Profit Sharing · DOL Form 5500 · 2024

Montecito Retirement Association D/B/a Casa Dorinda Profit Sharing Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
316
Participants Below avg headcount
73rd
Percentile by assets National rank
$72,171
Avg per participant Below avg balance/head
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Official DOL plan name: Casa Dorinda Tax-Deferred Annuity Plan · Sponsored by Montecito Retirement Association D/B/a Casa Dorinda · California · Healthcare & Social Assistance

$23M in assets, 316 participants

Montecito Retirement Association D/B/a Casa Dorinda's Casa Dorinda Tax-Deferred Annuity Plan reported $23M in total assets and 316 participants in its 2024 DOL Form 5500 filing, ranking in the 73rd 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.

  • #13,003 in Healthcare & Social Assistance (16,916 peers)

Montecito Retirement Association D/B/a Casa Dorinda multi-year trail

Montecito Retirement Association D/B/a Casa Dorinda's plans moved +23.6% in assets from 2022 to 2024; this filing shows Casa Dorinda Tax-Deferred Annuity Plan at $23M / 316 participants.

#13,003
in Healthcare & Social Assistance (16,916 peers)
+9.4%
assets growth YoY

Casa Dorinda Tax-Deferred Annuity Plan's outsized position by total assets

Casa Dorinda Tax-Deferred Annuity Plan vs every filed plan by assets

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

$22,805,881 Top 27% higher than 73% 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 Dorinda Tax-Deferred Annuity 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 Dorinda Tax-Deferred Annuity Plan sits mid-pack in the medium band (316 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Casa Dorinda Tax-Deferred Annuity Plan reported net income fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Casa Dorinda Tax-Deferred Annuity Plan reported participants rose from 276 in the plan year 2023 filing to 316 in the plan year 2024 filing.
  • Casa Dorinda Tax-Deferred Annuity Plan end-of-year assets rose from $21M in the plan year 2023 filing to $23M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 237425754 · Montecito Retirement Association D/B/a Casa Dorinda PY 2024 · Profit Sharing

Casa Dorinda Tax-Deferred Annuity Plan · $23M · 316 · 73rd

  • IND $23M
  • EOY 316
  • 5500 73rd
  • ASSETS Profit Sharing
  • PCT near Plan De Ahorro, Inversiones Y Retiro De Empleados De Holsum De Puerto Rico, Inc.
  • EIN ind #13003

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 Dorinda Tax-Deferred Annuity Plan in the asset neighbourhood

Dechert LLP Participant-Directed Retirement Plan No. 1Dechert LLP Participant-Dire…$23MThe Gordon School 403(b) Retirement PlanThe Gordon School 403(b) Ret…$23MCasa Dorinda Tax-Deferred Annuity PlanCasa Dorinda Tax-Deferred An…$23MPlan De Ahorro, Inversiones Y Retiro De Empleados De Holsum De Puerto Rico, Inc.Plan De Ahorro, Inversiones …$23MNorth Platte Physical Therapy Services, Inc. Profit Sharing PlanNorth Platte Physical Therap…$23M
End-of-year total assets ($M) among Casa Dorinda Tax-Deferred Annuity Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Montecito Retirement Association D/B/a Casa Dorinda multi-year asset trail

Sponsor-wide plan assets over time

All Montecito Retirement Association D/B/a Casa Dorinda plans reported in each filing year

Latest sponsor-wide plan assets
$23M 23.5964433130458% vs 2022
2024 filing year
$18M$20M$22M$24M 202220232024 $18.5M $22.8M ▲ +23.6%
Year Plans Participants Total Assets
2022 1 249 $18M
2023 1 276 $21M
2024 1 316 $23M

Montecito Retirement Association D/B/a Casa Dorinda filing trail (2024)

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$23M
Net Income$2M
Employer EIN237425754
Plan Effective Date1990-04-30
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

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

Casa Dorinda Tax-Deferred Annuity Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -20246810 Total assets ($B) Participants Casa Dorinda Tax-Deferred Annuity Plan, Total assets ($B): 0.022805881 · Participants: 316Casa Dorinda Tax-Deferred Annuity 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 Dorinda Tax-Deferred Annuity Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Casa Dorinda Tax-Deferred Annuity Plan side-by-side with 3 peers →

Casa Dorinda Tax-Deferred Annuity Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Plan De Ahorro, Inversiones Y Retiro De Empleados De Holsum De Puerto Rico, Inc. in PR ($23M); by covered participants it is Miner Enterprises Profit Sharing Plan in IL (316 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (316 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 Dorinda Tax-Deferred Annuity Plan assets move in 2024? ▼
Casa Dorinda Tax-Deferred Annuity Plan grew at a solid clip - up 9.4% during 2024, from $21M to $23M. Reported net income was $2M.
How have Montecito Retirement Association D/B/a Casa Dorinda plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Montecito Retirement Association D/B/a Casa Dorinda's sponsor-wide assets grew 23.6%, from $18M to $23M.
Which Profit Sharing plans are similar in size to Casa Dorinda Tax-Deferred Annuity Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Plan De Ahorro, Inversiones Y Retiro De Empleados De Holsum De Puerto Rico, Inc. in PR ($23M, 719 participants).
Which Profit Sharing plans cover a similar participant headcount to Casa Dorinda Tax-Deferred Annuity Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Miner Enterprises Profit Sharing Plan in IL (316 participants, $70M 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 237425754.

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.