401(k) · DOL Form 5500 · 2022
Cassady, Schiller & Associates, Inc. 401(k) Plan
Data updated 2026-08-25
- $12M
- Total assets Small plan by assets
- 67
- Participants Small participant base
- 69th
- Percentile by assets National rank
- $181,506
- Avg per participant Above avg balance/head
Official DOL plan name: Cassady, Schiller & Associates, Inc. 401(k) Profit Sharing Plan · Sponsored by Cassady, Schiller & Associates, Inc. · Ohio · Professional & Technical Services
$12M in assets, 67 participants
Cassady, Schiller & Associates, Inc.'s Cassady, Schiller & Associates, Inc. 401(k) Profit Sharing Plan reported $12M in total assets and 67 participants in its 2022 DOL Form 5500 filing, ranking in the 69th 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.
- #14,658 in Professional & Technical Services (21,562 peers)
2022 asset change
Cassady, Schiller & Associates, Inc. 401(k) Profit Sharing Plan declined sharply 16.6% in 2022 ($15M → $12M) for 67 participants.
- #14,658
- in Professional & Technical Services (21,562 peers)
- -16.6%
- assets change YoY
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Cassady, Schiller & Associates, Inc. 401(k) Profit Sharing Plan's outsized position by total assets
Cassady, Schiller & Associates, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$12,160,906 Top 31% higher than 69% 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
Cassady, Schiller & Associates, Inc. 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. Cassady, Schiller & Associates, Inc. 401(k) Profit Sharing Plan is a small filing (67 participants) on this national headcount ladder.
Plan-year Form 5500 strip
Filing strip 311311065 · Cassady, Schiller & Associates, Inc. PY 2022 · 401(k)
Cassady, Schiller & Associates, Inc. 401(k) Profit Sharing Plan · $12M · 67 · 69th
- NET $12M
- NET 67
- NET 69th
- NET 401(k)
- NET near Waterstone Bank Ssb 401(k) Plan
- NET ind #14658
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 Ohio →
Cassady, Schiller & Associates, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood
Cassady, Schiller & Associates, Inc. years around the 2022 move
Sponsor-wide plan assets over time
All Cassady, Schiller & Associates, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 67 | $12M |
| 2023 | 1 | 71 | $15M |
| 2024 | 1 | 81 | N/A |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $15M |
|---|---|
| Net Assets (End of Year) | $12M |
| Net Income | -$2M |
| Employer EIN | 311311065 |
| Plan Effective Date | 1991-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Ohio
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Sherwin-Williams Company 401(k) Plan $8.3B · 44,890
- The Progressive 401(k) Plan $7.6B · 50,299
- The Kroger Co. 401(k) Retirement Savings Account Plan $7.3B · 116,133
- Nationwide Savings Plan $6.7B · 24,278
- Marathon Petroleum Thrift Plan $6.4B · 17,666
Cassady, Schiller & Associates, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Ohio, the nearest 401(k) by assets is Waterstone Bank Ssb 401(k) Plan in WI ($12M); by covered participants it is Woman's Clinic, a Professional Association 401(k) Profit Sharing Plan in TN (67 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($12M here).
Similar participant headcount
Nearest other-state filings by covered participants (67 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.