Profit Sharing · DOL Form 5500 · 2023

Andy Caglia Realty, Inc. Profit Sharing Plan

Data updated 2026-08-25

$762K
Total assets Small plan by assets
3
Participants Small participant base
21st
Percentile by assets National rank
$254,137
Avg per participant Above avg balance/head
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Official DOL plan name: Andy Caglia Realty, Inc. Profit Sharing Plan · Sponsored by Andy Caglia Realty, Inc. · California · Real Estate

$762K in assets, 3 participants

Andy Caglia Realty, Inc.'s Andy Caglia Realty, Inc. Profit Sharing Plan reported $762K in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 21st 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.

  • #1,761 in Real Estate (4,727 peers)

Andy Caglia Realty, Inc. multi-year trail

Andy Caglia Realty, Inc.'s plans moved +48.0% in assets from 2022 to 2024; this filing shows Andy Caglia Realty, Inc. Profit Sharing Plan at $762K / 3 participants.

#1,761
in Real Estate (4,727 peers)
+22.3%
assets growth YoY

Andy Caglia Realty, Inc. Profit Sharing Plan among the smaller filed plans by assets

Andy Caglia Realty, Inc. Profit Sharing Plan vs every filed plan by assets

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

$762,412 21st percentile higher than 21% 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

Andy Caglia Realty, Inc. Profit Sharing Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Andy Caglia Realty, Inc. Profit Sharing Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Andy Caglia Realty, Inc. Profit Sharing Plan end-of-year assets rose from $623K in the plan year 2022 filing to $762K in the plan year 2023 filing.
  • Andy Caglia Realty, Inc. Profit Sharing Plan reported net income fell from $149K in the plan year 2022 filing to $139K in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 942438867 · Andy Caglia Realty, Inc. PY 2023 · Profit Sharing

Andy Caglia Realty, Inc. Profit Sharing Plan · $762K · 3 · 21st

  • EBSA $762K
  • PART 3
  • TYPE 21st
  • NET Profit Sharing
  • BOOK near Calderone Abbott PC Profit Sharing Plan
  • VS-ST ind #1761

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 Real Estate retirement plans → · Plans in California →

Andy Caglia Realty, Inc. Profit Sharing Plan in the asset neighbourhood

Andy Caglia Realty, Inc. Profit Sharing PlanAndy Caglia Realty, Inc. Pro…$762KCalderone Abbott PC Profit Sharing PlanCalderone Abbott PC Profit S…$762KOficina Medica Josefina Ortiz LLC Retirement PlanOficina Medica Josefina Orti…$763KThe Dural Corp. Retirement PlanThe Dural Corp. Retirement P…$763KPermanent Claims Service, Inc. Profit Sharing PlanPermanent Claims Service, In…$763K
End-of-year total assets ($M) among Andy Caglia Realty, Inc. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Andy Caglia Realty, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Andy Caglia Realty, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$922K 48.004467323072184% vs 2022
2024 filing year
$0.5M$0.6M$0.7M$0.8M$0.9M$1M 202220232024 $0.62M $0.92M ▲ +48.4%
Year Plans Participants Total Assets
2022 1 3 $623K
2023 1 3 $762K
2024 1 4 $922K

Andy Caglia Realty, Inc. filing trail (2023)

Total Assets (Beginning of Year)$623K
Net Assets (End of Year)$762K
Net Income$139K
Employer EIN942438867
Plan Effective Date1992-10-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

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

Andy Caglia Realty, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Andy Caglia Realty, Inc. Profit Sharing Plan, Total assets ($B): 0.000762412 · Participants: 3Andy Caglia Realty, Inc. Profit Sharing 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
Andy Caglia Realty, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Andy Caglia Realty, Inc. Profit Sharing Plan side-by-side with 3 peers →

Andy Caglia Realty, Inc. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Calderone Abbott PC Profit Sharing Plan in VA ($762K); by covered participants it is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Andy Caglia Realty, Inc. Profit Sharing Plan assets move in 2023? ▼
Andy Caglia Realty, Inc. Profit Sharing Plan grew sharply - up 22.3% during 2023, from $623K to $762K. Reported net income was $139K.
How have Andy Caglia Realty, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Andy Caglia Realty, Inc.'s sponsor-wide assets grew 48.0%, from $623K to $922K.
Where does Andy Caglia Realty, Inc. Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Andy Caglia Realty, Inc. Profit Sharing Plan ranks in the 21st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Andy Caglia Realty, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Calderone Abbott PC Profit Sharing Plan in VA ($762K, 5 participants).
Which Profit Sharing plans cover a similar participant headcount to Andy Caglia Realty, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants, $751K 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 942438867.

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.