401(k) · DOL Form 5500 · 2022

Blackrock Castle Investment Group, Inc. 401(k) Plan

Data updated 2026-08-25

$886K
Total assets Small plan by assets
3
Participants Small participant base
24th
Percentile by assets National rank
$295,257
Avg per participant High balance/head
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Official DOL plan name: Blackrock Castle Investment Group, Inc. 401(k) Plan · Sponsored by Blackrock Castle Investment Group, Inc. · California · Real Estate

$886K in assets, 3 participants

Blackrock Castle Investment Group, Inc.'s Blackrock Castle Investment Group, Inc. 401(k) Plan reported $886K in total assets and 3 participants in its 2022 DOL Form 5500 filing, ranking in the 24th 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.

  • #2,014 in Real Estate (5,057 peers)

What the 2022 filing shows

Blackrock Castle Investment Group, Inc. 401(k) Plan holds $886K for 3 participants - about $295,257 per participant, among the smaller plans by assets on file.

#2,014
in Real Estate (5,057 peers)
-5.3%
assets change YoY

The plan reported a net loss of $49K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Blackrock Castle Investment Group, Inc. 401(k) Plan among the smaller filed plans by assets

Blackrock Castle Investment Group, Inc. 401(k) Plan vs every filed plan by assets

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

$885,772 24th percentile higher than 24% 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

Blackrock Castle Investment Group, Inc. 401(k) Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Blackrock Castle Investment Group, Inc. 401(k) Plan is a micro filing (3 participants), the leftmost band.

Form 5500 schedule snapshot

Filing strip 471854038 · Blackrock Castle Investment Group, Inc. PY 2022 · 401(k)

Blackrock Castle Investment Group, Inc. 401(k) Plan · $886K · 3 · 24th

  • PHOTO $886K
  • PHOTO 3
  • PHOTO 24th
  • PHOTO 401(k)
  • PHOTO near Three Court, LP 401(k) Plan
  • PHOTO ind #2014

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 California →

Blackrock Castle Investment Group, Inc. 401(k) Plan in the asset neighbourhood

Blackrock Castle Investment Group, Inc. 401(k) PlanBlackrock Castle Investment …$886KThree Court, LP 401(k) Plan$886KKoda Express Inc. 401(k) Plan$886KFootprint, LLC 401(k) Plan$886KBurke & Eisner, P.a. Profit Sharing PlanBurke & Eisner, P.a. Profit …$886K
End-of-year total assets ($M) among Blackrock Castle Investment Group, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Filing particulars (2022)

Total Assets (Beginning of Year)$935K
Net Assets (End of Year)$886K
Net Income-$49K
Employer EIN471854038
Plan Effective Date2014-09-11
Filing StatusFILING RECEIVED

Sponsor Plan History (Blackrock Castle Investment Group, Inc.)

Sponsor-wide plan assets over time

All Blackrock Castle Investment Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2023 filing year
$0M$2M$4M$6M 20222023 $3.66M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 3 10 $4M
2023 1 3 N/A

Nearby 401(k) Plans in California

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

Blackrock Castle Investment Group, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Blackrock Castle Investment Group, Inc. 401(k) Plan, Total assets ($B): 0.000885772 · Participants: 3Blackrock Castle Investment Group, Inc. 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Blackrock Castle Investment Group, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Blackrock Castle Investment Group, Inc. 401(k) Plan side-by-side with 3 peers →

Blackrock Castle Investment Group, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Three Court, LP 401(k) Plan in NY ($886K); by covered participants it is Mesa Neurology, LLC 401(k) Profit Sharing Plan in AZ (3 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($886K here).

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Blackrock Castle Investment Group, Inc. 401(k) Plan assets move in 2022? ▼
Blackrock Castle Investment Group, Inc. 401(k) Plan pulled back noticeably - down 5.3% during 2022, from $935K to $886K. Reported net income was -$49K.
Where does Blackrock Castle Investment Group, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Blackrock Castle Investment Group, Inc. 401(k) Plan ranks in the 24th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Blackrock Castle Investment Group, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Three Court, LP 401(k) Plan in NY ($886K, 3 participants).
Which 401(k) plans cover a similar participant headcount to Blackrock Castle Investment Group, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mesa Neurology, LLC 401(k) Profit Sharing Plan in AZ (3 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 471854038.

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.