Profit Sharing · DOL Form 5500 · 2023

Casscar Fam, Inc. Profit Sharing Plan

Data updated 2026-08-25

$162K
Total assets Small plan by assets
1
Participants Small participant base
9th
Percentile by assets National rank
$162,016
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Casscar Fam, Inc. Retirement Plan · Sponsored by Casscar Fam, Inc. · Florida · Healthcare & Social Assistance

$162K in assets, 1 participants

Casscar Fam, Inc.'s Casscar Fam, Inc. Retirement Plan reported $162K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 9th 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.

  • #1,134 in Healthcare & Social Assistance (17,684 peers)

What the 2023 filing shows

Casscar Fam, Inc. Retirement Plan holds $162K for 1 participant - about $162,016 per participant, among the smaller plans by assets on file.

#1,134
in Healthcare & Social Assistance (17,684 peers)
-3.6%
assets change YoY

The plan reported a net loss of $6K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Casscar Fam, Inc. Retirement Plan among the smaller filed plans by assets

Casscar Fam, Inc. Retirement Plan vs every filed plan by assets

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

$162,016 9th percentile higher than 9% 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

Casscar Fam, Inc. Retirement 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. Casscar Fam, Inc. Retirement Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Casscar Fam, Inc. Retirement Plan reported net income fell from -$3K in the plan year 2022 filing to -$6K in the plan year 2023 filing.
  • Casscar Fam, Inc. Retirement Plan end-of-year assets fell from $168K in the plan year 2022 filing to $162K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 841730447 · Casscar Fam, Inc. PY 2023 · Profit Sharing

Casscar Fam, Inc. Retirement Plan · $162K · 1 · 9th

  • EBSA $162K
  • EBSA 1
  • EBSA 9th
  • EBSA Profit Sharing
  • EBSA near Alventure Capital Inc. Retirement Plan
  • EBSA ind #1134

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 Healthcare & Social Assistance retirement plans → · Plans in Florida →

Casscar Fam, Inc. Retirement Plan in the asset neighbourhood

Casscar Fam, Inc. Retirement PlanCasscar Fam, Inc. Retirement…$162KAlventure Capital Inc. Retirement PlanAlventure Capital Inc. Retir…$162KAdams Franchising Inc. Retirement PlanAdams Franchising Inc. Retir…$162KRoger R. Fraites Negron Retirement PlanRoger R. Fraites Negron Reti…$162KFamily Partners Inc. Retirement PlanFamily Partners Inc. Retirem…$162K
End-of-year total assets ($M) among Casscar Fam, Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$168K
Net Assets (End of Year)$162K
Net Income-$6K
Employer EIN841730447
Plan Effective Date2019-05-22
Filing StatusFILING RECEIVED

Sponsor Plan History (Casscar Fam, Inc.)

Sponsor-wide plan assets over time

All Casscar Fam, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$179K 6.598815581942088% vs 2022
2024 filing year
$0.15M$0.16M$0.17M$0.18M$0.19M 202220232024 $0.17M $0.18M ▲ +5.9%
Year Plans Participants Total Assets
2022 1 1 $168K
2023 1 1 $162K
2024 1 1 $179K

Nearby Profit Sharing Plans in Florida

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Casscar Fam, Inc. Retirement Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Casscar Fam, Inc. Retirement Plan, Total assets ($B): 0.000162016 · Participants: 1Casscar Fam, Inc. Retirement PlanRetirement Wealth Builder Plan of Pwc, Total assets ($B): 4.922422145 · Participants: 44753Retirement Wealth Builder Plan of PwcRaymond James Financial, Inc. & Affiliates Profit Sharing Plan, Total assets ($B): 1.237831199 · Participants: 15503Raymond James Financial, Inc. & Affiliates Profit Sharing PlanOrlando Health, Inc. Retirement Savings Plan 401a, Total assets ($B): 0.441302885 · Participants: 26077Orlando Health, Inc. Retirement Savings Plan 401aShands Health Care Matched Savings Account 401(a), Total assets ($B): 0.421060931 · Participants: 9825Shands Health Care Matched Savings Account 401(a)American Maritime Officers Defined Contribution Plan, Total assets ($B): 0.314107816 · Participants: 4371American Maritime Officers Defined Contribution Plan
Casscar Fam, Inc. Retirement Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants
Compare Casscar Fam, Inc. Retirement Plan side-by-side with 3 peers →

Casscar Fam, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Florida, the nearest Profit Sharing by assets is Alventure Capital Inc. Retirement Plan in NC ($162K); by covered participants it is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($162K here).

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Casscar Fam, Inc. Retirement Plan assets move in 2023? ▼
Casscar Fam, Inc. Retirement Plan edged down modestly - down 3.6% during 2023, from $168K to $162K. Reported net income was -$6K.
How have Casscar Fam, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Casscar Fam, Inc.'s sponsor-wide assets grew 6.6%, from $168K to $179K.
Where does Casscar Fam, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Casscar Fam, Inc. Retirement Plan ranks in the 9th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Casscar Fam, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Alventure Capital Inc. Retirement Plan in NC ($162K, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Casscar Fam, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant, $418K 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 841730447.

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.