401(k) · DOL Form 5500 · 2022

Cassiday Schade LLP 401(k) Plan

Data updated 2026-08-25

$40M
Total assets Below avg plan size
169
Participants Small participant base
86th
Percentile by assets National rank
$239,304
Avg per participant Above avg balance/head
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Official DOL plan name: Cassiday Schade Profit Sharing Plan and Trust · Sponsored by Cassiday Schade LLP · Illinois · Professional & Technical Services

$40M in assets, 169 participants

Cassiday Schade LLP's Cassiday Schade Profit Sharing Plan and Trust reported $40M in total assets and 169 participants in its 2022 DOL Form 5500 filing, ranking in the 86th 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.

  • #18,777 in Professional & Technical Services (21,562 peers)

Coverage in Illinois

Cassiday Schade Profit Sharing Plan and Trust covers 169 participants in Illinois, about 22% of the average Illinois filer (state average ~779 per filing). Assets: $40M.

#18,777
in Professional & Technical Services (21,562 peers)
-33.2%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $20M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Cassiday Schade Profit Sharing Plan and Trust's outsized position by total assets

Cassiday Schade Profit Sharing Plan and Trust vs every filed plan by assets

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

$40,442,446 Top 14% higher than 86% 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

Cassiday Schade Profit Sharing Plan and Trust 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. Cassiday Schade Profit Sharing Plan and Trust sits mid-pack in the medium band (169 participants).

Form 5500 schedule snapshot

Filing strip 363041539 · Cassiday Schade LLP PY 2022 · 401(k)

Cassiday Schade Profit Sharing Plan and Trust · $40M · 169 · 86th

  • ASSETS $40M
  • ASSETS 169
  • ASSETS 86th
  • ASSETS 401(k)
  • ASSETS near Graduate School Defined Contribution Retirement Plan
  • ASSETS ind #18777

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 Professional & Technical Services retirement plans → · Plans in Illinois →

Cassiday Schade Profit Sharing Plan and Trust in the asset neighbourhood

Graduate School Defined Contribution Retirement PlanGraduate School Defined Cont…$40MCarter Bank & Trust 401(k) and Profit Sharing PlanCarter Bank & Trust 401(k) a…$40MRaleigh Neurology Associates, P.a. 401(k) Profit Sharing PlanRaleigh Neurology Associates…$40MCassiday Schade Profit Sharing Plan and TrustCassiday Schade Profit Shari…$40MChattanooga Orthopaedic Group, P.C. 401(k) Profit Sharing PlanChattanooga Orthopaedic Grou…$40M
End-of-year total assets ($M) among Cassiday Schade Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Illinois filing particulars

Total Assets (Beginning of Year)$61M
Net Assets (End of Year)$40M
Net Income-$20M
Employer EIN363041539
Plan Effective Date1982-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cassiday Schade LLP)

Sponsor-wide plan assets over time

All Cassiday Schade LLP plans reported in each filing year

Latest sponsor-wide plan assets
$55M 36.98408350474153% vs 2022
2024 filing year
$35M$40M$45M$50M$55M$60M 202220232024 $40.4M $55.4M ▲ +37.0%
Year Plans Participants Total Assets
2022 1 169 $40M
2023 1 138 $48M
2024 1 149 $55M

Nearby 401(k) Plans in Illinois

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

Cassiday Schade Profit Sharing Plan and Trust vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Cassiday Schade Profit Sharing Plan and Trust, Total assets ($B): 0.040442446 · Participants: 169Cassiday Schade Profit Sharing Plan and TrustState Farm 401(k) Savings Plan, Total assets ($B): 14.651519685 · Participants: 53616State Farm 401(k) Savings PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 14.283954811 · Participants: 66653Accenture United States 401(k) Match and Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 13.333286 · Participants: 36136Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 11.816542826 · Participants: 13437United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 11.682551768 · Participants: 238072Walgreens Retirement Savings Plan
Cassiday Schade Profit Sharing Plan and Trust vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Cassiday Schade Profit Sharing Plan and Trust side-by-side with 3 peers →

Cassiday Schade Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Graduate School Defined Contribution Retirement Plan in DC ($40M); by covered participants it is Nye Automotive Group, Inc. 401(k) Plan in NY (169 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (169 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 Cassiday Schade Profit Sharing Plan and Trust assets move in 2022? ▼
Cassiday Schade Profit Sharing Plan and Trust contracted severely - down 33.2% during 2022, from $61M to $40M. Reported net income was -$20M.
How have Cassiday Schade LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cassiday Schade LLP's sponsor-wide assets grew 37.0%, from $40M to $55M.
Where does Cassiday Schade Profit Sharing Plan and Trust rank by assets among Form 5500 filers? ▼
Cassiday Schade Profit Sharing Plan and Trust ranks in the 86th 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 Cassiday Schade Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Graduate School Defined Contribution Retirement Plan in DC ($40M, 197 participants).
Which 401(k) plans cover a similar participant headcount to Cassiday Schade Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Nye Automotive Group, Inc. 401(k) Plan in NY (169 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 363041539.

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.