401(k) · DOL Form 5500 · 2024

Carmel Partners Management LLC 401(k) Plan

Data updated 2026-08-25

$49M
Total assets Below avg plan size
348
Participants Below avg headcount
84th
Percentile by assets National rank
$141,184
Avg per participant Near avg balance/head
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Official DOL plan name: Carmel Partners, LLC 401(k) Profit Sharing Plan · Sponsored by Carmel Partners Management LLC · California · Real Estate

$49M in assets, 348 participants

Carmel Partners Management LLC's Carmel Partners, LLC 401(k) Profit Sharing Plan reported $49M in total assets and 348 participants in its 2024 DOL Form 5500 filing, ranking in the 84th 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.

  • #4,292 in Real Estate (4,605 peers)

Where Carmel Partners, LLC 401(k) Profit Sharing Plan sits by assets

Carmel Partners, LLC 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $49M for 348 participants (~$141,184/participant), up 18.7% in 2024.

#4,292
in Real Estate (4,605 peers)
+18.7%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Carmel Partners, LLC 401(k) Profit Sharing Plan's outsized position by total assets

Carmel Partners, LLC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$49,131,905 Top 16% higher than 84% 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

Carmel Partners, LLC 401(k) Profit Sharing 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. Carmel Partners, LLC 401(k) Profit Sharing Plan sits mid-pack in the medium band (348 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Carmel Partners, LLC 401(k) Profit Sharing Plan end-of-year assets rose from $41M in the plan year 2023 filing to $49M in the plan year 2024 filing.
  • Carmel Partners, LLC 401(k) Profit Sharing Plan reported participants rose from 311 in the plan year 2023 filing to 348 in the plan year 2024 filing.
  • Carmel Partners, LLC 401(k) Profit Sharing Plan reported net income fell from $8M in the plan year 2023 filing to $8M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 853272514 · Carmel Partners Management LLC PY 2024 · 401(k)

Carmel Partners, LLC 401(k) Profit Sharing Plan · $49M · 348 · 84th

  • PART $49M
  • PART 348
  • PART 84th
  • PART 401(k)
  • PART near Stratus Unlimited, LLC 401(k) Plan
  • PART ind #4292

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 California →

Carmel Partners, LLC 401(k) Profit Sharing Plan in the asset neighbourhood

America's First Federal Credit Union Retirement Savings PlanAmerica's First Federal Cred…$49MCarmel Partners, LLC 401(k) Profit Sharing PlanCarmel Partners, LLC 401(k) …$49MStratus Unlimited, LLC 401(k) PlanStratus Unlimited, LLC 401(k…$49MIndependent Project Analysis, Inc. 401(k) PlanIndependent Project Analysis…$49MFurniture Row 401(k) Savings PlanFurniture Row 401(k) Savings…$49M
End-of-year total assets ($M) among Carmel Partners, LLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$41M
Net Assets (End of Year)$49M
Net Income$8M
Employer EIN853272514
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Carmel Partners Management LLC)

Sponsor-wide plan assets over time

All Carmel Partners Management LLC plans reported in each filing year

Latest sponsor-wide plan assets
$49M 47.62297022905972% vs 2022
2024 filing year
$30M$35M$40M$45M$50M$55M 202220232024 $33.3M $49.1M ▲ +47.6%
Year Plans Participants Total Assets
2022 1 242 $33M
2023 1 311 $41M
2024 1 348 $49M

Nearby 401(k) Plans in California

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

Carmel Partners, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Carmel Partners, LLC 401(k) Profit Sharing Plan, Total assets ($B): 0.049131905 · Participants: 348Carmel Partners, LLC 401(k) Profit Sharing PlanGoogle 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
Carmel Partners, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Carmel Partners, LLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

Carmel Partners, LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Stratus Unlimited, LLC 401(k) Plan in OH ($49M); by covered participants it is Opensquare 401(k) Retirement Plan in WA (348 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (348 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 Carmel Partners, LLC 401(k) Profit Sharing Plan assets move in 2024? ▼
Carmel Partners, LLC 401(k) Profit Sharing Plan grew sharply - up 18.7% during 2024, from $41M to $49M. Reported net income was $8M.
How have Carmel Partners Management LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carmel Partners Management LLC's sponsor-wide assets grew 47.6%, from $33M to $49M.
Where does Carmel Partners, LLC 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Carmel Partners, LLC 401(k) Profit Sharing Plan ranks in the 84th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Carmel Partners, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Stratus Unlimited, LLC 401(k) Plan in OH ($49M, 1,014 participants).
Which 401(k) plans cover a similar participant headcount to Carmel Partners, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Opensquare 401(k) Retirement Plan in WA (348 participants, 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 853272514.

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.