Profit Sharing · DOL Form 5500 · 2023

Castle Merchandising, Inc. Profit Sharing Plan

Data updated 2026-08-25

$865K
Total assets Small plan by assets
9
Participants Small participant base
22nd
Percentile by assets National rank
$96,067
Avg per participant Below avg balance/head
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Official DOL plan name: Castle Merchandising, Inc. Profit Sharing Plan · Sponsored by Castle Merchandising, Inc. · New York · Wholesale Trade

$865K in assets, 9 participants

Castle Merchandising, Inc.'s Castle Merchandising, Inc. Profit Sharing Plan reported $865K in total assets and 9 participants in its 2023 DOL Form 5500 filing, ranking in the 22nd 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.

  • #766 in Wholesale Trade (6,309 peers)

Castle Merchandising, Inc. multi-year trail

Castle Merchandising, Inc.'s plans moved +43.2% in assets from 2022 to 2024; this filing shows Castle Merchandising, Inc. Profit Sharing Plan at $865K / 9 participants.

#766
in Wholesale Trade (6,309 peers)
+22.5%
assets growth YoY

Castle Merchandising, Inc. Profit Sharing Plan among the smaller filed plans by assets

Castle Merchandising, Inc. Profit Sharing Plan vs every filed plan by assets

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

$864,600 22nd percentile higher than 22% 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

Castle Merchandising, 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. Castle Merchandising, Inc. Profit Sharing Plan is a micro filing (9 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Castle Merchandising, Inc. Profit Sharing Plan reported net income rose from -$48K in the plan year 2022 filing to $159K in the plan year 2023 filing.
  • Castle Merchandising, Inc. Profit Sharing Plan end-of-year assets rose from $706K in the plan year 2022 filing to $865K in the plan year 2023 filing.
  • Castle Merchandising, Inc. Profit Sharing Plan reported participants fell from 10 in the plan year 2022 filing to 9 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 113330367 · Castle Merchandising, Inc. PY 2023 · Profit Sharing

Castle Merchandising, Inc. Profit Sharing Plan · $865K · 9 · 22nd

  • RANK $865K
  • PHOTO 9
  • IND 22nd
  • EOY Profit Sharing
  • 5500 near Eynon Associates, Inc. Employees' Profit Sharing Trust
  • ASSETS ind #766

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 Wholesale Trade retirement plans → · Plans in New York →

Castle Merchandising, Inc. Profit Sharing Plan in the asset neighbourhood

Castle Merchandising, Inc. Profit Sharing PlanCastle Merchandising, Inc. P…$865KEynon Associates, Inc. Employees' Profit Sharing TrustEynon Associates, Inc. Emplo…$865KJohn K. Lee, Dds Profit Sharing PlanJohn K. Lee, Dds Profit Shar…$864KFlorencio Lao Sam Retirement PlanFlorencio Lao Sam Retirement…$865KEdt Industrial Resources, Inc. Profit Sharing PlanEdt Industrial Resources, In…$865K
End-of-year total assets ($M) among Castle Merchandising, Inc. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Castle Merchandising, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Castle Merchandising, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 43.16532592322832% vs 2022
2024 filing year
$0.6M$0.7M$0.8M$0.9M$1M$1.1M 202220232024 $0.71M $1.01M ▲ +42.3%
Year Plans Participants Total Assets
2022 1 10 $706K
2023 1 9 $865K
2024 1 12 $1M

Castle Merchandising, Inc. filing trail (2023)

Total Assets (Beginning of Year)$706K
Net Assets (End of Year)$865K
Net Income$159K
Employer EIN113330367
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in New York

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

Castle Merchandising, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in New York, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -0.500.511.522.5 Total assets ($B) Participants Castle Merchandising, Inc. Profit Sharing Plan, Total assets ($B): 0.0008646 · Participants: 9Castle Merchandising, Inc. Profit Sharing PlanAnnuity Plan of the Electrical Industry, Total assets ($B): 2.210433172 · Participants: 18907Annuity Plan of the Electrical IndustryAnnuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO, Total assets ($B): 1.870067356 · Participants: 3402Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIOAnnuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO, Total assets ($B): 1.660408686 · Participants: 5807Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIOThe Research Foundation for Suny Retirement Plan, Total assets ($B): 1.177491602 · Participants: 10120The Research Foundation for Suny Retirement PlanMason Tenders District Council Annuity Fund, Total assets ($B): 0.912972009 · Participants: 11237Mason Tenders District Council Annuity Fund
Castle Merchandising, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in New York, assets vs. participants
Compare Castle Merchandising, Inc. Profit Sharing Plan side-by-side with 3 peers →

Castle Merchandising, Inc. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside New York, the nearest Profit Sharing by assets is Eynon Associates, Inc. Employees' Profit Sharing Trust in MI ($865K); by covered participants it is Watering Lane Ventures, Inc. Profit Sharing Plan in NH (9 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (9 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 Castle Merchandising, Inc. Profit Sharing Plan assets move in 2023? ▼
Castle Merchandising, Inc. Profit Sharing Plan grew sharply - up 22.5% during 2023, from $706K to $865K. Reported net income was $159K.
How have Castle Merchandising, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Castle Merchandising, Inc.'s sponsor-wide assets grew 43.2%, from $706K to $1M.
Where does Castle Merchandising, Inc. Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Castle Merchandising, Inc. Profit Sharing Plan ranks in the 22nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Castle Merchandising, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Eynon Associates, Inc. Employees' Profit Sharing Trust in MI ($865K, 4 participants).
Which Profit Sharing plans cover a similar participant headcount to Castle Merchandising, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Watering Lane Ventures, Inc. Profit Sharing Plan in NH (9 participants, $136K 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 113330367.

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.