Profit Sharing · DOL Form 5500 · 2023

Casa Colina, Inc. Profit Sharing Plan

Data updated 2026-08-25

$48M
Total assets Below avg plan size
1,064
Participants Near avg headcount
85th
Percentile by assets National rank
$44,999
Avg per participant Low balance/head
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Official DOL plan name: Casa Colina, Inc. 403(b) Retirement Plan · Sponsored by Casa Colina, Inc. · California · Healthcare & Social Assistance

$48M in assets, 1,064 participants

Casa Colina, Inc.'s Casa Colina, Inc. 403(b) Retirement Plan reported $48M in total assets and 1,064 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.

  • #15,452 in Healthcare & Social Assistance (17,684 peers)

Where Casa Colina, Inc. 403(b) Retirement Plan sits by assets

Casa Colina, Inc. 403(b) Retirement Plan sits in the top quartile of all filed plans by assets, $48M for 1,064 participants (~$44,999/participant), up 20.5% in 2023.

#15,452
in Healthcare & Social Assistance (17,684 peers)
+20.5%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Casa Colina, Inc. 403(b) Retirement Plan's outsized position by total assets

Casa Colina, Inc. 403(b) Retirement Plan vs every filed plan by assets

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

$47,879,060 Top 15% higher than 85% 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

Casa Colina, Inc. 403(b) Retirement Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Casa Colina, Inc. 403(b) Retirement Plan lands in the large band (1,064 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Casa Colina, Inc. 403(b) Retirement Plan reported net income rose from -$6M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Casa Colina, Inc. 403(b) Retirement Plan end-of-year assets rose from $40M in the plan year 2022 filing to $48M in the plan year 2023 filing.
  • Casa Colina, Inc. 403(b) Retirement Plan reported participants rose from 1,025 in the plan year 2022 filing to 1,064 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 953655256 · Casa Colina, Inc. PY 2023 · Profit Sharing

Casa Colina, Inc. 403(b) Retirement Plan · $48M · 1,064 · 85th

  • PHOTO $48M
  • PHOTO 1,064
  • PHOTO 85th
  • PHOTO Profit Sharing
  • PHOTO near Wellons Group, Inc. Profit Sharing Plan and Trust
  • PHOTO ind #15452

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 Healthcare & Social Assistance retirement plans → · Plans in California →

Casa Colina, Inc. 403(b) Retirement Plan in the asset neighbourhood

Marlborough Hospital Defined Contribution PlanMarlborough Hospital Defined…$48MJudge Rotenberg Educational Center, Inc. RetiremenJudge Rotenberg Educational …$48MCasa Colina, Inc. 403(b) Retirement PlanCasa Colina, Inc. 403(b) Ret…$48MWellons Group, Inc. Profit Sharing Plan and TrustWellons Group, Inc. Profit S…$48MPharmachem Laboratories, Inc. Profit Sharing PlanPharmachem Laboratories, Inc…$48M
End-of-year total assets ($M) among Casa Colina, Inc. 403(b) Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$40M
Net Assets (End of Year)$48M
Net Income$8M
Employer EIN953655256
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Casa Colina, Inc.)

Sponsor-wide plan assets over time

All Casa Colina, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$66M 33.81639231204733% vs 2022
2024 filing year
$40M$50M$60M$70M 202220232024 $49.5M $66.2M ▲ +33.8%
Year Plans Participants Total Assets
2022 2 1,750 $49M
2023 2 1,847 $59M
2024 2 1,866 $66M

Nearby Profit Sharing Plans in California

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Casa Colina, Inc. 403(b) Retirement Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Casa Colina, Inc. 403(b) Retirement Plan, Total assets ($B): 0.04787906 · Participants: 1064Casa Colina, Inc. 403(b) Retirement PlanIntel Retirement Contribution Plan, Total assets ($B): 7.243052996 · Participants: 21513Intel Retirement Contribution PlanScpmg Keogh Plan, Total assets ($B): 6.822267649 · Participants: 10125Scpmg Keogh PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 5.851994984 · Participants: 71071Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.32726 · Participants: 4728Memorialcare Retirement PlanDisney Retirement Savings Plan, Total assets ($B): 1.092654738 · Participants: 37110Disney Retirement Savings Plan
Casa Colina, Inc. 403(b) Retirement Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Casa Colina, Inc. 403(b) Retirement Plan side-by-side with 3 peers →

Casa Colina, Inc. 403(b) Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Wellons Group, Inc. Profit Sharing Plan and Trust in WA ($48M); by covered participants it is Rockford Health System Fixed Contribution Plan in IL (1,061 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,064 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 Casa Colina, Inc. 403(b) Retirement Plan assets move in 2023? ▼
Casa Colina, Inc. 403(b) Retirement Plan grew sharply - up 20.5% during 2023, from $40M to $48M. Reported net income was $8M.
How have Casa Colina, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Casa Colina, Inc.'s sponsor-wide assets grew 33.8%, from $49M to $66M.
Where does Casa Colina, Inc. 403(b) Retirement Plan rank by assets among Form 5500 filers? ▼
Casa Colina, Inc. 403(b) Retirement Plan ranks in the 85th 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 Profit Sharing plans are similar in size to Casa Colina, Inc. 403(b) Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Wellons Group, Inc. Profit Sharing Plan and Trust in WA ($48M, 184 participants).
Which Profit Sharing plans cover a similar participant headcount to Casa Colina, Inc. 403(b) Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Rockford Health System Fixed Contribution Plan in IL (1,061 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 953655256.

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.