401(k) · DOL Form 5500 · 2023

Carmel Partners Management LLC 401(k) Plan

Data updated 2026-08-25

$41M
Total assets Below avg plan size
311
Participants Below avg headcount
83rd
Percentile by assets National rank
$133,120
Avg per participant Near avg balance/head
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Official DOL plan name: Carmel Partners, LLC 401(k) Profit Sharing Plan · Sponsored by Carmel Partners Management LLC · California · Real Estate

$41M in assets, 311 participants

Carmel Partners Management LLC's Carmel Partners, LLC 401(k) Profit Sharing Plan reported $41M in total assets and 311 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.

  • #4,406 in Real Estate (4,727 peers)

Coverage in California

Carmel Partners, LLC 401(k) Profit Sharing Plan covers 311 participants in California, about 49% of the average California filer (state average ~630 per filing). Assets: $41M.

#4,406
in Real Estate (4,727 peers)
+24.4%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Carmel Partners, LLC 401(k) Profit Sharing Plan's outsized position by total assets

Carmel Partners, LLC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$41,400,300 Top 17% higher than 83% 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

Carmel Partners, LLC 401(k) 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. Carmel Partners, LLC 401(k) Profit Sharing Plan sits mid-pack in the medium band (311 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Carmel Partners, LLC 401(k) Profit Sharing Plan reported net income rose from -$6M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Carmel Partners, LLC 401(k) Profit Sharing Plan reported participants rose from 242 in the plan year 2022 filing to 311 in the plan year 2023 filing.
  • Carmel Partners, LLC 401(k) Profit Sharing Plan end-of-year assets rose from $33M in the plan year 2022 filing to $41M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 853272514 · Carmel Partners Management LLC PY 2023 · 401(k)

Carmel Partners, LLC 401(k) Profit Sharing Plan · $41M · 311 · 83rd

  • SCH $41M
  • SCH 311
  • SCH 83rd
  • SCH 401(k)
  • SCH near Wilson Construction Company 401(k) Profit Sharing Plan
  • SCH ind #4406

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 California →

Carmel Partners, LLC 401(k) Profit Sharing Plan in the asset neighbourhood

Dynatect Manufacturing, Inc. Retirement & Employee Savings PlanDynatect Manufacturing, Inc.…$41MCovius Holdings, Inc. 401(k) PlanCovius Holdings, Inc. 401(k)…$41MCarmel Partners, LLC 401(k) Profit Sharing PlanCarmel Partners, LLC 401(k) …$41MWilson Construction Company 401(k) Profit Sharing PlanWilson Construction Company …$41MSouth Coast Lumber Co 401(k) Employees' Savings & Profit Sharing PlanSouth Coast Lumber Co 401(k)…$41M
End-of-year total assets ($M) among Carmel Partners, LLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$33M
Net Assets (End of Year)$41M
Net Income$8M
Employer EIN853272514
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Carmel Partners Management LLC)

Sponsor-wide plan assets over time

All Carmel Partners Management LLC plans reported in each filing year

Latest sponsor-wide plan assets
$49M 47.62297022905972% vs 2022
2024 filing year
$30M$35M$40M$45M$50M$55M 202220232024 $33.3M $49.1M ▲ +47.6%
Year Plans Participants Total Assets
2022 1 242 $33M
2023 1 311 $41M
2024 1 348 $49M

Nearby 401(k) Plans in California

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

Carmel Partners, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Carmel Partners, LLC 401(k) Profit Sharing Plan, Total assets ($B): 0.0414003 · Participants: 311Carmel Partners, LLC 401(k) Profit Sharing PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Carmel Partners, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Carmel Partners, LLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

Carmel Partners, LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Wilson Construction Company 401(k) Profit Sharing Plan in OR ($41M); by covered participants it is Bobcat North America, LLC in FL (311 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (311 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 Carmel Partners, LLC 401(k) Profit Sharing Plan assets move in 2023? ▼
Carmel Partners, LLC 401(k) Profit Sharing Plan grew sharply - up 24.4% during 2023, from $33M to $41M. Reported net income was $8M.
How have Carmel Partners Management LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carmel Partners Management LLC's sponsor-wide assets grew 47.6%, from $33M to $49M.
Where does Carmel Partners, LLC 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Carmel Partners, LLC 401(k) Profit Sharing Plan ranks in the 83rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Carmel Partners, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Wilson Construction Company 401(k) Profit Sharing Plan in OR ($41M, 189 participants).
Which 401(k) plans cover a similar participant headcount to Carmel Partners, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bobcat North America, LLC in FL (311 participants, $34K 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 853272514.

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.