401(k) · DOL Form 5500 · 2023

Carey Asset Management Corp 401(k) Plan

Data updated 2026-08-25

$91M
Total assets Below avg plan size
135
Participants Small participant base
91st
Percentile by assets National rank
$673,657
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Carey Profit Sharing and 401(k) Plan · Sponsored by Carey Asset Management Corp · New York · Real Estate

$91M in assets, 135 participants

Carey Asset Management Corp's Carey Profit Sharing and 401(k) Plan reported $91M in total assets and 135 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.

  • #4,598 in Real Estate (4,727 peers)

Coverage in New York

Carey Profit Sharing and 401(k) Plan covers 135 participants in New York, about 17% of the average New York filer (state average ~798 per filing). Assets: $91M.

#4,598
in Real Estate (4,727 peers)
+20.5%
assets growth YoY
0.9×
vs typical plan assets (national mean)

Carey Profit Sharing and 401(k) Plan's outsized position by total assets

Carey Profit Sharing and 401(k) Plan vs every filed plan by assets

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

$90,943,733 Top 9% higher than 91% 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

Carey Profit Sharing and 401(k) 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. Carey Profit Sharing and 401(k) Plan sits mid-pack in the medium band (135 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Carey Profit Sharing and 401(k) Plan reported net income rose from -$19M in the plan year 2022 filing to $16M in the plan year 2023 filing.
  • Carey Profit Sharing and 401(k) Plan end-of-year assets rose from $75M in the plan year 2022 filing to $91M in the plan year 2023 filing.
  • Carey Profit Sharing and 401(k) Plan reported participants rose from 128 in the plan year 2022 filing to 135 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 134121956 · Carey Asset Management Corp PY 2023 · 401(k)

Carey Profit Sharing and 401(k) Plan · $91M · 135 · 91st

  • IND $91M
  • EOY 135
  • 5500 91st
  • ASSETS 401(k)
  • PCT near Conner & Winters 401(k) Retirement Plan
  • EIN ind #4598

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 New York →

Carey Profit Sharing and 401(k) Plan in the asset neighbourhood

Pella Regional Health Center 401(k) PlanPella Regional Health Center…$91MCarey Profit Sharing and 401(k) PlanCarey Profit Sharing and 401…$91MConner & Winters 401(k) Retirement PlanConner & Winters 401(k) Reti…$91MThe Cook & Boardman Group, LLC 401(k) PlanThe Cook & Boardman Group, L…$91MGs1 US 401(k) Profit Sharing PlanGs1 US 401(k) Profit Sharing…$91M
End-of-year total assets ($M) among Carey Profit Sharing and 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$75M
Net Assets (End of Year)$91M
Net Income$16M
Employer EIN134121956
Plan Effective Date2002-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Carey Asset Management Corp)

Sponsor-wide plan assets over time

All Carey Asset Management Corp plans reported in each filing year

Latest sponsor-wide plan assets
$91M 20.54557930357392% vs 2022
2023 filing year
$70M$75M$80M$85M$90M$95M 20222023 $75.4M $90.9M ▲ +20.5%
Year Plans Participants Total Assets
2022 1 128 $75M
2023 1 135 $91M

Nearby 401(k) Plans in New York

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Carey Profit Sharing and 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Carey Profit Sharing and 401(k) Plan, Total assets ($B): 0.090943733 · Participants: 135Carey Profit Sharing and 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Carey Profit Sharing and 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Carey Profit Sharing and 401(k) Plan side-by-side with 3 peers →

Carey Profit Sharing and 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Conner & Winters 401(k) Retirement Plan in OK ($91M); by covered participants it is Seven Hills Ob-Gyn Associates, Inc. Profit Sharing Plan in NJ (135 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($91M here).

Similar participant headcount

Nearest other-state filings by covered participants (135 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 Carey Profit Sharing and 401(k) Plan assets move in 2023? ▼
Carey Profit Sharing and 401(k) Plan grew sharply - up 20.5% during 2023, from $75M to $91M. Reported net income was $16M.
How have Carey Asset Management Corp plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Carey Asset Management Corp's sponsor-wide assets grew 20.5%, from $75M to $91M.
Where does Carey Profit Sharing and 401(k) Plan rank by assets among Form 5500 filers? ▼
Carey Profit Sharing and 401(k) Plan ranks in the 91st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Carey Profit Sharing and 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Conner & Winters 401(k) Retirement Plan in OK ($91M, 84 participants).
Which 401(k) plans cover a similar participant headcount to Carey Profit Sharing and 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Seven Hills Ob-Gyn Associates, Inc. Profit Sharing Plan in NJ (135 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 134121956.

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.