Profit Sharing · DOL Form 5500 · 2022

Carriage House Investments Company Profit Sharing Plan

Data updated 2026-08-25

$43M
Total assets Below avg plan size
288
Participants Below avg headcount
87th
Percentile by assets National rank
$149,442
Avg per participant Above avg balance/head
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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.

  • #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.

#819
in Management of Enterprises (1,193 peers)
-10.5%
assets change YoY
0.4×
vs typical plan assets (national mean)

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.

Carriage House Investments Company Employees' Profit Sharing Plan's outsized position by total assets

Carriage House Investments Company Employees' Profit Sharing Plan vs every filed plan by assets

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

$43,039,275 Top 13% higher than 87% 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

Carriage House Investments Company Employees' 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. Carriage House Investments Company Employees' Profit Sharing Plan sits mid-pack in the medium band (288 participants).

EBSA filing schedule strip

Filing strip 455621774 · Carriage House Investments Company PY 2022 · Profit Sharing

Carriage House Investments Company Employees' Profit Sharing Plan · $43M · 288 · 87th

  • VS-ST $43M
  • BOY 288
  • SCH 87th
  • EBSA Profit Sharing
  • PART near Fresno Truck Center Profit Sharing Plan
  • TYPE ind #819

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 Management of Enterprises retirement plans → · Plans in Utah →

Carriage House Investments Company Employees' Profit Sharing Plan in the asset neighbourhood

Carriage House Investments Company Employees' Profit Sharing PlanCarriage House Investments C…$43MFresno Truck Center Profit Sharing PlanFresno Truck Center Profit S…$43MDefined Contribution Plan for Secretarial Staff of Patterson Belknap Webb & Tyler LLPDefined Contribution Plan fo…$43MPeckham, Inc. Defined Contribution Retirement PlanPeckham, Inc. Defined Contri…$43MPacific Realty Associates, L.P. Retirement Plan & TrustPacific Realty Associates, L…$43M
End-of-year total assets ($M) among Carriage House Investments Company Employees' Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Utah filing particulars

Total Assets (Beginning of Year)$48M
Net Assets (End of Year)$43M
Net Income-$5M
Employer EIN455621774
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Carriage House Investments Company)

Sponsor-wide plan assets over time

All Carriage House Investments Company plans reported in each filing year

Latest sponsor-wide plan assets
$62M 43.079677805911% vs 2022
2024 filing year
$40M$50M$60M$70M 202220232024 $43M $61.6M ▲ +43.1%
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 Scatter plot of 6 data points. -200002000400060008000 0100200300400 Total assets ($M) Participants Carriage House Investments Company Employees' Profit Sharing Plan, Total assets ($M): 43.039275 · Participants: 288Carriage House Investments Company Employees' Profit Sharing PlanWgu Retirement Savings Plan, Total assets ($M): 327.223731 · Participants: 7193Wgu Retirement Savings PlanDyno Nobel Inc. and Subsidiaries Tax Favored Retirement Savings and Investment Plan, Total assets ($M): 288.938777 · Participants: 2328Dyno Nobel Inc. and Subsidiaries Tax Favored Retirement Savings and Investment PlanManagement & Training Corporation Retirement Plan, Total assets ($M): 162.901162 · Participants: 5762Management & Training Corporation Retirement PlanParsons Behle & Latimer Profit Sharing Plan & Trust, Total assets ($M): 130.725371 · Participants: 229Parsons Behle & Latimer Profit Sharing Plan & TrustRio Tinto Alcan 401(k) Savings Plan for Former Employees, Total assets ($M): 109.347722 · Participants: 0Rio Tinto Alcan 401(k) Savings Plan for Former Employees
Carriage House Investments Company Employees' Profit Sharing Plan vs. nearby Profit Sharing plans in Utah, assets vs. participants
Compare Carriage House Investments Company Employees' Profit Sharing Plan side-by-side with 3 peers →

Carriage House Investments Company Employees' Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Utah, the nearest Profit Sharing by assets is Fresno Truck Center Profit Sharing Plan in CA ($43M); by covered participants it is Waverly Markets, LLC 401(k) Plan and Trust in CT (288 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (288 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 Carriage House Investments Company Employees' Profit Sharing Plan assets move in 2022? ▼
Carriage House Investments Company Employees' Profit Sharing Plan pulled back noticeably - down 10.5% during 2022, from $48M to $43M. Reported net income was -$5M.
How have Carriage House Investments Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carriage House Investments Company's sponsor-wide assets grew 43.1%, from $43M to $62M.
Where does Carriage House Investments Company Employees' Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Carriage House Investments Company Employees' Profit Sharing Plan ranks in the 87th 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 Profit Sharing plans are similar in size to Carriage House Investments Company Employees' Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Fresno Truck Center Profit Sharing Plan in CA ($43M, 429 participants).
Which Profit Sharing plans cover a similar participant headcount to Carriage House Investments Company Employees' Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Waverly Markets, LLC 401(k) Plan and Trust in CT (288 participants, $2M 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 455621774.

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.