Profit Sharing · DOL Form 5500 · 2023

Caditz and Grant, Inc. Profit Sharing Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
1
Participants Small participant base
68th
Percentile by assets National rank
$15.4M
Avg per participant High balance/head
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Official DOL plan name: Caditz and Grant Employees' Profit Sharing Plan · Sponsored by Caditz and Grant, Inc. · California · Professional & Technical Services

$15M in assets, 1 participants

Caditz and Grant, Inc.'s Caditz and Grant Employees' Profit Sharing Plan reported $15M in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 68th 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.

  • #13,612 in Professional & Technical Services (20,321 peers)

What the 2023 filing shows

Caditz and Grant Employees' Profit Sharing Plan holds $15M for 1 participant - about $15.4M per participant, above the median plan by assets.

#13,612
in Professional & Technical Services (20,321 peers)
-3.9%
assets change YoY

The plan reported a net loss of $625K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Caditz and Grant Employees' Profit Sharing Plan's outsized position by total assets

Caditz and Grant Employees' Profit Sharing Plan vs every filed plan by assets

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

$15,352,638 Top 32% higher than 68% 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

Caditz and Grant Employees' 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. Caditz and Grant Employees' Profit Sharing Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Caditz and Grant Employees' Profit Sharing Plan reported net income rose from -$2M in the plan year 2022 filing to -$625K in the plan year 2023 filing.
  • Caditz and Grant Employees' Profit Sharing Plan reported participants fell from 2 in the plan year 2022 filing to 1 in the plan year 2023 filing.
  • Caditz and Grant Employees' Profit Sharing Plan end-of-year assets fell from $16M in the plan year 2022 filing to $15M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 952692726 · Caditz and Grant, Inc. PY 2023 · Profit Sharing

Caditz and Grant Employees' Profit Sharing Plan · $15M · 1 · 68th

  • PART $15M
  • PART 1
  • PART 68th
  • PART Profit Sharing
  • PART near Nypro Inc. Defined Contribution Plan
  • PART ind #13612

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 Professional & Technical Services retirement plans → · Plans in California →

Caditz and Grant Employees' Profit Sharing Plan in the asset neighbourhood

Langlas & Associates, Inc. Profit Sharing PlanLanglas & Associates, Inc. P…$15MCaditz and Grant Employees' Profit Sharing PlanCaditz and Grant Employees' …$15MNypro Inc. Defined Contribution PlanNypro Inc. Defined Contribut…$15MBurgess Health Center 403(b) PlanBurgess Health Center 403(b)…$15MMarklund Employee Retirement Savings PlanMarklund Employee Retirement…$15M
End-of-year total assets ($M) among Caditz and Grant Employees' Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$15M
Net Income-$625K
Employer EIN952692726
Plan Effective Date1972-03-22
Filing StatusFILING RECEIVED

Sponsor Plan History (Caditz and Grant, Inc.)

Sponsor-wide plan assets over time

All Caditz and Grant, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$15M 3.9115727792647887% vs 2022
2023 filing year
$15.2M$15.4M$15.6M$15.8M$16M$16.2M 20222023 $16M $15.4M ▼ -3.9%
Year Plans Participants Total Assets
2022 1 2 $16M
2023 2 2 $15M

Nearby Profit Sharing Plans in California

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

Caditz and Grant Employees' Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Caditz and Grant Employees' Profit Sharing Plan, Total assets ($B): 0.015352638 · Participants: 1Caditz and Grant Employees' 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
Caditz and Grant Employees' Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Caditz and Grant Employees' Profit Sharing Plan side-by-side with 3 peers →

Caditz and Grant Employees' Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Nypro Inc. Defined Contribution Plan in MA ($15M); by covered participants it is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($15M here).

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Caditz and Grant Employees' Profit Sharing Plan assets move in 2023? ▼
Caditz and Grant Employees' Profit Sharing Plan edged down modestly - down 3.9% during 2023, from $16M to $15M. Reported net income was -$625K.
How have Caditz and Grant, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Caditz and Grant, Inc.'s sponsor-wide assets declined 3.9%, from $16M to $15M.
Which Profit Sharing plans are similar in size to Caditz and Grant Employees' Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Nypro Inc. Defined Contribution Plan in MA ($15M, 88 participants).
Which Profit Sharing plans cover a similar participant headcount to Caditz and Grant Employees' Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant, $418K 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 952692726.

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.