Profit Sharing · DOL Form 5500 · 2023
Montecito Retirement Association D/B/a Casa Dorinda Profit Sharing Plan
Data updated 2026-08-11
- $21M
- Total assets
- 276
- Participants
- 73rd
- Percentile by assets
- $75,560
- Avg per participant
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.
- 73rd percentile by assets (of 127,072 plans)
- #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.
- $21M
- total plan assets (2023 EOY)
- 276
- covered participants
- 73rd
- percentile by assets (of 127,072 plans)
- $75,560
- avg assets per participant
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.
Participants vs California filers
In California, the average filing covers about 630 participants across 15,291 plans. Casa Dorinda Tax-Deferred Annuity Plan reports 276 participants - about 44% of that state average ($21M EOY assets).
California filing particulars
| Total Assets (Beginning of Year) | $18M |
|---|---|
| Net Assets (End of Year) | $21M |
| Net Income | $2M |
| Employer EIN | 237425754 |
| Plan Effective Date | 1990-04-30 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Montecito Retirement Association D/B/a Casa Dorinda)
| 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
- 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 Dorinda Tax-Deferred Annuity Plan by total assets, not by location.
Frequently Asked Questions
How did Casa Dorinda Tax-Deferred Annuity Plan assets move in 2023? ▼
How have Montecito Retirement Association D/B/a Casa Dorinda plan assets changed over time? ▼
Which Profit Sharing plans are similar in size to Casa Dorinda Tax-Deferred Annuity Plan? ▼
Next read for Casa Dorinda Tax-Deferred Annuity Plan
Filing takeaways
Ways to act on Casa Dorinda Tax-Deferred Annuity Plan's numbers.
- By total assets, Casa Dorinda Tax-Deferred Annuity 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
- Montecito Retirement Association D/B/a Casa Dorinda's sponsor-wide assets have grown 23.6% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans