401(k) · DOL Form 5500 · 2022
Castlerock Asset Management LLC 401(k) Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 180
- Participants Small participant base
- 34th
- Percentile by assets National rank
- $10,998
- Avg per participant Low balance/head
Official DOL plan name: Castlerock 401(k) Retirement Plan · Sponsored by Castlerock Asset Management LLC · Tennessee · Food Services & Accommodation
$2M in assets, 180 participants
Castlerock Asset Management LLC's Castlerock 401(k) Retirement Plan reported $2M in total assets and 180 participants in its 2022 DOL Form 5500 filing, ranking in the 34th 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.
- #3,172 in Food Services & Accommodation (4,592 peers)
Coverage in Tennessee
Castlerock 401(k) Retirement Plan covers 180 participants in Tennessee, about 16% of the average Tennessee filer (state average ~1,126 per filing). Assets: $2M.
- #3,172
- in Food Services & Accommodation (4,592 peers)
- -1.2%
- assets change YoY
The plan reported a net loss of $23K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Castlerock 401(k) Retirement Plan's mid-pack asset rank among Food Services & Accommodation and all filers
Castlerock 401(k) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,979,632 34th percentile higher than 34% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Castlerock 401(k) Retirement 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. Castlerock 401(k) Retirement Plan sits mid-pack in the medium band (180 participants).
Plan-year Form 5500 strip
Filing strip 463883479 · Castlerock Asset Management LLC PY 2022 · 401(k)
Castlerock 401(k) Retirement Plan · $2M · 180 · 34th
- 5500 $2M
- 5500 180
- 5500 34th
- 5500 401(k)
- 5500 near 25 7 Media Holdings LLC 401(k) Profit Sharing Plan & Trust
- 5500 ind #3172
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 Food Services & Accommodation retirement plans → · Plans in Tennessee →
Castlerock 401(k) Retirement Plan in the asset neighbourhood
Tennessee filing particulars
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | -$23K |
| Employer EIN | 463883479 |
| Plan Effective Date | 2017-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Castlerock Asset Management LLC)
Sponsor-wide plan assets over time
All Castlerock Asset Management LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 114.28391741495389% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 180 | $2M |
| 2023 | 1 | 262 | $3M |
| 2024 | 1 | 222 | $4M |
Nearby 401(k) Plans in Tennessee
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fedex Corporation Retirement Savings Plan $21.0B · 220,835
- Hca 401(k) Plan $18.7B · 280,576
- International Paper Company Salaried Savings Plan $4.2B · 11,839
- Federal Express Corporation Pilots Retirement Savings Plan $4.0B · 5,305
- Chs/Community Health Systems, Inc. Retirement Savings Plan $4.0B · 62,485
Castlerock 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Tennessee, the nearest 401(k) by assets is 25 7 Media Holdings LLC 401(k) Profit Sharing Plan & Trust in CA ($2M); by covered participants it is Severson Group 401(k) Plan in CA (180 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (180 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.