401(k) · DOL Form 5500 · 2022

Castalia Systems, LLC 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
102
Participants Small participant base
47th
Percentile by assets National rank
$41,685
Avg per participant Low balance/head
PlainRetire home → About this data

Official DOL plan name: Castalia Systems 401(k) Plan · Sponsored by Castalia Systems, LLC · Florida · Information & Media

$4M in assets, 102 participants

Castalia Systems, LLC's Castalia Systems 401(k) Plan reported $4M in total assets and 102 participants in its 2022 DOL Form 5500 filing, ranking in the 47th 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.

  • #908 in Information & Media (2,911 peers)

Coverage in Florida

Castalia Systems 401(k) Plan covers 102 participants in Florida, about 16% of the average Florida filer (state average ~628 per filing). Assets: $4M.

#908
in Information & Media (2,911 peers)
-6.9%
assets change YoY

The plan reported a net loss of $315K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Castalia Systems 401(k) Plan's mid-pack asset rank among Information & Media and all filers

Castalia Systems 401(k) Plan vs every filed plan by assets

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

$4,251,906 47th percentile higher than 47% 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

Castalia Systems 401(k) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Castalia Systems 401(k) Plan sits mid-pack in the medium band (102 participants).

Form 5500 schedule snapshot

Filing strip 452978908 · Castalia Systems, LLC PY 2022 · 401(k)

Castalia Systems 401(k) Plan · $4M · 102 · 47th

  • EBSA $4M
  • PART 102
  • TYPE 47th
  • NET 401(k)
  • BOOK near Ocrolus 401(k) Plan
  • VS-ST ind #908

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 Information & Media retirement plans → · Plans in Florida →

Castalia Systems 401(k) Plan in the asset neighbourhood

Castalia Systems 401(k) Plan$4MOcrolus 401(k) Plan$4MChild Advocates of Blair County, Inc. 401(k) PlanChild Advocates of Blair Cou…$4MSteam Logistics 401(k) Plan$4MSans Technical Fibers, LLC Retirement Savings PlanSans Technical Fibers, LLC R…$4M
End-of-year total assets ($M) among Castalia Systems 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Florida filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$4M
Net Income-$315K
Employer EIN452978908
Plan Effective Date2012-09-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

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

Castalia Systems 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -5051015 Total assets ($B) Participants Castalia Systems 401(k) Plan, Total assets ($B): 0.004251906 · Participants: 102Castalia Systems 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 12.863481581 · Participants: 41096L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pricewatercoopers LLP, Total assets ($B): 9.121428518 · Participants: 50354Savings Plan for Employees and Partners of Pricewatercoopers LLPAdp Totalsource Retirement Savings Plan, Total assets ($B): 6.687694478 · Participants: 287453Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.05990007 · Participants: 176752Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.44531949 · Participants: 14889Nextera Energy, Inc. Employee Retirement Savings Plan
Castalia Systems 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Castalia Systems 401(k) Plan side-by-side with 3 peers →

Castalia Systems 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Ocrolus 401(k) Plan in NY ($4M); by covered participants it is First Choice Bank 401(k) Profit Sharing Plan in CA (102 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

Similar participant headcount

Nearest other-state filings by covered participants (102 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 Castalia Systems 401(k) Plan assets move in 2022? ▼
Castalia Systems 401(k) Plan pulled back noticeably - down 6.9% during 2022, from $5M to $4M. Reported net income was -$315K.
Which 401(k) plans are similar in size to Castalia Systems 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ocrolus 401(k) Plan in NY ($4M, 145 participants).
Which 401(k) plans cover a similar participant headcount to Castalia Systems 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is First Choice Bank 401(k) Profit Sharing Plan in CA (102 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 452978908.

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.