401(k) · DOL Form 5500 · 2023
Casa Feliz Group Inc 401(k) Plan
Data updated 2026-08-25
- $839K
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 22nd
- Percentile by assets National rank
- $838,693
- Avg per participant High balance/head
Official DOL plan name: Casa Feliz Group Inc 401(k) Plan · Sponsored by Casa Feliz Group Inc · California · Real Estate
$839K in assets, 1 participants
Casa Feliz Group Inc's Casa Feliz Group Inc 401(k) Plan reported $839K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 22nd 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.
- #1,818 in Real Estate (4,727 peers)
What the 2023 filing shows
Casa Feliz Group Inc 401(k) Plan holds $839K for 1 participant - about $838,693 per participant, among the smaller plans by assets on file.
- #1,818
- in Real Estate (4,727 peers)
- +0.0%
- assets growth YoY
Casa Feliz Group Inc 401(k) Plan among the smaller filed plans by assets
Casa Feliz Group Inc 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$838,693 22nd percentile higher than 22% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Casa Feliz Group Inc 401(k) Plan among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Casa Feliz Group Inc 401(k) Plan is a micro filing (1 participant), the leftmost band.
Form 5500 schedule snapshot
Filing strip 871035454 · Casa Feliz Group Inc PY 2023 · 401(k)
Casa Feliz Group Inc 401(k) Plan · $839K · 1 · 22nd
- BOOK $839K
- BOOK 1
- BOOK 22nd
- BOOK 401(k)
- BOOK near Highland Dental Center Inc Profit Sharing Plan
- BOOK ind #1818
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 →
Casa Feliz Group Inc 401(k) Plan in the asset neighbourhood
Filing particulars (2023)
| Total Assets (Beginning of Year) | $839K |
|---|---|
| Net Assets (End of Year) | $839K |
| Employer EIN | 871035454 |
| Plan Effective Date | 2021-05-28 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Casa Feliz Group Inc)
Sponsor-wide plan assets over time
All Casa Feliz Group Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $836K 0.3666419059178984% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $839K |
| 2023 | 1 | 1 | $839K |
| 2024 | 1 | 1 | $836K |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $51.8B · 193,919
- Google LLC 401(k) Savings Plan $39.0B · 122,867
- Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
- Intel 401(k) Savings Plan $22.2B · 59,863
- Apple 401(k) Plan $19.8B · 106,111
Casa Feliz 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 Highland Dental Center Inc Profit Sharing Plan in UT ($839K); by covered participants it is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($839K here).
Similar participant headcount
Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.
- Beandel, Inc. 401(k) Profit Sharing Plan (UT) 1 · 0 off
- Goldsugar Foodservice, Inc. 401(k) Profit Sharing Plan (IL) 1 · 0 off
- Armo 401(k) Trust (NJ) 1 · 0 off
- Provencio Enterprises Retirement Plan (TX) 1 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.