Profit Sharing · DOL Form 5500 · 2023

Cmt Group LLC Profit Sharing Plan

Data updated 2026-08-25

$979K
Total assets Small plan by assets
9
Participants Small participant base
23rd
Percentile by assets National rank
$108,732
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Castle & Carmel Profit Sharing Plan · Sponsored by Cmt Group LLC · California · Wholesale Trade

$979K in assets, 9 participants

Cmt Group LLC's Castle & Carmel Profit Sharing Plan reported $979K in total assets and 9 participants in its 2023 DOL Form 5500 filing, ranking in the 23rd 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.

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

What the 2023 filing shows

Castle & Carmel Profit Sharing Plan holds $979K for 9 participants - about $108,732 per participant, among the smaller plans by assets on file.

#821
in Wholesale Trade (6,309 peers)
+7.7%
assets growth YoY

Castle & Carmel Profit Sharing Plan among the smaller filed plans by assets

Castle & Carmel Profit Sharing Plan vs every filed plan by assets

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

$978,586 23rd percentile higher than 23% 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 & Carmel 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 & Carmel 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 & Carmel Profit Sharing Plan reported net income fell from $273K in the plan year 2022 filing to $70K in the plan year 2023 filing.
  • Castle & Carmel Profit Sharing Plan end-of-year assets rose from $908K in the plan year 2022 filing to $979K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 208727128 · Cmt Group LLC PY 2023 · Profit Sharing

Castle & Carmel Profit Sharing Plan · $979K · 9 · 23rd

  • IND $979K
  • IND 9
  • IND 23rd
  • IND Profit Sharing
  • IND near Karl S. Nelson Profit Sharing Plan
  • IND ind #821

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 California →

Castle & Carmel Profit Sharing Plan in the asset neighbourhood

Castle & Carmel Profit Sharing PlanCastle & Carmel Profit Shari…$979KKarl S. Nelson Profit Sharing PlanKarl S. Nelson Profit Sharin…$979KJavier E. Cordero Conde Retirement PlanJavier E. Cordero Conde Reti…$979KDambruoso Construction Co Inc Profit Sharing PlanDambruoso Construction Co In…$978KBilldon Enterprises Inc. Profit Sharing PlanBilldon Enterprises Inc. Pro…$978K
End-of-year total assets ($M) among Castle & Carmel Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$908K
Net Assets (End of Year)$979K
Net Income$70K
Employer EIN208727128
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cmt Group LLC)

Sponsor-wide plan assets over time

All Cmt Group LLC plans reported in each filing year

Latest sponsor-wide plan assets
$979K 7.727162142376702% vs 2022
2023 filing year
$0.9M$0.95M$1M 20222023 $0.91M $0.98M ▲ +7.7%
Year Plans Participants Total Assets
2022 1 9 $908K
2023 1 9 $979K

Nearby Profit Sharing Plans in California

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

Castle & Carmel Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Castle & Carmel Profit Sharing Plan, Total assets ($B): 0.000978586 · Participants: 9Castle & Carmel 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
Castle & Carmel Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Castle & Carmel Profit Sharing Plan side-by-side with 3 peers →

Castle & Carmel Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Karl S. Nelson Profit Sharing Plan in NJ ($979K); 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 & Carmel Profit Sharing Plan assets move in 2023? ▼
Castle & Carmel Profit Sharing Plan grew at a solid clip - up 7.7% during 2023, from $908K to $979K. Reported net income was $70K.
How have Cmt Group LLC plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Cmt Group LLC's sponsor-wide assets grew 7.7%, from $908K to $979K.
Where does Castle & Carmel Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Castle & Carmel Profit Sharing Plan ranks in the 23rd 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 & Carmel Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Karl S. Nelson Profit Sharing Plan in NJ ($979K, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Castle & Carmel 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 208727128.

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.