Profit Sharing · DOL Form 5500 · 2022

Montecito Retirement Association D/B/a Casa Dorinda Profit Sharing Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
249
Participants Below avg headcount
76th
Percentile by assets National rank
$74,104
Avg per participant Below avg balance/head
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Official DOL plan name: Casa Dorinda Tax-Deferred Annuity Plan · Sponsored by Montecito Retirement Association D/B/a Casa Dorinda · California · Healthcare & Social Assistance

$18M in assets, 249 participants

Montecito Retirement Association D/B/a Casa Dorinda's Casa Dorinda Tax-Deferred Annuity Plan reported $18M in total assets and 249 participants in its 2022 DOL Form 5500 filing, ranking in the 76th 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.

  • #16,035 in Healthcare & Social Assistance (20,060 peers)

Coverage in California

Casa Dorinda Tax-Deferred Annuity Plan covers 249 participants in California, about 40% of the average California filer (state average ~630 per filing). Assets: $18M.

#16,035
in Healthcare & Social Assistance (20,060 peers)
-17.1%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Casa Dorinda Tax-Deferred Annuity Plan's outsized position by total assets

Casa Dorinda Tax-Deferred Annuity Plan vs every filed plan by assets

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

$18,451,891 Top 24% higher than 76% 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

Casa Dorinda Tax-Deferred Annuity 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. Casa Dorinda Tax-Deferred Annuity Plan sits mid-pack in the medium band (249 participants).

DOL schedule card

Filing strip 237425754 · Montecito Retirement Association D/B/a Casa Dorinda PY 2022 · Profit Sharing

Casa Dorinda Tax-Deferred Annuity Plan · $18M · 249 · 76th

  • BOOK $18M
  • VS-ST 249
  • BOY 76th
  • SCH Profit Sharing
  • EBSA near Easter Seals New Jersey Tax Sheltered Annuity Plan
  • PART ind #16035

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 Healthcare & Social Assistance retirement plans → · Plans in California →

Casa Dorinda Tax-Deferred Annuity Plan in the asset neighbourhood

Sefar 401(k) Plan$18MCasa Dorinda Tax-Deferred Annuity PlanCasa Dorinda Tax-Deferred An…$18MEaster Seals New Jersey Tax Sheltered Annuity PlanEaster Seals New Jersey Tax …$18MW.R. Grace & Co. Retirement Contribution PlanW.R. Grace & Co. Retirement …$18MI.B.E.W. Local 855 Defined Contribution Pension Plan & TrustI.B.E.W. Local 855 Defined C…$18M
End-of-year total assets ($M) among Casa Dorinda Tax-Deferred Annuity Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$18M
Net Income-$4M
Employer EIN237425754
Plan Effective Date1990-04-30
Filing StatusFILING RECEIVED

Sponsor Plan History (Montecito Retirement Association D/B/a Casa Dorinda)

Sponsor-wide plan assets over time

All Montecito Retirement Association D/B/a Casa Dorinda plans reported in each filing year

Latest sponsor-wide plan assets
$23M 23.5964433130458% vs 2022
2024 filing year
$18M$20M$22M$24M 202220232024 $18.5M $22.8M ▲ +23.6%
Year Plans Participants Total Assets
2022 1 249 $18M
2023 1 276 $21M
2024 1 316 $23M

Nearby Profit Sharing Plans in California

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Casa Dorinda Tax-Deferred Annuity Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Casa Dorinda Tax-Deferred Annuity Plan, Total assets ($B): 0.018451891 · Participants: 249Casa Dorinda Tax-Deferred Annuity PlanIntel Retirement Contribution Plan, Total assets ($B): 6.922537047 · Participants: 22216Intel Retirement Contribution PlanScpmg Keogh Plan, Total assets ($B): 5.599096297 · Participants: 9727Scpmg Keogh PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 5.566886773 · Participants: 67173Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.163824 · Participants: 5104Memorialcare Retirement PlanCedars-Sinai Health System Defined Contribution Retirement Plan, Total assets ($B): 0.797223577 · Participants: 11344Cedars-Sinai Health System Defined Contribution Retirement Plan
Casa Dorinda Tax-Deferred Annuity Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Casa Dorinda Tax-Deferred Annuity Plan side-by-side with 3 peers →

Casa Dorinda Tax-Deferred Annuity Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Easter Seals New Jersey Tax Sheltered Annuity Plan in NJ ($18M); by covered participants it is Lowry Park Zoological Society of Tampa, Inc. Profit Sharing Plan in FL (249 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (249 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 Casa Dorinda Tax-Deferred Annuity Plan assets move in 2022? ▼
Casa Dorinda Tax-Deferred Annuity Plan declined sharply - down 17.1% during 2022, from $22M to $18M. Reported net income was -$4M.
How have Montecito Retirement Association D/B/a Casa Dorinda plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Montecito Retirement Association D/B/a Casa Dorinda's sponsor-wide assets grew 23.6%, from $18M to $23M.
Where does Casa Dorinda Tax-Deferred Annuity Plan rank by assets among Form 5500 filers? ▼
Casa Dorinda Tax-Deferred Annuity Plan ranks in the 76th 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 Casa Dorinda Tax-Deferred Annuity Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Easter Seals New Jersey Tax Sheltered Annuity Plan in NJ ($18M, 1,222 participants).
Which Profit Sharing plans cover a similar participant headcount to Casa Dorinda Tax-Deferred Annuity Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Lowry Park Zoological Society of Tampa, Inc. Profit Sharing Plan in FL (249 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 237425754.

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.