Profit Sharing · DOL Form 5500 · 2022

Castle Lion Consulting Profit Sharing Plan

Data updated 2026-08-25

$227K
Total assets Small plan by assets
1
Participants Small participant base
11th
Percentile by assets National rank
$227,358
Avg per participant Above avg balance/head
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Official DOL plan name: Castle Lion Consulting Retirement Plan · Sponsored by Castle Lion Consulting · California · Professional & Technical Services

$227K in assets, 1 participants

Castle Lion Consulting's Castle Lion Consulting Retirement Plan reported $227K in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 11th 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.

  • #2,032 in Professional & Technical Services (21,562 peers)

Castle Lion Consulting multi-year trail

Castle Lion Consulting's plans moved +83.6% in assets from 2022 to 2024; this filing shows Castle Lion Consulting Retirement Plan at $227K / 1 participant.

#2,032
in Professional & Technical Services (21,562 peers)
-3.7%
assets change YoY

The plan reported a net loss of $9K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Castle Lion Consulting Retirement Plan among the smaller filed plans by assets

Castle Lion Consulting Retirement Plan vs every filed plan by assets

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

$227,358 11th percentile higher than 11% 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

Castle Lion Consulting Retirement Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Castle Lion Consulting Retirement Plan is a micro filing (1 participant), the leftmost band.

Form 5500 schedule snapshot

Filing strip 831010786 · Castle Lion Consulting PY 2022 · Profit Sharing

Castle Lion Consulting Retirement Plan · $227K · 1 · 11th

  • NET $227K
  • BOOK 1
  • VS-ST 11th
  • BOY Profit Sharing
  • SCH near Dimalanta Group, Inc. Retirement Plan
  • EBSA ind #2032

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 Professional & Technical Services retirement plans → · Plans in California →

Castle Lion Consulting Retirement Plan in the asset neighbourhood

Castle Lion Consulting Retirement PlanCastle Lion Consulting Retir…$227KDimalanta Group, Inc. Retirement PlanDimalanta Group, Inc. Retire…$228KI. Figueroa Estasie Retirement PlanI. Figueroa Estasie Retireme…$227KSouthern Retina Consultant, Psc Retirement PlanSouthern Retina Consultant, …$228KMelvin Gonzalez Gonzalez Retirement PlanMelvin Gonzalez Gonzalez Ret…$227K
End-of-year total assets ($M) among Castle Lion Consulting Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Castle Lion Consulting multi-year asset trail

Sponsor-wide plan assets over time

All Castle Lion Consulting plans reported in each filing year

Latest sponsor-wide plan assets
$417K 83.58315959851863% vs 2022
2024 filing year
$0.2M$0.3M$0.4M$0.5M 202220232024 $0.23M $0.42M ▲ +82.6%
Year Plans Participants Total Assets
2022 1 1 $227K
2023 1 1 $316K
2024 1 1 $417K

Castle Lion Consulting filing trail (2022)

Total Assets (Beginning of Year)$236K
Net Assets (End of Year)$227K
Net Income-$9K
Employer EIN831010786
Plan Effective Date2018-06-25
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

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

Castle Lion Consulting Retirement Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Castle Lion Consulting Retirement Plan, Total assets ($B): 0.000227358 · Participants: 1Castle Lion Consulting Retirement PlanIntel 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
Castle Lion Consulting Retirement Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Castle Lion Consulting Retirement Plan side-by-side with 3 peers →

Castle Lion Consulting Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Dimalanta Group, Inc. Retirement Plan in OH ($228K); by covered participants it is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Castle Lion Consulting Retirement Plan assets move in 2022? ▼
Castle Lion Consulting Retirement Plan edged down modestly - down 3.7% during 2022, from $236K to $227K. Reported net income was -$9K.
How have Castle Lion Consulting plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Castle Lion Consulting's sponsor-wide assets grew 83.6%, from $227K to $417K.
Where does Castle Lion Consulting Retirement Plan rank by assets among Form 5500 filers? ▼
Castle Lion Consulting Retirement Plan ranks in the 11th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Castle Lion Consulting Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Dimalanta Group, Inc. Retirement Plan in OH ($228K, 3 participants).
Which Profit Sharing plans cover a similar participant headcount to Castle Lion Consulting Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant, $272K 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 831010786.

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.