Profit Sharing · DOL Form 5500 · 2023

Castillo Capital & Investments, Inc. Profit Sharing Plan

Data updated 2026-08-25

$439K
Total assets Small plan by assets
2
Participants Small participant base
17th
Percentile by assets National rank
$219,744
Avg per participant Above avg balance/head
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Official DOL plan name: Castillo Capital & Investments, Inc. Retirement Plan · Sponsored by Castillo Capital & Investments, Inc. · California · Administrative & Support Services

$439K in assets, 2 participants

Castillo Capital & Investments, Inc.'s Castillo Capital & Investments, Inc. Retirement Plan reported $439K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 17th 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.

  • #1,609 in Administrative & Support Services (4,372 peers)

Administrative & Support Services sector rank

Within Administrative & Support Services, Castillo Capital & Investments, Inc. Retirement Plan ranks #1,609 of 4,372 2023 filers by assets (6565% of the sector average)-$439K for 2 participants.

#1,609
in Administrative & Support Services (4,372 peers)
+5.6%
assets growth YoY

Castillo Capital & Investments, Inc. Retirement Plan among the smaller filed plans by assets

Castillo Capital & Investments, Inc. Retirement Plan vs every filed plan by assets

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

$439,487 17th percentile higher than 17% 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

Castillo Capital & Investments, 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. Castillo Capital & Investments, 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

  • Castillo Capital & Investments, Inc. Retirement Plan reported net income fell from $181K in the plan year 2022 filing to $23K in the plan year 2023 filing.
  • Castillo Capital & Investments, Inc. Retirement Plan end-of-year assets rose from $416K in the plan year 2022 filing to $439K in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 832656278 · Castillo Capital & Investments, Inc. PY 2023 · Profit Sharing

Castillo Capital & Investments, Inc. Retirement Plan · $439K · 2 · 17th

  • PHOTO $439K
  • IND 2
  • EOY 17th
  • 5500 Profit Sharing
  • ASSETS near Kull N Claude Fleet Services, Inc. Profit Sharing Plan
  • PCT ind #1609

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 Administrative & Support Services retirement plans → · Plans in California →

Castillo Capital & Investments, Inc. Retirement Plan in the asset neighbourhood

Castillo Capital & Investments, Inc. Retirement PlanCastillo Capital & Investmen…$439KKull N Claude Fleet Services, Inc. Profit Sharing PlanKull N Claude Fleet Services…$439KMddr Enterprises Incorporated Retirement PlanMddr Enterprises Incorporate…$440KUptrend Partners Inc. Retirement PlanUptrend Partners Inc. Retire…$439KBernson & Aussenberg Target Benefit PlanBernson & Aussenberg Target …$440K
End-of-year total assets ($M) among Castillo Capital & Investments, Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Administrative & Support Services filing particulars

Total Assets (Beginning of Year)$416K
Net Assets (End of Year)$439K
Net Income$23K
Employer EIN832656278
Plan Effective Date2018-11-27
Filing StatusFILING RECEIVED

Sponsor Plan History (Castillo Capital & Investments, Inc.)

Sponsor-wide plan assets over time

All Castillo Capital & Investments, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$585K 40.48053242993237% vs 2022
2024 filing year
$0.4M$0.45M$0.5M$0.55M$0.6M 202220232024 $0.42M $0.58M ▲ +38.1%
Year Plans Participants Total Assets
2022 1 2 $416K
2023 1 2 $439K
2024 1 2 $585K

Nearby Profit Sharing Plans in California

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

Castillo Capital & Investments, Inc. Retirement Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Castillo Capital & Investments, Inc. Retirement Plan, Total assets ($B): 0.000439487 · Participants: 2Castillo Capital & Investments, Inc. Retirement 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
Castillo Capital & Investments, Inc. Retirement Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Castillo Capital & Investments, Inc. Retirement Plan side-by-side with 3 peers →

Castillo Capital & Investments, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Kull N Claude Fleet Services, Inc. Profit Sharing Plan in MN ($439K); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

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 Castillo Capital & Investments, Inc. Retirement Plan assets move in 2023? ▼
Castillo Capital & Investments, Inc. Retirement Plan grew at a solid clip - up 5.6% during 2023, from $416K to $439K. Reported net income was $23K.
How have Castillo Capital & Investments, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Castillo Capital & Investments, Inc.'s sponsor-wide assets grew 40.5%, from $416K to $585K.
Where does Castillo Capital & Investments, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Castillo Capital & Investments, Inc. Retirement Plan ranks in the 17th 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 Castillo Capital & Investments, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Kull N Claude Fleet Services, Inc. Profit Sharing Plan in MN ($439K, 3 participants).
Which Profit Sharing plans cover a similar participant headcount to Castillo Capital & Investments, 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 832656278.

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.