2022 1 3 $11M
2023 1 3 $4M
2024 1 4 $4M

Carstens Realty filing trail (2022)

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$11M
Net Income-$2M
Employer EIN942285475
Plan Effective Date1981-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Carstens Realty Profit Sharing Plan & Trust vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Carstens Realty Profit Sharing Plan & Trust, Total assets ($B): 0.01073927 · Participants: 3Carstens Realty Profit Sharing Plan & TrustIntel Retirement Contribution Plan, Total assets ($B): 6.922537047 · Participants: 22216Intel Retirement Contribution PlanScpmg Keogh Plan, Total assets ($B): 5.599096297 · Participants: 9727Scpmg Keogh PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 5.566886773 · Participants: 67173Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.163824 · Participants: 5104Memorialcare Retirement PlanCedars-Sinai Health System Defined Contribution Retirement Plan, Total assets ($B): 0.797223577 · Participants: 11344Cedars-Sinai Health System Defined Contribution Retirement Plan
Carstens Realty Profit Sharing Plan & Trust vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Carstens Realty Profit Sharing Plan & Trust side-by-side with 3 peers →

Carstens Realty Profit Sharing Plan & Trust's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Bbyo 403(b) Plan in DC ($11M); by covered participants it is Crosmac Corp. Retirement Plan in NJ (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Carstens Realty Profit Sharing Plan & Trust assets move in 2022? ▼
Carstens Realty Profit Sharing Plan & Trust declined sharply - down 18.1% during 2022, from $13M to $11M. Reported net income was -$2M.
How have Carstens Realty plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carstens Realty's sponsor-wide assets declined 59.0%, from $11M to $4M.
Which Profit Sharing plans are similar in size to Carstens Realty Profit Sharing Plan & Trust? ▼
Among Profit Sharing plans in other states, the closest by assets is Bbyo 403(b) Plan in DC ($11M, 146 participants).
Which Profit Sharing plans cover a similar participant headcount to Carstens Realty Profit Sharing Plan & Trust? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Crosmac Corp. Retirement Plan in NJ (3 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 942285475.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.