Profit Sharing · DOL Form 5500 · 2023
Carriage House Investments Company Profit Sharing Plan
Data updated 2026-08-11
- $53M
- Total assets
- 268
- Participants
- 86th
- Percentile by assets
- $196,365
- Avg per participant
Official DOL plan name: Carriage House Investments Company Employees' Profit Sharing Plan · Sponsored by Carriage House Investments Company · Utah · Management of Enterprises
$53M in assets, 268 participants
Carriage House Investments Company's Carriage House Investments Company Employees' Profit Sharing Plan reported $53M in total assets and 268 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.
- 86th percentile by assets (of 127,072 plans)
- #778 in Management of Enterprises (1,137 peers)
Coverage in Utah
Carriage House Investments Company Employees' Profit Sharing Plan covers 268 participants in Utah, about 45% of the average Utah filer (state average ~592 per filing). Assets: $53M.
- $53M
- total plan assets (2023 EOY)
- 268
- covered participants
- 86th
- percentile by assets (of 127,072 plans)
- $196,365
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Carriage House Investments Company Employees' Profit Sharing Plan reported net income rose from -$5M in the plan year 2022 filing to $10M in the plan year 2023 filing.
- Carriage House Investments Company Employees' Profit Sharing Plan end-of-year assets rose from $43M in the plan year 2022 filing to $53M in the plan year 2023 filing.
- Carriage House Investments Company Employees' Profit Sharing Plan reported participants fell from 288 in the plan year 2022 filing to 268 in the plan year 2023 filing.
Participants vs Utah filers
In Utah, the average filing covers about 592 participants across 1,280 plans. Carriage House Investments Company Employees' Profit Sharing Plan reports 268 participants - about 45% of that state average ($53M EOY assets).
Utah filing particulars
| Total Assets (Beginning of Year) | $43M |
|---|---|
| Net Assets (End of Year) | $53M |
| Net Income | $10M |
| Employer EIN | 455621774 |
| Plan Effective Date | 1990-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Carriage House Investments Company)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 288 | $43M |
| 2023 | 1 | 268 | $53M |
| 2024 | 1 | 286 | $62M |
Nearby Profit Sharing Plans in Utah
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
Carriage House Investments Company Employees' Profit Sharing Plan vs. nearby Profit Sharing plans in Utah, assets vs. participants
- 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
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Carriage House Investments Company Employees' Profit Sharing Plan by total assets, not by location.
- Trucking Employees of North Jersey Annuity Fund (NJ) $53M · 375
- Ironworkers Local Union 549 and 550 Security Plan (WV) $53M · 3,624
- Chicago and North Western Railway Company Profit Sharing and Retirement Savings Program (NE) $52M · 8
- Northern California Tile Industry Defined Contribution Plan (CA) $52M · 672
Frequently Asked Questions
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Filing takeaways
Ways to act on Carriage House Investments Company Employees' Profit Sharing Plan's numbers.
- By total assets, Carriage House Investments Company Employees' Profit Sharing Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Utah. Compare plans
- Carriage House Investments Company's sponsor-wide assets have grown 43.1% since 2022 across 3 plan years on file. More Management of Enterprises plans