401(k) · DOL Form 5500 · 2022
Caddis Capital Management, Inc. 401(k) Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 165
- Participants Small participant base
- 51st
- Percentile by assets National rank
- $31,148
- Avg per participant Low balance/head
Official DOL plan name: Caddis Capital Management 401(k) Plan · Sponsored by Caddis Capital Management, Inc. · Utah · Healthcare & Social Assistance
$5M in assets, 165 participants
Caddis Capital Management, Inc.'s Caddis Capital Management 401(k) Plan reported $5M in total assets and 165 participants in its 2022 DOL Form 5500 filing, ranking in the 51st 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.
- #11,402 in Healthcare & Social Assistance (20,060 peers)
Coverage in Utah
Caddis Capital Management 401(k) Plan covers 165 participants in Utah, about 28% of the average Utah filer (state average ~592 per filing). Assets: $5M.
- #11,402
- in Healthcare & Social Assistance (20,060 peers)
- -7.0%
- assets change YoY
The plan reported a net loss of $396K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Caddis Capital Management 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Caddis Capital Management 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$5,139,432 Top 49% higher than 51% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Caddis Capital Management 401(k) 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. Caddis Capital Management 401(k) Plan sits mid-pack in the medium band (165 participants).
DOL schedule card
Filing strip 842978102 · Caddis Capital Management, Inc. PY 2022 · 401(k)
Caddis Capital Management 401(k) Plan · $5M · 165 · 51st
- NET $5M
- NET 165
- NET 51st
- NET 401(k)
- NET near Gama-1 Technologies 401(k) Plan
- NET ind #11402
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 Healthcare & Social Assistance retirement plans → · Plans in Utah →
Caddis Capital Management 401(k) Plan in the asset neighbourhood
Utah filing particulars
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | -$396K |
| Employer EIN | 842978102 |
| Plan Effective Date | 2019-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Caddis Capital Management, Inc.)
Sponsor-wide plan assets over time
All Caddis Capital Management, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $6M 24.536232797709943% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 165 | $5M |
| 2023 | 1 | 246 | $5M |
| 2024 | 1 | 237 | $6M |
Nearby 401(k) Plans in Utah
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Deseret 401(k) Plan $4.7B · 23,455
- Intermountain Healthcare Savings Plus 401(k) Plan $3.6B · 42,446
- Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan $1.5B · 9,870
- Skywest, Inc. Employees' Retirement Plan $952M · 16,878
- Autoliv Asp, Inc. Employee Savings and Investment Plan $588M · 4,068
Caddis Capital Management 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Utah, the nearest 401(k) by assets is Gama-1 Technologies 401(k) Plan in MD ($5M); by covered participants it is Ccg 401(k) Retirement Plan in TN (165 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
- Gama-1 Technologies 401(k) Plan (MD) $5M · 89
- Lad Lake 401(k) Plan (WI) $5M · 219
- Angelini Pharma, Inc. 401(k) Plan (GA) $5M · 119
- Waseca Bancshares Retirement Savings & Investment Plan (MN) $5M · 121
Similar participant headcount
Nearest other-state filings by covered participants (165 participants); asset peers above are excluded.
- Ccg 401(k) Retirement Plan (TN) 165 · 0 off
- Combs Concrete Construction Company 401(k) Plan (NC) 165 · 0 off
- Tennessee Rand, Inc. 401(k) Plan (OH) 165 · 0 off
- Jpl Management Inc 401(k) Profit Sharing Plan (KY) 165 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.