401(k) · DOL Form 5500 · 2022

Cae USA Inc 401(k) Plan

Data updated 2026-08-25

$86M
Total assets Below avg plan size
650
Participants Below avg headcount
92nd
Percentile by assets National rank
$132,900
Avg per participant Near avg balance/head
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Official DOL plan name: Cae USA Inc Savings Investment & Employee Benefit Plan Number 2 · Sponsored by Cae USA Inc · Florida · Educational Services

$86M in assets, 650 participants

Cae USA Inc's Cae USA Inc Savings Investment & Employee Benefit Plan Number 2 reported $86M in total assets and 650 participants in its 2022 DOL Form 5500 filing, ranking in the 92nd 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.

  • #3,435 in Educational Services (4,024 peers)

Where Cae USA Inc Savings Investment & Employee Benefit Plan Number 2 sits by assets

Cae USA Inc Savings Investment & Employee Benefit Plan Number 2 sits in the top 10% of all filed plans by assets, $86M for 650 participants (~$132,900/participant), down 7.8% in 2022.

#3,435
in Educational Services (4,024 peers)
-7.8%
assets change YoY
0.9×
vs typical plan assets (national mean)

The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Cae USA Inc Savings Investment & Employee Benefit Plan Number 2's outsized position by total assets

Cae USA Inc Savings Investment & Employee Benefit Plan Number 2 vs every filed plan by assets

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

$86,384,921 Top 8% higher than 92% 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

Cae USA Inc Savings Investment & Employee Benefit Plan Number 2 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. Cae USA Inc Savings Investment & Employee Benefit Plan Number 2 sits mid-pack in the medium band (650 participants).

Form 5500 schedule snapshot

Filing strip 510311065 · Cae USA Inc PY 2022 · 401(k)

Cae USA Inc Savings Investment & Employee Benefit Plan Number 2 · $86M · 650 · 92nd

  • PCT $86M
  • PCT 650
  • PCT 92nd
  • PCT 401(k)
  • PCT near Model N, Inc. 401(k) Plan
  • PCT ind #3435

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 Educational Services retirement plans → · Plans in Florida →

Cae USA Inc Savings Investment & Employee Benefit Plan Number 2 in the asset neighbourhood

International Union of Journeymen and Allied Trades 401(k) Retirement PlanInternational Union of Journ…$86MModel N, Inc. 401(k) Plan$86MCae USA Inc Savings Investment & Employee Benefit Plan Number 2Cae USA Inc Savings Investme…$86MAllen Lund Company, LLC 401(k) Profit Sharing PlanAllen Lund Company, LLC 401(…$86MMedvet, Inc. Employees Savings TrustMedvet, Inc. Employees Savin…$86M
End-of-year total assets ($M) among Cae USA Inc Savings Investment & Employee Benefit Plan Number 2 and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$94M
Net Assets (End of Year)$86M
Net Income-$7M
Employer EIN510311065
Plan Effective Date1999-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cae USA Inc)

Sponsor-wide plan assets over time

All Cae USA Inc plans reported in each filing year

Latest sponsor-wide plan assets
$652M 40.60413058474508% vs 2022
2024 filing year
$400M$500M$600M$700M 202220232024 $464M $652M ▲ +40.6%
Year Plans Participants Total Assets
2022 2 4,684 $464M
2023 2 4,979 $585M
2024 2 5,095 $652M

Nearby 401(k) Plans in Florida

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

Cae USA Inc Savings Investment & Employee Benefit Plan Number 2 vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -5051015 Total assets ($B) Participants Cae USA Inc Savings Investment & Employee Benefit Plan Number 2, Total assets ($B): 0.086384921 · Participants: 650Cae USA Inc Savings Investment & Employee Benefit Plan Number 2L3harris Retirement Savings Plan, Total assets ($B): 12.863481581 · Participants: 41096L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pricewatercoopers LLP, Total assets ($B): 9.121428518 · Participants: 50354Savings Plan for Employees and Partners of Pricewatercoopers LLPAdp Totalsource Retirement Savings Plan, Total assets ($B): 6.687694478 · Participants: 287453Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.05990007 · Participants: 176752Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.44531949 · Participants: 14889Nextera Energy, Inc. Employee Retirement Savings Plan
Cae USA Inc Savings Investment & Employee Benefit Plan Number 2 vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Cae USA Inc Savings Investment & Employee Benefit Plan Number 2 side-by-side with 3 peers →

Cae USA Inc Savings Investment & Employee Benefit Plan Number 2's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Model N, Inc. 401(k) Plan in CA ($86M); by covered participants it is Whoop 401(k) Plan in MA (650 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (650 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 Cae USA Inc Savings Investment & Employee Benefit Plan Number 2 assets move in 2022? ▼
Cae USA Inc Savings Investment & Employee Benefit Plan Number 2 pulled back noticeably - down 7.8% during 2022, from $94M to $86M. Reported net income was -$7M.
How have Cae USA Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cae USA Inc's sponsor-wide assets grew 40.6%, from $464M to $652M.
Where does Cae USA Inc Savings Investment & Employee Benefit Plan Number 2 rank by assets among Form 5500 filers? ▼
Cae USA Inc Savings Investment & Employee Benefit Plan Number 2 ranks in the 92nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Cae USA Inc Savings Investment & Employee Benefit Plan Number 2? ▼
Among 401(k) plans in other states, the closest by assets is Model N, Inc. 401(k) Plan in CA ($86M, 544 participants).
Which 401(k) plans cover a similar participant headcount to Cae USA Inc Savings Investment & Employee Benefit Plan Number 2? ▼
Among 401(k) plans in other states, the closest by covered participants is Whoop 401(k) Plan in MA (650 participants, $8M 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 510311065.

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.