Carey Profit Sharing and 401(k) Plan
ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.
Sponsored by Carey Asset Management Corp · New York · Real Estate
What the 2023 filing shows
Carey Profit Sharing and 401(k) Plan holds $91M for 135 participants — about $673,657 per participant, up 20.5% over the 2023 plan year.
- $91M
- total plan assets (2023 EOY)
- 135
- covered participants
- $673,657
- avg assets per participant
- +20.5%
- assets growth YoY
What the Filing Says About Carey Profit Sharing and 401(k) Plan
Carey Profit Sharing and 401(k) Plan is a 401(k) retirement plan sponsored by Carey Asset Management Corp, headquartered in New York. As of the 2023 Form 5500 filing, the plan reports $91M in total end-of-year assets and covers 135 participants across the Real Estate industry. The sponsor's EIN on file with the U.S. Department of Labor is 134121956, and the plan has been effective since 2002-04-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets moved from $75M at the beginning of 2023 to $91M at year-end — a gain of 20.5%. Net assets (after liabilities) closed the year at $91M, with reported net income of $16M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 1 prior plan-year filing from the same sponsor shown below.
Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.
Financial Summary (2023)
| Total Assets (Beginning of Year) | $75M |
| Total Assets (End of Year) | $91M |
| Net Assets (End of Year) | $91M |
| Net Income | $16M |
| Plan Type | 401(k) |
| Employer EIN | 134121956 |
| Plan Effective Date | 2002-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Carey Asset Management Corp)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 128 | $75M |
| 2023 | 1 | 135 | $91M |
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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 134121956.
Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.
Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.
Read our methodology — how this data is sourced, computed, and verified.