Other · DOL Form 5500 · 2023

Casey Trees Retirement Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
36
Participants Small participant base
44th
Percentile by assets National rank
$135,194
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: The Garden Club of America Casey Trees Defined Contribution Retirement Plan · Sponsored by Casey Trees · District of Columbia · Other Services

$5M in assets, 36 participants

Casey Trees's The Garden Club of America Casey Trees Defined Contribution Retirement Plan reported $5M in total assets and 36 participants in its 2023 DOL Form 5500 filing, ranking in the 44th 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.

  • #5,150 in Other Services (7,857 peers)

Other Services sector rank

Within Other Services, The Garden Club of America Casey Trees Defined Contribution Retirement Plan ranks #5,150 of 7,857 2023 filers by assets (412% of the sector average)-$5M for 36 participants.

#5,150
in Other Services (7,857 peers)
+26.4%
assets growth YoY

The Garden Club of America Casey Trees Defined Contribution Retirement Plan's mid-pack asset rank among Other Services and all filers

The Garden Club of America Casey Trees Defined Contribution Retirement Plan vs every filed plan by assets

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

$4,866,982 44th percentile higher than 44% 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

The Garden Club of America Casey Trees Defined Contribution Retirement Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Garden Club of America Casey Trees Defined Contribution Retirement Plan is a small filing (36 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 311766444 · Casey Trees PY 2023 · Other

The Garden Club of America Casey Trees Defined Contribution Retirement Plan · $5M · 36 · 44th

  • EOY $5M
  • 5500 36
  • ASSETS 44th
  • PCT Other
  • EIN near Defined Contribution Money Purchase Retirement Plan for Employees
  • RANK ind #5150

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 Other Services retirement plans → · Plans in District of Columbia →

The Garden Club of America Casey Trees Defined Contribution Retirement Plan in the asset neighbourhood

The Garden Club of America Casey Trees Defined Contribution Retirement PlanThe Garden Club of America C…$5MDefined Contribution Money Purchase Retirement Plan for EmployeesDefined Contribution Money P…$5MCovia Communities 403(b) Plan$5MHabitat for Humanity Retirement Savings PlanHabitat for Humanity Retirem…$5M403(b) Thrift Plan of Chicago Commons Association403(b) Thrift Plan of Chicag…$5M
End-of-year total assets ($M) among The Garden Club of America Casey Trees Defined Contribution Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Other Services filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$1M
Employer EIN311766444
Plan Effective Date2001-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Casey Trees)

Sponsor-wide plan assets over time

All Casey Trees plans reported in each filing year

Latest sponsor-wide plan assets
$6M 27.822539717631994% vs 2023
2024 filing year
$4.5M$5M$5.5M$6M$6.5M 20232024 $4.87M $6.22M ▲ +27.7%
Year Plans Participants Total Assets
2023 1 36 $5M
2024 1 58 $6M

Nearby Other Plans in District of Columbia

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

The Garden Club of America Casey Trees Defined Contribution Retirement Plan vs. nearby Other plans in District of Columbia, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -10123 Total assets ($B) Participants The Garden Club of America Casey Trees Defined Contribution Retirement Plan, Total assets ($B): 0.004866982 · Participants: 36The Garden Club of America Casey Trees Defined Contribution Retirement PlanInt'l Brotherhood of Electrical Workers' Pension Benefit Fund, Total assets ($B): 2.573431912 · Participants: 431907Int'l Brotherhood of Electrical Workers' Pension Benefit FundGeorgetown University Defined Contribution Retirement Plan, Total assets ($B): 2.233326595 · Participants: 4981Georgetown University Defined Contribution Retirement PlanAmerican University Defined Contribution Retirement Plan, Total assets ($B): 1.269733433 · Participants: 2668American University Defined Contribution Retirement PlanHoward University Savings Plan, Total assets ($B): 1.110483572 · Participants: 6611Howard University Savings PlanGeorgetown University Voluntary Contribution Retirement Plan, Total assets ($B): 0.864736688 · Participants: 15030Georgetown University Voluntary Contribution Retirement Plan
The Garden Club of America Casey Trees Defined Contribution Retirement Plan vs. nearby Other plans in District of Columbia, assets vs. participants
Compare The Garden Club of America Casey Trees Defined Contribution Retirement Plan side-by-side with 3 peers →

The Garden Club of America Casey Trees Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount

Outside District of Columbia, the nearest Other by assets is Defined Contribution Money Purchase Retirement Plan for Employees in IL ($5M); by covered participants it is Episcopal Day School, Inc. in NC (36 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (36 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 The Garden Club of America Casey Trees Defined Contribution Retirement Plan assets move in 2023? ▼
The Garden Club of America Casey Trees Defined Contribution Retirement Plan grew sharply - up 26.4% during 2023, from $4M to $5M. Reported net income was $1M.
How have Casey Trees plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Casey Trees's sponsor-wide assets grew 27.8%, from $5M to $6M.
Which Other plans are similar in size to The Garden Club of America Casey Trees Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Defined Contribution Money Purchase Retirement Plan for Employees in IL ($5M, 17 participants).
Which Other plans cover a similar participant headcount to The Garden Club of America Casey Trees Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Episcopal Day School, Inc. in NC (36 participants, $2M 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 311766444.

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.