Profit Sharing · DOL Form 5500 · 2024
Carriage House Investments Company Profit Sharing Plan
Data updated 2026-08-25
- $62M
- Total assets Below avg plan size
- 286
- Participants Below avg headcount
- 86th
- Percentile by assets National rank
- $215,316
- Avg per participant Above avg balance/head
Official DOL plan name: Carriage House Investments Company Employees' Profit Sharing Plan · Sponsored by Carriage House Investments Company · Utah · Management of Enterprises
$62M in assets, 286 participants
Carriage House Investments Company's Carriage House Investments Company Employees' Profit Sharing Plan reported $62M in total assets and 286 participants in its 2024 DOL Form 5500 filing, ranking in the 86th 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.
- #800 in Management of Enterprises (1,133 peers)
Coverage in Utah
Carriage House Investments Company Employees' Profit Sharing Plan covers 286 participants in Utah, about 48% of the average Utah filer (state average ~592 per filing). Assets: $62M.
- #800
- in Management of Enterprises (1,133 peers)
- +17.0%
- assets growth YoY
- 0.6×
- vs typical plan assets (national mean)
Carriage House Investments Company Employees' Profit Sharing Plan's outsized position by total assets
Carriage House Investments Company Employees' Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$61,580,456 Top 14% higher than 86% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Carriage House Investments Company Employees' Profit Sharing 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. Carriage House Investments Company Employees' Profit Sharing Plan sits mid-pack in the medium band (286 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Carriage House Investments Company Employees' Profit Sharing Plan end-of-year assets rose from $53M in the plan year 2023 filing to $62M in the plan year 2024 filing.
- Carriage House Investments Company Employees' Profit Sharing Plan reported participants rose from 268 in the plan year 2023 filing to 286 in the plan year 2024 filing.
- Carriage House Investments Company Employees' Profit Sharing Plan reported net income fell from $10M in the plan year 2023 filing to $9M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 455621774 · Carriage House Investments Company PY 2024 · Profit Sharing
Carriage House Investments Company Employees' Profit Sharing Plan · $62M · 286 · 86th
- VS-ST $62M
- BOY 286
- SCH 86th
- EBSA Profit Sharing
- PART near Plumbers and Steamfitters Local 166 Profit Sharing Annuity Plan
- TYPE ind #800
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 Management of Enterprises retirement plans → · Plans in Utah →
Carriage House Investments Company Employees' Profit Sharing Plan in the asset neighbourhood
Utah filing particulars
| Total Assets (Beginning of Year) | $53M |
|---|---|
| Net Assets (End of Year) | $62M |
| Net Income | $9M |
| Employer EIN | 455621774 |
| Plan Effective Date | 1990-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Carriage House Investments Company)
Sponsor-wide plan assets over time
All Carriage House Investments Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $62M 43.079677805911% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 288 | $43M |
| 2023 | 1 | 268 | $53M |
| 2024 | 1 | 286 | $62M |
Nearby Profit Sharing Plans in Utah
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Wgu Retirement Savings Plan $533M · 8,497
- Dyno Nobel Inc. and Subsidiaries Tax-Favored Retirement Savings and Investment Plan $350M · 2,569
- Parsons Behle & Latimer Profit Sharing Plan & Trust $160M · 285
- Rio Tinto Alcan 401(k) Savings Plan for Former Employees $119M · N/A
- Campbell Scientific Profit Sharing Plan $107M · 648
Carriage House Investments Company Employees' Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Utah, the nearest Profit Sharing by assets is Plumbers and Steamfitters Local 166 Profit Sharing Annuity Plan in IN ($62M); by covered participants it is Mohawk Northeast, Inc. Retirement Plan in CT (286 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($62M here).
- Plumbers and Steamfitters Local 166 Profit Sharing Annuity Plan (IN) $62M · 988
- Kazan, Mcclain, Satterley and Greenwood, a Professional Law Corporation Profit Sharing Plan (CA) $62M · 54
- Dordt University Defined Contribution Retirement Plan (IA) $61M · 322
- Peckham, Inc. Defined Contribution Retirement Plan (MI) $61M · 1,744
Similar participant headcount
Nearest other-state filings by covered participants (286 participants); asset peers above are excluded.
- Mohawk Northeast, Inc. Retirement Plan (CT) 286 · 0 off
- Retirement Plan for Faculty and Administrators of Annapolis Area (MD) 286 · 0 off
- Hampton Regional Medical Center Tax Deferred Annuity Plan (SC) 286 · 0 off
- Elite 401(k) Plan (TX) 286 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.