401(k) · DOL Form 5500 · 2024

W. P. Carey Management LLC 401(k) Plan

Data updated 2026-08-25

$109M
Total assets Near avg plan size
142
Participants Small participant base
91st
Percentile by assets National rank
$767,073
Avg per participant High balance/head
PlainRetire home → About this data

Official DOL plan name: Carey Profit Sharing and 401(k) Plan · Sponsored by W. P. Carey Management LLC · New York · Real Estate

$109M in assets, 142 participants

W. P. Carey Management LLC's Carey Profit Sharing and 401(k) Plan reported $109M in total assets and 142 participants in its 2024 DOL Form 5500 filing, ranking in the 91st 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.

  • #4,477 in Real Estate (4,605 peers)

Coverage in New York

Carey Profit Sharing and 401(k) Plan covers 142 participants in New York, about 18% of the average New York filer (state average ~798 per filing). Assets: $109M.

#4,477
in Real Estate (4,605 peers)
+19.8%
assets growth YoY
1.1×
vs typical plan assets (national mean)

Carey Profit Sharing and 401(k) Plan's outsized position by total assets

Carey Profit Sharing and 401(k) Plan vs every filed plan by assets

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

$108,924,359 Top 9% higher than 91% 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

Carey Profit Sharing and 401(k) Plan 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. Carey Profit Sharing and 401(k) Plan sits mid-pack in the medium band (142 participants).

Published 5500 schedule card

Filing strip 883542403 · W. P. Carey Management LLC PY 2024 · 401(k)

Carey Profit Sharing and 401(k) Plan · $109M · 142 · 91st

  • RANK $109M
  • RANK 142
  • RANK 91st
  • RANK 401(k)
  • RANK near Virginia Federal Credit Union 401(k) Savings Plan
  • RANK ind #4477

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 Real Estate retirement plans → · Plans in New York →

Carey Profit Sharing and 401(k) Plan in the asset neighbourhood

Retirement Access Plan$109MHolthouse Carlin & Van Trigt LLP 401(k) Plan & TrustHolthouse Carlin & Van Trigt…$109MCarey Profit Sharing and 401(k) PlanCarey Profit Sharing and 401…$109MVirginia Federal Credit Union 401(k) Savings PlanVirginia Federal Credit Unio…$109MAnderson Merchandisers Employee 401(k) Profit Sharing PlanAnderson Merchandisers Emplo…$109M
End-of-year total assets ($M) among Carey Profit Sharing and 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$91M
Net Assets (End of Year)$109M
Net Income$18M
Employer EIN883542403
Plan Effective Date2002-04-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Carey Profit Sharing and 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Carey Profit Sharing and 401(k) Plan, Total assets ($B): 0.108924359 · Participants: 142Carey Profit Sharing and 401(k) PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Carey Profit Sharing and 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Carey Profit Sharing and 401(k) Plan side-by-side with 3 peers →

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

Outside New York, the nearest 401(k) by assets is Virginia Federal Credit Union 401(k) Savings Plan in VA ($109M); by covered participants it is Slickdeals, LLC 401(k) Profit Sharing Plan in NV (142 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (142 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 Carey Profit Sharing and 401(k) Plan assets move in 2024? ▼
Carey Profit Sharing and 401(k) Plan grew sharply - up 19.8% during 2024, from $91M to $109M. Reported net income was $18M.
Where does Carey Profit Sharing and 401(k) Plan rank by assets among Form 5500 filers? ▼
Carey Profit Sharing and 401(k) Plan ranks in the 91st percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Carey Profit Sharing and 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Virginia Federal Credit Union 401(k) Savings Plan in VA ($109M, 777 participants).
Which 401(k) plans cover a similar participant headcount to Carey Profit Sharing and 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Slickdeals, LLC 401(k) Profit Sharing Plan in NV (142 participants, $19M 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 883542403.

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.