Profit Sharing · DOL Form 5500 · 2023

Corporate Advisory Assoc. P.S. Plan Profit Sharing Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
7
Participants Small participant base
35th
Percentile by assets National rank
$398,729
Avg per participant High balance/head
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Official DOL plan name: Corporate Advisory Associates, Inc. Profit Sharing Plan · Sponsored by Corporate Advisory Assoc. P.S. Plan · Washington · Professional & Technical Services

$3M in assets, 7 participants

Corporate Advisory Assoc. P.S. Plan's Corporate Advisory Associates, Inc. Profit Sharing Plan reported $3M in total assets and 7 participants in its 2023 DOL Form 5500 filing, ranking in the 35th 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.

  • #6,370 in Professional & Technical Services (20,321 peers)

Corporate Advisory Assoc. P.S. Plan multi-year trail

Corporate Advisory Assoc. P.S. Plan's plans moved +44.8% in assets from 2022 to 2024; this filing shows Corporate Advisory Associates, Inc. Profit Sharing Plan at $3M / 7 participants.

#6,370
in Professional & Technical Services (20,321 peers)
+13.6%
assets growth YoY

Corporate Advisory Associates, Inc. Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Corporate Advisory Associates, Inc. Profit Sharing Plan vs every filed plan by assets

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

$2,791,103 35th percentile higher than 35% 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

Corporate Advisory Associates, Inc. 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. Corporate Advisory Associates, Inc. Profit Sharing Plan is a micro filing (7 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Corporate Advisory Associates, Inc. Profit Sharing Plan reported net income rose from -$326K in the plan year 2022 filing to $335K in the plan year 2023 filing.
  • Corporate Advisory Associates, Inc. Profit Sharing Plan reported participants rose from 4 in the plan year 2022 filing to 7 in the plan year 2023 filing.
  • Corporate Advisory Associates, Inc. Profit Sharing Plan end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 911566938 · Corporate Advisory Assoc. P.S. Plan PY 2023 · Profit Sharing

Corporate Advisory Associates, Inc. Profit Sharing Plan · $3M · 7 · 35th

  • PHOTO $3M
  • PHOTO 7
  • PHOTO 35th
  • PHOTO Profit Sharing
  • PHOTO near First United Service Corporation Pension Plan & Trust
  • PHOTO ind #6370

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 Washington →

Corporate Advisory Associates, Inc. Profit Sharing Plan in the asset neighbourhood

Corporate Advisory Associates, Inc. Profit Sharing PlanCorporate Advisory Associate…$3MFirst United Service Corporation Pension Plan & TrustFirst United Service Corpora…$3MPedro J. Rullan Marin Retirement PlanPedro J. Rullan Marin Retire…$3MEndocrinology Associates, S.C. Profit Sharing PlanEndocrinology Associates, S.…$3MRimco Inc. Retirement Savings Plan Savings PlanRimco Inc. Retirement Saving…$3M
End-of-year total assets ($M) among Corporate Advisory Associates, Inc. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Corporate Advisory Assoc. P.S. Plan multi-year asset trail

Sponsor-wide plan assets over time

All Corporate Advisory Assoc. P.S. Plan plans reported in each filing year

Latest sponsor-wide plan assets
$4M 44.80251960552783% vs 2022
2024 filing year
$2M$2.5M$3M$3.5M$4M 202220232024 $2.46M $3.56M ▲ +44.7%
Year Plans Participants Total Assets
2022 1 4 $2M
2023 1 7 $3M
2024 1 5 $4M

Corporate Advisory Assoc. P.S. Plan filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$335K
Employer EIN911566938
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Washington

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

Corporate Advisory Associates, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Washington, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -2000200400600800 Total assets ($M) Participants Corporate Advisory Associates, Inc. Profit Sharing Plan, Total assets ($M): 2.791103 · Participants: 7Corporate Advisory Associates, Inc. Profit Sharing PlanBill & Melinda Gates Foundation Sharing Retirement Plan, Total assets ($M): 579.391272 · Participants: 1735Bill & Melinda Gates Foundation Sharing Retirement PlanItron, Inc. Incentive Savings Plan, Total assets ($M): 575.69267 · Participants: 2440Itron, Inc. Incentive Savings PlanMulticare Health System Retirement Account Plan, Total assets ($M): 478.440322 · Participants: 11441Multicare Health System Retirement Account PlanSEIU 775 Secure Retirement Plan, Total assets ($M): 383.829878 · Participants: 70796SEIU 775 Secure Retirement PlanWestern Washington Painters Defined Contribution Pension Plan, Total assets ($M): 258.890378 · Participants: 1660Western Washington Painters Defined Contribution Pension Plan
Corporate Advisory Associates, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Washington, assets vs. participants
Compare Corporate Advisory Associates, Inc. Profit Sharing Plan side-by-side with 3 peers →

Corporate Advisory Associates, Inc. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Washington, the nearest Profit Sharing by assets is First United Service Corporation Pension Plan & Trust in AZ ($3M); by covered participants it is Lawrence P. Zamzok Profit Sharing Plan in NM (7 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (7 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 Corporate Advisory Associates, Inc. Profit Sharing Plan assets move in 2023? ▼
Corporate Advisory Associates, Inc. Profit Sharing Plan grew at a solid clip - up 13.6% during 2023, from $2M to $3M. Reported net income was $335K.
How have Corporate Advisory Assoc. P.S. Plan plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Corporate Advisory Assoc. P.S. Plan's sponsor-wide assets grew 44.8%, from $2M to $4M.
Which Profit Sharing plans are similar in size to Corporate Advisory Associates, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is First United Service Corporation Pension Plan & Trust in AZ ($3M, N/A participants).
Which Profit Sharing plans cover a similar participant headcount to Corporate Advisory Associates, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Lawrence P. Zamzok Profit Sharing Plan in NM (7 participants, N/A 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 911566938.

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.