Profit Sharing · DOL Form 5500 · 2024

Corbett Leasing & Investment Company Profit Sharing Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
1
Participants Small participant base
33rd
Percentile by assets National rank
$2.7M
Avg per participant High balance/head
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Official DOL plan name: Corbett Companies Defined Contribution Plan · Sponsored by Corbett Leasing & Investment Company · Utah · Finance & Insurance

$3M in assets, 1 participants

Corbett Leasing & Investment Company's Corbett Companies Defined Contribution Plan reported $3M in total assets and 1 participant 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.

  • #1,801 in Finance & Insurance (8,549 peers)

What the 2024 filing shows

Corbett Companies Defined Contribution Plan holds $3M for 1 participant - about $2.7M per participant, in the lower half of filed plans by assets.

#1,801
in Finance & Insurance (8,549 peers)
+1.1%
assets growth YoY

Corbett Companies Defined Contribution Plan among the smaller filed plans by assets

Corbett Companies Defined Contribution Plan vs every filed plan by assets

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

$2,670,009 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

Corbett Companies Defined Contribution 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. Corbett Companies Defined Contribution Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Corbett Companies Defined Contribution Plan reported net income fell from $105K in the plan year 2023 filing to $29K in the plan year 2024 filing.
  • Corbett Companies Defined Contribution Plan end-of-year assets rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 870320222 · Corbett Leasing & Investment Company PY 2024 · Profit Sharing

Corbett Companies Defined Contribution Plan · $3M · 1 · 33rd

  • 5500 $3M
  • ASSETS 1
  • PCT 33rd
  • EIN Profit Sharing
  • RANK near Roberto L. Bengoa Lopez Retirement Plan
  • PHOTO ind #1801

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 Finance & Insurance retirement plans → · Plans in Utah →

Corbett Companies Defined Contribution Plan in the asset neighbourhood

Corbett Companies Defined Contribution PlanCorbett Companies Defined Co…$3MRoberto L. Bengoa Lopez Retirement PlanRoberto L. Bengoa Lopez Reti…$3MStan E Potocki Md Professional Association Profit Sharing PlanStan E Potocki Md Profession…$3MFrench Camp Academy Employer Savings PlanFrench Camp Academy Employer…$3MWhite Memorial Community Health Center 403(b) PlanWhite Memorial Community Hea…$3M
End-of-year total assets ($M) among Corbett Companies Defined Contribution Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$29K
Employer EIN870320222
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Corbett Leasing & Investment Company)

Sponsor-wide plan assets over time

All Corbett Leasing & Investment Company plans reported in each filing year

Latest sponsor-wide plan assets
$3M 5.301581529770471% vs 2022
2024 filing year
$2.5M$2.55M$2.6M$2.65M$2.7M 202220232024 $2.54M $2.67M ▲ +5.1%
Year Plans Participants Total Assets
2022 1 1 $3M
2023 1 1 $3M
2024 1 1 $3M

Nearby Profit Sharing Plans in Utah

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Corbett Companies Defined Contribution Plan vs. nearby Profit Sharing plans in Utah, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -2000200400600 Total assets ($M) Participants Corbett Companies Defined Contribution Plan, Total assets ($M): 2.670009 · Participants: 1Corbett Companies Defined Contribution PlanWgu Retirement Savings Plan, Total assets ($M): 532.710602 · Participants: 8497Wgu Retirement Savings PlanDyno Nobel Inc. and Subsidiaries Tax-Favored Retirement Savings and Investment Plan, Total assets ($M): 350.341971 · Participants: 2569Dyno Nobel Inc. and Subsidiaries Tax-Favored Retirement Savings and Investment PlanParsons Behle & Latimer Profit Sharing Plan & Trust, Total assets ($M): 160.407409 · Participants: 285Parsons Behle & Latimer Profit Sharing Plan & TrustRio Tinto Alcan 401(k) Savings Plan for Former Employees, Total assets ($M): 119.332855 · Participants: 0Rio Tinto Alcan 401(k) Savings Plan for Former EmployeesCampbell Scientific Profit Sharing Plan, Total assets ($M): 107.19573 · Participants: 648Campbell Scientific Profit Sharing Plan
Corbett Companies Defined Contribution Plan vs. nearby Profit Sharing plans in Utah, assets vs. participants
Compare Corbett Companies Defined Contribution Plan side-by-side with 3 peers →

Corbett Companies Defined Contribution Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Utah, the nearest Profit Sharing by assets is Roberto L. Bengoa Lopez Retirement Plan in PR ($3M); by covered participants it is Gerald L. Bowen, P.C. Profit Sharing Plan in PA (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Corbett Companies Defined Contribution Plan assets move in 2024? ▼
Corbett Companies Defined Contribution Plan edged up modestly - up 1.1% during 2024, from $3M to $3M. Reported net income was $29K.
How have Corbett Leasing & Investment Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Corbett Leasing & Investment Company's sponsor-wide assets grew 5.3%, from $3M to $3M.
Which Profit Sharing plans are similar in size to Corbett Companies Defined Contribution Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Roberto L. Bengoa Lopez Retirement Plan in PR ($3M, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Corbett Companies Defined Contribution Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Gerald L. Bowen, P.C. Profit Sharing Plan in PA (1 participant, 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 870320222.

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.