401(k) · DOL Form 5500 · 2022

Caastle, Inc. 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
126
Participants Small participant base
58th
Percentile by assets National rank
$57,217
Avg per participant Low balance/head
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Official DOL plan name: Caastle 401(k) Retirement Savings Plan for Corporate Employees · Sponsored by Caastle, Inc. · New York · Retail Trade

$7M in assets, 126 participants

Caastle, Inc.'s Caastle 401(k) Retirement Savings Plan for Corporate Employees reported $7M in total assets and 126 participants in its 2022 DOL Form 5500 filing, ranking in the 58th 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.

  • #6,509 in Retail Trade (9,519 peers)

Coverage in New York

Caastle 401(k) Retirement Savings Plan for Corporate Employees covers 126 participants in New York, about 16% of the average New York filer (state average ~798 per filing). Assets: $7M.

#6,509
in Retail Trade (9,519 peers)
-1.1%
assets change YoY

The plan reported a net loss of $82K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Caastle 401(k) Retirement Savings Plan for Corporate Employees's mid-pack asset rank among Retail Trade and all filers

Caastle 401(k) Retirement Savings Plan for Corporate Employees vs every filed plan by assets

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

$7,209,389 Top 42% higher than 58% 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

Caastle 401(k) Retirement Savings Plan for Corporate Employees 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. Caastle 401(k) Retirement Savings Plan for Corporate Employees sits mid-pack in the medium band (126 participants).

EBSA filing schedule strip

Filing strip 453507457 · Caastle, Inc. PY 2022 · 401(k)

Caastle 401(k) Retirement Savings Plan for Corporate Employees · $7M · 126 · 58th

  • VS-ST $7M
  • BOY 126
  • SCH 58th
  • EBSA 401(k)
  • PART near Multi Media 401(k) Plan
  • TYPE ind #6509

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 Retail Trade retirement plans → · Plans in New York →

Caastle 401(k) Retirement Savings Plan for Corporate Employees in the asset neighbourhood

Caastle 401(k) Retirement Savings Plan for Corporate EmployeesCaastle 401(k) Retirement Sa…$7MMulti Media 401(k) Plan$7MNuts.Com 401(k) Plan$7MIpmg 401(k) Retirement Plan$7MFirst Communications 401(k) PlanFirst Communications 401(k) …$7M
End-of-year total assets ($M) among Caastle 401(k) Retirement Savings Plan for Corporate Employees and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$7M
Net Income-$82K
Employer EIN453507457
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Caastle, Inc.)

Sponsor-wide plan assets over time

All Caastle, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 49.946756623761566% vs 2022
2024 filing year
$6M$8M$10M$12M 202220232024 $7.25M $10.9M ▲ +49.9%
Year Plans Participants Total Assets
2022 2 251 $7M
2023 1 147 $9M
2024 1 133 $11M

Nearby 401(k) Plans in New York

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

Caastle 401(k) Retirement Savings Plan for Corporate Employees vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Caastle 401(k) Retirement Savings Plan for Corporate Employees, Total assets ($B): 0.007209389 · Participants: 126Caastle 401(k) Retirement Savings Plan for Corporate EmployeesIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Caastle 401(k) Retirement Savings Plan for Corporate Employees vs. nearby 401(k) plans in New York, assets vs. participants
Compare Caastle 401(k) Retirement Savings Plan for Corporate Employees side-by-side with 3 peers →

Caastle 401(k) Retirement Savings Plan for Corporate Employees's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Multi Media 401(k) Plan in CA ($7M); by covered participants it is Texas Citizens Bank, N. a. 401(k) Plan in TX (126 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($7M here).

Similar participant headcount

Nearest other-state filings by covered participants (126 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 Caastle 401(k) Retirement Savings Plan for Corporate Employees assets move in 2022? ▼
Caastle 401(k) Retirement Savings Plan for Corporate Employees edged down modestly - down 1.1% during 2022, from $7M to $7M. Reported net income was -$82K.
How have Caastle, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Caastle, Inc.'s sponsor-wide assets grew 49.9%, from $7M to $11M.
Which 401(k) plans are similar in size to Caastle 401(k) Retirement Savings Plan for Corporate Employees? ▼
Among 401(k) plans in other states, the closest by assets is Multi Media 401(k) Plan in CA ($7M, 170 participants).
Which 401(k) plans cover a similar participant headcount to Caastle 401(k) Retirement Savings Plan for Corporate Employees? ▼
Among 401(k) plans in other states, the closest by covered participants is Texas Citizens Bank, N. a. 401(k) Plan in TX (126 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 453507457.

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.