Profit Sharing · DOL Form 5500 · 2023
Casa Colina, Inc. Profit Sharing Plan
Data updated 2026-08-11
- $11M
- Total assets
- 783
- Participants
- 61st
- Percentile by assets
- $14,001
- Avg per participant
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.
- 61st percentile by assets (of 127,072 plans)
- #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.
- $11M
- total plan assets (2023 EOY)
- 783
- covered participants
- 61st
- percentile by assets (of 127,072 plans)
- $14,001
- avg assets per participant
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.
Casa Colina, Inc. across 3 plan years on file
Across the 3 plan years Casa Colina, Inc. has on file (2022-2024), sponsor-wide plan assets have moved from $49M to $66M, a gain of 33.8%, while reported participants moved from 1,750 to 1,866 (+6.6%). Peak year by sponsor assets: 2024 ($66M); trough: 2022 ($49M).
Casa Colina, Inc. multi-year asset trail
| 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 EIN | 953655256 |
| Plan Effective Date | 1971-01-01 |
| Filing Status | FILING 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
- Intel Retirement Contribution Plan $7.2B · 21,513
- Scpmg Keogh Plan $6.8B · 10,125
- Motion Picture Industry Individual Account Plan $5.9B · 71,071
- Memorialcare Retirement Plan $1.3B · 4,728
- Disney Retirement Savings Plan $1.1B · 37,110
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Casa Colina, Inc. Retirement Plan by total assets, not by location.
- Lively Group, LLC 401(k) Profit Sharing Plan (NY) $11M · 43
- Collegiate Academies 403(b) Plan (LA) $11M · 529
- Material Yard Workers Local 1175 Annuity Fund (NY) $11M · 151
- Visiting Nurse Association Retirement Plan (NJ) $11M · 107
Frequently Asked Questions
How did Casa Colina, Inc. Retirement Plan assets move in 2023? ▼
How have Casa Colina, Inc. plan assets changed over time? ▼
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Next read for Casa Colina, Inc. Retirement Plan
Multi-year trail
Ways to act on Casa Colina, Inc. Retirement Plan's numbers.
- By total assets, Casa Colina, Inc. Retirement Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in California. Compare plans
- Casa Colina, Inc.'s sponsor-wide assets have grown 33.8% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans