401(k) · DOL Form 5500 · 2022

Caastle, Inc. 401(k) Plan

Data updated 2026-08-25

$39K
Total assets Small plan by assets
125
Participants Small participant base
3rd
Percentile by assets National rank
$315
Avg per participant Low balance/head
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Official DOL plan name: Caastle 401(k) Retirement Savings Plan for Hourly Employees · Sponsored by Caastle, Inc. · New York · Retail Trade

$39K in assets, 125 participants

Caastle, Inc.'s Caastle 401(k) Retirement Savings Plan for Hourly Employees reported $39K in total assets and 125 participants in its 2022 DOL Form 5500 filing, ranking in the 3rd 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.

  • #393 in Retail Trade (9,519 peers)

Coverage in New York

Caastle 401(k) Retirement Savings Plan for Hourly Employees covers 125 participants in New York, about 16% of the average New York filer (state average ~798 per filing). Assets: $39K.

#393
in Retail Trade (9,519 peers)
+6.9%
assets growth YoY

Caastle 401(k) Retirement Savings Plan for Hourly Employees among the smaller filed plans by assets

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

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

$39,400 3rd percentile higher than 3% 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 Hourly 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 Hourly Employees sits mid-pack in the medium band (125 participants).

Plan-year Form 5500 strip

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

Caastle 401(k) Retirement Savings Plan for Hourly Employees · $39K · 125 · 3rd

  • NET $39K
  • BOOK 125
  • VS-ST 3rd
  • BOY 401(k)
  • SCH near Louisville Lugger Inc. Retirement Plan
  • EBSA ind #393

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 Hourly Employees in the asset neighbourhood

Caastle 401(k) Retirement Savings Plan for Hourly EmployeesCaastle 401(k) Retirement Sa…$39KLouisville Lugger Inc. Retirement PlanLouisville Lugger Inc. Retir…$39KDrizake Automotive Group, Inc. 401(k) PlanDrizake Automotive Group, In…$39KLearning by Design, Inc. Retirement PlanLearning by Design, Inc. Ret…$39KCraft Studios, Inc. 401(k) PlanCraft Studios, Inc. 401(k) P…$39K
End-of-year total assets ($M) among Caastle 401(k) Retirement Savings Plan for Hourly Employees and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$37K
Net Assets (End of Year)$39K
Net Income$5K
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 Hourly Employees vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Caastle 401(k) Retirement Savings Plan for Hourly Employees, Total assets ($B): 0.0000394 · Participants: 125Caastle 401(k) Retirement Savings Plan for Hourly 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 Hourly Employees vs. nearby 401(k) plans in New York, assets vs. participants

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

Outside New York, the nearest 401(k) by assets is Louisville Lugger Inc. Retirement Plan in KY ($39K); by covered participants it is California Premier Roofscapes, Inc. 401(k) Plan in CA (125 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (125 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 Hourly Employees assets move in 2022?
Caastle 401(k) Retirement Savings Plan for Hourly Employees grew at a solid clip - up 6.9% during 2022, from $37K to $39K. Reported net income was $5K.
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.
Where does Caastle 401(k) Retirement Savings Plan for Hourly Employees rank by assets among Form 5500 filers?
Caastle 401(k) Retirement Savings Plan for Hourly Employees ranks in the 3rd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Caastle 401(k) Retirement Savings Plan for Hourly Employees?
Among 401(k) plans in other states, the closest by assets is Louisville Lugger Inc. Retirement Plan in KY ($39K, 1 participant).
Which 401(k) plans cover a similar participant headcount to Caastle 401(k) Retirement Savings Plan for Hourly Employees?
Among 401(k) plans in other states, the closest by covered participants is California Premier Roofscapes, Inc. 401(k) Plan in CA (125 participants, N/A in assets).