Profit Sharing · DOL Form 5500 · 2024
Montecito Retirement Association D/B/a Casa Dorinda Profit Sharing Plan
Data updated 2026-07-24
- $23M
- Total assets
- 316
- Participants
- 73rd
- Percentile by assets
- $72,171
- Avg per participant
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.
- 73rd percentile by assets (of 116,472 plans)
Coverage in California
Casa Dorinda Tax-Deferred Annuity Plan covers 316 participants in California, about 50% of the average California filer (state average ~637 per filing). Assets: $23M.
- $23M
- total plan assets (2024 EOY)
- 316
- covered participants
- 73rd
- percentile by assets (of 116,472 plans)
- $72,171
- avg assets per participant
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.
Participants vs California filers
In California, the average filing covers about 637 participants across 14,392 plans. Casa Dorinda Tax-Deferred Annuity Plan reports 316 participants - about 50% of that state average ($23M EOY assets).
California filing particulars
| Total Assets (Beginning of Year) | $21M |
|---|---|
| Net Assets (End of Year) | $23M |
| Net Income | $2M |
| Employer EIN | 237425754 |
| Plan Effective Date | 1990-04-30 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Montecito Retirement Association D/B/a Casa Dorinda)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 249 | $18M |
| 2023 | 1 | 276 | $21M |
| 2024 | 1 | 316 | $23M |
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
- Scpmg Keogh Plan $7.9B · 10,749
- Intel Retirement Contribution Plan $7.3B · 19,044
- Motion Picture Industry Individual Account Plan $6.2B · 67,842
- Memorialcare Retirement Plan $1.4B · 4,491
- Disney Retirement Savings Plan $1.4B · 36,338
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Casa Dorinda Tax-Deferred Annuity Plan by total assets, not by location.
- Plan De Ahorro, Inversiones Y Retiro De Empleados De Holsum De Puerto Rico, Inc. (PR) $23M · 719
- The Gordon School 403(b) Retirement Plan (RI) $23M · 80
- North Platte Physical Therapy Services, Inc. Profit Sharing Plan (WY) $23M · 108
- Dechert LLP Participant-Directed Retirement Plan No. 1 (PA) $23M · 246
Frequently Asked Questions
How did Casa Dorinda Tax-Deferred Annuity Plan assets move in 2024? ▼
How have Montecito Retirement Association D/B/a Casa Dorinda plan assets changed over time? ▼
Which Profit Sharing plans are similar in size to Casa Dorinda Tax-Deferred Annuity Plan? ▼
Next read for Casa Dorinda Tax-Deferred Annuity Plan
Filing takeaways
Ways to act on Casa Dorinda Tax-Deferred Annuity Plan's numbers.
- By total assets, Casa Dorinda Tax-Deferred Annuity Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in California. Compare plans
- Montecito Retirement Association D/B/a Casa Dorinda's sponsor-wide assets have grown 23.6% since 2022 across 3 plan years on file. More Healthcare & Social Assistance 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 237425754.
Read our methodology - how this data is sourced, computed, and verified.