Profit Sharing · DOL Form 5500 · 2023

Cca Wealth Strategies Inc. Profit Sharing Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
2
Participants Small participant base
25th
Percentile by assets National rank
$600,020
Avg per participant High balance/head
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Official DOL plan name: Cca Wealth Strategies Inc. Retirement Plan · Sponsored by Cca Wealth Strategies Inc. · Texas · Other Services

$1M in assets, 2 participants

Cca Wealth Strategies Inc.'s Cca Wealth Strategies Inc. Retirement Plan reported $1M in total assets and 2 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.

  • #3,928 in Other Services (7,857 peers)

Other Services sector rank

Within Other Services, Cca Wealth Strategies Inc. Retirement Plan ranks #3,928 of 7,857 2023 filers by assets (1672% of the sector average)-$1M for 2 participants.

#3,928
in Other Services (7,857 peers)
-14.3%
assets change YoY

The plan reported a net loss of $200K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Cca Wealth Strategies Inc. Retirement Plan among the smaller filed plans by assets

Cca Wealth Strategies Inc. Retirement Plan vs every filed plan by assets

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

$1,200,040 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

Cca Wealth Strategies Inc. Retirement 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. Cca Wealth Strategies Inc. Retirement Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Cca Wealth Strategies Inc. Retirement Plan reported net income fell from $200K in the plan year 2022 filing to -$200K in the plan year 2023 filing.
  • Cca Wealth Strategies Inc. Retirement 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 822002930 · Cca Wealth Strategies Inc. PY 2023 · Profit Sharing

Cca Wealth Strategies Inc. Retirement Plan · $1M · 2 · 25th

  • SCH $1M
  • EBSA 2
  • PART 25th
  • TYPE Profit Sharing
  • NET near Perge, Inc. Retirement Plan
  • BOOK ind #3928

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 Other Services retirement plans → · Plans in Texas →

Cca Wealth Strategies Inc. Retirement Plan in the asset neighbourhood

Cca Wealth Strategies Inc. Retirement PlanCca Wealth Strategies Inc. R…$1MPerge, Inc. Retirement Plan$1MAngel Reyes Alicea Retirement PlanAngel Reyes Alicea Retiremen…$1MGuidon Mje Inc. Retirement PlanGuidon Mje Inc. Retirement P…$1MT.E. Kramer Holdings, Inc. Retirement PlanT.E. Kramer Holdings, Inc. R…$1M
End-of-year total assets ($M) among Cca Wealth Strategies Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Other Services filing particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income-$200K
Employer EIN822002930
Plan Effective Date2017-06-27
Filing StatusFILING RECEIVED

Sponsor Plan History (Cca Wealth Strategies Inc.)

Sponsor-wide plan assets over time

All Cca Wealth Strategies Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 7.142948977099193% vs 2022
2024 filing year
$1.1M$1.2M$1.3M$1.4M$1.5M$1.6M 202220232024 $1.4M $1.5M ▲ +7.1%
Year Plans Participants Total Assets
2022 1 2 $1M
2023 1 2 $1M
2024 1 2 $2M

Nearby Profit Sharing Plans in Texas

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

Cca Wealth Strategies Inc. Retirement Plan vs. nearby Profit Sharing plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -202468 Total assets ($B) Participants Cca Wealth Strategies Inc. Retirement Plan, Total assets ($B): 0.00120004 · Participants: 2Cca Wealth Strategies Inc. Retirement PlanSouthwest Airlines Co. Profitsharing Plan, Total assets ($B): 5.82182651 · Participants: 71461Southwest Airlines Co. Profitsharing PlanBaylor College of Medicine Retirement Plan, Total assets ($B): 1.714999292 · Participants: 10240Baylor College of Medicine Retirement PlanH-E-B Partner Stock Plan, Total assets ($B): 1.320262511 · Participants: 96911H-E-B Partner Stock PlanThe Defined Contribution Plan of the Methodist Hospital, Total assets ($B): 0.92297353 · Participants: 29678The Defined Contribution Plan of the Methodist HospitalAmerican Heart Association, Inc. Qualified Retirement Plan, Total assets ($B): 0.456894615 · Participants: 3455American Heart Association, Inc. Qualified Retirement Plan
Cca Wealth Strategies Inc. Retirement Plan vs. nearby Profit Sharing plans in Texas, assets vs. participants
Compare Cca Wealth Strategies Inc. Retirement Plan side-by-side with 3 peers →

Cca Wealth Strategies Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Texas, the nearest Profit Sharing by assets is Perge, Inc. Retirement Plan in DE ($1M); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1M here).

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Cca Wealth Strategies Inc. Retirement Plan assets move in 2023? ▼
Cca Wealth Strategies Inc. Retirement Plan pulled back noticeably - down 14.3% during 2023, from $1M to $1M. Reported net income was -$200K.
How have Cca Wealth Strategies Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cca Wealth Strategies Inc.'s sponsor-wide assets grew 7.1%, from $1M to $2M.
Where does Cca Wealth Strategies Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Cca Wealth Strategies Inc. Retirement 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 Cca Wealth Strategies Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Perge, Inc. Retirement Plan in DE ($1M, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Cca Wealth Strategies Inc. Retirement 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, $5M 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 822002930.

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.