Profit Sharing · DOL Form 5500 · 2024
Carriage House Investments Company Profit Sharing Plan
Data updated 2026-07-24
- $62M
- Total assets
- 286
- Participants
- 86th
- Percentile by assets
- $215,316
- Avg per participant
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.
- 86th percentile by assets (of 116,472 plans)
Coverage in Utah
Carriage House Investments Company Employees' Profit Sharing Plan covers 286 participants in Utah, about 47% of the average Utah filer (state average ~609 per filing). Assets: $62M.
- $62M
- total plan assets (2024 EOY)
- 286
- covered participants
- 86th
- percentile by assets (of 116,472 plans)
- $215,316
- avg assets per participant
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.
Participants vs Utah filers
In Utah, the average filing covers about 609 participants across 1,226 plans. Carriage House Investments Company Employees' Profit Sharing Plan reports 286 participants - about 47% of that state average ($62M EOY assets).
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)
| 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.
Carriage House Investments Company Employees' Profit Sharing Plan vs. nearby Profit Sharing plans in Utah, assets vs. participants
- 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
- Thatcher Company Profit Sharing Plan $101M · 536
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Carriage House Investments Company Employees' Profit Sharing Plan by total assets, not by location.
- Kazan, Mcclain, Satterley and Greenwood, a Professional Law Corporation Profit Sharing Plan (CA) $62M · 54
- Dordt University Defined Contribution Retirement Plan (IA) $61M · 322
- Operating Engineers Local 112 Defined Contribution Pension Plan (IN) $61M · 966
- Cc1 Limited Partnership Retirement & Savings Plan Partnership Retirement & Savings Plan (PR) $61M · 1,944
Frequently Asked Questions
How did Carriage House Investments Company Employees' Profit Sharing Plan assets move in 2024? ▼
How have Carriage House Investments Company plan assets changed over time? ▼
Where does Carriage House Investments Company Employees' Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Which Profit Sharing plans are similar in size to Carriage House Investments Company Employees' Profit Sharing Plan? ▼
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Filing takeaways
Ways to act on Carriage House Investments Company Employees' Profit Sharing Plan's numbers.
- By total assets, Carriage House Investments Company Employees' Profit Sharing Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Utah. Compare plans
- Carriage House Investments Company's sponsor-wide assets have grown 43.1% since 2022 across 3 plan years on file. More Management of Enterprises plans
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 455621774.
Read our methodology - how this data is sourced, computed, and verified.