401(k) · DOL Form 5500 · 2023

Castle Rock Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
25
Participants Small participant base
43rd
Percentile by assets National rank
$188,574
Avg per participant Above avg balance/head
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Official DOL plan name: Castle Rock Associates, Inc. Pension Plan · Sponsored by Castle Rock Associates, Inc. · Oregon · Professional & Technical Services

$5M in assets, 25 participants

Castle Rock Associates, Inc.'s Castle Rock Associates, Inc. Pension Plan reported $5M in total assets and 25 participants in its 2023 DOL Form 5500 filing, ranking in the 43rd 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.

  • #8,309 in Professional & Technical Services (20,321 peers)

Castle Rock Associates, Inc. multi-year trail

Castle Rock Associates, Inc.'s plans moved +47.7% in assets from 2022 to 2024; this filing shows Castle Rock Associates, Inc. Pension Plan at $5M / 25 participants.

#8,309
in Professional & Technical Services (20,321 peers)
+24.7%
assets growth YoY

Castle Rock Associates, Inc. Pension Plan's mid-pack asset rank among Professional & Technical Services and all filers

Castle Rock Associates, Inc. Pension Plan vs every filed plan by assets

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

$4,714,341 43rd percentile higher than 43% 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

Castle Rock Associates, Inc. Pension 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. Castle Rock Associates, Inc. Pension Plan is a small filing (25 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Castle Rock Associates, Inc. Pension Plan reported net income rose from -$603K in the plan year 2022 filing to $935K in the plan year 2023 filing.
  • Castle Rock Associates, Inc. Pension Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Castle Rock Associates, Inc. Pension Plan reported participants fell from 26 in the plan year 2022 filing to 25 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 204999302 · Castle Rock Associates, Inc. PY 2023 · 401(k)

Castle Rock Associates, Inc. Pension Plan · $5M · 25 · 43rd

  • TYPE $5M
  • TYPE 25
  • TYPE 43rd
  • TYPE 401(k)
  • TYPE near Evans Toyota 401(k) Retirement Plan
  • TYPE ind #8309

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 Oregon →

Castle Rock Associates, Inc. Pension Plan in the asset neighbourhood

Castle Rock Associates, Inc. Pension PlanCastle Rock Associates, Inc.…$5MEvans Toyota 401(k) Retirement PlanEvans Toyota 401(k) Retireme…$5MHendrick, Inc. 401(k) Profit Sharing PlanHendrick, Inc. 401(k) Profit…$5MOdc Construction, LLC 401(k) PlanOdc Construction, LLC 401(k)…$5MEngineering Manufacturing Technologies, LLC 401(k) PlanEngineering Manufacturing Te…$5M
End-of-year total assets ($M) among Castle Rock Associates, Inc. Pension Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Castle Rock Associates, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Castle Rock Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 47.73601759875619% vs 2022
2024 filing year
$3M$4M$5M$6M 202220232024 $3.78M $5.58M ▲ +47.6%
Year Plans Participants Total Assets
2022 1 26 $4M
2023 1 25 $5M
2024 1 19 $6M

Castle Rock Associates, Inc. filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$935K
Employer EIN204999302
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Oregon

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

Castle Rock Associates, Inc. Pension Plan vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -202468 Total assets ($B) Participants Castle Rock Associates, Inc. Pension Plan, Total assets ($B): 0.004714341 · Participants: 25Castle Rock Associates, Inc. Pension Plan401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc., Total assets ($B): 5.902107007 · Participants: 40345401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc.Daimler Truck North America, L.L.C. Employee Retirement Savings Plan, Total assets ($B): 2.354402812 · Participants: 8353Daimler Truck North America, L.L.C. Employee Retirement Savings PlanPrecision Castparts Corp. 401(k) Retirement Savings Plan, Total assets ($B): 2.192492885 · Participants: 16687Precision Castparts Corp. 401(k) Retirement Savings PlanXpo Logistics Retirement Savings Plan, Total assets ($B): 1.809963509 · Participants: 6189Xpo Logistics Retirement Savings PlanPacificorp K Plus Employee Savings Plan, Total assets ($B): 1.59531627 · Participants: 4968Pacificorp K Plus Employee Savings Plan
Castle Rock Associates, Inc. Pension Plan vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare Castle Rock Associates, Inc. Pension Plan side-by-side with 3 peers →

Castle Rock Associates, Inc. Pension Plan's out-of-state 401(k) peers by assets and headcount

Outside Oregon, the nearest 401(k) by assets is Evans Toyota 401(k) Retirement Plan in IN ($5M); by covered participants it is Pyromet 401(k) Plan in PA (25 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (25 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 Castle Rock Associates, Inc. Pension Plan assets move in 2023? ▼
Castle Rock Associates, Inc. Pension Plan grew sharply - up 24.7% during 2023, from $4M to $5M. Reported net income was $935K.
How have Castle Rock Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Castle Rock Associates, Inc.'s sponsor-wide assets grew 47.7%, from $4M to $6M.
Which 401(k) plans are similar in size to Castle Rock Associates, Inc. Pension Plan? ▼
Among 401(k) plans in other states, the closest by assets is Evans Toyota 401(k) Retirement Plan in IN ($5M, 71 participants).
Which 401(k) plans cover a similar participant headcount to Castle Rock Associates, Inc. Pension Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pyromet 401(k) Plan in PA (25 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 204999302.

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.