401(k) · DOL Form 5500 · 2024

Caruso Management Company, Ltd. 401(k) Plan

Data updated 2026-08-25

$30M
Total assets Below avg plan size
175
Participants Small participant base
77th
Percentile by assets National rank
$168,627
Avg per participant Above avg balance/head
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Official DOL plan name: Caruso Management Company 401(k) Retirement Savings Plan and Trust · Sponsored by Caruso Management Company, Ltd. · California · Construction

$30M in assets, 175 participants

Caruso Management Company, Ltd.'s Caruso Management Company 401(k) Retirement Savings Plan and Trust reported $30M in total assets and 175 participants in its 2024 DOL Form 5500 filing, ranking in the 77th 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.

  • #6,834 in Construction (9,039 peers)

Coverage in California

Caruso Management Company 401(k) Retirement Savings Plan and Trust covers 175 participants in California, about 28% of the average California filer (state average ~630 per filing). Assets: $30M.

#6,834
in Construction (9,039 peers)
+15.5%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Caruso Management Company 401(k) Retirement Savings Plan and Trust's outsized position by total assets

Caruso Management Company 401(k) Retirement Savings Plan and Trust vs every filed plan by assets

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

$29,509,656 Top 23% higher than 77% 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

Caruso Management Company 401(k) Retirement Savings Plan and Trust 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. Caruso Management Company 401(k) Retirement Savings Plan and Trust sits mid-pack in the medium band (175 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Caruso Management Company 401(k) Retirement Savings Plan and Trust reported net income fell from $5M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Caruso Management Company 401(k) Retirement Savings Plan and Trust end-of-year assets rose from $26M in the plan year 2023 filing to $30M in the plan year 2024 filing.
  • Caruso Management Company 401(k) Retirement Savings Plan and Trust reported participants rose from 173 in the plan year 2023 filing to 175 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 954339434 · Caruso Management Company, Ltd. PY 2024 · 401(k)

Caruso Management Company 401(k) Retirement Savings Plan and Trust · $30M · 175 · 77th

  • 5500 $30M
  • 5500 175
  • 5500 77th
  • 5500 401(k)
  • 5500 near Radius Aerospace, Inc. 401(k) Plan
  • 5500 ind #6834

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 Construction retirement plans → · Plans in California →

Caruso Management Company 401(k) Retirement Savings Plan and Trust in the asset neighbourhood

Caruso Management Company 401(k) Retirement Savings Plan and TrustCaruso Management Company 40…$30MRadius Aerospace, Inc. 401(k) PlanRadius Aerospace, Inc. 401(k…$30MPolysciences, Inc. 401(k) PlanPolysciences, Inc. 401(k) Pl…$30MAaa Central Penn 401(k) Plan$30MFirst Breckinridge Bancshares, Inc. Retirement PlanFirst Breckinridge Bancshare…$30M
End-of-year total assets ($M) among Caruso Management Company 401(k) Retirement Savings Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$30M
Net Income$4M
Employer EIN954339434
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Caruso Management Company, Ltd.)

Sponsor-wide plan assets over time

All Caruso Management Company, Ltd. plans reported in each filing year

Latest sponsor-wide plan assets
$30M 45.30656299932787% vs 2022
2024 filing year
$15M$20M$25M$30M$35M 202220232024 $20.3M $29.5M ▲ +45.3%
Year Plans Participants Total Assets
2022 1 183 $20M
2023 1 173 $26M
2024 1 175 $30M

Nearby 401(k) Plans in California

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Caruso Management Company 401(k) Retirement Savings Plan and Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Caruso Management Company 401(k) Retirement Savings Plan and Trust, Total assets ($B): 0.029509656 · Participants: 175Caruso Management Company 401(k) Retirement Savings Plan and TrustGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Caruso Management Company 401(k) Retirement Savings Plan and Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare Caruso Management Company 401(k) Retirement Savings Plan and Trust side-by-side with 3 peers →

Caruso Management Company 401(k) Retirement Savings Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Radius Aerospace, Inc. 401(k) Plan in AR ($30M); by covered participants it is Robbins, Inc. Employees' Retirement Savings Plan in OH (175 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($30M here).

Similar participant headcount

Nearest other-state filings by covered participants (175 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 Caruso Management Company 401(k) Retirement Savings Plan and Trust assets move in 2024? ▼
Caruso Management Company 401(k) Retirement Savings Plan and Trust grew sharply - up 15.5% during 2024, from $26M to $30M. Reported net income was $4M.
How have Caruso Management Company, Ltd. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Caruso Management Company, Ltd.'s sponsor-wide assets grew 45.3%, from $20M to $30M.
Where does Caruso Management Company 401(k) Retirement Savings Plan and Trust rank by assets among Form 5500 filers? ▼
Caruso Management Company 401(k) Retirement Savings Plan and Trust ranks in the 77th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Caruso Management Company 401(k) Retirement Savings Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Radius Aerospace, Inc. 401(k) Plan in AR ($30M, 624 participants).
Which 401(k) plans cover a similar participant headcount to Caruso Management Company 401(k) Retirement Savings Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Robbins, Inc. Employees' Retirement Savings Plan in OH (175 participants, $13M 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 954339434.

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.