401(k) · DOL Form 5500 · 2023

Casner & Edwards LLP 401(k) Plan

Data updated 2026-08-25

$42M
Total assets Below avg plan size
80
Participants Small participant base
84th
Percentile by assets National rank
$523,339
Avg per participant High balance/head
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Official DOL plan name: Casner & Edwards, LLP 401(k) Profit Sharing Plan · Sponsored by Casner & Edwards LLP · Massachusetts · Professional & Technical Services

$42M in assets, 80 participants

Casner & Edwards LLP's Casner & Edwards, LLP 401(k) Profit Sharing Plan reported $42M in total assets and 80 participants in its 2023 DOL Form 5500 filing, ranking in the 84th 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.

  • #17,165 in Professional & Technical Services (20,321 peers)

Where Casner & Edwards, LLP 401(k) Profit Sharing Plan sits by assets

Casner & Edwards, LLP 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $42M for 80 participants (~$523,339/participant), up 17.2% in 2023.

#17,165
in Professional & Technical Services (20,321 peers)
+17.2%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Casner & Edwards, LLP 401(k) Profit Sharing Plan's outsized position by total assets

Casner & Edwards, LLP 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$41,867,141 Top 16% higher than 84% of 127,068 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 2023

Casner & Edwards, LLP 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Casner & Edwards, LLP 401(k) Profit Sharing Plan is a small filing (80 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Casner & Edwards, LLP 401(k) Profit Sharing Plan reported net income rose from -$6M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Casner & Edwards, LLP 401(k) Profit Sharing Plan end-of-year assets rose from $36M in the plan year 2022 filing to $42M in the plan year 2023 filing.
  • Casner & Edwards, LLP 401(k) Profit Sharing Plan reported participants rose from 77 in the plan year 2022 filing to 80 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 042778062 · Casner & Edwards LLP PY 2023 · 401(k)

Casner & Edwards, LLP 401(k) Profit Sharing Plan · $42M · 80 · 84th

  • ASSETS $42M
  • PCT 80
  • EIN 84th
  • RANK 401(k)
  • PHOTO near Geocon, Inc. 401(k) Profit Sharing Plan
  • IND ind #17165

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 Professional & Technical Services retirement plans → · Plans in Massachusetts →

Casner & Edwards, LLP 401(k) Profit Sharing Plan in the asset neighbourhood

Casner & Edwards, LLP 401(k) Profit Sharing PlanCasner & Edwards, LLP 401(k)…$42MGeocon, Inc. 401(k) Profit Sharing PlanGeocon, Inc. 401(k) Profit S…$42MAcipco Contracted 401(k) Plan$42MKahn, Litwin, Renza & Co., Ltd. 401(k) Retirement PlanKahn, Litwin, Renza & Co., L…$42MTelamon Corporation 401(k) PlanTelamon Corporation 401(k) P…$42M
End-of-year total assets ($M) among Casner & Edwards, LLP 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$36M
Net Assets (End of Year)$42M
Net Income$6M
Employer EIN042778062
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Casner & Edwards LLP)

Sponsor-wide plan assets over time

All Casner & Edwards LLP plans reported in each filing year

Latest sponsor-wide plan assets
$48M 33.57745646150289% vs 2022
2024 filing year
$30M$35M$40M$45M$50M 202220232024 $35.7M $47.7M ▲ +33.6%
Year Plans Participants Total Assets
2022 1 77 $36M
2023 1 80 $42M
2024 1 88 $48M

Nearby 401(k) Plans in Massachusetts

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

Casner & Edwards, LLP 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Casner & Edwards, LLP 401(k) Profit Sharing Plan, Total assets ($B): 0.041867141 · Participants: 80Casner & Edwards, LLP 401(k) Profit Sharing PlanFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
Casner & Edwards, LLP 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Casner & Edwards, LLP 401(k) Profit Sharing Plan side-by-side with 3 peers →

Casner & Edwards, LLP 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Geocon, Inc. 401(k) Profit Sharing Plan in CA ($42M); by covered participants it is Environmental Intelligence LLC 401(k) Profit Sharing Plan & Trust in CA (80 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($42M here).

Similar participant headcount

Nearest other-state filings by covered participants (80 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Casner & Edwards, LLP 401(k) Profit Sharing Plan assets move in 2023? ▼
Casner & Edwards, LLP 401(k) Profit Sharing Plan grew sharply - up 17.2% during 2023, from $36M to $42M. Reported net income was $6M.
How have Casner & Edwards LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Casner & Edwards LLP's sponsor-wide assets grew 33.6%, from $36M to $48M.
Where does Casner & Edwards, LLP 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Casner & Edwards, LLP 401(k) Profit Sharing Plan ranks in the 84th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Casner & Edwards, LLP 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Geocon, Inc. 401(k) Profit Sharing Plan in CA ($42M, 252 participants).
Which 401(k) plans cover a similar participant headcount to Casner & Edwards, LLP 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Environmental Intelligence LLC 401(k) Profit Sharing Plan & Trust in CA (80 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 042778062.

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.