Profit Sharing · DOL Form 5500 · 2024
Carstens Realty Profit Sharing Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 4
- Participants Small participant base
- 40th
- Percentile by assets National rank
- $1.1M
- Avg per participant High balance/head
Official DOL plan name: Carstens Realty Profit Sharing Plan & Trust · Sponsored by Carstens Realty · California · Real Estate
$4M in assets, 4 participants
Carstens Realty's Carstens Realty Profit Sharing Plan & Trust reported $4M in total assets and 4 participants in its 2024 DOL Form 5500 filing, ranking in the 40th 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.
- #2,738 in Real Estate (4,605 peers)
Carstens Realty multi-year trail
Carstens Realty's plans moved -59.0% in assets from 2022 to 2024; this filing shows Carstens Realty Profit Sharing Plan & Trust at $4M / 4 participants.
- #2,738
- in Real Estate (4,605 peers)
- +20.0%
- assets growth YoY
Carstens Realty Profit Sharing Plan & Trust's mid-pack asset rank among Real Estate and all filers
Carstens Realty Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$4,404,935 40th percentile higher than 40% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Carstens Realty Profit Sharing Plan & Trust among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Carstens Realty Profit Sharing Plan & Trust is a micro filing (4 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Carstens Realty Profit Sharing Plan & Trust reported net income rose from -$7M in the plan year 2023 filing to $734K in the plan year 2024 filing.
- Carstens Realty Profit Sharing Plan & Trust reported participants rose from 3 in the plan year 2023 filing to 4 in the plan year 2024 filing.
- Carstens Realty Profit Sharing Plan & Trust end-of-year assets rose from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 942285475 · Carstens Realty PY 2024 · Profit Sharing
Carstens Realty Profit Sharing Plan & Trust · $4M · 4 · 40th
- PART $4M
- TYPE 4
- NET 40th
- BOOK Profit Sharing
- VS-ST near Methodist Manor Retirement Community 403(b) Plan
- BOY ind #2738
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 →
Carstens Realty Profit Sharing Plan & Trust in the asset neighbourhood
Carstens Realty multi-year asset trail
Sponsor-wide plan assets over time
All Carstens Realty plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 58.98291969565902% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $11M |
| 2023 | 1 | 3 | $4M |
| 2024 | 1 | 4 | $4M |
Carstens Realty filing trail (2024)
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $734K |
| Employer EIN | 942285475 |
| Plan Effective Date | 1981-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in California
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Scpmg Keogh Plan $7.9B · 10,749
- Intel Retirement Contribution Plan $7.3B · 19,044
- Motion Picture Industry Individual Account Plan $6.2B · 67,842
- Memorialcare Retirement Plan $1.4B · 4,491
- Disney Retirement Savings Plan $1.4B · 36,338
Carstens Realty Profit Sharing Plan & Trust's out-of-state Profit Sharing peers by assets and headcount
Outside California, the nearest Profit Sharing by assets is Methodist Manor Retirement Community 403(b) Plan in IA ($4M); by covered participants it is Thrive Holdings Inc. Retirement Plan in OH (4 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.
- Thrive Holdings Inc. Retirement Plan (OH) 4 · 0 off
- Apg Enterprises Inc. Retirement Plan (NC) 4 · 0 off
- Megesh, Inc. Retirement Plan (NJ) 4 · 0 off
- Tri Lazy W Ranch Profit Sharing Plan (CO) 4 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.