401(k) · DOL Form 5500 · 2023
Cusick Family Enterprises, Inc. 401(k) Plan
Data updated 2026-08-25
- $156K
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 9th
- Percentile by assets National rank
- $51,972
- Avg per participant Low balance/head
Official DOL plan name: Cusick Family Enterprises, Inc. 401(k) Profit Sharing Plan · Sponsored by Cusick Family Enterprises, Inc. · California · Other Services
$156K in assets, 3 participants
Cusick Family Enterprises, Inc.'s Cusick Family Enterprises, Inc. 401(k) Profit Sharing Plan reported $156K in total assets and 3 participants 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.
- #1,516 in Other Services (7,857 peers)
2023 asset change
Cusick Family Enterprises, Inc. 401(k) Profit Sharing Plan contracted severely 31.1% in 2023 ($226K → $156K) for 3 participants.
- #1,516
- in Other Services (7,857 peers)
- -31.1%
- assets change YoY
The plan reported a net loss of $70K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Cusick Family Enterprises, Inc. 401(k) Profit Sharing Plan among the smaller filed plans by assets
Cusick Family Enterprises, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$155,915 9th percentile higher than 9% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Cusick Family Enterprises, Inc. 401(k) 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. Cusick Family Enterprises, Inc. 401(k) Profit Sharing Plan is a micro filing (3 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Cusick Family Enterprises, Inc. 401(k) Profit Sharing Plan reported net income fell from $226K in the plan year 2022 filing to -$70K in the plan year 2023 filing.
- Cusick Family Enterprises, Inc. 401(k) Profit Sharing Plan reported participants rose from 2 in the plan year 2022 filing to 3 in the plan year 2023 filing.
- Cusick Family Enterprises, Inc. 401(k) Profit Sharing Plan end-of-year assets fell from $226K in the plan year 2022 filing to $156K in the plan year 2023 filing.
DOL schedule card
Filing strip 884007853 · Cusick Family Enterprises, Inc. PY 2023 · 401(k)
Cusick Family Enterprises, Inc. 401(k) Profit Sharing Plan · $156K · 3 · 9th
- PART $156K
- TYPE 3
- NET 9th
- BOOK 401(k)
- VS-ST near Being Fit Corp. 401(k) Profit Sharing Plan
- BOY ind #1516
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 California →
Cusick Family Enterprises, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood
Cusick Family Enterprises, Inc. years around the 2023 move
Sponsor-wide plan assets over time
All Cusick Family Enterprises, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $213K 5.676836597610125% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $226K |
| 2023 | 1 | 3 | $156K |
| 2024 | 1 | 3 | $213K |
2023 asset-move particulars
| Total Assets (Beginning of Year) | $226K |
|---|---|
| Net Assets (End of Year) | $156K |
| Net Income | -$70K |
| Employer EIN | 884007853 |
| Plan Effective Date | 2022-09-02 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $51.8B · 193,919
- Google LLC 401(k) Savings Plan $39.0B · 122,867
- Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
- Intel 401(k) Savings Plan $22.2B · 59,863
- Apple 401(k) Plan $19.8B · 106,111
Cusick Family Enterprises, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Being Fit Corp. 401(k) Profit Sharing Plan in NJ ($156K); by covered participants it is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($156K here).
- Being Fit Corp. 401(k) Profit Sharing Plan (NJ) $156K · 2
- Hydeco Retreat, Inc. 401(k) Plan (NC) $156K · N/A
- Sugar Me Sweets, Inc 401(k) Plan (MO) $156K · 2
- Carmichael Partners Insurance Agency Inc 401(k) Plan (WI) $156K · 2
Similar participant headcount
Nearest other-state filings by covered participants (3 participants); asset peers above are excluded.
- Cookeville Urology PLC 401(k) Profit Sharing Plan (TN) 3 · 0 off
- Md4m, Inc. 401(k) Plan (CO) 3 · 0 off
- Bee Hive Holdings, Inc. 401(k) Plan (AZ) 3 · 0 off
- J K B Solutions Retirement Plan (TX) 3 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.