401(k) · DOL Form 5500 · 2023

Caruso Management Company, Ltd. 401(k) Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
173
Participants Small participant base
77th
Percentile by assets National rank
$147,742
Avg per participant Above avg balance/head
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Official DOL plan name: Caruso Management Company 401(k) Retirement Savings Plan and Trust · Sponsored by Caruso Management Company, Ltd. · California · Construction

$26M in assets, 173 participants

Caruso Management Company, Ltd.'s Caruso Management Company 401(k) Retirement Savings Plan and Trust reported $26M in total assets and 173 participants in its 2023 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.

  • #6,801 in Construction (9,030 peers)

Coverage in California

Caruso Management Company 401(k) Retirement Savings Plan and Trust covers 173 participants in California, about 27% of the average California filer (state average ~630 per filing). Assets: $26M.

#6,801
in Construction (9,030 peers)
+25.9%
assets growth YoY
0.3×
vs typical plan assets (national mean)

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 2023 · DOL Form 5500

$25,559,321 Top 23% higher than 77% 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

Caruso Management Company 401(k) Retirement Savings Plan and Trust 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. Caruso Management Company 401(k) Retirement Savings Plan and Trust sits mid-pack in the medium band (173 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Caruso Management Company 401(k) Retirement Savings Plan and Trust reported net income rose from -$4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Caruso Management Company 401(k) Retirement Savings Plan and Trust end-of-year assets rose from $20M in the plan year 2022 filing to $26M in the plan year 2023 filing.
  • Caruso Management Company 401(k) Retirement Savings Plan and Trust reported participants fell from 183 in the plan year 2022 filing to 173 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 954339434 · Caruso Management Company, Ltd. PY 2023 · 401(k)

Caruso Management Company 401(k) Retirement Savings Plan and Trust · $26M · 173 · 77th

  • IND $26M
  • EOY 173
  • 5500 77th
  • ASSETS 401(k)
  • PCT near Ai Fire, LLC 401(k) Plan
  • EIN ind #6801

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

Caruso Management Company 401(k) Retirement Savings Plan and TrustCaruso Management Company 40…$26MAi Fire, LLC 401(k) Plan$26MBernardi Auto Group Retirement PlanBernardi Auto Group Retireme…$26MFontainebleau Florida Hotel 401(k) PlanFontainebleau Florida Hotel …$26MMcgehee Bank Employee Stock Ownership PlanMcgehee Bank Employee Stock …$26M
End-of-year total assets ($M) among Caruso Management Company 401(k) Retirement Savings Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$26M
Net Income$5M
Employer EIN954339434
Plan Effective Date2001-01-01
Filing StatusFILING 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
$15M$20M$25M$30M$35M 202220232024 $20.3M $29.5M ▲ +45.3%
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.

Caruso Management Company 401(k) Retirement Savings Plan and Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Caruso Management Company 401(k) Retirement Savings Plan and Trust, Total assets ($B): 0.025559321 · Participants: 173Caruso Management Company 401(k) Retirement Savings Plan and TrustWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Caruso Management Company 401(k) Retirement Savings Plan and Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare Caruso Management Company 401(k) Retirement Savings Plan and Trust side-by-side with 3 peers →

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 Ai Fire, LLC 401(k) Plan in TX ($26M); by covered participants it is Ace Fix-It Hardware 401(k) Plan in PA (173 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($26M here).

Similar participant headcount

Nearest other-state filings by covered participants (173 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 Caruso Management Company 401(k) Retirement Savings Plan and Trust assets move in 2023? ▼
Caruso Management Company 401(k) Retirement Savings Plan and Trust grew sharply - up 25.9% during 2023, from $20M to $26M. Reported net income was $5M.
How have Caruso Management Company, Ltd. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Caruso Management Company, Ltd.'s sponsor-wide assets grew 45.3%, from $20M to $30M.
Where does Caruso Management Company 401(k) Retirement Savings Plan and Trust rank by assets among Form 5500 filers? ▼
Caruso Management Company 401(k) Retirement Savings Plan and Trust ranks in the 77th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Caruso Management Company 401(k) Retirement Savings Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Ai Fire, LLC 401(k) Plan in TX ($26M, 1,251 participants).
Which 401(k) plans cover a similar participant headcount to Caruso Management Company 401(k) Retirement Savings Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Ace Fix-It Hardware 401(k) Plan in PA (173 participants, N/A 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 954339434.

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.