Profit Sharing · DOL Form 5500 · 2024

Andy Caglia Realty, Inc. Profit Sharing Plan

Data updated 2026-08-25

$922K
Total assets Small plan by assets
4
Participants Small participant base
22nd
Percentile by assets National rank
$230,588
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Andy Caglia Realty, Inc. Profit Sharing Plan · Sponsored by Andy Caglia Realty, Inc. · California · Real Estate

$922K in assets, 4 participants

Andy Caglia Realty, Inc.'s Andy Caglia Realty, Inc. Profit Sharing Plan reported $922K in total assets and 4 participants in its 2024 DOL Form 5500 filing, ranking in the 22nd 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.

  • #1,801 in Real Estate (4,605 peers)

Andy Caglia Realty, Inc. multi-year trail

Andy Caglia Realty, Inc.'s plans moved +48.0% in assets from 2022 to 2024; this filing shows Andy Caglia Realty, Inc. Profit Sharing Plan at $922K / 4 participants.

#1,801
in Real Estate (4,605 peers)
+21.0%
assets growth YoY

Andy Caglia Realty, Inc. Profit Sharing Plan among the smaller filed plans by assets

Andy Caglia Realty, Inc. Profit Sharing Plan vs every filed plan by assets

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

$922,352 22nd percentile higher than 22% 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

Andy Caglia Realty, Inc. Profit Sharing Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Andy Caglia Realty, Inc. Profit Sharing Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Andy Caglia Realty, Inc. Profit Sharing Plan reported participants rose from 3 in the plan year 2023 filing to 4 in the plan year 2024 filing.
  • Andy Caglia Realty, Inc. Profit Sharing Plan end-of-year assets rose from $762K in the plan year 2023 filing to $922K in the plan year 2024 filing.
  • Andy Caglia Realty, Inc. Profit Sharing Plan reported net income rose from $139K in the plan year 2023 filing to $160K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 942438867 · Andy Caglia Realty, Inc. PY 2024 · Profit Sharing

Andy Caglia Realty, Inc. Profit Sharing Plan · $922K · 4 · 22nd

  • 5500 $922K
  • 5500 4
  • 5500 22nd
  • 5500 Profit Sharing
  • 5500 near Sky Zone Philadelphia Inc Retirement Plan
  • 5500 ind #1801

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 Real Estate retirement plans → · Plans in California →

Andy Caglia Realty, Inc. Profit Sharing Plan in the asset neighbourhood

Andy Caglia Realty, Inc. Profit Sharing PlanAndy Caglia Realty, Inc. Pro…$922KSky Zone Philadelphia Inc Retirement PlanSky Zone Philadelphia Inc Re…$922KLillian C. Carpio Dds PC Profit Sharing PlanLillian C. Carpio Dds PC Pro…$923KMarieliz Alvarado Davila Retirement PlanMarieliz Alvarado Davila Ret…$923KIndia House Brass Inc Profit Sharing PlanIndia House Brass Inc Profit…$924K
End-of-year total assets ($M) among Andy Caglia Realty, Inc. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Andy Caglia Realty, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Andy Caglia Realty, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$922K 48.004467323072184% vs 2022
2024 filing year
$0.5M$0.6M$0.7M$0.8M$0.9M$1M 202220232024 $0.62M $0.92M ▲ +48.4%
Year Plans Participants Total Assets
2022 1 3 $623K
2023 1 3 $762K
2024 1 4 $922K

Andy Caglia Realty, Inc. filing trail (2024)

Total Assets (Beginning of Year)$762K
Net Assets (End of Year)$922K
Net Income$160K
Employer EIN942438867
Plan Effective Date1992-10-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

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

Andy Caglia Realty, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -20246810 Total assets ($B) Participants Andy Caglia Realty, Inc. Profit Sharing Plan, Total assets ($B): 0.000922352 · Participants: 4Andy Caglia Realty, Inc. Profit Sharing 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
Andy Caglia Realty, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Andy Caglia Realty, Inc. Profit Sharing Plan side-by-side with 3 peers →

Andy Caglia Realty, Inc. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Sky Zone Philadelphia Inc Retirement Plan in PA ($922K); by covered participants it is Thrive Holdings Inc. Retirement Plan in OH (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Andy Caglia Realty, Inc. Profit Sharing Plan assets move in 2024? ▼
Andy Caglia Realty, Inc. Profit Sharing Plan grew sharply - up 21.0% during 2024, from $762K to $922K. Reported net income was $160K.
How have Andy Caglia Realty, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Andy Caglia Realty, Inc.'s sponsor-wide assets grew 48.0%, from $623K to $922K.
Where does Andy Caglia Realty, Inc. Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Andy Caglia Realty, Inc. Profit Sharing Plan ranks in the 22nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Andy Caglia Realty, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Sky Zone Philadelphia Inc Retirement Plan in PA ($922K, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Andy Caglia Realty, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Thrive Holdings Inc. Retirement Plan in OH (4 participants, $533K 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 942438867.

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.