Profit Sharing · DOL Form 5500 · 2023

Capital Lending Resources, Inc. Profit Sharing Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
4
Participants Small participant base
25th
Percentile by assets National rank
$301,982
Avg per participant High balance/head
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Official DOL plan name: Capital Lending Resources, Inc. Profit Sharing Plan · Sponsored by Capital Lending Resources, Inc. · California · Real Estate

$1M in assets, 4 participants

Capital Lending Resources, Inc.'s Capital Lending Resources, Inc. Profit Sharing Plan reported $1M in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 25th 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.

  • #2,035 in Real Estate (4,727 peers)

Capital Lending Resources, Inc. multi-year trail

Capital Lending Resources, Inc.'s plans moved -12.9% in assets from 2022 to 2024; this filing shows Capital Lending Resources, Inc. Profit Sharing Plan at $1M / 4 participants.

#2,035
in Real Estate (4,727 peers)
-10.4%
assets change YoY

The plan reported a net loss of $141K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Capital Lending Resources, Inc. Profit Sharing Plan among the smaller filed plans by assets

Capital Lending Resources, Inc. Profit Sharing Plan vs every filed plan by assets

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

$1,207,928 25th percentile higher than 25% 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

Capital Lending Resources, Inc. Profit Sharing Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Capital Lending Resources, Inc. Profit Sharing Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Capital Lending Resources, Inc. Profit Sharing Plan reported net income rose from -$708K in the plan year 2022 filing to -$141K in the plan year 2023 filing.
  • Capital Lending Resources, Inc. Profit Sharing Plan end-of-year assets fell from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 954517587 · Capital Lending Resources, Inc. PY 2023 · Profit Sharing

Capital Lending Resources, Inc. Profit Sharing Plan · $1M · 4 · 25th

  • BOOK $1M
  • BOOK 4
  • BOOK 25th
  • BOOK Profit Sharing
  • BOOK near Kosmerl & Company Employees Profit Sharing Plan
  • BOOK ind #2035

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 →

Capital Lending Resources, Inc. Profit Sharing Plan in the asset neighbourhood

Capital Lending Resources, Inc. Profit Sharing PlanCapital Lending Resources, I…$1MKosmerl & Company Employees Profit Sharing PlanKosmerl & Company Employees …$1MGbmc, Inc. 401(a) Defined Contribution Plan for Members of the Bargaining Unit of Greater Baltimore Medical CenterGbmc, Inc. 401(a) Defined Co…$1MFenton Logistics Inc. Retirement PlanFenton Logistics Inc. Retire…$1MWake Forest Emergency Providers Retirement PlanWake Forest Emergency Provid…$1M
End-of-year total assets ($M) among Capital Lending Resources, Inc. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Capital Lending Resources, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Capital Lending Resources, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 12.94236722587821% vs 2022
2024 filing year
$1.1M$1.2M$1.3M$1.4M 202220232024 $1.35M $1.17M ▼ -13.3%
Year Plans Participants Total Assets
2022 1 4 $1M
2023 1 4 $1M
2024 1 4 $1M

Capital Lending Resources, Inc. filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income-$141K
Employer EIN954517587
Plan Effective Date1997-04-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

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

Capital Lending Resources, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Capital Lending Resources, Inc. Profit Sharing Plan, Total assets ($B): 0.001207928 · Participants: 4Capital Lending Resources, Inc. Profit Sharing PlanIntel 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
Capital Lending Resources, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Capital Lending Resources, Inc. Profit Sharing Plan side-by-side with 3 peers →

Capital Lending Resources, Inc. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Kosmerl & Company Employees Profit Sharing Plan in PA ($1M); by covered participants it is Sj Grillo Profit Sharing Plan in NY (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Capital Lending Resources, Inc. Profit Sharing Plan assets move in 2023? ▼
Capital Lending Resources, Inc. Profit Sharing Plan pulled back noticeably - down 10.4% during 2023, from $1M to $1M. Reported net income was -$141K.
How have Capital Lending Resources, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Capital Lending Resources, Inc.'s sponsor-wide assets declined 12.9%, from $1M to $1M.
Where does Capital Lending Resources, Inc. Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Capital Lending Resources, Inc. Profit Sharing Plan ranks in the 25th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the lower half of filed plans by assets).
Which Profit Sharing plans are similar in size to Capital Lending Resources, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Kosmerl & Company Employees Profit Sharing Plan in PA ($1M, 6 participants).
Which Profit Sharing plans cover a similar participant headcount to Capital Lending Resources, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Sj Grillo Profit Sharing Plan in NY (4 participants, N/A 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 954517587.

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.