401(k) · DOL Form 5500 · 2022

Castlelake, LP 401(k) Plan

Data updated 2026-08-25

$33M
Total assets Below avg plan size
162
Participants Small participant base
84th
Percentile by assets National rank
$202,226
Avg per participant Above avg balance/head
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Official DOL plan name: Castlelake, LP Retirement Savings Plan · Sponsored by Castlelake, LP · Minnesota · Finance & Insurance

$33M in assets, 162 participants

Castlelake, LP's Castlelake, LP Retirement Savings Plan reported $33M in total assets and 162 participants in its 2022 DOL Form 5500 filing, ranking in the 84th 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.

  • #6,841 in Finance & Insurance (9,261 peers)

Coverage in Minnesota

Castlelake, LP Retirement Savings Plan covers 162 participants in Minnesota, about 14% of the average Minnesota filer (state average ~1,126 per filing). Assets: $33M.

#6,841
in Finance & Insurance (9,261 peers)
-10.7%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Castlelake, LP Retirement Savings Plan's outsized position by total assets

Castlelake, LP Retirement Savings Plan vs every filed plan by assets

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

$32,760,588 Top 16% higher than 84% 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

Castlelake, LP Retirement Savings 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. Castlelake, LP Retirement Savings Plan sits mid-pack in the medium band (162 participants).

Form 5500 schedule snapshot

Filing strip 203323857 · Castlelake, LP PY 2022 · 401(k)

Castlelake, LP Retirement Savings Plan · $33M · 162 · 84th

  • RANK $33M
  • RANK 162
  • RANK 84th
  • RANK 401(k)
  • RANK near Spartannash Company Savings Plus Plan for Union Associates
  • RANK ind #6841

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 Finance & Insurance retirement plans → · Plans in Minnesota →

Castlelake, LP Retirement Savings Plan in the asset neighbourhood

Castlelake, LP Retirement Savings PlanCastlelake, LP Retirement Sa…$33MSpartannash Company Savings Plus Plan for Union AssociatesSpartannash Company Savings …$33MFortis Solutions Group, LLC Retirement Savings PlanFortis Solutions Group, LLC …$33MComputer Generated Solutions, Inc. 401(k) Retirement Savings PlanComputer Generated Solutions…$33MKs International LLC 401(k) PlanKs International LLC 401(k) …$33M
End-of-year total assets ($M) among Castlelake, LP Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Minnesota filing particulars

Total Assets (Beginning of Year)$37M
Net Assets (End of Year)$33M
Net Income-$4M
Employer EIN203323857
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Castlelake, LP)

Sponsor-wide plan assets over time

All Castlelake, LP plans reported in each filing year

Latest sponsor-wide plan assets
$44M 34.0939759689295% vs 2022
2024 filing year
$30M$35M$40M$45M$50M 202220232024 $32.8M $43.9M ▲ +34.1%
Year Plans Participants Total Assets
2022 1 162 $33M
2023 1 162 $37M
2024 1 161 $44M

Nearby 401(k) Plans in Minnesota

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

Castlelake, LP Retirement Savings Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -505101520 Total assets ($B) Participants Castlelake, LP Retirement Savings Plan, Total assets ($B): 0.032760588 · Participants: 162Castlelake, LP Retirement Savings PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 18.576379778 · Participants: 176886Unitedhealth Group 401(k) Savings PlanMedtronic Savings and Investment Plan (Also Known as the Medtronic 401(k) Plan), Total assets ($B): 12.198295 · Participants: 38825Medtronic Savings and Investment Plan (Also Known as the Medtronic 401(k) Plan)Target Corporation 401(k) Plan, Total assets ($B): 11.216824857 · Participants: 400422Target Corporation 401(k) Plan3M Voluntary Investment Plan and Employee Stock Ownership Plan, Total assets ($B): 11.138527656 · Participants: 371593M Voluntary Investment Plan and Employee Stock Ownership PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 8.266408521 · Participants: 67646U.S. Bank 401(k) Savings Plan
Castlelake, LP Retirement Savings Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Castlelake, LP Retirement Savings Plan side-by-side with 3 peers →

Castlelake, LP Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Spartannash Company Savings Plus Plan for Union Associates in MI ($33M); by covered participants it is News Communications Inc. 401(k) in TX (162 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (162 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 Castlelake, LP Retirement Savings Plan assets move in 2022? ▼
Castlelake, LP Retirement Savings Plan pulled back noticeably - down 10.7% during 2022, from $37M to $33M. Reported net income was -$4M.
How have Castlelake, LP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Castlelake, LP's sponsor-wide assets grew 34.1%, from $33M to $44M.
Where does Castlelake, LP Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Castlelake, LP Retirement Savings Plan ranks in the 84th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Castlelake, LP Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Spartannash Company Savings Plus Plan for Union Associates in MI ($33M, 628 participants).
Which 401(k) plans cover a similar participant headcount to Castlelake, LP Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is News Communications Inc. 401(k) in TX (162 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 203323857.

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.