401(k) · DOL Form 5500 · 2022

Stephen M. Casagrande, D.D.S., Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
9
Participants Small participant base
41st
Percentile by assets National rank
$350,404
Avg per participant High balance/head
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Official DOL plan name: Stephen M. Casagrande, D.D.S., Inc. 401(k) Profit Sharing Plan · Sponsored by Stephen M. Casagrande, D.D.S., Inc. · California · Healthcare & Social Assistance

$3M in assets, 9 participants

Stephen M. Casagrande, D.D.S., Inc.'s Stephen M. Casagrande, D.D.S., Inc. 401(k) Profit Sharing Plan reported $3M in total assets and 9 participants in its 2022 DOL Form 5500 filing, ranking in the 41st 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.

  • #9,074 in Healthcare & Social Assistance (20,060 peers)

Stephen M. Casagrande, D.D.S., Inc. multi-year trail

Stephen M. Casagrande, D.D.S., Inc.'s plans moved -47.0% in assets from 2022 to 2024; this filing shows Stephen M. Casagrande, D.D.S., Inc. 401(k) Profit Sharing Plan at $3M / 9 participants.

#9,074
in Healthcare & Social Assistance (20,060 peers)
+2.3%
assets growth YoY

Stephen M. Casagrande, D.D.S., Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Stephen M. Casagrande, D.D.S., Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$3,153,633 41st percentile higher than 41% 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

Stephen M. Casagrande, D.D.S., Inc. 401(k) Profit Sharing Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Stephen M. Casagrande, D.D.S., Inc. 401(k) Profit Sharing Plan is a micro filing (9 participants), the leftmost band.

Published 5500 schedule card

Filing strip 942448985 · Stephen M. Casagrande, D.D.S., Inc. PY 2022 · 401(k)

Stephen M. Casagrande, D.D.S., Inc. 401(k) Profit Sharing Plan · $3M · 9 · 41st

  • IND $3M
  • IND 9
  • IND 41st
  • IND 401(k)
  • IND near Booster Enterprises, Inc. 401(k) Plan
  • IND ind #9074

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 →

Stephen M. Casagrande, D.D.S., Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Stephen M. Casagrande, D.D.S., Inc. 401(k) Profit Sharing PlanStephen M. Casagrande, D.D.S…$3MBooster Enterprises, Inc. 401(k) PlanBooster Enterprises, Inc. 40…$3MTribal Manufacturing, Inc. 401(k) PlanTribal Manufacturing, Inc. 4…$3MMicron Solutions, Inc. Savings and Investment PlanMicron Solutions, Inc. Savin…$3MHill Country Restaurants, Inc. 401(k) PlanHill Country Restaurants, In…$3M
End-of-year total assets ($M) among Stephen M. Casagrande, D.D.S., Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Stephen M. Casagrande, D.D.S., Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Stephen M. Casagrande, D.D.S., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 46.952831860904546% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M$3.5M 202220232024 $3.15M $1.67M ▼ -47.0%
Year Plans Participants Total Assets
2022 1 9 $3M
2023 1 10 $3M
2024 1 11 $2M

Stephen M. Casagrande, D.D.S., Inc. filing trail (2022)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$70K
Employer EIN942448985
Plan Effective Date1977-11-16
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Stephen M. Casagrande, D.D.S., Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Stephen M. Casagrande, D.D.S., Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.003153633 · Participants: 9Stephen M. Casagrande, D.D.S., Inc. 401(k) Profit Sharing PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Stephen M. Casagrande, D.D.S., Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Stephen M. Casagrande, D.D.S., Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Stephen M. Casagrande, D.D.S., Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Booster Enterprises, Inc. 401(k) Plan in GA ($3M); by covered participants it is Eye Consultants of Texas, P.a. Profit-Sharing 401(k) Plan in TX (9 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (9 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 Stephen M. Casagrande, D.D.S., Inc. 401(k) Profit Sharing Plan assets move in 2022? ▼
Stephen M. Casagrande, D.D.S., Inc. 401(k) Profit Sharing Plan edged up modestly - up 2.3% during 2022, from $3M to $3M. Reported net income was $70K.
How have Stephen M. Casagrande, D.D.S., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Stephen M. Casagrande, D.D.S., Inc.'s sponsor-wide assets declined 47.0%, from $3M to $2M.
Which 401(k) plans are similar in size to Stephen M. Casagrande, D.D.S., Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Booster Enterprises, Inc. 401(k) Plan in GA ($3M, 648 participants).
Which 401(k) plans cover a similar participant headcount to Stephen M. Casagrande, D.D.S., Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Eye Consultants of Texas, P.a. Profit-Sharing 401(k) Plan in TX (9 participants, $616K 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 942448985.

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.