401(k) · DOL Form 5500 · 2023

Casa Systems, Inc. 401(k) Plan

Data updated 2026-08-25

$60M
Total assets Below avg plan size
289
Participants Below avg headcount
87th
Percentile by assets National rank
$207,139
Avg per participant Above avg balance/head
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Official DOL plan name: Casa Systems, Inc. 401(k) Plan · Sponsored by Casa Systems, Inc. · Massachusetts · Manufacturing

$60M in assets, 289 participants

Casa Systems, Inc.'s Casa Systems, Inc. 401(k) Plan reported $60M in total assets and 289 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.

  • #15,239 in Manufacturing (18,722 peers)

Coverage in Massachusetts

Casa Systems, Inc. 401(k) Plan covers 289 participants in Massachusetts, about 44% of the average Massachusetts filer (state average ~659 per filing). Assets: $60M.

#15,239
in Manufacturing (18,722 peers)
+11.8%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Casa Systems, Inc. 401(k) Plan's outsized position by total assets

Casa Systems, Inc. 401(k) Plan vs every filed plan by assets

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

$59,863,223 Top 13% higher than 87% 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

Casa Systems, Inc. 401(k) 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. Casa Systems, Inc. 401(k) Plan sits mid-pack in the medium band (289 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Casa Systems, Inc. 401(k) Plan reported net income rose from -$7M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Casa Systems, Inc. 401(k) Plan reported participants fell from 334 in the plan year 2022 filing to 289 in the plan year 2023 filing.
  • Casa Systems, Inc. 401(k) Plan end-of-year assets rose from $54M in the plan year 2022 filing to $60M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 753108867 · Casa Systems, Inc. PY 2023 · 401(k)

Casa Systems, Inc. 401(k) Plan · $60M · 289 · 87th

  • RANK $60M
  • PHOTO 289
  • IND 87th
  • EOY 401(k)
  • 5500 near Replacements, Ltd. 401(k) Plan
  • ASSETS ind #15239

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 Manufacturing retirement plans → · Plans in Massachusetts →

Casa Systems, Inc. 401(k) Plan in the asset neighbourhood

Replacements, Ltd. 401(k) PlanReplacements, Ltd. 401(k) Pl…$60MWorkrise Technologies, Inc. 401(k) PlanWorkrise Technologies, Inc. …$60MCasa Systems, Inc. 401(k) PlanCasa Systems, Inc. 401(k) Pl…$60MKeller Supply Company Profit Sharing 401(k) PlanKeller Supply Company Profit…$60MBel-Park Anesthesia Associates Retirement Savings PlanBel-Park Anesthesia Associat…$60M
End-of-year total assets ($M) among Casa Systems, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$54M
Net Assets (End of Year)$60M
Net Income$6M
Employer EIN753108867
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Casa Systems, Inc.)

Sponsor-wide plan assets over time

All Casa Systems, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$20M$40M$60M$80M 202220232024 $53.6M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 334 $54M
2023 1 289 $60M
2024 1 254 N/A

Nearby 401(k) Plans in Massachusetts

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

Casa Systems, Inc. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Casa Systems, Inc. 401(k) Plan, Total assets ($B): 0.059863223 · Participants: 289Casa Systems, Inc. 401(k) 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
Casa Systems, Inc. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Casa Systems, Inc. 401(k) Plan side-by-side with 3 peers →

Casa Systems, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Replacements, Ltd. 401(k) Plan in NC ($60M); by covered participants it is Frost Management Company 401(k) Profit Sharing Plan in FL (289 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (289 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 Casa Systems, Inc. 401(k) Plan assets move in 2023? ▼
Casa Systems, Inc. 401(k) Plan grew at a solid clip - up 11.8% during 2023, from $54M to $60M. Reported net income was $6M.
Where does Casa Systems, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Casa Systems, Inc. 401(k) Plan ranks in the 87th 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 Casa Systems, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Replacements, Ltd. 401(k) Plan in NC ($60M, 383 participants).
Which 401(k) plans cover a similar participant headcount to Casa Systems, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Frost Management Company 401(k) Profit Sharing Plan in FL (289 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 753108867.

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.