Profit Sharing · DOL Form 5500 · 2024
Corporate Advisory Assoc. P.S. Plan Profit Sharing Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 5
- Participants Small participant base
- 36th
- Percentile by assets National rank
- $711,253
- Avg per participant High balance/head
Official DOL plan name: Corporate Advisory Associates, Inc. Profit Sharing Plan · Sponsored by Corporate Advisory Assoc. P.S. Plan · Washington · Professional & Technical Services
$4M in assets, 5 participants
Corporate Advisory Assoc. P.S. Plan's Corporate Advisory Associates, Inc. Profit Sharing Plan reported $4M in total assets and 5 participants in its 2024 DOL Form 5500 filing, ranking in the 36th 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.
- #6,705 in Professional & Technical Services (20,173 peers)
Corporate Advisory Assoc. P.S. Plan multi-year trail
Corporate Advisory Assoc. P.S. Plan's plans moved +44.8% in assets from 2022 to 2024; this filing shows Corporate Advisory Associates, Inc. Profit Sharing Plan at $4M / 5 participants.
- #6,705
- in Professional & Technical Services (20,173 peers)
- +27.4%
- assets growth YoY
Corporate Advisory Associates, Inc. Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers
Corporate Advisory Associates, Inc. Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$3,556,263 36th percentile higher than 36% 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
Corporate Advisory Associates, Inc. Profit Sharing 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. Corporate Advisory Associates, Inc. Profit Sharing Plan is a micro filing (5 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Corporate Advisory Associates, Inc. Profit Sharing Plan reported net income rose from $335K in the plan year 2023 filing to $765K in the plan year 2024 filing.
- Corporate Advisory Associates, Inc. Profit Sharing Plan reported participants fell from 7 in the plan year 2023 filing to 5 in the plan year 2024 filing.
- Corporate Advisory Associates, Inc. Profit Sharing Plan end-of-year assets rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 911566938 · Corporate Advisory Assoc. P.S. Plan PY 2024 · Profit Sharing
Corporate Advisory Associates, Inc. Profit Sharing Plan · $4M · 5 · 36th
- TYPE $4M
- NET 5
- BOOK 36th
- VS-ST Profit Sharing
- BOY near Archbold Furniture Co. , Inc. 401(k) Plan
- SCH ind #6705
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 Professional & Technical Services retirement plans → · Plans in Washington →
Corporate Advisory Associates, Inc. Profit Sharing Plan in the asset neighbourhood
Corporate Advisory Assoc. P.S. Plan multi-year asset trail
Sponsor-wide plan assets over time
All Corporate Advisory Assoc. P.S. Plan plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 44.80251960552783% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4 | $2M |
| 2023 | 1 | 7 | $3M |
| 2024 | 1 | 5 | $4M |
Corporate Advisory Assoc. P.S. Plan filing trail (2024)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $765K |
| Employer EIN | 911566938 |
| Plan Effective Date | 1996-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Washington
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Bill & Melinda Gates Foundation Sharing Retirement Plan $680M · 1,926
- Itron, Inc. Incentive Savings Plan $651M · 2,593
- Multicare Health System Retirement Account Plan $562M · 11,865
- SEIU 775 Secure Retirement Plan $498M · 72,804
- Western Washington Painters Defined Contribution Pension Plan $263M · 1,633
Corporate Advisory Associates, Inc. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Washington, the nearest Profit Sharing by assets is Archbold Furniture Co. , Inc. 401(k) Plan in OH ($4M); by covered participants it is Rl Barron Holdings Inc. Retirement Plan in GA (5 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 (5 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.