Profit Sharing · DOL Form 5500 · 2023
Caditz and Grant, Inc. Profit Sharing Plan
Data updated 2026-08-11
- $15M
- Total assets
- 1
- Participants
- 68th
- Percentile by assets
- $15.4M
- Avg per participant
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.
- 68th percentile by assets (of 127,072 plans)
- #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.
- $15M
- total plan assets (2023 EOY)
- 1
- covered participants
- 68th
- percentile by assets (of 127,072 plans)
- $15.4M
- avg assets per participant
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.
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.
Profit Sharing filing for Caditz and Grant Employees' Profit Sharing Plan
Profit Sharing filing for plan year 2023: EIN 952692726 ; effective since 1972-03-22 ; filing status FILING RECEIVED. Verify the certified figures on DOL EFAST2.
Filing particulars (2023)
| Total Assets (Beginning of Year) | $16M |
|---|---|
| Net Assets (End of Year) | $15M |
| Net Income | -$625K |
| Employer EIN | 952692726 |
| Plan Effective Date | 1972-03-22 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Caditz and Grant, Inc.)
| 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
- Intel Retirement Contribution Plan $7.2B · 21,513
- Scpmg Keogh Plan $6.8B · 10,125
- Motion Picture Industry Individual Account Plan $5.9B · 71,071
- Memorialcare Retirement Plan $1.3B · 4,728
- Disney Retirement Savings Plan $1.1B · 37,110
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Caditz and Grant Employees' Profit Sharing Plan by total assets, not by location.
- Nypro Inc. Defined Contribution Plan (MA) $15M · 88
- Burgess Health Center 403(b) Plan (IA) $15M · 277
- Marklund Employee Retirement Savings Plan (IL) $15M · 458
- Langlas & Associates, Inc. Profit Sharing Plan (MT) $15M · 165
Frequently Asked Questions
How did Caditz and Grant Employees' Profit Sharing Plan assets move in 2023? ▼
How have Caditz and Grant, Inc. plan assets changed over time? ▼
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Filing takeaways
Ways to act on Caditz and Grant Employees' Profit Sharing Plan's numbers.
- By total assets, Caditz and Grant Employees' Profit Sharing Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in California. Compare plans
- Caditz and Grant, Inc.'s sponsor-wide assets have declined 3.9% since 2022 across 2 plan years on file. More Professional & Technical Services plans