401(k) · DOL Form 5500 · 2022

Cagan Management Group, Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
156
Participants Small participant base
40th
Percentile by assets National rank
$18,244
Avg per participant Low balance/head
PlainRetire home → About this data

Official DOL plan name: Cagan 401(k) Retirement Plan · Sponsored by Cagan Management Group, Inc. · Illinois · Real Estate

$3M in assets, 156 participants

Cagan Management Group, Inc.'s Cagan 401(k) Retirement Plan reported $3M in total assets and 156 participants in its 2022 DOL Form 5500 filing, ranking in the 40th 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.

  • #2,943 in Real Estate (5,057 peers)

Coverage in Illinois

Cagan 401(k) Retirement Plan covers 156 participants in Illinois, about 20% of the average Illinois filer (state average ~779 per filing). Assets: $3M.

#2,943
in Real Estate (5,057 peers)
-19.1%
assets change YoY

The plan reported a net loss of $643K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Cagan 401(k) Retirement Plan's mid-pack asset rank among Real Estate and all filers

Cagan 401(k) Retirement Plan vs every filed plan by assets

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

$2,846,079 40th percentile higher than 40% 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

Cagan 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. Cagan 401(k) Retirement Plan sits mid-pack in the medium band (156 participants).

Published 5500 schedule card

Filing strip 363309214 · Cagan Management Group, Inc. PY 2022 · 401(k)

Cagan 401(k) Retirement Plan · $3M · 156 · 40th

  • VS-ST $3M
  • VS-ST 156
  • VS-ST 40th
  • VS-ST 401(k)
  • VS-ST near Electrical Materials 401(k) Plan
  • VS-ST ind #2943

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 Real Estate retirement plans → · Plans in Illinois →

Cagan 401(k) Retirement Plan in the asset neighbourhood

Cagan 401(k) Retirement Plan$3MElectrical Materials 401(k) PlanElectrical Materials 401(k) …$3MBailey, P.C. Profit Sharing PlanBailey, P.C. Profit Sharing …$3MMaritime Museum Association of San Diego 401(k) PlanMaritime Museum Association …$3MEye Surgery Center of North Alabama, Inc 401(k) Profit Sharing PlanEye Surgery Center of North …$3M
End-of-year total assets ($M) among Cagan 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Illinois filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$3M
Net Income-$643K
Employer EIN363309214
Plan Effective Date1998-10-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Illinois

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

Cagan 401(k) Retirement Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Cagan 401(k) Retirement Plan, Total assets ($B): 0.002846079 · Participants: 156Cagan 401(k) Retirement PlanState 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
Cagan 401(k) Retirement Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Cagan 401(k) Retirement Plan side-by-side with 3 peers →

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

Outside Illinois, the nearest 401(k) by assets is Electrical Materials 401(k) Plan in WI ($3M); by covered participants it is Sms Transportation Services, Inc. 401(k) Profit Sharing Plan and Trust in CA (156 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (156 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 Cagan 401(k) Retirement Plan assets move in 2022? ▼
Cagan 401(k) Retirement Plan declined sharply - down 19.1% during 2022, from $4M to $3M. Reported net income was -$643K.
Which 401(k) plans are similar in size to Cagan 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Electrical Materials 401(k) Plan in WI ($3M, 41 participants).
Which 401(k) plans cover a similar participant headcount to Cagan 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Sms Transportation Services, Inc. 401(k) Profit Sharing Plan and Trust in CA (156 participants, $90K 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 363309214.

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.