401(k) · DOL Form 5500 · 2023

Casto Management Services, Inc. 401(k) Plan

Data updated 2026-08-25

$54M
Total assets Below avg plan size
297
Participants Below avg headcount
86th
Percentile by assets National rank
$180,804
Avg per participant Above avg balance/head
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Official DOL plan name: Casto Management Services, Inc. Savings and Retirement Plan · Sponsored by Casto Management Services, Inc. · Ohio · Real Estate

$54M in assets, 297 participants

Casto Management Services, Inc.'s Casto Management Services, Inc. Savings and Retirement Plan reported $54M in total assets and 297 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.

  • #4,488 in Real Estate (4,727 peers)

Coverage in Ohio

Casto Management Services, Inc. Savings and Retirement Plan covers 297 participants in Ohio, about 39% of the average Ohio filer (state average ~765 per filing). Assets: $54M.

#4,488
in Real Estate (4,727 peers)
+21.6%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Casto Management Services, Inc. Savings and Retirement Plan's outsized position by total assets

Casto Management Services, Inc. Savings and Retirement Plan vs every filed plan by assets

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

$53,698,860 Top 14% higher than 86% 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

Casto Management Services, Inc. Savings and Retirement Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Casto Management Services, Inc. Savings and Retirement Plan sits mid-pack in the medium band (297 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Casto Management Services, Inc. Savings and Retirement Plan reported net income rose from -$11M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Casto Management Services, Inc. Savings and Retirement Plan end-of-year assets rose from $44M in the plan year 2022 filing to $54M in the plan year 2023 filing.
  • Casto Management Services, Inc. Savings and Retirement Plan reported participants rose from 275 in the plan year 2022 filing to 297 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 810618128 · Casto Management Services, Inc. PY 2023 · 401(k)

Casto Management Services, Inc. Savings and Retirement Plan · $54M · 297 · 86th

  • ASSETS $54M
  • PCT 297
  • EIN 86th
  • RANK 401(k)
  • PHOTO near Heaven Hill Distilleries, Inc. Savings and Retirement Plan for Salaried Employees
  • IND ind #4488

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 Ohio →

Casto Management Services, Inc. Savings and Retirement Plan in the asset neighbourhood

Casto Management Services, Inc. Savings and Retirement PlanCasto Management Services, I…$54MHeaven Hill Distilleries, Inc. Savings and Retirement Plan for Salaried EmployeesHeaven Hill Distilleries, In…$54MTexas Pipe & Supply Company 401(k) PlanTexas Pipe & Supply Company …$54MWestern Region Retirement Trust 401(k) and Regular Profit Sharing PlanWestern Region Retirement Tr…$54MBobby Rahal Automotive Group 401(k) PlanBobby Rahal Automotive Group…$54M
End-of-year total assets ($M) among Casto Management Services, Inc. Savings and Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$44M
Net Assets (End of Year)$54M
Net Income$10M
Employer EIN810618128
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Casto Management Services, Inc.)

Sponsor-wide plan assets over time

All Casto Management Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$64M 45.76564620443614% vs 2022
2024 filing year
$40M$50M$60M$70M 202220232024 $44.2M $64.4M ▲ +45.8%
Year Plans Participants Total Assets
2022 1 275 $44M
2023 1 297 $54M
2024 1 302 $64M

Nearby 401(k) Plans in Ohio

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

Casto Management Services, Inc. Savings and Retirement Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Casto Management Services, Inc. Savings and Retirement Plan, Total assets ($B): 0.05369886 · Participants: 297Casto Management Services, Inc. Savings and Retirement PlanGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
Casto Management Services, Inc. Savings and Retirement Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Casto Management Services, Inc. Savings and Retirement Plan side-by-side with 3 peers →

Casto Management Services, Inc. Savings and Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Heaven Hill Distilleries, Inc. Savings and Retirement Plan for Salaried Employees in KY ($54M); by covered participants it is Pretzels, Inc. 401(k) & Profit Sharing Plan in IN (297 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (297 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 Casto Management Services, Inc. Savings and Retirement Plan assets move in 2023? ▼
Casto Management Services, Inc. Savings and Retirement Plan grew sharply - up 21.6% during 2023, from $44M to $54M. Reported net income was $10M.
How have Casto Management Services, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Casto Management Services, Inc.'s sponsor-wide assets grew 45.8%, from $44M to $64M.
Where does Casto Management Services, Inc. Savings and Retirement Plan rank by assets among Form 5500 filers? ▼
Casto Management Services, Inc. Savings and Retirement Plan ranks in the 86th 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 Casto Management Services, Inc. Savings and Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Heaven Hill Distilleries, Inc. Savings and Retirement Plan for Salaried Employees in KY ($54M, 430 participants).
Which 401(k) plans cover a similar participant headcount to Casto Management Services, Inc. Savings and Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pretzels, Inc. 401(k) & Profit Sharing Plan in IN (297 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 810618128.

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.