401(k) · DOL Form 5500 · 2023
Cae USA Inc 401(k) Plan
Data updated 2026-08-25
- $105M
- Total assets Near avg plan size
- 678
- Participants Below avg headcount
- 92nd
- Percentile by assets National rank
- $155,395
- Avg per participant Above avg balance/head
Official DOL plan name: Cae USA Inc Savings Investment & Employee Benefit Plan Number 2 · Sponsored by Cae USA Inc · Florida · Educational Services
$105M in assets, 678 participants
Cae USA Inc's Cae USA Inc Savings Investment & Employee Benefit Plan Number 2 reported $105M in total assets and 678 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.
- #3,194 in Educational Services (3,735 peers)
Where Cae USA Inc Savings Investment & Employee Benefit Plan Number 2 sits by assets
Cae USA Inc Savings Investment & Employee Benefit Plan Number 2 sits in the top 10% of all filed plans by assets, $105M for 678 participants (~$155,395/participant), up 22.0% in 2023.
- #3,194
- in Educational Services (3,735 peers)
- +22.0%
- assets growth YoY
- 1.1×
- vs typical plan assets (national mean)
Cae USA Inc Savings Investment & Employee Benefit Plan Number 2's outsized position by total assets
Cae USA Inc Savings Investment & Employee Benefit Plan Number 2 vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$105,357,620 Top 8% higher than 92% 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
Cae USA Inc Savings Investment & Employee Benefit Plan Number 2 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. Cae USA Inc Savings Investment & Employee Benefit Plan Number 2 sits mid-pack in the medium band (678 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Cae USA Inc Savings Investment & Employee Benefit Plan Number 2 reported net income rose from -$7M in the plan year 2022 filing to $19M in the plan year 2023 filing.
- Cae USA Inc Savings Investment & Employee Benefit Plan Number 2 end-of-year assets rose from $86M in the plan year 2022 filing to $105M in the plan year 2023 filing.
- Cae USA Inc Savings Investment & Employee Benefit Plan Number 2 reported participants rose from 650 in the plan year 2022 filing to 678 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 510311065 · Cae USA Inc PY 2023 · 401(k)
Cae USA Inc Savings Investment & Employee Benefit Plan Number 2 · $105M · 678 · 92nd
- PART $105M
- TYPE 678
- NET 92nd
- BOOK 401(k)
- VS-ST near Trimas Corporation Salaried Retirement Program
- BOY ind #3194
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 Educational Services retirement plans → · Plans in Florida →
Cae USA Inc Savings Investment & Employee Benefit Plan Number 2 in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $86M |
|---|---|
| Net Assets (End of Year) | $105M |
| Net Income | $19M |
| Employer EIN | 510311065 |
| Plan Effective Date | 1999-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Cae USA Inc)
Sponsor-wide plan assets over time
All Cae USA Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $652M 40.60413058474508% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 4,684 | $464M |
| 2023 | 2 | 4,979 | $585M |
| 2024 | 2 | 5,095 | $652M |
Nearby 401(k) Plans in Florida
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- L3harris Retirement Savings Plan $15.4B · 40,665
- Savings Plan for Employees and Partners of Pwc $11.3B · 50,817
- Adp Totalsource Retirement Savings Plan $8.0B · 308,867
- Trinet 401(k) Plan $7.0B · 157,945
- Publix Super Markets, Inc. 401(k) Smart Plan $6.6B · 184,674
Cae USA Inc Savings Investment & Employee Benefit Plan Number 2's out-of-state 401(k) peers by assets and headcount
Outside Florida, the nearest 401(k) by assets is Trimas Corporation Salaried Retirement Program in MI ($105M); by covered participants it is USA Truck Employees' 401(k) Savings Plan in AR (678 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($105M here).
- Trimas Corporation Salaried Retirement Program (MI) $105M · 466
- Sgl Carbon, LLC Retirement and Savings Plan (NC) $105M · 768
- Whiteford, Taylor & Preston LLP Partners & Staff 401(k) Savings Plan (MD) $105M · 288
- Carrington 401(k) Plan (CA) $105M · 2,765
Similar participant headcount
Nearest other-state filings by covered participants (678 participants); asset peers above are excluded.
- USA Truck Employees' 401(k) Savings Plan (AR) 678 · 0 off
- Evo 401(k) Savings Plan (NY) 678 · 0 off
- Enkei America, Inc. Savings Plan (IN) 678 · 0 off
- Pathai 401(k) Plan (MA) 678 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.