Profit Sharing · DOL Form 5500 · 2022
Casa Bonita Holdings LLC Profit Sharing Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 38th
- Percentile by assets National rank
- $2.7M
- Avg per participant High balance/head
Official DOL plan name: Casa Bonita Holdings LLC Psp and Trust · Sponsored by Casa Bonita Holdings LLC · Arizona · Real Estate
$3M in assets, 1 participants
Casa Bonita Holdings LLC's Casa Bonita Holdings LLC Psp and Trust reported $3M in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 38th 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.
- #2,874 in Real Estate (5,057 peers)
2022 asset change
Casa Bonita Holdings LLC Psp and Trust pulled back noticeably 12.9% in 2022 ($3M → $3M) for 1 participant.
- #2,874
- in Real Estate (5,057 peers)
- -12.9%
- assets change YoY
The plan reported a net loss of $393K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Casa Bonita Holdings LLC Psp and Trust's mid-pack asset rank among Real Estate and all filers
Casa Bonita Holdings LLC Psp and Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$2,654,751 38th percentile higher than 38% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Casa Bonita Holdings LLC Psp and 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. Casa Bonita Holdings LLC Psp and Trust is a micro filing (1 participant), the leftmost band.
Published 5500 schedule card
Filing strip 465177938 · Casa Bonita Holdings LLC PY 2022 · Profit Sharing
Casa Bonita Holdings LLC Psp and Trust · $3M · 1 · 38th
- ASSETS $3M
- ASSETS 1
- ASSETS 38th
- ASSETS Profit Sharing
- ASSETS near Nob Hill Cat Clinic Profit Sharing Plan
- ASSETS ind #2874
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 Arizona →
Casa Bonita Holdings LLC Psp and Trust in the asset neighbourhood
Casa Bonita Holdings LLC years around the 2022 move
Sponsor-wide plan assets over time
All Casa Bonita Holdings LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $3M |
| 2023 | 1 | 1 | N/A |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | -$393K |
| Employer EIN | 465177938 |
| Plan Effective Date | 2014-03-17 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Arizona
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
Casa Bonita Holdings LLC Psp and Trust's out-of-state Profit Sharing peers by assets and headcount
Outside Arizona, the nearest Profit Sharing by assets is Nob Hill Cat Clinic Profit Sharing Plan in CA ($3M); by covered participants it is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
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.