Profit Sharing · DOL Form 5500 · 2024
Casa Colina, Inc. Profit Sharing Plan
Data updated 2026-07-24
- $55M
- Total assets
- 1,071
- Participants
- 85th
- Percentile by assets
- $50,975
- Avg per participant
Official DOL plan name: Casa Colina, Inc. 403(b) Retirement Plan · Sponsored by Casa Colina, Inc. · California · Healthcare & Social Assistance
$55M in assets, 1,071 participants
Casa Colina, Inc.'s Casa Colina, Inc. 403(b) Retirement Plan reported $55M in total assets and 1,071 participants in its 2024 DOL Form 5500 filing, ranking in the 85th 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.
- 85th percentile by assets (of 116,472 plans)
Where Casa Colina, Inc. 403(b) Retirement Plan sits by assets
Casa Colina, Inc. 403(b) Retirement Plan sits in the top quartile of all filed plans by assets, $55M for 1,071 participants (~$50,975/participant), up 14.0% in 2024.
- $55M
- total plan assets (2024 EOY)
- 1,071
- covered participants
- 85th
- percentile by assets (of 116,472 plans)
- $50,975
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Casa Colina, Inc. 403(b) Retirement Plan reported net income fell from $8M in the plan year 2023 filing to $7M in the plan year 2024 filing.
- Casa Colina, Inc. 403(b) Retirement Plan end-of-year assets rose from $48M in the plan year 2023 filing to $55M in the plan year 2024 filing.
Casa Colina, Inc. 403(b) Retirement Plan vs the 2024 asset distribution
By assets, Casa Colina, Inc. 403(b) Retirement Plan outranks 85% of the 116,472 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.5x the national average plan size of $100M (730 average participants).
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $48M |
|---|---|
| Net Assets (End of Year) | $55M |
| Net Income | $7M |
| Employer EIN | 953655256 |
| Plan Effective Date | 2002-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Casa Colina, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,750 | $49M |
| 2023 | 2 | 1,847 | $59M |
| 2024 | 2 | 1,866 | $66M |
Nearby Profit Sharing Plans in California
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
Casa Colina, Inc. 403(b) Retirement Plan vs. nearby Profit Sharing plans in California, assets vs. participants
- Scpmg Keogh Plan $7.9B · 10,749
- Intel Retirement Contribution Plan $7.3B · 19,044
- Motion Picture Industry Individual Account Plan $6.2B · 67,842
- Memorialcare Retirement Plan $1.4B · 4,491
- Disney Retirement Savings Plan $1.4B · 36,338
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Casa Colina, Inc. 403(b) Retirement Plan by total assets, not by location.
- Wilmington Friends School 403(b) Retirement Plan (DE) $55M · 139
- Ironworkers Local Union 549 and 550 Security Plan (WV) $54M · 3,813
- I.B.E.W. Local 1253 Retirement Plan (ME) $55M · 538
- Ncqa Retirement Plan (DC) $55M · 478
Frequently Asked Questions
How did Casa Colina, Inc. 403(b) Retirement Plan assets move in 2024? ▼
How have Casa Colina, Inc. plan assets changed over time? ▼
Where does Casa Colina, Inc. 403(b) Retirement Plan rank by assets among Form 5500 filers? ▼
Which Profit Sharing plans are similar in size to Casa Colina, Inc. 403(b) Retirement Plan? ▼
Next read for Casa Colina, Inc. 403(b) Retirement Plan
Scale reading
Ways to act on Casa Colina, Inc. 403(b) Retirement Plan's numbers.
- By total assets, Casa Colina, Inc. 403(b) Retirement Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in California. Compare plans
- Casa Colina, Inc.'s sponsor-wide assets have grown 33.8% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans
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 953655256.
Read our methodology - how this data is sourced, computed, and verified.