401(k) · DOL Form 5500 · 2022
Caruso Management Company, Ltd. 401(k) Plan
Data updated 2026-08-25
- $20M
- Total assets Small plan by assets
- 183
- Participants Below avg headcount
- 77th
- Percentile by assets National rank
- $110,976
- Avg per participant Below avg balance/head
Official DOL plan name: Caruso Management Company 401(k) Retirement Savings Plan and Trust · Sponsored by Caruso Management Company, Ltd. · California · Construction
$20M in assets, 183 participants
Caruso Management Company, Ltd.'s Caruso Management Company 401(k) Retirement Savings Plan and Trust reported $20M in total assets and 183 participants in its 2022 DOL Form 5500 filing, ranking in the 77th 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.
- #7,631 in Construction (9,927 peers)
Coverage in California
Caruso Management Company 401(k) Retirement Savings Plan and Trust covers 183 participants in California, about 29% of the average California filer (state average ~630 per filing). Assets: $20M.
- #7,631
- in Construction (9,927 peers)
- -17.9%
- assets change YoY
- 0.2×
- vs typical plan assets (national mean)
The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Caruso Management Company 401(k) Retirement Savings Plan and Trust's outsized position by total assets
Caruso Management Company 401(k) Retirement Savings Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$20,308,550 Top 23% higher than 77% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Caruso Management Company 401(k) Retirement Savings Plan and Trust among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Caruso Management Company 401(k) Retirement Savings Plan and Trust sits mid-pack in the medium band (183 participants).
EBSA filing schedule strip
Filing strip 954339434 · Caruso Management Company, Ltd. PY 2022 · 401(k)
Caruso Management Company 401(k) Retirement Savings Plan and Trust · $20M · 183 · 77th
- VS-ST $20M
- VS-ST 183
- VS-ST 77th
- VS-ST 401(k)
- VS-ST near Russell Group 401(k) Savings Plan
- VS-ST ind #7631
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 Construction retirement plans → · Plans in California →
Caruso Management Company 401(k) Retirement Savings Plan and Trust in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $25M |
|---|---|
| Net Assets (End of Year) | $20M |
| Net Income | -$4M |
| Employer EIN | 954339434 |
| Plan Effective Date | 2001-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Caruso Management Company, Ltd.)
Sponsor-wide plan assets over time
All Caruso Management Company, Ltd. plans reported in each filing year
- Latest sponsor-wide plan assets
- $30M 45.30656299932787% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 183 | $20M |
| 2023 | 1 | 173 | $26M |
| 2024 | 1 | 175 | $30M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $45.8B · 205,865
- Google LLC 401(k) Savings Plan $28.9B · 102,963
- Oracle Corporation 401(k) Savings and Investment Plan $21.9B · 46,320
- Chevron Employee Savings Investment Plan $18.6B · 19,946
- Intel 401(k) Savings Plan $18.4B · 54,672
Caruso Management Company 401(k) Retirement Savings Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Russell Group 401(k) Savings Plan in IA ($20M); by covered participants it is Masy's Retirement Plan in MA (183 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($20M here).
- Russell Group 401(k) Savings Plan (IA) $20M · 131
- National Bank of Commerce 401(k) Profit Sharing Plan (WI) $20M · 172
- Nusenda Federal Credit Union 401(k) Plan (NM) $20M · 683
- Truckworx Employee Retirement Savings Plan (AL) $20M · 380
Similar participant headcount
Nearest other-state filings by covered participants (183 participants); asset peers above are excluded.
- Masy's Retirement Plan (MA) 183 · 0 off
- Foundation for Educational Services, Inc. 401(k) Plan (NE) 183 · 0 off
- Metropolitan Golf Group, LLC 401(k) Ps Plan and Trust (NJ) 183 · 0 off
- All(N)1 Security Services 401kplan (GA) 183 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.