401(k) · DOL Form 5500 · 2024

Caritas Management Corp 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
133
Participants Small participant base
33rd
Percentile by assets National rank
$21,290
Avg per participant Low balance/head
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Official DOL plan name: Caritas Management Corp. 401(k) Profit Sharing Plan & Trust · Sponsored by Caritas Management Corp · California · Other Services

$3M in assets, 133 participants

Caritas Management Corp's Caritas Management Corp. 401(k) Profit Sharing Plan & Trust reported $3M in total assets and 133 participants in its 2024 DOL Form 5500 filing, ranking in the 33rd 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.

  • #4,420 in Other Services (7,719 peers)

Coverage in California

Caritas Management Corp. 401(k) Profit Sharing Plan & Trust covers 133 participants in California, about 21% of the average California filer (state average ~630 per filing). Assets: $3M.

#4,420
in Other Services (7,719 peers)
+35.1%
assets growth YoY

Caritas Management Corp. 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

Caritas Management Corp. 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$2,831,614 33rd percentile higher than 33% of 123,620 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 2024

Caritas Management Corp. 401(k) Profit Sharing Plan & Trust among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Caritas Management Corp. 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (133 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Caritas Management Corp. 401(k) Profit Sharing Plan & Trust end-of-year assets fell from $4M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Caritas Management Corp. 401(k) Profit Sharing Plan & Trust reported participants fell from 165 in the plan year 2023 filing to 133 in the plan year 2024 filing.
  • Caritas Management Corp. 401(k) Profit Sharing Plan & Trust reported net income rose from $699K in the plan year 2023 filing to $736K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 942921688 · Caritas Management Corp PY 2024 · 401(k)

Caritas Management Corp. 401(k) Profit Sharing Plan & Trust · $3M · 133 · 33rd

  • PCT $3M
  • PCT 133
  • PCT 33rd
  • PCT 401(k)
  • PCT near Louisiana Association for the Blind 401(k) Plan
  • PCT ind #4420

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 California →

Caritas Management Corp. 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Caritas Management Corp. 401(k) Profit Sharing Plan & TrustCaritas Management Corp. 401…$3MLouisiana Association for the Blind 401(k) PlanLouisiana Association for th…$3M403(b) Thrift Plan for Recovery Resources403(b) Thrift Plan for Recov…$3M1618 Holding, LLC 401(k) Profit Sharing Plan and Trust1618 Holding, LLC 401(k) Pro…$3MRay E Wells, Inc 401(k) Profit Sharing PlanRay E Wells, Inc 401(k) Prof…$3M
End-of-year total assets ($M) among Caritas Management Corp. 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$736K
Employer EIN942921688
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Caritas Management Corp)

Sponsor-wide plan assets over time

All Caritas Management Corp plans reported in each filing year

Latest sponsor-wide plan assets
$10M 254.23556744029577% vs 2022
2024 filing year
$0M$5M$10M$15M 202220232024 $2.84M $10.1M ▲ +254.9%
Year Plans Participants Total Assets
2022 1 159 $3M
2023 1 165 $4M
2024 3 464 $10M

Nearby 401(k) Plans in California

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Caritas Management Corp. 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Caritas Management Corp. 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.002831614 · Participants: 133Caritas Management Corp. 401(k) Profit Sharing Plan & TrustGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Caritas Management Corp. 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare Caritas Management Corp. 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Caritas Management Corp. 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Louisiana Association for the Blind 401(k) Plan in LA ($3M); by covered participants it is Daystar Products Int'l, Inc. 401(k) Profit Sharing Plan in AZ (133 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (133 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.

Frequently Asked Questions

How did Caritas Management Corp. 401(k) Profit Sharing Plan & Trust assets move in 2024? ▼
Caritas Management Corp. 401(k) Profit Sharing Plan & Trust surged - up 35.1% during 2024, from $2M to $3M. Reported net income was $736K.
How have Caritas Management Corp plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Caritas Management Corp's sponsor-wide assets grew 254.2%, from $3M to $10M.
Which 401(k) plans are similar in size to Caritas Management Corp. 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Louisiana Association for the Blind 401(k) Plan in LA ($3M, 125 participants).
Which 401(k) plans cover a similar participant headcount to Caritas Management Corp. 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Daystar Products Int'l, Inc. 401(k) Profit Sharing Plan in AZ (133 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 942921688.

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.