Profit Sharing · DOL Form 5500 · 2024

Castle Lion Consulting Profit Sharing Plan

Data updated 2026-08-25

$417K
Total assets Small plan by assets
1
Participants Small participant base
16th
Percentile by assets National rank
$417,391
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Castle Lion Consulting Retirement Plan · Sponsored by Castle Lion Consulting · California · Professional & Technical Services

$417K in assets, 1 participants

Castle Lion Consulting's Castle Lion Consulting Retirement Plan reported $417K in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 16th 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.

  • #2,508 in Professional & Technical Services (20,173 peers)

Castle Lion Consulting multi-year trail

Castle Lion Consulting's plans moved +83.6% in assets from 2022 to 2024; this filing shows Castle Lion Consulting Retirement Plan at $417K / 1 participant.

#2,508
in Professional & Technical Services (20,173 peers)
+32.2%
assets growth YoY

Castle Lion Consulting Retirement Plan among the smaller filed plans by assets

Castle Lion Consulting Retirement Plan vs every filed plan by assets

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

$417,391 16th percentile higher than 16% 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

Castle Lion Consulting 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. Castle Lion Consulting Retirement Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Castle Lion Consulting Retirement Plan end-of-year assets rose from $316K in the plan year 2023 filing to $417K in the plan year 2024 filing.
  • Castle Lion Consulting Retirement Plan reported net income rose from $88K in the plan year 2023 filing to $102K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 831010786 · Castle Lion Consulting PY 2024 · Profit Sharing

Castle Lion Consulting Retirement Plan · $417K · 1 · 16th

  • PART $417K
  • TYPE 1
  • NET 16th
  • BOOK Profit Sharing
  • VS-ST near Nm Candelario Gonzalez Retirement Plan
  • BOY ind #2508

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 Professional & Technical Services retirement plans → · Plans in California →

Castle Lion Consulting Retirement Plan in the asset neighbourhood

Castle Lion Consulting Retirement PlanCastle Lion Consulting Retir…$417KNm Candelario Gonzalez Retirement PlanNm Candelario Gonzalez Retir…$417KBlue Spruce Building Materials, Co. Retirement PlanBlue Spruce Building Materia…$417KAuto Spa Enterprise, Inc. the Pension Transfer Trust PlanAuto Spa Enterprise, Inc. th…$417KLiberty Trailer Co., Inc. Profit Sharing PlanLiberty Trailer Co., Inc. Pr…$417K
End-of-year total assets ($M) among Castle Lion Consulting Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Castle Lion Consulting multi-year asset trail

Sponsor-wide plan assets over time

All Castle Lion Consulting plans reported in each filing year

Latest sponsor-wide plan assets
$417K 83.58315959851863% vs 2022
2024 filing year
$0.2M$0.3M$0.4M$0.5M 202220232024 $0.23M $0.42M ▲ +82.6%
Year Plans Participants Total Assets
2022 1 1 $227K
2023 1 1 $316K
2024 1 1 $417K

Castle Lion Consulting filing trail (2024)

Total Assets (Beginning of Year)$316K
Net Assets (End of Year)$417K
Net Income$102K
Employer EIN831010786
Plan Effective Date2018-06-25
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

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

Castle Lion Consulting Retirement Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -20246810 Total assets ($B) Participants Castle Lion Consulting Retirement Plan, Total assets ($B): 0.000417391 · Participants: 1Castle Lion Consulting 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
Castle Lion Consulting Retirement Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Castle Lion Consulting Retirement Plan side-by-side with 3 peers →

Castle Lion Consulting Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Nm Candelario Gonzalez Retirement Plan in PR ($417K); by covered participants it is Gerald L. Bowen, P.C. Profit Sharing Plan in PA (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Castle Lion Consulting Retirement Plan assets move in 2024? ▼
Castle Lion Consulting Retirement Plan surged - up 32.2% during 2024, from $316K to $417K. Reported net income was $102K.
How have Castle Lion Consulting plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Castle Lion Consulting's sponsor-wide assets grew 83.6%, from $227K to $417K.
Where does Castle Lion Consulting Retirement Plan rank by assets among Form 5500 filers? ▼
Castle Lion Consulting Retirement Plan ranks in the 16th 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 Castle Lion Consulting Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Nm Candelario Gonzalez Retirement Plan in PR ($417K, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Castle Lion Consulting Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Gerald L. Bowen, P.C. Profit Sharing Plan in PA (1 participant, 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 831010786.

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.