401(k) · DOL Form 5500 · 2023

Cassady, Schiller & Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
71
Participants Small participant base
67th
Percentile by assets National rank
$204,599
Avg per participant Above avg balance/head
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Official DOL plan name: Cassady, Schiller & Associates, Inc. 401(k) Profit Sharing Plan · Sponsored by Cassady, Schiller & Associates, Inc. · Ohio · Professional & Technical Services

$15M in assets, 71 participants

Cassady, Schiller & Associates, Inc.'s Cassady, Schiller & Associates, Inc. 401(k) Profit Sharing Plan reported $15M in total assets and 71 participants in its 2023 DOL Form 5500 filing, ranking in the 67th 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.

  • #13,382 in Professional & Technical Services (20,321 peers)

2023 asset change

Cassady, Schiller & Associates, Inc. 401(k) Profit Sharing Plan grew sharply 19.5% in 2023 ($12M → $15M) for 71 participants.

#13,382
in Professional & Technical Services (20,321 peers)
+19.5%
assets growth YoY

Cassady, Schiller & Associates, Inc. 401(k) Profit Sharing Plan's outsized position by total assets

Cassady, Schiller & Associates, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$14,526,516 Top 33% higher than 67% 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

Cassady, Schiller & Associates, Inc. 401(k) Profit Sharing 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. Cassady, Schiller & Associates, Inc. 401(k) Profit Sharing Plan is a small filing (71 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Cassady, Schiller & Associates, Inc. 401(k) Profit Sharing Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Cassady, Schiller & Associates, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $12M in the plan year 2022 filing to $15M in the plan year 2023 filing.
  • Cassady, Schiller & Associates, Inc. 401(k) Profit Sharing Plan reported participants rose from 67 in the plan year 2022 filing to 71 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 311311065 · Cassady, Schiller & Associates, Inc. PY 2023 · 401(k)

Cassady, Schiller & Associates, Inc. 401(k) Profit Sharing Plan · $15M · 71 · 67th

  • EIN $15M
  • RANK 71
  • PHOTO 67th
  • IND 401(k)
  • EOY near River Products Company 401(k) Plan
  • 5500 ind #13382

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 Ohio →

Cassady, Schiller & Associates, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Cassady, Schiller & Associates, Inc. 401(k) Profit Sharing PlanCassady, Schiller & Associat…$15MRiver Products Company 401(k) PlanRiver Products Company 401(k…$15MSonic Systems International, Inc. 401(k) P/S PlanSonic Systems International,…$15MUfcw Local 770 Savings and Retirement PlanUfcw Local 770 Savings and R…$15MInternational Cars, Ltd., Inc. Salary Deferral 401(k) Profit Sharing PlanInternational Cars, Ltd., In…$15M
End-of-year total assets ($M) among Cassady, Schiller & Associates, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Cassady, Schiller & Associates, Inc. years around the 2023 move

Sponsor-wide plan assets over time

All Cassady, Schiller & Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$5M$10M$15M$20M 202220232024 $12.2M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 67 $12M
2023 1 71 $15M
2024 1 81 N/A

2023 asset-move particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$15M
Net Income$2M
Employer EIN311311065
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Ohio

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

Cassady, Schiller & Associates, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Cassady, Schiller & Associates, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.014526516 · Participants: 71Cassady, Schiller & Associates, Inc. 401(k) Profit Sharing 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
Cassady, Schiller & Associates, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Cassady, Schiller & Associates, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Cassady, Schiller & Associates, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is River Products Company 401(k) Plan in IA ($15M); by covered participants it is Eftec Savings Plan in MI (71 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (71 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 Cassady, Schiller & Associates, Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
Cassady, Schiller & Associates, Inc. 401(k) Profit Sharing Plan grew sharply - up 19.5% during 2023, from $12M to $15M. Reported net income was $2M.
Which 401(k) plans are similar in size to Cassady, Schiller & Associates, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is River Products Company 401(k) Plan in IA ($15M, 115 participants).
Which 401(k) plans cover a similar participant headcount to Cassady, Schiller & Associates, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Eftec Savings Plan in MI (71 participants, $16M 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 311311065.

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.