Profit Sharing · DOL Form 5500 · 2023

Fike, Cascio & Boose Profit Sharing Plan

Data updated 2026-08-25

$848K
Total assets Small plan by assets
6
Participants Small participant base
22nd
Percentile by assets National rank
$141,288
Avg per participant Near avg balance/head
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Official DOL plan name: Fike Cascio & Boose Profit Sharing Plan · Sponsored by Fike, Cascio & Boose · Pennsylvania · Professional & Technical Services

$848K in assets, 6 participants

Fike, Cascio & Boose's Fike Cascio & Boose Profit Sharing Plan reported $848K in total assets and 6 participants in its 2023 DOL Form 5500 filing, ranking in the 22nd 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.

  • #3,520 in Professional & Technical Services (20,321 peers)

Fike, Cascio & Boose multi-year trail

Fike, Cascio & Boose's plans moved +38.6% in assets from 2022 to 2024; this filing shows Fike Cascio & Boose Profit Sharing Plan at $848K / 6 participants.

#3,520
in Professional & Technical Services (20,321 peers)
+18.8%
assets growth YoY

Fike Cascio & Boose Profit Sharing Plan among the smaller filed plans by assets

Fike Cascio & Boose Profit Sharing Plan vs every filed plan by assets

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

$847,730 22nd percentile higher than 22% 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

Fike Cascio & Boose Profit Sharing 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. Fike Cascio & Boose Profit Sharing Plan is a micro filing (6 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Fike Cascio & Boose Profit Sharing Plan reported net income rose from -$105K in the plan year 2022 filing to $134K in the plan year 2023 filing.
  • Fike Cascio & Boose Profit Sharing Plan end-of-year assets rose from $714K in the plan year 2022 filing to $848K in the plan year 2023 filing.
  • Fike Cascio & Boose Profit Sharing Plan reported participants fell from 7 in the plan year 2022 filing to 6 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 251452632 · Fike, Cascio & Boose PY 2023 · Profit Sharing

Fike Cascio & Boose Profit Sharing Plan · $848K · 6 · 22nd

  • SCH $848K
  • EBSA 6
  • PART 22nd
  • TYPE Profit Sharing
  • NET near Falk & Klebanoff, P.C. Retirement Plan
  • BOOK ind #3520

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 Pennsylvania →

Fike Cascio & Boose Profit Sharing Plan in the asset neighbourhood

Fike Cascio & Boose Profit Sharing PlanFike Cascio & Boose Profit S…$848KFalk & Klebanoff, P.C. Retirement PlanFalk & Klebanoff, P.C. Retir…$848KPantazon Enterprises, Inc. Profit Sharing PlanPantazon Enterprises, Inc. P…$847KReichle, Inc. Profit Sharing PlanReichle, Inc. Profit Sharing…$847KManning Dental Associates Profit Sharing PlanManning Dental Associates Pr…$849K
End-of-year total assets ($M) among Fike Cascio & Boose Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Fike, Cascio & Boose multi-year asset trail

Sponsor-wide plan assets over time

All Fike, Cascio & Boose plans reported in each filing year

Latest sponsor-wide plan assets
$989K 38.590644938432156% vs 2022
2024 filing year
$0.6M$0.7M$0.8M$0.9M$1M$1.1M 202220232024 $0.71M $0.99M ▲ +39.4%
Year Plans Participants Total Assets
2022 1 7 $714K
2023 1 6 $848K
2024 1 6 $989K

Fike, Cascio & Boose filing trail (2023)

Total Assets (Beginning of Year)$714K
Net Assets (End of Year)$848K
Net Income$134K
Employer EIN251452632
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Pennsylvania

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

Fike Cascio & Boose Profit Sharing Plan vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.522.5 Total assets ($B) Participants Fike Cascio & Boose Profit Sharing Plan, Total assets ($B): 0.00084773 · Participants: 6Fike Cascio & Boose Profit Sharing PlanEastern Atlantic States Carpenters Annuity Fund, Total assets ($B): 2.13036391 · Participants: 17441Eastern Atlantic States Carpenters Annuity FundUniversity of Pennsylvania Basic Plan, Total assets ($B): 1.71732421 · Participants: 21016University of Pennsylvania Basic PlanInternational Brotherhood of Electrical Workers Local Union 98 - Profit Sharing Plan, Total assets ($B): 1.126483012 · Participants: 3905International Brotherhood of Electrical Workers Local Union 98 - Profit Sharing PlanTemple University Health System, Inc. Defined Contribution Retirement Plan, Total assets ($B): 0.763491384 · Participants: 10204Temple University Health System, Inc. Defined Contribution Retirement PlanMorgan, Lewis & Bockius LLP Defined Contribution Plan, Total assets ($B): 0.71403391 · Participants: 2458Morgan, Lewis & Bockius LLP Defined Contribution Plan
Fike Cascio & Boose Profit Sharing Plan vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants
Compare Fike Cascio & Boose Profit Sharing Plan side-by-side with 3 peers →

Fike Cascio & Boose Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Pennsylvania, the nearest Profit Sharing by assets is Falk & Klebanoff, P.C. Retirement Plan in NY ($848K); by covered participants it is Watering Lane Ventures, Inc. Profit Sharing Plan in NH (6 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (6 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 Fike Cascio & Boose Profit Sharing Plan assets move in 2023? ▼
Fike Cascio & Boose Profit Sharing Plan grew sharply - up 18.8% during 2023, from $714K to $848K. Reported net income was $134K.
How have Fike, Cascio & Boose plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fike, Cascio & Boose's sponsor-wide assets grew 38.6%, from $714K to $989K.
Where does Fike Cascio & Boose Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Fike Cascio & Boose Profit Sharing Plan ranks in the 22nd 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 Fike Cascio & Boose Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Falk & Klebanoff, P.C. Retirement Plan in NY ($848K, 4 participants).
Which Profit Sharing plans cover a similar participant headcount to Fike Cascio & Boose Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Watering Lane Ventures, Inc. Profit Sharing Plan in NH (6 participants, $231K 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 251452632.

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.