Profit Sharing · DOL Form 5500 · 2023

Casa Colina, Inc. Profit Sharing Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
783
Participants Near avg headcount
61st
Percentile by assets National rank
$14,001
Avg per participant Low balance/head
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Official DOL plan name: Casa Colina, Inc. Retirement Plan · Sponsored by Casa Colina, Inc. · California · Healthcare & Social Assistance

$11M in assets, 783 participants

Casa Colina, Inc.'s Casa Colina, Inc. Retirement Plan reported $11M in total assets and 783 participants in its 2023 DOL Form 5500 filing, ranking in the 61st 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.

  • #11,684 in Healthcare & Social Assistance (17,684 peers)

Casa Colina, Inc. multi-year trail

Casa Colina, Inc.'s plans moved +33.8% in assets from 2022 to 2024; this filing shows Casa Colina, Inc. Retirement Plan at $11M / 783 participants.

#11,684
in Healthcare & Social Assistance (17,684 peers)
+12.5%
assets growth YoY

Casa Colina, Inc. Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Casa Colina, Inc. Retirement Plan vs every filed plan by assets

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

$10,962,516 Top 39% higher than 61% 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. Retirement 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. Casa Colina, Inc. Retirement Plan sits mid-pack in the medium band (783 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Casa Colina, Inc. Retirement Plan reported net income rose from -$2M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Casa Colina, Inc. Retirement Plan end-of-year assets rose from $10M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Casa Colina, Inc. Retirement Plan reported participants rose from 725 in the plan year 2022 filing to 783 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

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

Casa Colina, Inc. Retirement Plan · $11M · 783 · 61st

  • NET $11M
  • BOOK 783
  • VS-ST 61st
  • BOY Profit Sharing
  • SCH near Lively Group, LLC 401(k) Profit Sharing Plan
  • EBSA ind #11684

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. Retirement Plan in the asset neighbourhood

Casa Colina, Inc. Retirement PlanCasa Colina, Inc. Retirement…$11MLively Group, LLC 401(k) Profit Sharing PlanLively Group, LLC 401(k) Pro…$11MCollegiate Academies 403(b) PlanCollegiate Academies 403(b) …$11MMaterial Yard Workers Local 1175 Annuity FundMaterial Yard Workers Local …$11MVisiting Nurse Association Retirement PlanVisiting Nurse Association R…$11M
End-of-year total assets ($M) among Casa Colina, Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Casa Colina, Inc. multi-year asset trail

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

Casa Colina, Inc. filing trail (2023)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$11M
Net Income$1M
Employer EIN953655256
Plan Effective Date1971-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

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

Casa Colina, Inc. Retirement Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Casa Colina, Inc. Retirement Plan, Total assets ($B): 0.010962516 · Participants: 783Casa Colina, Inc. 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. Retirement Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Casa Colina, Inc. Retirement Plan side-by-side with 3 peers →

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

Outside California, the nearest Profit Sharing by assets is Lively Group, LLC 401(k) Profit Sharing Plan in NY ($11M); by covered participants it is Institute of Community Services, Inc. Retirement Plan in MS (783 participants). Same-state nearby plans are listed separately above.

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. Retirement Plan assets move in 2023? ▼
Casa Colina, Inc. Retirement Plan grew at a solid clip - up 12.5% during 2023, from $10M to $11M. Reported net income was $1M.
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.
Which Profit Sharing plans are similar in size to Casa Colina, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Lively Group, LLC 401(k) Profit Sharing Plan in NY ($11M, 43 participants).
Which Profit Sharing plans cover a similar participant headcount to Casa Colina, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Institute of Community Services, Inc. Retirement Plan in MS (783 participants, $20M 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.