401(k) · DOL Form 5500 · 2023
Cascade Utilities, Inc. 401(k) Plan
Data updated 2026-08-25
- $33M
- Total assets Below avg plan size
- 515
- Participants Below avg headcount
- 80th
- Percentile by assets National rank
- $63,788
- Avg per participant Low balance/head
Official DOL plan name: Cascade Utilities, Inc. and Affiliated Companies Salary Savings Plan · Sponsored by Cascade Utilities, Inc. · Oregon · Information & Media
$33M in assets, 515 participants
Cascade Utilities, Inc.'s Cascade Utilities, Inc. and Affiliated Companies Salary Savings Plan reported $33M in total assets and 515 participants in its 2023 DOL Form 5500 filing, ranking in the 80th 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.
- #2,057 in Information & Media (2,818 peers)
Where Cascade Utilities, Inc. and Affiliated Companies Salary Savings Plan sits by assets
Cascade Utilities, Inc. and Affiliated Companies Salary Savings Plan sits in the top quartile of all filed plans by assets, $33M for 515 participants (~$63,788/participant), up 18.4% in 2023.
- #2,057
- in Information & Media (2,818 peers)
- +18.4%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Cascade Utilities, Inc. and Affiliated Companies Salary Savings Plan's outsized position by total assets
Cascade Utilities, Inc. and Affiliated Companies Salary Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$32,850,572 Top 20% higher than 80% 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
Cascade Utilities, Inc. and Affiliated Companies Salary Savings Plan 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. Cascade Utilities, Inc. and Affiliated Companies Salary Savings Plan sits mid-pack in the medium band (515 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Cascade Utilities, Inc. and Affiliated Companies Salary Savings Plan reported net income rose from -$5M in the plan year 2022 filing to $5M in the plan year 2023 filing.
- Cascade Utilities, Inc. and Affiliated Companies Salary Savings Plan end-of-year assets rose from $28M in the plan year 2022 filing to $33M in the plan year 2023 filing.
- Cascade Utilities, Inc. and Affiliated Companies Salary Savings Plan reported participants fell from 541 in the plan year 2022 filing to 515 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 930163010 · Cascade Utilities, Inc. PY 2023 · 401(k)
Cascade Utilities, Inc. and Affiliated Companies Salary Savings Plan · $33M · 515 · 80th
- BOY $33M
- SCH 515
- EBSA 80th
- PART 401(k)
- TYPE near The Lightstone Group, LLC 401(k) Plan
- NET ind #2057
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 Information & Media retirement plans → · Plans in Oregon →
Cascade Utilities, Inc. and Affiliated Companies Salary Savings Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $28M |
|---|---|
| Net Assets (End of Year) | $33M |
| Net Income | $5M |
| Employer EIN | 930163010 |
| Plan Effective Date | 1994-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Cascade Utilities, Inc.)
Sponsor-wide plan assets over time
All Cascade Utilities, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $57M 14.176618109635836% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 617 | $50M |
| 2023 | 2 | 586 | $56M |
| 2024 | 2 | 628 | $57M |
Nearby 401(k) Plans in Oregon
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- 401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc. $5.9B · 40,345
- Daimler Truck North America, L.L.C. Employee Retirement Savings Plan $2.4B · 8,353
- Precision Castparts Corp. 401(k) Retirement Savings Plan $2.2B · 16,687
- Xpo Logistics Retirement Savings Plan $1.8B · 6,189
- Pacificorp K Plus Employee Savings Plan $1.6B · 4,968
Cascade Utilities, Inc. and Affiliated Companies Salary Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Oregon, the nearest 401(k) by assets is The Lightstone Group, LLC 401(k) Plan in NY ($33M); by covered participants it is United Steel Workers of America - Standard Steel, LLC 401(k) Plan in PA (515 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($33M here).
- The Lightstone Group, LLC 401(k) Plan (NY) $33M · 521
- Cssi, Inc. Employee 401(k) Plan (DC) $33M · 144
- Koll Bren Schreiber Realty Advisors Employees' 401(k) Plan (CA) $33M · 81
- Mce 401(k) Retirement Plan (PA) $33M · 360
Similar participant headcount
Nearest other-state filings by covered participants (515 participants); asset peers above are excluded.
- United Steel Workers of America - Standard Steel, LLC 401(k) Plan (PA) 515 · 0 off
- Concept Rehab, Inc. 401(k) Plan (OH) 515 · 0 off
- Big Rock 401(k) Savings Plan (NC) 515 · 0 off
- Sei 401(k) Plan (OH) 515 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.