Profit Sharing · DOL Form 5500 · 2022
Carriage House Investments Company Profit Sharing Plan
Data updated 2026-08-11
- $43M
- Total assets
- 288
- Participants
- 87th
- Percentile by assets
- $149,442
- Avg per participant
Official DOL plan name: Carriage House Investments Company Employees' Profit Sharing Plan · Sponsored by Carriage House Investments Company · Utah · Management of Enterprises
$43M in assets, 288 participants
Carriage House Investments Company's Carriage House Investments Company Employees' Profit Sharing Plan reported $43M in total assets and 288 participants in its 2022 DOL Form 5500 filing, ranking in the 87th 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.
- 87th percentile by assets (of 139,126 plans)
- #819 in Management of Enterprises (1,193 peers)
Coverage in Utah
Carriage House Investments Company Employees' Profit Sharing Plan covers 288 participants in Utah, about 49% of the average Utah filer (state average ~592 per filing). Assets: $43M.
- $43M
- total plan assets (2022 EOY)
- 288
- covered participants
- 87th
- percentile by assets (of 139,126 plans)
- $149,442
- avg assets per participant
The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Participants vs Utah filers
In Utah, the average filing covers about 592 participants across 1,280 plans. Carriage House Investments Company Employees' Profit Sharing Plan reports 288 participants - about 49% of that state average ($43M EOY assets).
Utah filing particulars
| Total Assets (Beginning of Year) | $48M |
|---|---|
| Net Assets (End of Year) | $43M |
| Net Income | -$5M |
| Employer EIN | 455621774 |
| Plan Effective Date | 1990-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Carriage House Investments Company)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 288 | $43M |
| 2023 | 1 | 268 | $53M |
| 2024 | 1 | 286 | $62M |
Nearby Profit Sharing Plans in Utah
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
Carriage House Investments Company Employees' Profit Sharing Plan vs. nearby Profit Sharing plans in Utah, assets vs. participants
- Wgu Retirement Savings Plan $327M · 7,193
- Dyno Nobel Inc. and Subsidiaries Tax Favored Retirement Savings and Investment Plan $289M · 2,328
- Management & Training Corporation Retirement Plan $163M · 5,762
- Parsons Behle & Latimer Profit Sharing Plan & Trust $131M · 229
- Rio Tinto Alcan 401(k) Savings Plan for Former Employees $109M · N/A
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Carriage House Investments Company Employees' Profit Sharing Plan by total assets, not by location.
Frequently Asked Questions
How did Carriage House Investments Company Employees' Profit Sharing Plan assets move in 2022? ▼
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Filing takeaways
Ways to act on Carriage House Investments Company Employees' Profit Sharing Plan's numbers.
- By total assets, Carriage House Investments Company Employees' Profit Sharing Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Utah. Compare plans
- Carriage House Investments Company's sponsor-wide assets have grown 43.1% since 2022 across 3 plan years on file. More Management of Enterprises plans