401(k) · DOL Form 5500 · 2023

Castleark Management LLC 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
1
Participants Small participant base
28th
Percentile by assets National rank
$1.6M
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Castleark Management, LLC 401(k) Profit Sharing Plan & Trust · Sponsored by Castleark Management LLC · Illinois · Finance & Insurance

$2M in assets, 1 participants

Castleark Management LLC's Castleark Management, LLC 401(k) Profit Sharing Plan & Trust reported $2M in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 28th 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.

  • #1,671 in Finance & Insurance (8,869 peers)

Castleark Management LLC multi-year trail

Castleark Management LLC's plans moved -11.3% in assets from 2022 to 2024; this filing shows Castleark Management, LLC 401(k) Profit Sharing Plan & Trust at $2M / 1 participant.

#1,671
in Finance & Insurance (8,869 peers)
-5.3%
assets change YoY

The plan reported a net loss of $90K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Castleark Management, LLC 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

Castleark Management, LLC 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$1,611,967 28th percentile higher than 28% 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

Castleark Management, LLC 401(k) Profit Sharing Plan & Trust among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Castleark Management, LLC 401(k) Profit Sharing Plan & Trust is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Castleark Management, LLC 401(k) Profit Sharing Plan & Trust reported net income fell from $649K in the plan year 2022 filing to -$90K in the plan year 2023 filing.
  • Castleark Management, LLC 401(k) Profit Sharing Plan & Trust end-of-year assets fell from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 364269427 · Castleark Management LLC PY 2023 · 401(k)

Castleark Management, LLC 401(k) Profit Sharing Plan & Trust · $2M · 1 · 28th

  • IND $2M
  • EOY 1
  • 5500 28th
  • ASSETS 401(k)
  • PCT near Dakota Sweeping & Maintenance Co. 401(k) Plan
  • EIN ind #1671

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 Finance & Insurance retirement plans → · Plans in Illinois →

Castleark Management, LLC 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Castleark Management, LLC 401(k) Profit Sharing Plan & TrustCastleark Management, LLC 40…$2MDakota Sweeping & Maintenance Co. 401(k) PlanDakota Sweeping & Maintenanc…$2MM-Amaya Inc. 401(k) Plan$2MDepartment of Labor Federal Credit Union 401(k) PlanDepartment of Labor Federal …$2MBarton T. Gleave, D.D.S, P.C. 401(k) Profit Sharing PlanBarton T. Gleave, D.D.S, P.C…$2M
End-of-year total assets ($M) among Castleark Management, LLC 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Castleark Management LLC multi-year asset trail

Sponsor-wide plan assets over time

All Castleark Management LLC plans reported in each filing year

Latest sponsor-wide plan assets
$2M 11.31860492857231% vs 2022
2024 filing year
$1.4M$1.5M$1.6M$1.7M$1.8M 202220232024 $1.7M $1.51M ▼ -11.2%
Year Plans Participants Total Assets
2022 1 1 $2M
2023 1 1 $2M
2024 1 1 $2M

Castleark Management LLC filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$90K
Employer EIN364269427
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Illinois

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

Castleark Management, LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Castleark Management, LLC 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.001611967 · Participants: 1Castleark Management, LLC 401(k) Profit Sharing Plan & 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
Castleark Management, LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Castleark Management, LLC 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Castleark Management, LLC 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Dakota Sweeping & Maintenance Co. 401(k) Plan in MN ($2M); by covered participants it is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Castleark Management, LLC 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼
Castleark Management, LLC 401(k) Profit Sharing Plan & Trust pulled back noticeably - down 5.3% during 2023, from $2M to $2M. Reported net income was -$90K.
How have Castleark Management LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Castleark Management LLC's sponsor-wide assets declined 11.3%, from $2M to $2M.
Which 401(k) plans are similar in size to Castleark Management, LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Dakota Sweeping & Maintenance Co. 401(k) Plan in MN ($2M, 1 participant).
Which 401(k) plans cover a similar participant headcount to Castleark Management, LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant, $458 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 364269427.

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.