Profit Sharing · DOL Form 5500 · 2022
Cca Wealth Strategies Inc. Profit Sharing Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 29th
- Percentile by assets National rank
- $700,019
- Avg per participant High balance/head
Official DOL plan name: Cca Wealth Strategies Inc. Retirement Plan · Sponsored by Cca Wealth Strategies Inc. · Texas · Other Services
$1M in assets, 2 participants
Cca Wealth Strategies Inc.'s Cca Wealth Strategies Inc. Retirement Plan reported $1M in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 29th 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.
- #4,414 in Other Services (8,398 peers)
Other Services sector rank
Within Other Services, Cca Wealth Strategies Inc. Retirement Plan ranks #4,414 of 8,398 2022 filers by assets (1434% of the sector average)-$1M for 2 participants.
- #4,414
- in Other Services (8,398 peers)
- +16.7%
- assets growth YoY
Cca Wealth Strategies Inc. Retirement Plan among the smaller filed plans by assets
Cca Wealth Strategies Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,400,038 29th percentile higher than 29% 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
Cca Wealth Strategies 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. Cca Wealth Strategies Inc. Retirement Plan is a micro filing (2 participants), the leftmost band.
Published 5500 schedule card
Filing strip 822002930 · Cca Wealth Strategies Inc. PY 2022 · Profit Sharing
Cca Wealth Strategies Inc. Retirement Plan · $1M · 2 · 29th
- TYPE $1M
- TYPE 2
- TYPE 29th
- TYPE Profit Sharing
- TYPE near Zivr Inc. Retirement Plan
- TYPE ind #4414
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 Other Services retirement plans → · Plans in Texas →
Cca Wealth Strategies Inc. Retirement Plan in the asset neighbourhood
Other Services filing particulars
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | $200K |
| Employer EIN | 822002930 |
| Plan Effective Date | 2017-06-27 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Cca Wealth Strategies Inc.)
Sponsor-wide plan assets over time
All Cca Wealth Strategies Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 7.142948977099193% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $1M |
| 2023 | 1 | 2 | $1M |
| 2024 | 1 | 2 | $2M |
Nearby Profit Sharing Plans in Texas
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Southwest Airlines Co. Profitsharing Plan $5.3B · 60,454
- Baylor College of Medicine Retirement Plan $1.4B · 9,875
- H-E-B Partner Stock Plan $1.0B · 71,666
- The Defined Contribution Plan of the Methodist Hospital $752M · 27,959
- Maritime Association - I.L.a. Retirement Fund $743M · 3,941
Cca Wealth Strategies Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Texas, the nearest Profit Sharing by assets is Zivr Inc. Retirement Plan in MN ($1M); 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 ($1M 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.