401(k) · DOL Form 5500 · 2022

Casner & Edwards LLP 401(k) Plan

Data updated 2026-08-25

$36M
Total assets Below avg plan size
77
Participants Small participant base
85th
Percentile by assets National rank
$463,833
Avg per participant High balance/head
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Official DOL plan name: Casner & Edwards, LLP 401(k) Profit Sharing Plan · Sponsored by Casner & Edwards LLP · Massachusetts · Professional & Technical Services

$36M in assets, 77 participants

Casner & Edwards LLP's Casner & Edwards, LLP 401(k) Profit Sharing Plan reported $36M in total assets and 77 participants in its 2022 DOL Form 5500 filing, ranking in the 85th 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.

  • #18,454 in Professional & Technical Services (21,562 peers)

Where Casner & Edwards, LLP 401(k) Profit Sharing Plan sits by assets

Casner & Edwards, LLP 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $36M for 77 participants (~$463,833/participant), down 14.5% in 2022.

#18,454
in Professional & Technical Services (21,562 peers)
-14.5%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Casner & Edwards, LLP 401(k) Profit Sharing Plan's outsized position by total assets

Casner & Edwards, LLP 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$35,715,174 Top 15% higher than 85% of 139,123 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 2022

Casner & Edwards, LLP 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Casner & Edwards, LLP 401(k) Profit Sharing Plan is a small filing (77 participants) on this national headcount ladder.

DOL schedule card

Filing strip 042778062 · Casner & Edwards LLP PY 2022 · 401(k)

Casner & Edwards, LLP 401(k) Profit Sharing Plan · $36M · 77 · 85th

  • EBSA $36M
  • EBSA 77
  • EBSA 85th
  • EBSA 401(k)
  • EBSA near Ipl US Holding Company 401(k) Retirement Plan
  • EBSA ind #18454

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 Professional & Technical Services retirement plans → · Plans in Massachusetts →

Casner & Edwards, LLP 401(k) Profit Sharing Plan in the asset neighbourhood

Casner & Edwards, LLP 401(k) Profit Sharing PlanCasner & Edwards, LLP 401(k)…$36MMurchison & Cumming LLP 401(k) Profit Sharing PlanMurchison & Cumming LLP 401(…$36MAvis Industrial Corporation 401(k) PlanAvis Industrial Corporation …$36MLoren Cook Company 401(k) PlanLoren Cook Company 401(k) Pl…$36MIpl US Holding Company 401(k) Retirement PlanIpl US Holding Company 401(k…$36M
End-of-year total assets ($M) among Casner & Edwards, LLP 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$42M
Net Assets (End of Year)$36M
Net Income-$6M
Employer EIN042778062
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Casner & Edwards LLP)

Sponsor-wide plan assets over time

All Casner & Edwards LLP plans reported in each filing year

Latest sponsor-wide plan assets
$48M 33.57745646150289% vs 2022
2024 filing year
$30M$35M$40M$45M$50M 202220232024 $35.7M $47.7M ▲ +33.6%
Year Plans Participants Total Assets
2022 1 77 $36M
2023 1 80 $42M
2024 1 88 $48M

Nearby 401(k) Plans in Massachusetts

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

Casner & Edwards, LLP 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants Casner & Edwards, LLP 401(k) Profit Sharing Plan, Total assets ($B): 0.035715174 · Participants: 77Casner & Edwards, LLP 401(k) Profit Sharing PlanFidelity Retirement Savings Plan, Total assets ($B): 22.953563448 · Participants: 52036Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 8.79802945 · Participants: 32843Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 5.810585521 · Participants: 13690Massachusetts Institute of Technology Supplemental 401(k) PlanPhilips North America 401(k) Plan, Total assets ($B): 5.180251859 · Participants: 19750Philips North America 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 4.853752256 · Participants: 18359Boston Scientific Corporation 401(k) Retirement Savings Plan
Casner & Edwards, LLP 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Casner & Edwards, LLP 401(k) Profit Sharing Plan side-by-side with 3 peers →

Casner & Edwards, LLP 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Ipl US Holding Company 401(k) Retirement Plan in MO ($36M); by covered participants it is Accend Services, Inc. 401(k) Plan in MN (77 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (77 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Casner & Edwards, LLP 401(k) Profit Sharing Plan assets move in 2022? ▼
Casner & Edwards, LLP 401(k) Profit Sharing Plan pulled back noticeably - down 14.5% during 2022, from $42M to $36M. Reported net income was -$6M.
How have Casner & Edwards LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Casner & Edwards LLP's sponsor-wide assets grew 33.6%, from $36M to $48M.
Where does Casner & Edwards, LLP 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Casner & Edwards, LLP 401(k) Profit Sharing Plan ranks in the 85th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Casner & Edwards, LLP 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ipl US Holding Company 401(k) Retirement Plan in MO ($36M, 833 participants).
Which 401(k) plans cover a similar participant headcount to Casner & Edwards, LLP 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Accend Services, Inc. 401(k) Plan in MN (77 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 042778062.

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.