401(k) · DOL Form 5500 · 2023

Cassiday Schade LLP 401(k) Plan

Data updated 2026-08-25

$48M
Total assets Below avg plan size
138
Participants Small participant base
85th
Percentile by assets National rank
$350,113
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Cassiday Schade Profit Sharing Plan and Trust · Sponsored by Cassiday Schade LLP · Illinois · Professional & Technical Services

$48M in assets, 138 participants

Cassiday Schade LLP's Cassiday Schade Profit Sharing Plan and Trust reported $48M in total assets and 138 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.

  • #17,533 in Professional & Technical Services (20,321 peers)

Coverage in Illinois

Cassiday Schade Profit Sharing Plan and Trust covers 138 participants in Illinois, about 18% of the average Illinois filer (state average ~779 per filing). Assets: $48M.

#17,533
in Professional & Technical Services (20,321 peers)
+19.5%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Cassiday Schade Profit Sharing Plan and Trust's outsized position by total assets

Cassiday Schade Profit Sharing Plan and Trust vs every filed plan by assets

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

$48,315,635 Top 15% higher than 85% 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

Cassiday Schade Profit Sharing Plan and Trust 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. Cassiday Schade Profit Sharing Plan and Trust sits mid-pack in the medium band (138 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Cassiday Schade Profit Sharing Plan and Trust reported net income rose from -$20M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Cassiday Schade Profit Sharing Plan and Trust end-of-year assets rose from $40M in the plan year 2022 filing to $48M in the plan year 2023 filing.
  • Cassiday Schade Profit Sharing Plan and Trust reported participants fell from 169 in the plan year 2022 filing to 138 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 363041539 · Cassiday Schade LLP PY 2023 · 401(k)

Cassiday Schade Profit Sharing Plan and Trust · $48M · 138 · 85th

  • PCT $48M
  • EIN 138
  • RANK 85th
  • PHOTO 401(k)
  • IND near Onemagnify 401(k) Plan
  • EOY ind #17533

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 Illinois →

Cassiday Schade Profit Sharing Plan and Trust in the asset neighbourhood

Cassiday Schade Profit Sharing Plan and TrustCassiday Schade Profit Shari…$48MOnemagnify 401(k) Plan$48MAlamo Cement Company 401(k) Retirement Savings PlanAlamo Cement Company 401(k) …$48MOverdrive, Inc. 401(k) Retirement PlanOverdrive, Inc. 401(k) Retir…$48MInland Label & Marketing Services, LLC 401(k) Profit Sharing Plan and TrustInland Label & Marketing Ser…$48M
End-of-year total assets ($M) among Cassiday Schade Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Illinois filing particulars

Total Assets (Beginning of Year)$40M
Net Assets (End of Year)$48M
Net Income$8M
Employer EIN363041539
Plan Effective Date1982-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cassiday Schade LLP)

Sponsor-wide plan assets over time

All Cassiday Schade LLP plans reported in each filing year

Latest sponsor-wide plan assets
$55M 36.98408350474153% vs 2022
2024 filing year
$35M$40M$45M$50M$55M$60M 202220232024 $40.4M $55.4M ▲ +37.0%
Year Plans Participants Total Assets
2022 1 169 $40M
2023 1 138 $48M
2024 1 149 $55M

Nearby 401(k) Plans in Illinois

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

Cassiday Schade Profit Sharing Plan and Trust vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Cassiday Schade Profit Sharing Plan and Trust, Total assets ($B): 0.048315635 · Participants: 138Cassiday Schade Profit Sharing Plan and TrustAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
Cassiday Schade Profit Sharing Plan and Trust vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Cassiday Schade Profit Sharing Plan and Trust side-by-side with 3 peers →

Cassiday Schade Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Onemagnify 401(k) Plan in MI ($48M); by covered participants it is Pmt Group, Inc. Profit Sharing 401(k) Plan in CT (138 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (138 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 Cassiday Schade Profit Sharing Plan and Trust assets move in 2023? ▼
Cassiday Schade Profit Sharing Plan and Trust grew sharply - up 19.5% during 2023, from $40M to $48M. Reported net income was $8M.
How have Cassiday Schade LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cassiday Schade LLP's sponsor-wide assets grew 37.0%, from $40M to $55M.
Where does Cassiday Schade Profit Sharing Plan and Trust rank by assets among Form 5500 filers? ▼
Cassiday Schade Profit Sharing Plan and Trust ranks in the 85th 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 Cassiday Schade Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Onemagnify 401(k) Plan in MI ($48M, 490 participants).
Which 401(k) plans cover a similar participant headcount to Cassiday Schade Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Pmt Group, Inc. Profit Sharing 401(k) Plan in CT (138 participants, $28M 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 363041539.

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.