CAREY PROFIT SHARING AND 401K PLAN
ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.
W. P. CAREY MANAGEMENT LLC
This 401(k) plan holds $109M in total assets and serves 142 participants as of 2024. It is sponsored by W. P. CAREY MANAGEMENT LLC in New York. The plan reported positive net income of $18M for the year.
What the Filing Says About CAREY PROFIT SHARING AND 401K PLAN
CAREY PROFIT SHARING AND 401K PLAN is a 401(k) retirement plan sponsored by W. P. CAREY MANAGEMENT LLC, headquartered in New York. As of the 2024 Form 5500 filing, the plan reports $109M in total end-of-year assets and covers 142 participants across the Real Estate industry. The sponsor's EIN on file with the U.S. Department of Labor is 883542403, and the plan has been effective since 2002-04-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets moved from $91M at the beginning of 2024 to $109M at year-end — a gain of 19.8%. Net assets (after liabilities) closed the year at $109M, with reported net income of $18M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return.
Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.
Financial Summary (2023)
| Total Assets (Beginning of Year) | $91M |
| Total Assets (End of Year) | $109M |
| Net Assets (End of Year) | $109M |
| Net Income | $18M |
| Plan Type | 401(k) |
| Employer EIN | 883542403 |
| Plan Effective Date | 2002-04-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in New York
Peer 401(k) plans — same state, same plan type — ranked by total assets.
- IBM 401 (K) PLUS PLAN $57.4B · 54,912
- PFIZER SAVINGS PLAN $19.6B · 30,033
- MORGAN STANLEY 401(K) PLAN $19.2B · 55,363
- THE PEPSICO SAVINGS PLAN $13.7B · 133,597
- THE GOLDMAN SACHS 401(K) PLAN $11.4B · 24,866
Related Data
Guides
Related Data on Other Portals
Frequently Asked Questions
How much money is in the CAREY PROFIT SHARING AND 401K PLAN? ▼
What type of plan is CAREY PROFIT SHARING AND 401K PLAN? ▼
Who sponsors the CAREY PROFIT SHARING AND 401K PLAN? ▼
How did CAREY PROFIT SHARING AND 401K PLAN perform in 2024? ▼
Where can I find official filings for CAREY PROFIT SHARING AND 401K PLAN? ▼
How does CAREY PROFIT SHARING AND 401K PLAN compare to other plans? ▼
Explore PlainRetire
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.
Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.
Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.
Read our methodology — how this data is sourced, computed, and verified.