401(k) · DOL Form 5500 · 2022

California Association of Realtors 401(k) Plan

Data updated 2026-08-25

$58M
Total assets Below avg plan size
133
Participants Small participant base
89th
Percentile by assets National rank
$435,684
Avg per participant High balance/head
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Official DOL plan name: California Association of Realtors Profit Sharing Plan · Sponsored by California Association of Realtors · California · Real Estate

$58M in assets, 133 participants

California Association of Realtors's California Association of Realtors Profit Sharing Plan reported $58M in total assets and 133 participants in its 2022 DOL Form 5500 filing, ranking in the 89th 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.

  • #4,877 in Real Estate (5,057 peers)

Coverage in California

California Association of Realtors Profit Sharing Plan covers 133 participants in California, about 21% of the average California filer (state average ~630 per filing). Assets: $58M.

#4,877
in Real Estate (5,057 peers)
-24.4%
assets change YoY
0.6×
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.

California Association of Realtors Profit Sharing Plan's outsized position by total assets

California Association of Realtors Profit Sharing Plan vs every filed plan by assets

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

$57,945,997 Top 11% higher than 89% 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

California Association of Realtors Profit Sharing 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. California Association of Realtors Profit Sharing Plan sits mid-pack in the medium band (133 participants).

Plan-year Form 5500 strip

Filing strip 950594790 · California Association of Realtors PY 2022 · 401(k)

California Association of Realtors Profit Sharing Plan · $58M · 133 · 89th

  • PART $58M
  • PART 133
  • PART 89th
  • PART 401(k)
  • PART near Hartree Partners, LP Employees' Savings Plan
  • PART ind #4877

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 California →

California Association of Realtors Profit Sharing Plan in the asset neighbourhood

Northstar Group Services, Inc. 401(k) Retirement PlanNorthstar Group Services, In…$58MCalifornia Association of Realtors Profit Sharing PlanCalifornia Association of Re…$58MHartree Partners, LP Employees' Savings PlanHartree Partners, LP Employe…$58MNature's Sunshine Products, Inc. Tax Deferred Retirement PlanNature's Sunshine Products, …$58MCook's Pest Control, Inc. Employee Capital Accumulation PlanCook's Pest Control, Inc. Em…$58M
End-of-year total assets ($M) among California Association of Realtors Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$77M
Net Assets (End of Year)$58M
Net Income-$19M
Employer EIN950594790
Plan Effective Date1977-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (California Association of Realtors)

Sponsor-wide plan assets over time

All California Association of Realtors plans reported in each filing year

Latest sponsor-wide plan assets
$67M 16.43546317789648% vs 2022
2024 filing year
$55M$60M$65M$70M 202220232024 $58M $67.5M ▲ +16.4%
Year Plans Participants Total Assets
2022 1 133 $58M
2023 1 127 $65M
2024 1 133 $67M

Nearby 401(k) Plans in California

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

California Association of Realtors Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants California Association of Realtors Profit Sharing Plan, Total assets ($B): 0.057945997 · Participants: 133California Association of Realtors Profit Sharing PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
California Association of Realtors Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare California Association of Realtors Profit Sharing Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Hartree Partners, LP Employees' Savings Plan in NY ($58M); by covered participants it is Ari Retirement Plan in IL (133 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (133 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 California Association of Realtors Profit Sharing Plan assets move in 2022? ▼
California Association of Realtors Profit Sharing Plan declined sharply - down 24.4% during 2022, from $77M to $58M. Reported net income was -$19M.
How have California Association of Realtors plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), California Association of Realtors's sponsor-wide assets grew 16.4%, from $58M to $67M.
Where does California Association of Realtors Profit Sharing Plan rank by assets among Form 5500 filers? ▼
California Association of Realtors Profit Sharing Plan ranks in the 89th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to California Association of Realtors Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hartree Partners, LP Employees' Savings Plan in NY ($58M, 232 participants).
Which 401(k) plans cover a similar participant headcount to California Association of Realtors Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ari Retirement Plan in IL (133 participants, $990K 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 950594790.

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.