Profit Sharing · DOL Form 5500 · 2022

Andy Caglia Realty, Inc. Profit Sharing Plan

Data updated 2026-08-25

$623K
Total assets Small plan by assets
3
Participants Small participant base
20th
Percentile by assets National rank
$207,731
Avg per participant Above avg balance/head
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Official DOL plan name: Andy Caglia Realty, Inc. Profit Sharing Plan · Sponsored by Andy Caglia Realty, Inc. · California · Real Estate

$623K in assets, 3 participants

Andy Caglia Realty, Inc.'s Andy Caglia Realty, Inc. Profit Sharing Plan reported $623K in total assets and 3 participants in its 2022 DOL Form 5500 filing, ranking in the 20th 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.

  • #1,736 in Real Estate (5,057 peers)

Andy Caglia Realty, Inc. multi-year trail

Andy Caglia Realty, Inc.'s plans moved +48.0% in assets from 2022 to 2024; this filing shows Andy Caglia Realty, Inc. Profit Sharing Plan at $623K / 3 participants.

#1,736
in Real Estate (5,057 peers)
+31.4%
assets growth YoY

Andy Caglia Realty, Inc. Profit Sharing Plan among the smaller filed plans by assets

Andy Caglia Realty, Inc. Profit Sharing Plan vs every filed plan by assets

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

$623,192 20th percentile higher than 20% 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

Andy Caglia Realty, Inc. 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. Andy Caglia Realty, Inc. Profit Sharing Plan is a micro filing (3 participants), the leftmost band.

Form 5500 schedule snapshot

Filing strip 942438867 · Andy Caglia Realty, Inc. PY 2022 · Profit Sharing

Andy Caglia Realty, Inc. Profit Sharing Plan · $623K · 3 · 20th

  • EBSA $623K
  • EBSA 3
  • EBSA 20th
  • EBSA Profit Sharing
  • EBSA near Rego & Sons, Inc. Profit Sharing Plan
  • EBSA ind #1736

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 →

Andy Caglia Realty, Inc. Profit Sharing Plan in the asset neighbourhood

Andy Caglia Realty, Inc. Profit Sharing PlanAndy Caglia Realty, Inc. Pro…$623KRego & Sons, Inc. Profit Sharing PlanRego & Sons, Inc. Profit Sha…$623KOrtega Pulmonary Associates, P.a. Profit Sharing TrustOrtega Pulmonary Associates,…$623KGerman Torres Berrios Retirement PlanGerman Torres Berrios Retire…$624KJonathan Isopo Single K$623K
End-of-year total assets ($M) among Andy Caglia Realty, Inc. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Andy Caglia Realty, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Andy Caglia Realty, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$922K 48.004467323072184% vs 2022
2024 filing year
$0.5M$0.6M$0.7M$0.8M$0.9M$1M 202220232024 $0.62M $0.92M ▲ +48.4%
Year Plans Participants Total Assets
2022 1 3 $623K
2023 1 3 $762K
2024 1 4 $922K

Andy Caglia Realty, Inc. filing trail (2022)

Total Assets (Beginning of Year)$474K
Net Assets (End of Year)$623K
Net Income$149K
Employer EIN942438867
Plan Effective Date1992-10-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

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

Andy Caglia Realty, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Andy Caglia Realty, Inc. Profit Sharing Plan, Total assets ($B): 0.000623192 · Participants: 3Andy Caglia Realty, Inc. 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
Andy Caglia Realty, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Andy Caglia Realty, Inc. Profit Sharing Plan side-by-side with 3 peers →

Andy Caglia Realty, Inc. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Rego & Sons, Inc. Profit Sharing Plan in MA ($623K); by covered participants it is Crosmac Corp. Retirement Plan in NJ (3 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($623K here).

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Andy Caglia Realty, Inc. Profit Sharing Plan assets move in 2022? ▼
Andy Caglia Realty, Inc. Profit Sharing Plan surged - up 31.4% during 2022, from $474K to $623K. Reported net income was $149K.
How have Andy Caglia Realty, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Andy Caglia Realty, Inc.'s sponsor-wide assets grew 48.0%, from $623K to $922K.
Where does Andy Caglia Realty, Inc. Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Andy Caglia Realty, Inc. Profit Sharing Plan ranks in the 20th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Andy Caglia Realty, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Rego & Sons, Inc. Profit Sharing Plan in MA ($623K, 6 participants).
Which Profit Sharing plans cover a similar participant headcount to Andy Caglia Realty, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Crosmac Corp. Retirement Plan in NJ (3 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 942438867.

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.