Profit Sharing · DOL Form 5500 · 2024

Casa Colina, Inc. Profit Sharing Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
795
Participants Near avg headcount
59th
Percentile by assets National rank
$14,604
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Casa Colina, Inc. Retirement Plan · Sponsored by Casa Colina, Inc. · California · Healthcare & Social Assistance

$12M in assets, 795 participants

Casa Colina, Inc.'s Casa Colina, Inc. Retirement Plan reported $12M in total assets and 795 participants in its 2024 DOL Form 5500 filing, ranking in the 59th 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.

  • #10,884 in Healthcare & Social Assistance (16,916 peers)

Casa Colina, Inc. multi-year trail

Casa Colina, Inc.'s plans moved +33.8% in assets from 2022 to 2024; this filing shows Casa Colina, Inc. Retirement Plan at $12M / 795 participants.

#10,884
in Healthcare & Social Assistance (16,916 peers)
+5.9%
assets growth YoY

Casa Colina, Inc. Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Casa Colina, Inc. Retirement Plan vs every filed plan by assets

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

$11,610,144 Top 41% higher than 59% 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. Retirement 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. Casa Colina, Inc. Retirement Plan sits mid-pack in the medium band (795 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Casa Colina, Inc. Retirement Plan reported net income fell from $1M in the plan year 2023 filing to $648K in the plan year 2024 filing.
  • Casa Colina, Inc. Retirement Plan end-of-year assets rose from $11M in the plan year 2023 filing to $12M in the plan year 2024 filing.
  • Casa Colina, Inc. Retirement Plan reported participants rose from 783 in the plan year 2023 filing to 795 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. Retirement Plan · $12M · 795 · 59th

  • 5500 $12M
  • 5500 795
  • 5500 59th
  • 5500 Profit Sharing
  • 5500 near Young, Thagard, Hoffman, LLP Profit Sharing Plan
  • 5500 ind #10884

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. Retirement Plan in the asset neighbourhood

Stc Industries, Inc. Profit Sharing PlanStc Industries, Inc. Profit …$12MCitrin Cooperman Profit Sharing Plan - Plan No. 1Citrin Cooperman Profit Shar…$12MFarmers & Merchants Bank Eatonton Georgia Profit Sharing PlanFarmers & Merchants Bank Eat…$12MCasa Colina, Inc. Retirement PlanCasa Colina, Inc. Retirement…$12MYoung, Thagard, Hoffman, LLP Profit Sharing PlanYoung, Thagard, Hoffman, LLP…$12M
End-of-year total assets ($M) among Casa Colina, Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Casa Colina, Inc. multi-year asset trail

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

Casa Colina, Inc. filing trail (2024)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$12M
Net Income$648K
Employer EIN953655256
Plan Effective Date1971-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Casa Colina, Inc. Retirement Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -20246810 Total assets ($B) Participants Casa Colina, Inc. Retirement Plan, Total assets ($B): 0.011610144 · Participants: 795Casa Colina, Inc. 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. Retirement Plan vs. nearby Profit Sharing plans in California, assets vs. participants

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

Outside California, the nearest Profit Sharing by assets is Young, Thagard, Hoffman, LLP Profit Sharing Plan in GA ($12M); by covered participants it is Ceramic Tile and Terrazzo Local 67 B.a.C. Annuity Trust Fund in IL (792 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (795 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. Retirement Plan assets move in 2024?
Casa Colina, Inc. Retirement Plan grew at a solid clip - up 5.9% during 2024, from $11M to $12M. Reported net income was $648K.
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.
Which Profit Sharing plans are similar in size to Casa Colina, Inc. Retirement Plan?
Among Profit Sharing plans in other states, the closest by assets is Young, Thagard, Hoffman, LLP Profit Sharing Plan in GA ($12M, 22 participants).
Which Profit Sharing plans cover a similar participant headcount to Casa Colina, Inc. Retirement Plan?
Among Profit Sharing plans in other states, the closest by covered participants is Ceramic Tile and Terrazzo Local 67 B.a.C. Annuity Trust Fund in IL (792 participants, $172M in assets).