Profit Sharing · DOL Form 5500 · 2024

Castle Family Health Centers, Inc. Profit Sharing Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
210
Participants Below avg headcount
57th
Percentile by assets National rank
$49,839
Avg per participant Low balance/head
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Official DOL plan name: Castle Family Health Centers, Inc. 403(b) Plan · Sponsored by Castle Family Health Centers, Inc. · California · Healthcare & Social Assistance

$10M in assets, 210 participants

Castle Family Health Centers, Inc.'s Castle Family Health Centers, Inc. 403(b) Plan reported $10M in total assets and 210 participants in its 2024 DOL Form 5500 filing, ranking in the 57th 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.

  • #10,513 in Healthcare & Social Assistance (16,916 peers)

Coverage in California

Castle Family Health Centers, Inc. 403(b) Plan covers 210 participants in California, about 33% of the average California filer (state average ~630 per filing). Assets: $10M.

#10,513
in Healthcare & Social Assistance (16,916 peers)
+8.2%
assets growth YoY

Castle Family Health Centers, Inc. 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Castle Family Health Centers, Inc. 403(b) Plan vs every filed plan by assets

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

$10,466,270 Top 43% higher than 57% 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

Castle Family Health Centers, Inc. 403(b) 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. Castle Family Health Centers, Inc. 403(b) Plan sits mid-pack in the medium band (210 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Castle Family Health Centers, Inc. 403(b) Plan reported net income fell from $2M in the plan year 2023 filing to $791K in the plan year 2024 filing.
  • Castle Family Health Centers, Inc. 403(b) Plan reported participants rose from 194 in the plan year 2023 filing to 210 in the plan year 2024 filing.
  • Castle Family Health Centers, Inc. 403(b) Plan end-of-year assets rose from $10M in the plan year 2023 filing to $10M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 205864304 · Castle Family Health Centers, Inc. PY 2024 · Profit Sharing

Castle Family Health Centers, Inc. 403(b) Plan · $10M · 210 · 57th

  • EOY $10M
  • 5500 210
  • ASSETS 57th
  • PCT Profit Sharing
  • EIN near Newport Sales, Inc./M&h Cosmetics, Inc. Profit Sharing Plan
  • RANK ind #10513

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 →

Castle Family Health Centers, Inc. 403(b) Plan in the asset neighbourhood

Plumbers, Pipefitters and Hvac Technicians Local Union No. 572 Annuity FundPlumbers, Pipefitters and Hv…$10MMidland Emerg. Room Employee Profit Sharing PlanMidland Emerg. Room Employee…$10MCastle Family Health Centers, Inc. 403(b) PlanCastle Family Health Centers…$10MNewport Sales, Inc./M&h Cosmetics, Inc. Profit Sharing PlanNewport Sales, Inc./M&h Cosm…$10MBermudez, Longo, Diaz-Masso, LLC 401(k) Pension PlanBermudez, Longo, Diaz-Masso,…$10M
End-of-year total assets ($M) among Castle Family Health Centers, Inc. 403(b) Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$10M
Net Income$791K
Employer EIN205864304
Plan Effective Date2011-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Castle Family Health Centers, Inc.)

Sponsor-wide plan assets over time

All Castle Family Health Centers, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 30.570319085617164% vs 2022
2024 filing year
$7M$8M$9M$10M$11M 202220232024 $8.02M $10.5M ▲ +30.5%
Year Plans Participants Total Assets
2022 1 211 $8M
2023 1 194 $10M
2024 1 210 $10M

Nearby Profit Sharing Plans in California

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

Castle Family Health Centers, Inc. 403(b) Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -20246810 Total assets ($B) Participants Castle Family Health Centers, Inc. 403(b) Plan, Total assets ($B): 0.01046627 · Participants: 210Castle Family Health Centers, Inc. 403(b) 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
Castle Family Health Centers, Inc. 403(b) Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Castle Family Health Centers, Inc. 403(b) Plan side-by-side with 3 peers →

Castle Family Health Centers, Inc. 403(b) Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Newport Sales, Inc./M&h Cosmetics, Inc. Profit Sharing Plan in NY ($10M); by covered participants it is Spectraforce Retirement Plan Pr in PR (210 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (210 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 Castle Family Health Centers, Inc. 403(b) Plan assets move in 2024? ▼
Castle Family Health Centers, Inc. 403(b) Plan grew at a solid clip - up 8.2% during 2024, from $10M to $10M. Reported net income was $791K.
How have Castle Family Health Centers, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Castle Family Health Centers, Inc.'s sponsor-wide assets grew 30.6%, from $8M to $10M.
Which Profit Sharing plans are similar in size to Castle Family Health Centers, Inc. 403(b) Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Newport Sales, Inc./M&h Cosmetics, Inc. Profit Sharing Plan in NY ($10M, 4 participants).
Which Profit Sharing plans cover a similar participant headcount to Castle Family Health Centers, Inc. 403(b) Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Spectraforce Retirement Plan Pr in PR (210 participants, $159K 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 205864304.

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.