Profit Sharing · DOL Form 5500 · 2023
Carriage House Investments Company Profit Sharing Plan
Data updated 2026-08-25
- $53M
- Total assets Below avg plan size
- 268
- Participants Below avg headcount
- 86th
- Percentile by assets National rank
- $196,365
- Avg per participant Above avg balance/head
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.
- #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.
- #778
- in Management of Enterprises (1,137 peers)
- +22.3%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
Carriage House Investments Company Employees' Profit Sharing Plan's outsized position by total assets
Carriage House Investments Company Employees' Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$52,625,732 Top 14% higher than 86% 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
Carriage House Investments Company Employees' Profit Sharing Plan among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Carriage House Investments Company Employees' Profit Sharing Plan sits mid-pack in the medium band (268 participants).
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.
EBSA filing schedule strip
Filing strip 455621774 · Carriage House Investments Company PY 2023 · Profit Sharing
Carriage House Investments Company Employees' Profit Sharing Plan · $53M · 268 · 86th
- VS-ST $53M
- VS-ST 268
- VS-ST 86th
- VS-ST Profit Sharing
- VS-ST near Trucking Employees of North Jersey Annuity Fund
- VS-ST ind #778
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 Management of Enterprises retirement plans → · Plans in Utah →
Carriage House Investments Company Employees' Profit Sharing Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Carriage House Investments Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $62M 43.079677805911% vs 2022
- 2024 filing year
| 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.
- 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
Carriage House Investments Company Employees' Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Utah, the nearest Profit Sharing by assets is Trucking Employees of North Jersey Annuity Fund in NJ ($53M); by covered participants it is Daughters of Sarah Nursing Home Co., Inc. Tax Deferred Annuity Plan in NY (268 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($53M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (268 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.