Profit Sharing · DOL Form 5500 · 2022

Caditz and Grant Profit Sharing Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
2
Participants Small participant base
74th
Percentile by assets National rank
$8.0M
Avg per participant High balance/head
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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.

  • #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.

#15,811
in Professional & Technical Services (21,562 peers)
-10.1%
assets change YoY

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.

Caditz and Grant Employees' Profit Sharing Plan's outsized position by total assets

Caditz and Grant Employees' Profit Sharing Plan vs every filed plan by assets

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

$15,977,614 Top 26% higher than 74% 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

Caditz and Grant Employees' Profit Sharing Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Caditz and Grant Employees' Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

Published 5500 schedule card

Filing strip 952692726 · Caditz and Grant PY 2022 · Profit Sharing

Caditz and Grant Employees' Profit Sharing Plan · $16M · 2 · 74th

  • SCH $16M
  • SCH 2
  • SCH 74th
  • SCH Profit Sharing
  • SCH near Valley Emergency Room Associates, P.a. Profit-Sharing Plan
  • SCH ind #15811

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 Professional & Technical Services retirement plans → · Plans in California →

Caditz and Grant Employees' Profit Sharing Plan in the asset neighbourhood

Central New York Laborers' Annuity FundCentral New York Laborers' A…$16MIncodema Retirement Plan$16MSheet Metal Workers Local 218(d) Defined Contribution PlanSheet Metal Workers Local 21…$16MCaditz and Grant Employees' Profit Sharing PlanCaditz and Grant Employees' …$16MValley Emergency Room Associates, P.a. Profit-Sharing PlanValley Emergency Room Associ…$16M
End-of-year total assets ($M) among Caditz and Grant Employees' Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Caditz and Grant years around the 2022 move

Sponsor-wide plan assets over time

All Caditz and Grant plans reported in each filing year

Latest sponsor-wide plan assets
$15M 3.9115727792647887% vs 2022
2023 filing year
$15.2M$15.4M$15.6M$15.8M$16M$16.2M 20222023 $16M $15.4M ▼ -3.9%
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 EIN952692726
Plan Effective Date1972-03-22
Filing StatusFILING 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 Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Caditz and Grant Employees' Profit Sharing Plan, Total assets ($B): 0.015977614 · Participants: 2Caditz and Grant Employees' Profit Sharing 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
Caditz and Grant Employees' Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Caditz and Grant Employees' Profit Sharing Plan side-by-side with 3 peers →

Caditz and Grant Employees' Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Valley Emergency Room Associates, P.a. Profit-Sharing Plan in NJ ($16M); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Caditz and Grant Employees' Profit Sharing Plan assets move in 2022? ▼
Caditz and Grant Employees' Profit Sharing Plan pulled back noticeably - down 10.1% during 2022, from $18M to $16M. Reported net income was -$2M.
How have Caditz and Grant plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Caditz and Grant's sponsor-wide assets declined 3.9%, from $16M to $15M.
Which Profit Sharing plans are similar in size to Caditz and Grant Employees' Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Valley Emergency Room Associates, P.a. Profit-Sharing Plan in NJ ($16M, 25 participants).
Which Profit Sharing plans cover a similar participant headcount to Caditz and Grant Employees' Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $4M 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 952692726.

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.