401(k) · DOL Form 5500 · 2022

The Cason Group, Inc 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
158
Participants Small participant base
62nd
Percentile by assets National rank
$54,883
Avg per participant Low balance/head
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Official DOL plan name: The Cason Group Retirement Plan · Sponsored by The Cason Group, Inc · South Carolina · Finance & Insurance

$9M in assets, 158 participants

The Cason Group, Inc's The Cason Group Retirement Plan reported $9M in total assets and 158 participants in its 2022 DOL Form 5500 filing, ranking in the 62nd 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.

  • #4,202 in Finance & Insurance (9,261 peers)

Coverage in South Carolina

The Cason Group Retirement Plan covers 158 participants in South Carolina, about 43% of the average South Carolina filer (state average ~369 per filing). Assets: $9M.

#4,202
in Finance & Insurance (9,261 peers)
-14.5%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Cason Group Retirement Plan's mid-pack asset rank among Finance & Insurance and all filers

The Cason Group Retirement Plan vs every filed plan by assets

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

$8,671,569 Top 38% higher than 62% 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

The Cason Group 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. The Cason Group Retirement Plan sits mid-pack in the medium band (158 participants).

EBSA filing schedule strip

Filing strip 570932430 · The Cason Group, Inc PY 2022 · 401(k)

The Cason Group Retirement Plan · $9M · 158 · 62nd

  • EOY $9M
  • EOY 158
  • EOY 62nd
  • EOY 401(k)
  • EOY near Cedar Avenue Recycling Transfer Station, L.P. 401(k) Plan
  • EOY ind #4202

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 Finance & Insurance retirement plans → · Plans in South Carolina →

The Cason Group Retirement Plan in the asset neighbourhood

The Cason Group Retirement PlanThe Cason Group Retirement P…$9MCedar Avenue Recycling Transfer Station, L.P. 401(k) PlanCedar Avenue Recycling Trans…$9MBignell Watkins Hasser Architects, P.C. 401(k) Profit Sharing PlanBignell Watkins Hasser Archi…$9MCapp, Inc. Profit Sharing 401(k) PlanCapp, Inc. Profit Sharing 40…$9MTavis Corporation 401(k) Profit Sharing PlanTavis Corporation 401(k) Pro…$9M
End-of-year total assets ($M) among The Cason Group Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

South Carolina filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$9M
Net Income-$1M
Employer EIN570932430
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Cason Group, Inc)

Sponsor-wide plan assets over time

All The Cason Group, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$13M 46.77693275576773% vs 2022
2024 filing year
$8M$10M$12M$14M 202220232024 $8.67M $12.7M ▲ +46.8%
Year Plans Participants Total Assets
2022 1 158 $9M
2023 1 185 $10M
2024 1 196 $13M

Nearby 401(k) Plans in South Carolina

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

The Cason Group Retirement Plan vs. nearby 401(k) plans in South Carolina, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -101234 Total assets ($B) Participants The Cason Group Retirement Plan, Total assets ($B): 0.008671569 · Participants: 158The Cason Group Retirement PlanMichelin 401(k) Savings Plan, Total assets ($B): 3.615828322 · Participants: 13708Michelin 401(k) Savings PlanThe Savannah River Nuclear Solutions, LLC Defined Contribution Plan, Total assets ($B): 2.219673264 · Participants: 7829The Savannah River Nuclear Solutions, LLC Defined Contribution PlanSonoco Retirement & Savings Plan, Total assets ($B): 1.214442524 · Participants: 9714Sonoco Retirement & Savings PlanThe Milliken Retirement Plan, Total assets ($B): 1.154082573 · Participants: 6185The Milliken Retirement PlanBlue Cross Blue Shield of Sc Employee Savings and Salary Reduction Plan, Total assets ($B): 1.085276125 · Participants: 11881Blue Cross Blue Shield of Sc Employee Savings and Salary Reduction Plan
The Cason Group Retirement Plan vs. nearby 401(k) plans in South Carolina, assets vs. participants
Compare The Cason Group Retirement Plan side-by-side with 3 peers →

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

Outside South Carolina, the nearest 401(k) by assets is Cedar Avenue Recycling Transfer Station, L.P. 401(k) Plan in CA ($9M); by covered participants it is The Bill Gatton Family of Dealerships Profit in TN (158 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (158 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 The Cason Group Retirement Plan assets move in 2022? ▼
The Cason Group Retirement Plan pulled back noticeably - down 14.5% during 2022, from $10M to $9M. Reported net income was -$1M.
How have The Cason Group, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Cason Group, Inc's sponsor-wide assets grew 46.8%, from $9M to $13M.
Which 401(k) plans are similar in size to The Cason Group Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cedar Avenue Recycling Transfer Station, L.P. 401(k) Plan in CA ($9M, 156 participants).
Which 401(k) plans cover a similar participant headcount to The Cason Group Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Bill Gatton Family of Dealerships Profit in TN (158 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 570932430.

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.