Profit Sharing · DOL Form 5500 · 2022

Castillo Capital & Investments, Inc. Profit Sharing Plan

Data updated 2026-08-25

$416K
Total assets Small plan by assets
2
Participants Small participant base
17th
Percentile by assets National rank
$208,103
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Castillo Capital & Investments, Inc. Retirement Plan · Sponsored by Castillo Capital & Investments, Inc. · California · Administrative & Support Services

$416K in assets, 2 participants

Castillo Capital & Investments, Inc.'s Castillo Capital & Investments, Inc. Retirement Plan reported $416K in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 17th 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.

  • #1,716 in Administrative & Support Services (4,927 peers)

Castillo Capital & Investments, Inc. multi-year trail

Castillo Capital & Investments, Inc.'s plans moved +40.5% in assets from 2022 to 2024; this filing shows Castillo Capital & Investments, Inc. Retirement Plan at $416K / 2 participants.

#1,716
in Administrative & Support Services (4,927 peers)
+77.1%
assets growth YoY

Castillo Capital & Investments, Inc. Retirement Plan among the smaller filed plans by assets

Castillo Capital & Investments, Inc. Retirement Plan vs every filed plan by assets

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

$416,205 17th percentile higher than 17% 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

Castillo Capital & Investments, Inc. 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. Castillo Capital & Investments, Inc. Retirement Plan is a micro filing (2 participants), the leftmost band.

EBSA filing schedule strip

Filing strip 832656278 · Castillo Capital & Investments, Inc. PY 2022 · Profit Sharing

Castillo Capital & Investments, Inc. Retirement Plan · $416K · 2 · 17th

  • 5500 $416K
  • 5500 2
  • 5500 17th
  • 5500 Profit Sharing
  • 5500 near Monday Afternoon Inc. Profit Sharing Plan
  • 5500 ind #1716

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 Administrative & Support Services retirement plans → · Plans in California →

Castillo Capital & Investments, Inc. Retirement Plan in the asset neighbourhood

Castillo Capital & Investments, Inc. Retirement PlanCastillo Capital & Investmen…$416KMonday Afternoon Inc. Profit Sharing PlanMonday Afternoon Inc. Profit…$416KClean Heart, Inc. Profit Sharing PlanClean Heart, Inc. Profit Sha…$416KForth Enterprizes Inc. Retirement PlanForth Enterprizes Inc. Retir…$416KRonnally's Inc. Retirement PlanRonnally's Inc. Retirement P…$416K
End-of-year total assets ($M) among Castillo Capital & Investments, Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Castillo Capital & Investments, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Castillo Capital & Investments, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$585K 40.48053242993237% vs 2022
2024 filing year
$0.4M$0.45M$0.5M$0.55M$0.6M 202220232024 $0.42M $0.58M ▲ +38.1%
Year Plans Participants Total Assets
2022 1 2 $416K
2023 1 2 $439K
2024 1 2 $585K

Castillo Capital & Investments, Inc. filing trail (2022)

Total Assets (Beginning of Year)$235K
Net Assets (End of Year)$416K
Net Income$181K
Employer EIN832656278
Plan Effective Date2018-11-27
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

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

Castillo Capital & Investments, Inc. Retirement Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Castillo Capital & Investments, Inc. Retirement Plan, Total assets ($B): 0.000416205 · Participants: 2Castillo Capital & Investments, Inc. 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
Castillo Capital & Investments, Inc. Retirement Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Castillo Capital & Investments, Inc. Retirement Plan side-by-side with 3 peers →

Castillo Capital & Investments, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Monday Afternoon Inc. Profit Sharing Plan in FL ($416K); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($416K here).

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Castillo Capital & Investments, Inc. Retirement Plan assets move in 2022? ▼
Castillo Capital & Investments, Inc. Retirement Plan surged - up 77.1% during 2022, from $235K to $416K. Reported net income was $181K.
How have Castillo Capital & Investments, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Castillo Capital & Investments, Inc.'s sponsor-wide assets grew 40.5%, from $416K to $585K.
Where does Castillo Capital & Investments, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Castillo Capital & Investments, Inc. Retirement Plan ranks in the 17th 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 Castillo Capital & Investments, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Monday Afternoon Inc. Profit Sharing Plan in FL ($416K, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Castillo Capital & Investments, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $4M 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 832656278.

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.