401(k) · DOL Form 5500 · 2023
Lacasse & Weston Inc 401(k) Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 5
- Participants Small participant base
- 28th
- Percentile by assets National rank
- $328,094
- Avg per participant High balance/head
Official DOL plan name: Lacasse & Weston Inc 401(k) Profit Sharing Plan & Trust · Sponsored by Lacasse & Weston Inc · Maine · Professional & Technical Services
$2M in assets, 5 participants
Lacasse & Weston Inc's Lacasse & Weston Inc 401(k) Profit Sharing Plan & Trust reported $2M in total assets and 5 participants in its 2023 DOL Form 5500 filing, ranking in the 28th 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.
- #4,840 in Professional & Technical Services (20,321 peers)
2023 asset change
Lacasse & Weston Inc 401(k) Profit Sharing Plan & Trust pulled back noticeably 11.0% in 2023 ($2M → $2M) for 5 participants.
- #4,840
- in Professional & Technical Services (20,321 peers)
- -11.0%
- assets change YoY
The plan reported a net loss of $203K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Lacasse & Weston Inc 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets
Lacasse & Weston Inc 401(k) Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,640,469 28th percentile higher than 28% 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
Lacasse & Weston Inc 401(k) Profit Sharing Plan & Trust among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lacasse & Weston Inc 401(k) Profit Sharing Plan & Trust is a micro filing (5 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Lacasse & Weston Inc 401(k) Profit Sharing Plan & Trust reported net income rose from -$382K in the plan year 2022 filing to -$203K in the plan year 2023 filing.
- Lacasse & Weston Inc 401(k) Profit Sharing Plan & Trust reported participants fell from 7 in the plan year 2022 filing to 5 in the plan year 2023 filing.
- Lacasse & Weston Inc 401(k) Profit Sharing Plan & Trust end-of-year assets fell from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 010425496 · Lacasse & Weston Inc PY 2023 · 401(k)
Lacasse & Weston Inc 401(k) Profit Sharing Plan & Trust · $2M · 5 · 28th
- RANK $2M
- PHOTO 5
- IND 28th
- EOY 401(k)
- 5500 near Biofit Engineered Products Union 401(k) Plan
- ASSETS ind #4840
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 Maine →
Lacasse & Weston Inc 401(k) Profit Sharing Plan & Trust in the asset neighbourhood
Lacasse & Weston Inc years around the 2023 move
Sponsor-wide plan assets over time
All Lacasse & Weston Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 6.6369038091429635% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 7 | $2M |
| 2023 | 1 | 5 | $2M |
| 2024 | 1 | 6 | $2M |
2023 asset-move particulars
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | -$203K |
| Employer EIN | 010425496 |
| Plan Effective Date | 1991-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Maine
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Td 401(k) Retirement Plan $4.9B · 30,094
- Unum Group 401(k) Retirement Plan $2.2B · 9,604
- Idexx Retirement and Incentive Savings Plan $1.0B · 6,594
- Hannaford Bros. Co. 401(k) Plan $986M · 29,370
- L.L. Bean 401(k) Retirement Savings Plan $721M · 7,173
Lacasse & Weston Inc 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside Maine, the nearest 401(k) by assets is Biofit Engineered Products Union 401(k) Plan in OH ($2M); by covered participants it is Unkar Systems, Inc. 401(k) Plan in CA (5 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 (5 participants); asset peers above are excluded.
- Unkar Systems, Inc. 401(k) Plan (CA) 5 · 0 off
- Larrann, Inc. 401(k) Plan (FL) 5 · 0 off
- Larrann, Inc. 401(k) Plan (FL) 5 · 0 off
- Br3 Enterprises, Inc. 401(k) Plan (MO) 5 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.