Profit Sharing · DOL Form 5500 · 2022
Caditz and Grant Profit Sharing Plan
Data updated 2026-08-11
- $16M
- Total assets
- 2
- Participants
- 74th
- Percentile by assets
- $8.0M
- Avg per participant
Official DOL plan name: Caditz and Grant Employees' Profit Sharing Plan · Sponsored by Caditz and Grant · California · Professional & Technical Services
$16M in assets, 2 participants
Caditz and Grant's Caditz and Grant Employees' Profit Sharing Plan reported $16M in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 74th 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.
- 74th percentile by assets (of 139,126 plans)
- #15,811 in Professional & Technical Services (21,562 peers)
2022 asset change
Caditz and Grant Employees' Profit Sharing Plan pulled back noticeably 10.1% in 2022 ($18M → $16M) for 2 participants.
- $16M
- total plan assets (2022 EOY)
- 2
- covered participants
- 74th
- percentile by assets (of 139,126 plans)
- $8.0M
- avg assets per participant
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
2022 asset move for Caditz and Grant Employees' Profit Sharing Plan
Year over year, total assets pulled back noticeably from $18M at the start of 2022 to $16M at year-end (down 10.1%). Net assets closed at $16M; reported net income -$2M.
Caditz and Grant years around the 2022 move
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $16M |
| 2023 | 2 | 2 | $15M |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $18M |
|---|---|
| Net Assets (End of Year) | $16M |
| Net Income | -$2M |
| Employer EIN | 952692726 |
| Plan Effective Date | 1972-03-22 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in California
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
Caditz and Grant Employees' Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants
- Intel Retirement Contribution Plan $6.9B · 22,216
- Scpmg Keogh Plan $5.6B · 9,727
- Motion Picture Industry Individual Account Plan $5.6B · 67,173
- Memorialcare Retirement Plan $1.2B · 5,104
- Cedars-Sinai Health System Defined Contribution Retirement Plan $797M · 11,344
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Caditz and Grant Employees' Profit Sharing Plan by total assets, not by location.
Frequently Asked Questions
How did Caditz and Grant Employees' Profit Sharing Plan assets move in 2022? ▼
How have Caditz and Grant plan assets changed over time? ▼
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2022 change
Ways to act on Caditz and Grant Employees' Profit Sharing Plan's numbers.
- By total assets, Caditz and Grant Employees' Profit Sharing Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in California. Compare plans
- Caditz and Grant's sponsor-wide assets have declined 3.9% since 2022 across 2 plan years on file. More Professional & Technical Services plans