401(k) · DOL Form 5500 · 2022

Cascadia Capital Holdings, LLC 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
77
Participants Small participant base
59th
Percentile by assets National rank
$96,770
Avg per participant Below avg balance/head
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Official DOL plan name: Cascadia Capital, LLC 401(k) Profit Sharing Plan and Trust · Sponsored by Cascadia Capital Holdings, LLC · Washington · Finance & Insurance

$7M in assets, 77 participants

Cascadia Capital Holdings, LLC's Cascadia Capital, LLC 401(k) Profit Sharing Plan and Trust reported $7M in total assets and 77 participants in its 2022 DOL Form 5500 filing, ranking in the 59th 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.

  • #3,905 in Finance & Insurance (9,261 peers)

Cascadia Capital Holdings, LLC multi-year trail

Cascadia Capital Holdings, LLC's plans moved +59.9% in assets from 2022 to 2024; this filing shows Cascadia Capital, LLC 401(k) Profit Sharing Plan and Trust at $7M / 77 participants.

#3,905
in Finance & Insurance (9,261 peers)
-2.9%
assets change YoY

The plan reported a net loss of $220K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Cascadia Capital, LLC 401(k) Profit Sharing Plan and Trust's mid-pack asset rank among Finance & Insurance and all filers

Cascadia Capital, LLC 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$7,451,309 Top 41% higher than 59% 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

Cascadia Capital, LLC 401(k) Profit Sharing Plan and Trust among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cascadia Capital, LLC 401(k) Profit Sharing Plan and Trust is a small filing (77 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 911954823 · Cascadia Capital Holdings, LLC PY 2022 · 401(k)

Cascadia Capital, LLC 401(k) Profit Sharing Plan and Trust · $7M · 77 · 59th

  • VS-ST $7M
  • VS-ST 77
  • VS-ST 59th
  • VS-ST 401(k)
  • VS-ST near Telarus 401(k) Profit Sharing Plan
  • VS-ST ind #3905

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 Finance & Insurance retirement plans → · Plans in Washington →

Cascadia Capital, LLC 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Cascadia Capital, LLC 401(k) Profit Sharing Plan and TrustCascadia Capital, LLC 401(k)…$7MTelarus 401(k) Profit Sharing PlanTelarus 401(k) Profit Sharin…$7MD. Garrett Construction. Inc. 401(k) Profit Sharing Plan & TrustD. Garrett Construction. Inc…$7MThe Employee Retirement Plan$7MLittle River Band of Ottawa Indians 401(k) Profit Sharing Plan & TrustLittle River Band of Ottawa …$7M
End-of-year total assets ($M) among Cascadia Capital, LLC 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Cascadia Capital Holdings, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Cascadia Capital Holdings, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$12M 59.89778440271367% vs 2022
2024 filing year
$6M$8M$10M$12M$14M 202220232024 $7.45M $11.9M ▲ +59.9%
Year Plans Participants Total Assets
2022 1 77 $7M
2023 1 80 $9M
2024 1 90 $12M

Cascadia Capital Holdings, LLC filing trail (2022)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$7M
Net Income-$220K
Employer EIN911954823
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Washington

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

Cascadia Capital, LLC 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Washington, assets vs. participants Scatter plot of 6 data points. -500000050000010000001500000 -20020406080 Total assets ($B) Participants Cascadia Capital, LLC 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.007451309 · Participants: 77Cascadia Capital, LLC 401(k) Profit Sharing Plan and TrustThe Boeing Company 401(k) Retirement Plan, Total assets ($B): 63.503643295 · Participants: 118434The Boeing Company 401(k) Retirement PlanMicrosoft Corporation Savings Plus 401(k) Plan, Total assets ($B): 39.602667639 · Participants: 109797Microsoft Corporation Savings Plus 401(k) PlanCostco 401(k) Retirement Plan, Total assets ($B): 25.912962472 · Participants: 181505Costco 401(k) Retirement PlanAmazon 401(k) Plan, Total assets ($B): 17.732345025 · Participants: 1230308Amazon 401(k) PlanT-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust, Total assets ($B): 7.280031396 · Participants: 75797T-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust
Cascadia Capital, LLC 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Washington, assets vs. participants
Compare Cascadia Capital, LLC 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Cascadia Capital, LLC 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Washington, the nearest 401(k) by assets is Telarus 401(k) Profit Sharing Plan in UT ($7M); 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 Cascadia Capital, LLC 401(k) Profit Sharing Plan and Trust assets move in 2022? ▼
Cascadia Capital, LLC 401(k) Profit Sharing Plan and Trust edged down modestly - down 2.9% during 2022, from $8M to $7M. Reported net income was -$220K.
How have Cascadia Capital Holdings, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cascadia Capital Holdings, LLC's sponsor-wide assets grew 59.9%, from $7M to $12M.
Which 401(k) plans are similar in size to Cascadia Capital, LLC 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Telarus 401(k) Profit Sharing Plan in UT ($7M, 297 participants).
Which 401(k) plans cover a similar participant headcount to Cascadia Capital, LLC 401(k) Profit Sharing Plan and Trust? ▼
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 911954823.

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.