401(k) · DOL Form 5500 · 2022

Castellini Company LLC 401(k) Plan

Data updated 2026-08-25

$49M
Total assets Below avg plan size
1,165
Participants Near avg headcount
88th
Percentile by assets National rank
$42,013
Avg per participant Low balance/head
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Official DOL plan name: Castellini Employee Savings and Profit Sharing Plan · Sponsored by Castellini Company LLC · Kentucky · Wholesale Trade

$49M in assets, 1,165 participants

Castellini Company LLC's Castellini Employee Savings and Profit Sharing Plan reported $49M in total assets and 1,165 participants in its 2022 DOL Form 5500 filing, ranking in the 88th 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.

  • #6,088 in Wholesale Trade (6,843 peers)

Where Castellini Employee Savings and Profit Sharing Plan sits by assets

Castellini Employee Savings and Profit Sharing Plan sits in the top quartile of all filed plans by assets, $49M for 1,165 participants (~$42,013/participant), down 21.9% in 2022.

#6,088
in Wholesale Trade (6,843 peers)
-21.9%
assets change YoY
0.5×
vs typical plan assets (national mean)

The plan reported a net loss of $14M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Castellini Employee Savings and Profit Sharing Plan's outsized position by total assets

Castellini Employee Savings and Profit Sharing Plan vs every filed plan by assets

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

$48,945,547 Top 12% higher than 88% 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

Castellini Employee Savings and Profit Sharing Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Castellini Employee Savings and Profit Sharing Plan lands in the large band (1,165 participants).

EBSA filing schedule strip

Filing strip 760720073 · Castellini Company LLC PY 2022 · 401(k)

Castellini Employee Savings and Profit Sharing Plan · $49M · 1,165 · 88th

  • EIN $49M
  • EIN 1,165
  • EIN 88th
  • EIN 401(k)
  • EIN near Centerplate Retirement and Savings Plan
  • EIN ind #6088

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 Wholesale Trade retirement plans → · Plans in Kentucky →

Castellini Employee Savings and Profit Sharing Plan in the asset neighbourhood

Castellini Employee Savings and Profit Sharing PlanCastellini Employee Savings …$49MCenterplate Retirement and Savings PlanCenterplate Retirement and S…$49MIcr, Inc. Retirement Trust$49MM.S. Walker Retirement Trust$49MCassens Retirement Plan$49M
End-of-year total assets ($M) among Castellini Employee Savings and Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$63M
Net Assets (End of Year)$49M
Net Income-$14M
Employer EIN760720073
Plan Effective Date1970-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Castellini Company LLC)

Sponsor-wide plan assets over time

All Castellini Company LLC plans reported in each filing year

Latest sponsor-wide plan assets
$64M 8.685060732832406% vs 2022
2024 filing year
$56M$58M$60M$62M$64M$66M 202220232024 $58.5M $63.6M ▲ +8.7%
Year Plans Participants Total Assets
2022 2 1,213 $58M
2023 2 2,254 $61M
2024 2 1,584 $64M

Nearby 401(k) Plans in Kentucky

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

Castellini Employee Savings and Profit Sharing Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -202468 Total assets ($B) Participants Castellini Employee Savings and Profit Sharing Plan, Total assets ($B): 0.048945547 · Participants: 1165Castellini Employee Savings and Profit Sharing PlanHumana Retirement Savings Plan, Total assets ($B): 6.44425797 · Participants: 44930Humana Retirement Savings PlanCommonspirit Health 401(k) Retirement Savings Plan, Total assets ($B): 6.066519058 · Participants: 85671Commonspirit Health 401(k) Retirement Savings PlanUPS/Ipa 401 (K) Savings Plan, Total assets ($B): 1.16367227 · Participants: 2992UPS/Ipa 401 (K) Savings PlanLexmark Savings Plan, Total assets ($B): 1.059618486 · Participants: 1811Lexmark Savings PlanKindred 401 (K) Plan, Total assets ($B): 0.969290029 · Participants: 22132Kindred 401 (K) Plan
Castellini Employee Savings and Profit Sharing Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants
Compare Castellini Employee Savings and Profit Sharing Plan side-by-side with 3 peers →

Castellini Employee Savings and Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Kentucky, the nearest 401(k) by assets is Centerplate Retirement and Savings Plan in SC ($49M); by covered participants it is Fort Wayne Metals Research Products, LLC Retirement Savings Plan in IN (1,165 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($49M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,165 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 Castellini Employee Savings and Profit Sharing Plan assets move in 2022? ▼
Castellini Employee Savings and Profit Sharing Plan declined sharply - down 21.9% during 2022, from $63M to $49M. Reported net income was -$14M.
How have Castellini Company LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Castellini Company LLC's sponsor-wide assets grew 8.7%, from $58M to $64M.
Where does Castellini Employee Savings and Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Castellini Employee Savings and Profit Sharing Plan ranks in the 88th 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 Castellini Employee Savings and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Centerplate Retirement and Savings Plan in SC ($49M, 2,705 participants).
Which 401(k) plans cover a similar participant headcount to Castellini Employee Savings and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Fort Wayne Metals Research Products, LLC Retirement Savings Plan in IN (1,165 participants, $124M 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 760720073.

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.