Profit Sharing · DOL Form 5500 · 2024

Casa Colina, Inc. Profit Sharing Plan

Data updated 2026-08-25

$55M
Total assets Below avg plan size
1,071
Participants Near avg headcount
85th
Percentile by assets National rank
$50,975
Avg per participant Low balance/head
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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.

  • #14,766 in Healthcare & Social Assistance (16,916 peers)

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.

#14,766
in Healthcare & Social Assistance (16,916 peers)
+14.0%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Casa Colina, Inc. 403(b) Retirement Plan's outsized position by total assets

Casa Colina, Inc. 403(b) Retirement Plan vs every filed plan by assets

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

$54,594,566 Top 15% higher than 85% 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

Casa Colina, Inc. 403(b) Retirement Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Casa Colina, Inc. 403(b) Retirement Plan lands in the large band (1,071 participants).

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.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 953655256 · Casa Colina, Inc. PY 2024 · Profit Sharing

Casa Colina, Inc. 403(b) Retirement Plan · $55M · 1,071 · 85th

  • NET $55M
  • NET 1,071
  • NET 85th
  • NET Profit Sharing
  • NET near Wilmington Friends School 403(b) Retirement Plan
  • NET ind #14766

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 Healthcare & Social Assistance retirement plans → · Plans in California →

Casa Colina, Inc. 403(b) Retirement Plan in the asset neighbourhood

The Judge Rotenberg Educational Center, Inc. Retirement PlanThe Judge Rotenberg Educatio…$55MCasa Colina, Inc. 403(b) Retirement PlanCasa Colina, Inc. 403(b) Ret…$55MWilmington Friends School 403(b) Retirement PlanWilmington Friends School 40…$55MIronworkers Local Union 549 and 550 Security PlanIronworkers Local Union 549 …$54MSchnuck Markets, Inc. Profit Sharing PlanSchnuck Markets, Inc. Profit…$54M
End-of-year total assets ($M) among Casa Colina, Inc. 403(b) Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$48M
Net Assets (End of Year)$55M
Net Income$7M
Employer EIN953655256
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Casa Colina, Inc.)

Sponsor-wide plan assets over time

All Casa Colina, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$66M 33.81639231204733% vs 2022
2024 filing year
$40M$50M$60M$70M 202220232024 $49.5M $66.2M ▲ +33.8%
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 Scatter plot of 6 data points. -20000020000400006000080000 -20246810 Total assets ($B) Participants Casa Colina, Inc. 403(b) Retirement Plan, Total assets ($B): 0.054594566 · Participants: 1071Casa Colina, Inc. 403(b) Retirement PlanScpmg Keogh Plan, Total assets ($B): 7.873239427 · Participants: 10749Scpmg Keogh PlanIntel Retirement Contribution Plan, Total assets ($B): 7.29473208 · Participants: 19044Intel Retirement Contribution PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 6.232609737 · Participants: 67842Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.429377 · Participants: 4491Memorialcare Retirement PlanDisney Retirement Savings Plan, Total assets ($B): 1.420512537 · Participants: 36338Disney Retirement Savings Plan
Casa Colina, Inc. 403(b) Retirement Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Casa Colina, Inc. 403(b) Retirement Plan side-by-side with 3 peers →

Casa Colina, Inc. 403(b) Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Wilmington Friends School 403(b) Retirement Plan in DE ($55M); by covered participants it is Oneida Healthcare Center 403(b) Plan in NY (1,072 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,071 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 Casa Colina, Inc. 403(b) Retirement Plan assets move in 2024? ▼
Casa Colina, Inc. 403(b) Retirement Plan grew at a solid clip - up 14.0% during 2024, from $48M to $55M. Reported net income was $7M.
How have Casa Colina, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Casa Colina, Inc.'s sponsor-wide assets grew 33.8%, from $49M to $66M.
Where does Casa Colina, Inc. 403(b) Retirement Plan rank by assets among Form 5500 filers? ▼
Casa Colina, Inc. 403(b) Retirement Plan ranks in the 85th 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 Profit Sharing plans are similar in size to Casa Colina, Inc. 403(b) Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Wilmington Friends School 403(b) Retirement Plan in DE ($55M, 139 participants).
Which Profit Sharing plans cover a similar participant headcount to Casa Colina, Inc. 403(b) Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Oneida Healthcare Center 403(b) Plan in NY (1,072 participants, $76M 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 953655256.

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.