401(k) · DOL Form 5500 · 2022

Carmel Partners Management LLC 401(k) Plan

Data updated 2026-08-25

$33M
Total assets Below avg plan size
242
Participants Below avg headcount
84th
Percentile by assets National rank
$137,529
Avg per participant Near avg balance/head
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Official DOL plan name: Carmel Partners, LLC 401(k) Profit Sharing Plan · Sponsored by Carmel Partners Management LLC · California · Real Estate

$33M in assets, 242 participants

Carmel Partners Management LLC's Carmel Partners, LLC 401(k) Profit Sharing Plan reported $33M in total assets and 242 participants in its 2022 DOL Form 5500 filing, ranking in the 84th 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.

  • #4,723 in Real Estate (5,057 peers)

Coverage in California

Carmel Partners, LLC 401(k) Profit Sharing Plan covers 242 participants in California, about 38% of the average California filer (state average ~630 per filing). Assets: $33M.

#4,723
in Real Estate (5,057 peers)
-14.4%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Carmel Partners, LLC 401(k) Profit Sharing Plan's outsized position by total assets

Carmel Partners, LLC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$33,282,019 Top 16% higher than 84% 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

Carmel Partners, LLC 401(k) 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. Carmel Partners, LLC 401(k) Profit Sharing Plan sits mid-pack in the medium band (242 participants).

DOL schedule card

Filing strip 853272514 · Carmel Partners Management LLC PY 2022 · 401(k)

Carmel Partners, LLC 401(k) Profit Sharing Plan · $33M · 242 · 84th

  • BOY $33M
  • BOY 242
  • BOY 84th
  • BOY 401(k)
  • BOY near Commonwealth Primary Care, Inc. 401(k) Profit Sharing Plan and Trust
  • BOY ind #4723

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 →

Carmel Partners, LLC 401(k) Profit Sharing Plan in the asset neighbourhood

Carmel Partners, LLC 401(k) Profit Sharing PlanCarmel Partners, LLC 401(k) …$33MCommonwealth Primary Care, Inc. 401(k) Profit Sharing Plan and TrustCommonwealth Primary Care, I…$33MSangoma US Inc. 401(k) Plan$33MSuperior Group of Companies, Inc. 401(k) PlanSuperior Group of Companies,…$33MBogart Associates of Northern Virginia, LLC 401(k) PlanBogart Associates of Norther…$33M
End-of-year total assets ($M) among Carmel Partners, LLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$39M
Net Assets (End of Year)$33M
Net Income-$6M
Employer EIN853272514
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Carmel Partners Management LLC)

Sponsor-wide plan assets over time

All Carmel Partners Management LLC plans reported in each filing year

Latest sponsor-wide plan assets
$49M 47.62297022905972% vs 2022
2024 filing year
$30M$35M$40M$45M$50M$55M 202220232024 $33.3M $49.1M ▲ +47.6%
Year Plans Participants Total Assets
2022 1 242 $33M
2023 1 311 $41M
2024 1 348 $49M

Nearby 401(k) Plans in California

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

Carmel Partners, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Carmel Partners, LLC 401(k) Profit Sharing Plan, Total assets ($B): 0.033282019 · Participants: 242Carmel Partners, LLC 401(k) 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
Carmel Partners, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Carmel Partners, LLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

Carmel Partners, LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Commonwealth Primary Care, Inc. 401(k) Profit Sharing Plan and Trust in VA ($33M); by covered participants it is Revolution Retail Systems LLC 401(k) Plan in TX (242 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (242 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 Carmel Partners, LLC 401(k) Profit Sharing Plan assets move in 2022? ▼
Carmel Partners, LLC 401(k) Profit Sharing Plan pulled back noticeably - down 14.4% during 2022, from $39M to $33M. Reported net income was -$6M.
How have Carmel Partners Management LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carmel Partners Management LLC's sponsor-wide assets grew 47.6%, from $33M to $49M.
Where does Carmel Partners, LLC 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Carmel Partners, LLC 401(k) Profit Sharing Plan ranks in the 84th 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 Carmel Partners, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Commonwealth Primary Care, Inc. 401(k) Profit Sharing Plan and Trust in VA ($33M, 193 participants).
Which 401(k) plans cover a similar participant headcount to Carmel Partners, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Revolution Retail Systems LLC 401(k) Plan in TX (242 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 853272514.

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.