401(k) · DOL Form 5500 · 2022

Carey Asset Management Corp 401(k) Plan

Data updated 2026-08-25

$75M
Total assets Below avg plan size
128
Participants Small participant base
91st
Percentile by assets National rank
$589,402
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Carey Profit Sharing and 401(k) Plan · Sponsored by Carey Asset Management Corp · New York · Real Estate

$75M in assets, 128 participants

Carey Asset Management Corp's Carey Profit Sharing and 401(k) Plan reported $75M in total assets and 128 participants in its 2022 DOL Form 5500 filing, ranking in the 91st 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.

  • #4,927 in Real Estate (5,057 peers)

Coverage in New York

Carey Profit Sharing and 401(k) Plan covers 128 participants in New York, about 16% of the average New York filer (state average ~798 per filing). Assets: $75M.

#4,927
in Real Estate (5,057 peers)
-19.8%
assets change YoY
0.8×
vs typical plan assets (national mean)

The plan reported a net loss of $19M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Carey Profit Sharing and 401(k) Plan's outsized position by total assets

Carey Profit Sharing and 401(k) Plan vs every filed plan by assets

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

$75,443,441 Top 9% higher than 91% 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

Carey Profit Sharing and 401(k) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Carey Profit Sharing and 401(k) Plan sits mid-pack in the medium band (128 participants).

Form 5500 schedule snapshot

Filing strip 134121956 · Carey Asset Management Corp PY 2022 · 401(k)

Carey Profit Sharing and 401(k) Plan · $75M · 128 · 91st

  • RANK $75M
  • RANK 128
  • RANK 91st
  • RANK 401(k)
  • RANK near Central Indiana Orthopedics, P. C. Employee Profit Sharing Plan
  • RANK ind #4927

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 New York →

Carey Profit Sharing and 401(k) Plan in the asset neighbourhood

Safe Credit Union 401(k) Profit-Sharing PlanSafe Credit Union 401(k) Pro…$75MCarey Profit Sharing and 401(k) PlanCarey Profit Sharing and 401…$75MCentral Indiana Orthopedics, P. C. Employee Profit Sharing PlanCentral Indiana Orthopedics,…$75MClack Corporation Profit Sharing 401(k) PlanClack Corporation Profit Sha…$75MClearway Energy Group LLC Employee Savings PlanClearway Energy Group LLC Em…$75M
End-of-year total assets ($M) among Carey Profit Sharing and 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$94M
Net Assets (End of Year)$75M
Net Income-$19M
Employer EIN134121956
Plan Effective Date2002-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Carey Asset Management Corp)

Sponsor-wide plan assets over time

All Carey Asset Management Corp plans reported in each filing year

Latest sponsor-wide plan assets
$91M 20.54557930357392% vs 2022
2023 filing year
$70M$75M$80M$85M$90M$95M 20222023 $75.4M $90.9M ▲ +20.5%
Year Plans Participants Total Assets
2022 1 128 $75M
2023 1 135 $91M

Nearby 401(k) Plans in New York

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Carey Profit Sharing and 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Carey Profit Sharing and 401(k) Plan, Total assets ($B): 0.075443441 · Participants: 128Carey Profit Sharing and 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Carey Profit Sharing and 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Carey Profit Sharing and 401(k) Plan side-by-side with 3 peers →

Carey Profit Sharing and 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Central Indiana Orthopedics, P. C. Employee Profit Sharing Plan in IN ($75M); by covered participants it is Montage Inc 401(k) Profit Sharing Plan & Trust in MI (128 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (128 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 Carey Profit Sharing and 401(k) Plan assets move in 2022? ▼
Carey Profit Sharing and 401(k) Plan declined sharply - down 19.8% during 2022, from $94M to $75M. Reported net income was -$19M.
How have Carey Asset Management Corp plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Carey Asset Management Corp's sponsor-wide assets grew 20.5%, from $75M to $91M.
Where does Carey Profit Sharing and 401(k) Plan rank by assets among Form 5500 filers? ▼
Carey Profit Sharing and 401(k) Plan ranks in the 91st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Carey Profit Sharing and 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Central Indiana Orthopedics, P. C. Employee Profit Sharing Plan in IN ($75M, 202 participants).
Which 401(k) plans cover a similar participant headcount to Carey Profit Sharing and 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Montage Inc 401(k) Profit Sharing Plan & Trust in MI (128 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 134121956.

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.