Profit Sharing · DOL Form 5500 · 2023

Carstens Realty Profit Sharing Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
3
Participants Small participant base
39th
Percentile by assets National rank
$1.2M
Avg per participant High balance/head
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Official DOL plan name: Carstens Realty Profit Sharing Plan & Trust · Sponsored by Carstens Realty · California · Real Estate

$4M in assets, 3 participants

Carstens Realty's Carstens Realty Profit Sharing Plan & Trust reported $4M in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 39th 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.

  • #2,775 in Real Estate (4,727 peers)

Real Estate sector rank

Within Real Estate, Carstens Realty Profit Sharing Plan & Trust ranks #2,775 of 4,727 2023 filers by assets (707% of the sector average)-$4M for 3 participants.

#2,775
in Real Estate (4,727 peers)
-65.8%
assets change YoY

The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Carstens Realty Profit Sharing Plan & Trust's mid-pack asset rank among Real Estate and all filers

Carstens Realty Profit Sharing Plan & Trust vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$3,671,228 39th percentile higher than 39% of 127,068 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 2023

Carstens Realty Profit Sharing Plan & Trust among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Carstens Realty Profit Sharing Plan & Trust is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Carstens Realty Profit Sharing Plan & Trust reported net income fell from -$2M in the plan year 2022 filing to -$7M in the plan year 2023 filing.
  • Carstens Realty Profit Sharing Plan & Trust end-of-year assets fell from $11M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 942285475 · Carstens Realty PY 2023 · Profit Sharing

Carstens Realty Profit Sharing Plan & Trust · $4M · 3 · 39th

  • BOY $4M
  • SCH 3
  • EBSA 39th
  • PART Profit Sharing
  • TYPE near Mhr & Associates, Inc. Profit Sharing Plan
  • NET ind #2775

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 →

Carstens Realty Profit Sharing Plan & Trust in the asset neighbourhood

The Aspen Surgical Puerto Rico Corp. 1165(e) Savings PlanThe Aspen Surgical Puerto Ri…$4MBrown & O'malley Company Profit Sharing PlanBrown & O'malley Company Pro…$4MCarstens Realty Profit Sharing Plan & TrustCarstens Realty Profit Shari…$4MMhr & Associates, Inc. Profit Sharing PlanMhr & Associates, Inc. Profi…$4MLancaster Farms, Inc. Comparability Profit Sharing PlanLancaster Farms, Inc. Compar…$4M
End-of-year total assets ($M) among Carstens Realty Profit Sharing Plan & Trust and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Real Estate filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$4M
Net Income-$7M
Employer EIN942285475
Plan Effective Date1981-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Carstens Realty)

Sponsor-wide plan assets over time

All Carstens Realty plans reported in each filing year

Latest sponsor-wide plan assets
$4M 58.98291969565902% vs 2022
2024 filing year
$0M$5M$10M$15M 202220232024 $10.7M $4.4M ▼ -59.0%
Year Plans Participants Total Assets
2022 1 3 $11M
2023 1 3 $4M
2024 1 4 $4M

Nearby Profit Sharing Plans in California

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

Carstens Realty Profit Sharing Plan & Trust vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Carstens Realty Profit Sharing Plan & Trust, Total assets ($B): 0.003671228 · Participants: 3Carstens Realty Profit Sharing Plan & TrustIntel Retirement Contribution Plan, Total assets ($B): 7.243052996 · Participants: 21513Intel Retirement Contribution PlanScpmg Keogh Plan, Total assets ($B): 6.822267649 · Participants: 10125Scpmg Keogh PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 5.851994984 · Participants: 71071Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.32726 · Participants: 4728Memorialcare Retirement PlanDisney Retirement Savings Plan, Total assets ($B): 1.092654738 · Participants: 37110Disney Retirement Savings Plan
Carstens Realty Profit Sharing Plan & Trust vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Carstens Realty Profit Sharing Plan & Trust side-by-side with 3 peers →

Carstens Realty Profit Sharing Plan & Trust's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Mhr & Associates, Inc. Profit Sharing Plan in CT ($4M); by covered participants it is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Carstens Realty Profit Sharing Plan & Trust assets move in 2023? ▼
Carstens Realty Profit Sharing Plan & Trust contracted severely - down 65.8% during 2023, from $11M to $4M. Reported net income was -$7M.
How have Carstens Realty plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carstens Realty's sponsor-wide assets declined 59.0%, from $11M to $4M.
Which Profit Sharing plans are similar in size to Carstens Realty Profit Sharing Plan & Trust? ▼
Among Profit Sharing plans in other states, the closest by assets is Mhr & Associates, Inc. Profit Sharing Plan in CT ($4M, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Carstens Realty Profit Sharing Plan & Trust? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants, $751K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 942285475.

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.