ESOP · DOL Form 5500 · 2022

Cascade Energy, Inc. ESOP

Data updated 2026-08-25

$7M
Total assets Small plan by assets
185
Participants Below avg headcount
59th
Percentile by assets National rank
$40,088
Avg per participant Low balance/head
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Official DOL plan name: Cascade Energy, Inc. Employee Stock Ownership Plan · Sponsored by Cascade Energy, Inc. · Oregon · Professional & Technical Services

$7M in assets, 185 participants

Cascade Energy, Inc.'s Cascade Energy, Inc. Employee Stock Ownership Plan reported $7M in total assets and 185 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.

  • #12,256 in Professional & Technical Services (21,562 peers)

Coverage in Oregon

Cascade Energy, Inc. Employee Stock Ownership Plan covers 185 participants in Oregon, about 42% of the average Oregon filer (state average ~443 per filing). Assets: $7M.

#12,256
in Professional & Technical Services (21,562 peers)
+142.7%
assets growth YoY

Cascade Energy, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Professional & Technical Services and all filers

Cascade Energy, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$7,416,343 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

Cascade Energy, Inc. Employee Stock Ownership 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. Cascade Energy, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (185 participants).

Published 5500 schedule card

Filing strip 931124681 · Cascade Energy, Inc. PY 2022 · ESOP

Cascade Energy, Inc. Employee Stock Ownership Plan · $7M · 185 · 59th

  • BOOK $7M
  • VS-ST 185
  • BOY 59th
  • SCH ESOP
  • EBSA near Texas Research International, Inc. Employee Stock Ownership Plan & Trust
  • PART ind #12256

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 What is an ESOP? → · Plans in Oregon →

Cascade Energy, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Cascade Energy, Inc. Employee Stock Ownership PlanCascade Energy, Inc. Employe…$7MTexas Research International, Inc. Employee Stock Ownership Plan & TrustTexas Research International…$7MFirst Federal Bank of Wisconsin Employee Stock Ownership PlanFirst Federal Bank of Wiscon…$7MPls Employee Stock Ownership PlanPls Employee Stock Ownership…$7MHometown Bancorp of Alabama, Inc. Employee Stock Ownership PlanHometown Bancorp of Alabama,…$7M
End-of-year total assets ($M) among Cascade Energy, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Oregon filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)-$19M
Net Income$7M
Employer EIN931124681
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cascade Energy, Inc.)

Sponsor-wide plan assets over time

All Cascade Energy, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$43M 16.913603094019724% vs 2022
2024 filing year
$35M$40M$45M$50M 202220232024 $37M $43.3M ▲ +16.9%
Year Plans Participants Total Assets
2022 2 364 $37M
2023 2 390 $48M
2024 1 207 $43M

Nearby ESOP Plans in Oregon

Peer ESOP plans, same state, same plan type, ranked by total assets.

Cascade Energy, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Oregon, assets vs. participants Scatter plot of 6 data points. -50005001000150020002500 -1000100200300 Total assets ($M) Participants Cascade Energy, Inc. Employee Stock Ownership Plan, Total assets ($M): 7.416343 · Participants: 185Cascade Energy, Inc. Employee Stock Ownership PlanBi-Mart Corporation Employee Stock Ownership Plan, Total assets ($M): 259.302569 · Participants: 1947Bi-Mart Corporation Employee Stock Ownership PlanBob's Red Mill Natural Foods, Inc. Employee Stock Ownership Plan, Total assets ($M): 221.711122 · Participants: 561Bob's Red Mill Natural Foods, Inc. Employee Stock Ownership PlanPacific Industrial Corp. Employee Stock Ownership Plan, Total assets ($M): 126.652835 · Participants: 57Pacific Industrial Corp. Employee Stock Ownership PlanKey Knife, Inc. Employee Stock Ownership Plan, Total assets ($M): 111.836432 · Participants: 68Key Knife, Inc. Employee Stock Ownership PlanNorthwest Pump & Equipment Co. Employee Stock Ownership Plan, Total assets ($M): 84.932648 · Participants: 204Northwest Pump & Equipment Co. Employee Stock Ownership Plan
Cascade Energy, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Oregon, assets vs. participants
Compare Cascade Energy, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Cascade Energy, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Oregon, the nearest ESOP by assets is Texas Research International, Inc. Employee Stock Ownership Plan & Trust in TX ($7M); by covered participants it is Air Treatment Corporation Employee Stock Ownership Plan in CA (185 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (185 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 Cascade Energy, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Cascade Energy, Inc. Employee Stock Ownership Plan surged - up 142.7% during 2022, from $3M to $7M. Reported net income was $7M.
How have Cascade Energy, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cascade Energy, Inc.'s sponsor-wide assets grew 16.9%, from $37M to $43M.
Which ESOP plans are similar in size to Cascade Energy, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Texas Research International, Inc. Employee Stock Ownership Plan & Trust in TX ($7M, 108 participants).
Which ESOP plans cover a similar participant headcount to Cascade Energy, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Air Treatment Corporation Employee Stock Ownership Plan in CA (185 participants, $78M 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 931124681.

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.