401(k) · DOL Form 5500 · 2022
Casa, Inc. 401(k) Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 170
- Participants Small participant base
- 35th
- Percentile by assets National rank
- $12,985
- Avg per participant Low balance/head
Official DOL plan name: Casa, Inc. 401(k) Plan · Sponsored by Casa, Inc. · Maryland · Educational Services
$2M in assets, 170 participants
Casa, Inc.'s Casa, Inc. 401(k) Plan reported $2M in total assets and 170 participants in its 2022 DOL Form 5500 filing, ranking in the 35th 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.
- #972 in Educational Services (4,024 peers)
Coverage in Maryland
Casa, Inc. 401(k) Plan covers 170 participants in Maryland, about 18% of the average Maryland filer (state average ~929 per filing). Assets: $2M.
- #972
- in Educational Services (4,024 peers)
- +59.3%
- assets growth YoY
Casa, Inc. 401(k) Plan's mid-pack asset rank among Educational Services and all filers
Casa, Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$2,207,367 35th percentile higher than 35% 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
Casa, Inc. 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. Casa, Inc. 401(k) Plan sits mid-pack in the medium band (170 participants).
EBSA filing schedule strip
Filing strip 521372972 · Casa, Inc. PY 2022 · 401(k)
Casa, Inc. 401(k) Plan · $2M · 170 · 35th
- 5500 $2M
- 5500 170
- 5500 35th
- 5500 401(k)
- 5500 near Cpm, Inc. 401(k) Plan
- 5500 ind #972
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 Educational Services retirement plans → · Plans in Maryland →
Casa, Inc. 401(k) Plan in the asset neighbourhood
Maryland filing particulars
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $822K |
| Employer EIN | 521372972 |
| Plan Effective Date | 2019-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Casa, Inc.)
Sponsor-wide plan assets over time
All Casa, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 77.94159285701019% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 170 | $2M |
| 2023 | 1 | 235 | $3M |
| 2024 | 1 | 189 | $4M |
Nearby 401(k) Plans in Maryland
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Lockheed Martin Corporation Salaried Savings Plan $43.6B · 87,666
- Marriott Retirement Savings Plan $8.3B · 82,576
- T. Rowe Price U.S. Retirement Program $3.7B · 6,107
- Nfl Player Second Career Savings Plan $3.3B · 2,819
- Sodexo 401 (K) Employees' Retirement Savings Plan and Trust $1.9B · 74,729
Casa, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Maryland, the nearest 401(k) by assets is Cpm, Inc. 401(k) Plan in MA ($2M); by covered participants it is La Rosa Del Monte Express (New York), LLC 401(k) Profit Sharing Plan & Trust in NY (170 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (170 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.