Profit Sharing · DOL Form 5500 · 2023

Montecito Retirement Association D/B/a Casa Dorinda Profit Sharing Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
276
Participants Below avg headcount
73rd
Percentile by assets National rank
$75,560
Avg per participant Below avg balance/head
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Official DOL plan name: Casa Dorinda Tax-Deferred Annuity Plan · Sponsored by Montecito Retirement Association D/B/a Casa Dorinda · California · Healthcare & Social Assistance

$21M in assets, 276 participants

Montecito Retirement Association D/B/a Casa Dorinda's Casa Dorinda Tax-Deferred Annuity Plan reported $21M in total assets and 276 participants in its 2023 DOL Form 5500 filing, ranking in the 73rd 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.

  • #13,733 in Healthcare & Social Assistance (17,684 peers)

Coverage in California

Casa Dorinda Tax-Deferred Annuity Plan covers 276 participants in California, about 44% of the average California filer (state average ~630 per filing). Assets: $21M.

#13,733
in Healthcare & Social Assistance (17,684 peers)
+13.0%
assets growth YoY

Casa Dorinda Tax-Deferred Annuity Plan's outsized position by total assets

Casa Dorinda Tax-Deferred Annuity Plan vs every filed plan by assets

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

$20,854,627 Top 27% higher than 73% 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 Dorinda Tax-Deferred Annuity 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 Dorinda Tax-Deferred Annuity Plan sits mid-pack in the medium band (276 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Casa Dorinda Tax-Deferred Annuity Plan reported net income rose from -$4M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Casa Dorinda Tax-Deferred Annuity Plan end-of-year assets rose from $18M in the plan year 2022 filing to $21M in the plan year 2023 filing.
  • Casa Dorinda Tax-Deferred Annuity Plan reported participants rose from 249 in the plan year 2022 filing to 276 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 237425754 · Montecito Retirement Association D/B/a Casa Dorinda PY 2023 · Profit Sharing

Casa Dorinda Tax-Deferred Annuity Plan · $21M · 276 · 73rd

  • 5500 $21M
  • 5500 276
  • 5500 73rd
  • 5500 Profit Sharing
  • 5500 near Wadsworth Brothers Construction Company, Inc. Profit Sharing Plan
  • 5500 ind #13733

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 Dorinda Tax-Deferred Annuity Plan in the asset neighbourhood

Veenker Resources, Inc. Profit Sharing PlanVeenker Resources, Inc. Prof…$21MWadsworth Brothers Construction Company, Inc. Profit Sharing PlanWadsworth Brothers Construct…$21MCasa Dorinda Tax-Deferred Annuity PlanCasa Dorinda Tax-Deferred An…$21MKipp Team and Family Schools, Inc. 403(b) PlanKipp Team and Family Schools…$21MLocal 463 Entenmann's Salesperson's Trust FundLocal 463 Entenmann's Salesp…$21M
End-of-year total assets ($M) among Casa Dorinda Tax-Deferred Annuity Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$21M
Net Income$2M
Employer EIN237425754
Plan Effective Date1990-04-30
Filing StatusFILING RECEIVED

Sponsor Plan History (Montecito Retirement Association D/B/a Casa Dorinda)

Sponsor-wide plan assets over time

All Montecito Retirement Association D/B/a Casa Dorinda plans reported in each filing year

Latest sponsor-wide plan assets
$23M 23.5964433130458% vs 2022
2024 filing year
$18M$20M$22M$24M 202220232024 $18.5M $22.8M ▲ +23.6%
Year Plans Participants Total Assets
2022 1 249 $18M
2023 1 276 $21M
2024 1 316 $23M

Nearby Profit Sharing Plans in California

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

Casa Dorinda Tax-Deferred Annuity Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Casa Dorinda Tax-Deferred Annuity Plan, Total assets ($B): 0.020854627 · Participants: 276Casa Dorinda Tax-Deferred Annuity 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 Dorinda Tax-Deferred Annuity Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Casa Dorinda Tax-Deferred Annuity Plan side-by-side with 3 peers →

Casa Dorinda Tax-Deferred Annuity Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Wadsworth Brothers Construction Company, Inc. Profit Sharing Plan in UT ($21M); by covered participants it is Piedmont National Corporation 401(k) Retirement Plan in GA (276 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (276 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 Dorinda Tax-Deferred Annuity Plan assets move in 2023? ▼
Casa Dorinda Tax-Deferred Annuity Plan grew at a solid clip - up 13.0% during 2023, from $18M to $21M. Reported net income was $2M.
How have Montecito Retirement Association D/B/a Casa Dorinda plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Montecito Retirement Association D/B/a Casa Dorinda's sponsor-wide assets grew 23.6%, from $18M to $23M.
Which Profit Sharing plans are similar in size to Casa Dorinda Tax-Deferred Annuity Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Wadsworth Brothers Construction Company, Inc. Profit Sharing Plan in UT ($21M, 266 participants).
Which Profit Sharing plans cover a similar participant headcount to Casa Dorinda Tax-Deferred Annuity Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Piedmont National Corporation 401(k) Retirement Plan in GA (276 participants, $43M 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 237425754.

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.