Profit Sharing · DOL Form 5500 · 2023
Free and Associates, Inc. Profit Sharing Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 17
- Participants Small participant base
- 43rd
- Percentile by assets National rank
- $268,082
- Avg per participant High balance/head
Official DOL plan name: Capital Land Management, Inc. Profit Sharing Plan · Sponsored by Free and Associates, Inc. · Utah · Real Estate
$5M in assets, 17 participants
Free and Associates, Inc.'s Capital Land Management, Inc. Profit Sharing Plan reported $5M in total assets and 17 participants in its 2023 DOL Form 5500 filing, ranking in the 43rd 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.
- #2,947 in Real Estate (4,727 peers)
Free and Associates, Inc. multi-year trail
Free and Associates, Inc.'s plans moved -10.0% in assets from 2022 to 2023; this filing shows Capital Land Management, Inc. Profit Sharing Plan at $5M / 17 participants.
- #2,947
- in Real Estate (4,727 peers)
- -10.0%
- assets change YoY
The plan reported a net loss of $509K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Capital Land Management, Inc. Profit Sharing Plan's mid-pack asset rank among Real Estate and all filers
Capital Land Management, Inc. Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$4,557,402 43rd percentile higher than 43% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Capital Land Management, Inc. Profit Sharing Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Capital Land Management, Inc. Profit Sharing Plan is a small filing (17 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Capital Land Management, Inc. Profit Sharing Plan reported net income fell from $217K in the plan year 2022 filing to -$509K in the plan year 2023 filing.
- Capital Land Management, Inc. Profit Sharing Plan reported participants rose from 14 in the plan year 2022 filing to 17 in the plan year 2023 filing.
- Capital Land Management, Inc. Profit Sharing Plan end-of-year assets fell from $5M in the plan year 2022 filing to $5M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 870351108 · Free and Associates, Inc. PY 2023 · Profit Sharing
Capital Land Management, Inc. Profit Sharing Plan · $5M · 17 · 43rd
- SCH $5M
- SCH 17
- SCH 43rd
- SCH Profit Sharing
- SCH near Perkins Capital Management, Inc. Profit Sharing Plan & Trust
- SCH ind #2947
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 Real Estate retirement plans → · Plans in Utah →
Capital Land Management, Inc. Profit Sharing Plan in the asset neighbourhood
Free and Associates, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Free and Associates, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 10.041676815775999% vs 2022
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 14 | $5M |
| 2023 | 1 | 17 | $5M |
Free and Associates, Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | -$509K |
| Employer EIN | 870351108 |
| Plan Effective Date | 1981-10-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Utah
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Wgu Retirement Savings Plan $431M · 7,868
- Dyno Nobel Inc. and Subsidiaries Tax Favored Retirement Savings and Investment Plan $320M · 2,460
- Parsons Behle & Latimer Profit Sharing Plan & Trust $147M · 265
- Rio Tinto Alcan 401(k) Savings Plan for Former Employees $118M · N/A
- Campbell Scientific Profit Sharing Plan $106M · 651
Capital Land Management, Inc. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Utah, the nearest Profit Sharing by assets is Perkins Capital Management, Inc. Profit Sharing Plan & Trust in MN ($5M); by covered participants it is Aunt Charlottes Candies Inc Profit Sharing Plan in NJ (17 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (17 participants); asset peers above are excluded.
- Aunt Charlottes Candies Inc Profit Sharing Plan (NJ) 17 · 0 off
- Rock Hill Lumber, Inc. Profit Sharing Plan (VA) 17 · 0 off
- Rkling Associates, Inc. Retirement Plan (TX) 17 · 0 off
- Va Claim Pros, LLC Savings Plan (PR) 17 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.