401(k) · DOL Form 5500 · 2024

Caritas Management Corp 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
134
Participants Small participant base
34th
Percentile by assets National rank
$22,492
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Caritas Management Corp. 401(k) Profit Sharing Plan & Trust · Sponsored by Caritas Management Corp · California · Other Services

$3M in assets, 134 participants

Caritas Management Corp's Caritas Management Corp. 401(k) Profit Sharing Plan & Trust reported $3M in total assets and 134 participants in its 2024 DOL Form 5500 filing, ranking in the 34th 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.

  • #4,471 in Other Services (7,719 peers)

Coverage in California

Caritas Management Corp. 401(k) Profit Sharing Plan & Trust covers 134 participants in California, about 21% of the average California filer (state average ~630 per filing). Assets: $3M.

#4,471
in Other Services (7,719 peers)
+6.4%
assets growth YoY

Caritas Management Corp. 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Other Services and all filers

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

$3,013,912 34th percentile higher than 34% 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 (134 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Caritas Management Corp. 401(k) Profit Sharing Plan & Trust reported net income fell from $699K in the plan year 2023 filing to $182K 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 134 in the plan year 2024 filing.
  • 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.

See the national 2023→2024 release diff →

Published 5500 schedule card

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

Caritas Management Corp. 401(k) Profit Sharing Plan & Trust · $3M · 134 · 34th

  • NET $3M
  • NET 134
  • NET 34th
  • NET 401(k)
  • NET near 403(b) Thrift Plan for Employees of Comunidades Latinas Unidas En Servicio, Inc.
  • NET ind #4471

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…$3M403(b) Thrift Plan for Employees of Comunidades Latinas Unidas En Servicio, Inc.403(b) Thrift Plan for Emplo…$3MA Schoeneman & Co Inc Profit Sharing PlanA Schoeneman & Co Inc Profit…$3MThe Valley Club, Inc. 401(k) PlanThe Valley Club, Inc. 401(k)…$3MCalimira, LLC 401(k) Plan$3M
End-of-year total assets ($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)$3M
Net Assets (End of Year)$3M
Net Income$182K
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): 0.003013912 · Participants: 134Caritas 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 403(b) Thrift Plan for Employees of Comunidades Latinas Unidas En Servicio, Inc. in MN ($3M); by covered participants it is Whalar 401(k) Plan in NY (134 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (134 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 grew at a solid clip - up 6.4% during 2024, from $3M to $3M. Reported net income was $182K.
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 403(b) Thrift Plan for Employees of Comunidades Latinas Unidas En Servicio, Inc. in MN ($3M, 155 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 Whalar 401(k) Plan in NY (134 participants, $6M 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.