401(k) · DOL Form 5500 · 2023

California Association of Realtors 401(k) Plan

Data updated 2026-08-25

$65M
Total assets Below avg plan size
127
Participants Small participant base
88th
Percentile by assets National rank
$514,564
Avg per participant High balance/head
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Official DOL plan name: California Association of Realtors Profit Sharing Plan · Sponsored by California Association of Realtors · California · Real Estate

$65M in assets, 127 participants

California Association of Realtors's California Association of Realtors Profit Sharing Plan reported $65M in total assets and 127 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.

  • #4,539 in Real Estate (4,727 peers)

Coverage in California

California Association of Realtors Profit Sharing Plan covers 127 participants in California, about 20% of the average California filer (state average ~630 per filing). Assets: $65M.

#4,539
in Real Estate (4,727 peers)
+12.8%
assets growth YoY
0.7×
vs typical plan assets (national mean)

California Association of Realtors Profit Sharing Plan's outsized position by total assets

California Association of Realtors Profit Sharing Plan vs every filed plan by assets

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

$65,349,608 Top 12% higher than 88% 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

California Association of Realtors 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. California Association of Realtors Profit Sharing Plan sits mid-pack in the medium band (127 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • California Association of Realtors Profit Sharing Plan reported net income rose from -$19M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • California Association of Realtors Profit Sharing Plan end-of-year assets rose from $58M in the plan year 2022 filing to $65M in the plan year 2023 filing.
  • California Association of Realtors Profit Sharing Plan reported participants fell from 133 in the plan year 2022 filing to 127 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 950594790 · California Association of Realtors PY 2023 · 401(k)

California Association of Realtors Profit Sharing Plan · $65M · 127 · 88th

  • ASSETS $65M
  • PCT 127
  • EIN 88th
  • RANK 401(k)
  • PHOTO near Trump Payroll Corp. 401(k) / Profit Sharing Plan
  • IND ind #4539

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 →

California Association of Realtors Profit Sharing Plan in the asset neighbourhood

Transportation Insight Retirement PlanTransportation Insight Retir…$65MWest Wichita Family Physicians, P.a. Profit Sharing Plan and 401(k)West Wichita Family Physicia…$65MCalifornia Association of Realtors Profit Sharing PlanCalifornia Association of Re…$65MTrump Payroll Corp. 401(k) / Profit Sharing PlanTrump Payroll Corp. 401(k) /…$65MDoyon Utilities, LLC Retirement PlanDoyon Utilities, LLC Retirem…$65M
End-of-year total assets ($M) among California Association of Realtors Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$58M
Net Assets (End of Year)$65M
Net Income$7M
Employer EIN950594790
Plan Effective Date1977-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (California Association of Realtors)

Sponsor-wide plan assets over time

All California Association of Realtors plans reported in each filing year

Latest sponsor-wide plan assets
$67M 16.43546317789648% vs 2022
2024 filing year
$55M$60M$65M$70M 202220232024 $58M $67.5M ▲ +16.4%
Year Plans Participants Total Assets
2022 1 133 $58M
2023 1 127 $65M
2024 1 133 $67M

Nearby 401(k) Plans in California

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

California Association of Realtors Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants California Association of Realtors Profit Sharing Plan, Total assets ($B): 0.065349608 · Participants: 127California Association of Realtors 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
California Association of Realtors Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare California Association of Realtors Profit Sharing Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Trump Payroll Corp. 401(k) / Profit Sharing Plan in NY ($65M); by covered participants it is Coal City Cob Company & Dfw Tank Cleaning 401(k) Plan in TX (127 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (127 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 California Association of Realtors Profit Sharing Plan assets move in 2023? ▼
California Association of Realtors Profit Sharing Plan grew at a solid clip - up 12.8% during 2023, from $58M to $65M. Reported net income was $7M.
How have California Association of Realtors plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), California Association of Realtors's sponsor-wide assets grew 16.4%, from $58M to $67M.
Where does California Association of Realtors Profit Sharing Plan rank by assets among Form 5500 filers? ▼
California Association of Realtors Profit Sharing Plan ranks in the 88th 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 California Association of Realtors Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Trump Payroll Corp. 401(k) / Profit Sharing Plan in NY ($65M, 996 participants).
Which 401(k) plans cover a similar participant headcount to California Association of Realtors Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Coal City Cob Company & Dfw Tank Cleaning 401(k) Plan in TX (127 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 950594790.

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.