Profit Sharing · DOL Form 5500 · 2024
Cca Wealth Strategies Inc. Profit Sharing Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 27th
- Percentile by assets National rank
- $750,021
- Avg per participant High balance/head
Official DOL plan name: Cca Wealth Strategies Inc. Retirement Plan · Sponsored by Cca Wealth Strategies Inc. · Texas · Other Services
$2M in assets, 2 participants
Cca Wealth Strategies Inc.'s Cca Wealth Strategies Inc. Retirement Plan reported $2M in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 27th 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.
- #3,954 in Other Services (7,719 peers)
Other Services sector rank
Within Other Services, Cca Wealth Strategies Inc. Retirement Plan ranks #3,954 of 7,719 2024 filers by assets (1338% of the sector average)-$2M for 2 participants.
- #3,954
- in Other Services (7,719 peers)
- +25.0%
- assets growth YoY
Cca Wealth Strategies Inc. Retirement Plan among the smaller filed plans by assets
Cca Wealth Strategies Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,500,042 27th percentile higher than 27% 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
Cca Wealth Strategies Inc. Retirement Plan among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cca Wealth Strategies Inc. Retirement Plan is a micro filing (2 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Cca Wealth Strategies Inc. Retirement Plan reported net income rose from -$200K in the plan year 2023 filing to $300K in the plan year 2024 filing.
- Cca Wealth Strategies Inc. Retirement Plan end-of-year assets rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 822002930 · Cca Wealth Strategies Inc. PY 2024 · Profit Sharing
Cca Wealth Strategies Inc. Retirement Plan · $2M · 2 · 27th
- EBSA $2M
- EBSA 2
- EBSA 27th
- EBSA Profit Sharing
- EBSA near Syndicate Corp. Retirement Plan
- EBSA ind #3954
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 Other Services retirement plans → · Plans in Texas →
Cca Wealth Strategies Inc. Retirement Plan in the asset neighbourhood
Other Services filing particulars
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $300K |
| Employer EIN | 822002930 |
| Plan Effective Date | 2017-06-27 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Cca Wealth Strategies Inc.)
Sponsor-wide plan assets over time
All Cca Wealth Strategies Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 7.142948977099193% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $1M |
| 2023 | 1 | 2 | $1M |
| 2024 | 1 | 2 | $2M |
Nearby Profit Sharing Plans in Texas
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Baylor College of Medicine Retirement Plan $2.0B · 10,721
- H-E-B Partner Stock Plan $1.6B · 103,962
- The Defined Contribution Plan of the Methodist Hospital $1.1B · 31,848
- American Heart Association, Inc. Qualified Retirement Plan $514M · 3,779
- Haynes and Boone Investment Directed Profit Sharing Plan $310M · 1,069
Cca Wealth Strategies Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Texas, the nearest Profit Sharing by assets is Syndicate Corp. Retirement Plan in CA ($2M); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.