401(k) · DOL Form 5500 · 2024

Castillo & Company, Cpa PA 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
8
Participants Small participant base
24th
Percentile by assets National rank
$140,234
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Castillo Profit Sharing Plan · Sponsored by Castillo & Company, Cpa PA · Florida · Professional & Technical Services

$1M in assets, 8 participants

Castillo & Company, Cpa PA's Castillo Profit Sharing Plan reported $1M in total assets and 8 participants in its 2024 DOL Form 5500 filing, ranking in the 24th 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.

  • #3,861 in Professional & Technical Services (20,173 peers)

Castillo & Company, Cpa PA multi-year trail

Castillo & Company, Cpa PA's plans moved +69.5% in assets from 2022 to 2024; this filing shows Castillo Profit Sharing Plan at $1M / 8 participants.

#3,861
in Professional & Technical Services (20,173 peers)
+43.9%
assets growth YoY

Castillo Profit Sharing Plan among the smaller filed plans by assets

Castillo Profit Sharing Plan vs every filed plan by assets

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

$1,121,870 24th percentile higher than 24% 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

Castillo 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. Castillo Profit Sharing Plan is a micro filing (8 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Castillo Profit Sharing Plan reported net income rose from $118K in the plan year 2023 filing to $342K in the plan year 2024 filing.
  • Castillo Profit Sharing Plan end-of-year assets rose from $780K in the plan year 2023 filing to $1M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 650555551 · Castillo & Company, Cpa PA PY 2024 · 401(k)

Castillo Profit Sharing Plan · $1M · 8 · 24th

  • EIN $1M
  • EIN 8
  • EIN 24th
  • EIN 401(k)
  • EIN near Tyamjo Enterprises 401(k) Plan
  • EIN ind #3861

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 Florida →

Castillo Profit Sharing Plan in the asset neighbourhood

Castillo Profit Sharing Plan$1MTyamjo Enterprises 401(k) PlanTyamjo Enterprises 401(k) Pl…$1MShoprite of Carteret Inc 401(k) PlanShoprite of Carteret Inc 401…$1MDme Express, LLC 401(k) Plan$1MDetroit Windsor Tunnel, LLC Union 401(k) PlanDetroit Windsor Tunnel, LLC …$1M
End-of-year total assets ($M) among Castillo Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Castillo & Company, Cpa PA multi-year asset trail

Sponsor-wide plan assets over time

All Castillo & Company, Cpa PA plans reported in each filing year

Latest sponsor-wide plan assets
$1M 69.4877613239102% vs 2022
2024 filing year
$0.6M$0.8M$1M$1.2M 202220232024 $0.66M $1.12M ▲ +69.7%
Year Plans Participants Total Assets
2022 1 8 $662K
2023 1 8 $780K
2024 1 8 $1M

Castillo & Company, Cpa PA filing trail (2024)

Total Assets (Beginning of Year)$780K
Net Assets (End of Year)$1M
Net Income$342K
Employer EIN650555551
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

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

Castillo Profit Sharing Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Castillo Profit Sharing Plan, Total assets ($B): 0.00112187 · Participants: 8Castillo Profit Sharing PlanL3harris Retirement Savings Plan, Total assets ($B): 16.316786122 · Participants: 40330L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 13.167098888 · Participants: 51081Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 9.190044852 · Participants: 310261Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 8.068866271 · Participants: 197102Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.484619612 · Participants: 16678Nextera Energy, Inc. Employee Retirement Savings Plan
Castillo Profit Sharing Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Castillo Profit Sharing Plan side-by-side with 3 peers →

Castillo Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Tyamjo Enterprises 401(k) Plan in CA ($1M); by covered participants it is The Raymond Company Pension Services, LLC 401(k) Plan in AZ (8 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1M here).

Similar participant headcount

Nearest other-state filings by covered participants (8 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 Castillo Profit Sharing Plan assets move in 2024? ▼
Castillo Profit Sharing Plan surged - up 43.9% during 2024, from $780K to $1M. Reported net income was $342K.
How have Castillo & Company, Cpa PA plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Castillo & Company, Cpa PA's sponsor-wide assets grew 69.5%, from $662K to $1M.
Where does Castillo Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Castillo Profit Sharing Plan ranks in the 24th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Castillo Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Tyamjo Enterprises 401(k) Plan in CA ($1M, 15 participants).
Which 401(k) plans cover a similar participant headcount to Castillo Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Raymond Company Pension Services, LLC 401(k) Plan in AZ (8 participants, $411K 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 650555551.

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.