401(k) · DOL Form 5500 · 2022

Casa Mechanical Services 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
241
Participants Below avg headcount
55th
Percentile by assets National rank
$26,125
Avg per participant Low balance/head
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Official DOL plan name: Casa Mechanical Services 401(k) Retirement Plan · Sponsored by Casa Mechanical Services · Texas · Construction

$6M in assets, 241 participants

Casa Mechanical Services's Casa Mechanical Services 401(k) Retirement Plan reported $6M in total assets and 241 participants in its 2022 DOL Form 5500 filing, ranking in the 55th 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.

  • #5,454 in Construction (9,927 peers)

Coverage in Texas

Casa Mechanical Services 401(k) Retirement Plan covers 241 participants in Texas, about 35% of the average Texas filer (state average ~688 per filing). Assets: $6M.

#5,454
in Construction (9,927 peers)
-18.6%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Casa Mechanical Services 401(k) Retirement Plan's mid-pack asset rank among Construction and all filers

Casa Mechanical Services 401(k) Retirement Plan vs every filed plan by assets

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

$6,296,172 Top 45% higher than 55% 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

Casa Mechanical Services 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. Casa Mechanical Services 401(k) Retirement Plan sits mid-pack in the medium band (241 participants).

EBSA filing schedule strip

Filing strip 742998462 · Casa Mechanical Services PY 2022 · 401(k)

Casa Mechanical Services 401(k) Retirement Plan · $6M · 241 · 55th

  • VS-ST $6M
  • VS-ST 241
  • VS-ST 55th
  • VS-ST 401(k)
  • VS-ST near Indianhead Foodservice Distributor 401(k) Profit Sharing Plan
  • VS-ST ind #5454

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 Construction retirement plans → · Plans in Texas →

Casa Mechanical Services 401(k) Retirement Plan in the asset neighbourhood

Casa Mechanical Services 401(k) Retirement PlanCasa Mechanical Services 401…$6MIndianhead Foodservice Distributor 401(k) Profit Sharing PlanIndianhead Foodservice Distr…$6MNorthern Pines Mental Health Center, Inc. 401(k) Plan and TrustNorthern Pines Mental Health…$6MLegend Senior Living, LLC 401(k) PlanLegend Senior Living, LLC 40…$6MRgb Mechanical Contractors, Inc. 401(k) Profit Sharing PlanRgb Mechanical Contractors, …$6M
End-of-year total assets ($M) among Casa Mechanical Services 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Texas filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$6M
Net Income-$1M
Employer EIN742998462
Plan Effective Date2001-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Casa Mechanical Services)

Sponsor-wide plan assets over time

All Casa Mechanical Services plans reported in each filing year

Latest sponsor-wide plan assets
$7M 13.446694277094082% vs 2022
2024 filing year
$6M$6.5M$7M$7.5M 202220232024 $6.3M $7.14M ▲ +13.3%
Year Plans Participants Total Assets
2022 1 241 $6M
2023 1 231 $7M
2024 1 235 $7M

Nearby 401(k) Plans in Texas

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

Casa Mechanical Services 401(k) Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Casa Mechanical Services 401(k) Retirement Plan, Total assets ($B): 0.006296172 · Participants: 241Casa Mechanical Services 401(k) Retirement PlanAT&T Retirement Savings Plan, Total assets ($B): 37.578871 · Participants: 144503AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.266 · Participants: 23619Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 13.794958016 · Participants: 38538Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 12.806443202 · Participants: 85577American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 11.969059 · Participants: 47532Dell Inc. 401(k) Plan
Casa Mechanical Services 401(k) Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Casa Mechanical Services 401(k) Retirement Plan side-by-side with 3 peers →

Casa Mechanical Services 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Indianhead Foodservice Distributor 401(k) Profit Sharing Plan in WI ($6M); by covered participants it is Coastal Management Solutions 401(k) Profit Sharing Plan & Tru in VA (241 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (241 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 Casa Mechanical Services 401(k) Retirement Plan assets move in 2022? ▼
Casa Mechanical Services 401(k) Retirement Plan declined sharply - down 18.6% during 2022, from $8M to $6M. Reported net income was -$1M.
How have Casa Mechanical Services plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Casa Mechanical Services's sponsor-wide assets grew 13.4%, from $6M to $7M.
Which 401(k) plans are similar in size to Casa Mechanical Services 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Indianhead Foodservice Distributor 401(k) Profit Sharing Plan in WI ($6M, 146 participants).
Which 401(k) plans cover a similar participant headcount to Casa Mechanical Services 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Coastal Management Solutions 401(k) Profit Sharing Plan & Tru in VA (241 participants, $2M 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 742998462.

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.