Profit Sharing · DOL Form 5500 · 2024

Caldwell Holdings Prime, Inc. Profit Sharing Plan

Data updated 2026-08-25

$117K
Total assets Small plan by assets
8
Participants Small participant base
7th
Percentile by assets National rank
$14,650
Avg per participant Low balance/head
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Official DOL plan name: Caldwell Holdings Prime, Inc. Retirement Plan · Sponsored by Caldwell Holdings Prime, Inc. · Georgia · Healthcare & Social Assistance

$117K in assets, 8 participants

Caldwell Holdings Prime, Inc.'s Caldwell Holdings Prime, Inc. Retirement Plan reported $117K in total assets and 8 participants in its 2024 DOL Form 5500 filing, ranking in the 7th 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.

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

Caldwell Holdings Prime, Inc. multi-year trail

Caldwell Holdings Prime, Inc.'s plans moved -54.7% in assets from 2022 to 2024; this filing shows Caldwell Holdings Prime, Inc. Retirement Plan at $117K / 8 participants.

#828
in Healthcare & Social Assistance (16,916 peers)
-57.1%
assets change YoY

The plan reported a net loss of $156K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Caldwell Holdings Prime, Inc. Retirement Plan among the smaller filed plans by assets

Caldwell Holdings Prime, Inc. Retirement Plan vs every filed plan by assets

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

$117,197 7th percentile higher than 7% 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

Caldwell Holdings Prime, Inc. Retirement Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Caldwell Holdings Prime, Inc. Retirement Plan is a micro filing (8 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Caldwell Holdings Prime, Inc. Retirement Plan reported net income fell from $15K in the plan year 2023 filing to -$156K in the plan year 2024 filing.
  • Caldwell Holdings Prime, Inc. Retirement Plan end-of-year assets fell from $273K in the plan year 2023 filing to $117K in the plan year 2024 filing.
  • Caldwell Holdings Prime, Inc. Retirement Plan reported participants rose from 7 in the plan year 2023 filing to 8 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 881670519 · Caldwell Holdings Prime, Inc. PY 2024 · Profit Sharing

Caldwell Holdings Prime, Inc. Retirement Plan · $117K · 8 · 7th

  • EOY $117K
  • EOY 8
  • EOY 7th
  • EOY Profit Sharing
  • EOY near Westcliff Capital Management Profit Sharing Plan
  • EOY ind #828

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 Georgia →

Caldwell Holdings Prime, Inc. Retirement Plan in the asset neighbourhood

Caldwell Holdings Prime, Inc. Retirement PlanCaldwell Holdings Prime, Inc…$117KWestcliff Capital Management Profit Sharing PlanWestcliff Capital Management…$117KSierra Four Investment Group, Inc. Retirement PlanSierra Four Investment Group…$117KThe Kokotovich Group, Inc. Retirement PlanThe Kokotovich Group, Inc. R…$117KEasg Enterprise Inc. Retirement PlanEasg Enterprise Inc. Retirem…$117K
End-of-year total assets ($M) among Caldwell Holdings Prime, Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Caldwell Holdings Prime, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Caldwell Holdings Prime, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$117K 54.7171488074309% vs 2022
2024 filing year
$0.1M$0.15M$0.2M$0.25M$0.3M 202220232024 $0.26M $0.12M ▼ -53.8%
Year Plans Participants Total Assets
2022 1 2 $259K
2023 1 7 $273K
2024 1 8 $117K

Caldwell Holdings Prime, Inc. filing trail (2024)

Total Assets (Beginning of Year)$273K
Net Assets (End of Year)$117K
Net Income-$156K
Employer EIN881670519
Plan Effective Date2022-04-18
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Georgia

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

Caldwell Holdings Prime, Inc. Retirement Plan vs. nearby Profit Sharing plans in Georgia, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Caldwell Holdings Prime, Inc. Retirement Plan, Total assets ($B): 0.000117197 · Participants: 8Caldwell Holdings Prime, Inc. Retirement PlanEmory University Retirement Plan, Total assets ($B): 5.539809573 · Participants: 18936Emory University Retirement PlanCrh Americas 401(k) Plan, Total assets ($B): 4.190915312 · Participants: 35710Crh Americas 401(k) PlanEmory Healthcare, Inc. Retirement Savings and Matching Plan, Total assets ($B): 2.770557878 · Participants: 23760Emory Healthcare, Inc. Retirement Savings and Matching PlanThe Emory Clinic, Inc. Retirement Savings Plan, Total assets ($B): 1.029232488 · Participants: 2448The Emory Clinic, Inc. Retirement Savings PlanChildrens Healthcare of Atlanta Growth Plan, Total assets ($B): 0.39078983 · Participants: 12290Childrens Healthcare of Atlanta Growth Plan
Caldwell Holdings Prime, Inc. Retirement Plan vs. nearby Profit Sharing plans in Georgia, assets vs. participants
Compare Caldwell Holdings Prime, Inc. Retirement Plan side-by-side with 3 peers →

Caldwell Holdings Prime, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Georgia, the nearest Profit Sharing by assets is Westcliff Capital Management Profit Sharing Plan in CA ($117K); by covered participants it is Neil H. Weintraub, Dds, Sc Profit Sharing Plan in IL (8 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (8 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 Caldwell Holdings Prime, Inc. Retirement Plan assets move in 2024? ▼
Caldwell Holdings Prime, Inc. Retirement Plan contracted severely - down 57.1% during 2024, from $273K to $117K. Reported net income was -$156K.
How have Caldwell Holdings Prime, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Caldwell Holdings Prime, Inc.'s sponsor-wide assets declined 54.7%, from $259K to $117K.
Where does Caldwell Holdings Prime, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Caldwell Holdings Prime, Inc. Retirement Plan ranks in the 7th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Caldwell Holdings Prime, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Westcliff Capital Management Profit Sharing Plan in CA ($117K, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Caldwell Holdings Prime, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Neil H. Weintraub, Dds, Sc Profit Sharing Plan in IL (8 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 881670519.

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.