401(k) · DOL Form 5500 · 2023
Cascadia Capital Holdings, LLC 401(k) Plan
Data updated 2026-08-25
- $9M
- Total assets Small plan by assets
- 80
- Participants Small participant base
- 57th
- Percentile by assets National rank
- $116,857
- Avg per participant Below avg balance/head
Official DOL plan name: Cascadia Capital, LLC 401(k) Profit Sharing Plan and Trust · Sponsored by Cascadia Capital Holdings, LLC · Washington · Finance & Insurance
$9M in assets, 80 participants
Cascadia Capital Holdings, LLC's Cascadia Capital, LLC 401(k) Profit Sharing Plan and Trust reported $9M in total assets and 80 participants in its 2023 DOL Form 5500 filing, ranking in the 57th 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.
- #3,711 in Finance & Insurance (8,869 peers)
Cascadia Capital Holdings, LLC multi-year trail
Cascadia Capital Holdings, LLC's plans moved +59.9% in assets from 2022 to 2024; this filing shows Cascadia Capital, LLC 401(k) Profit Sharing Plan and Trust at $9M / 80 participants.
- #3,711
- in Finance & Insurance (8,869 peers)
- +25.5%
- assets growth YoY
Cascadia Capital, LLC 401(k) Profit Sharing Plan and Trust's mid-pack asset rank among Finance & Insurance and all filers
Cascadia Capital, LLC 401(k) Profit Sharing Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$9,348,538 Top 43% higher than 57% 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
Cascadia Capital, LLC 401(k) Profit Sharing Plan and Trust among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cascadia Capital, LLC 401(k) Profit Sharing Plan and Trust is a small filing (80 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Cascadia Capital, LLC 401(k) Profit Sharing Plan and Trust reported net income rose from -$220K in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Cascadia Capital, LLC 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $7M in the plan year 2022 filing to $9M in the plan year 2023 filing.
- Cascadia Capital, LLC 401(k) Profit Sharing Plan and Trust reported participants rose from 77 in the plan year 2022 filing to 80 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 911954823 · Cascadia Capital Holdings, LLC PY 2023 · 401(k)
Cascadia Capital, LLC 401(k) Profit Sharing Plan and Trust · $9M · 80 · 57th
- PHOTO $9M
- IND 80
- EOY 57th
- 5500 401(k)
- ASSETS near Komyo America 401(k) Retirement Savings Plan
- PCT ind #3711
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 Washington →
Cascadia Capital, LLC 401(k) Profit Sharing Plan and Trust in the asset neighbourhood
Cascadia Capital Holdings, LLC multi-year asset trail
Sponsor-wide plan assets over time
All Cascadia Capital Holdings, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $12M 59.89778440271367% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 77 | $7M |
| 2023 | 1 | 80 | $9M |
| 2024 | 1 | 90 | $12M |
Cascadia Capital Holdings, LLC filing trail (2023)
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | $2M |
| Employer EIN | 911954823 |
| Plan Effective Date | 2001-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Washington
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Boeing Company 401(k) Retirement Plan $72.2B · 128,910
- Microsoft Corporation Savings Plus 401(k) Plan $53.2B · 123,296
- Costco 401(k) Retirement Plan $33.4B · 192,744
- T-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust $8.3B · 71,538
- 401(k) Savings Plan $8.1B · 87,590
Cascadia Capital, LLC 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Washington, the nearest 401(k) by assets is Komyo America 401(k) Retirement Savings Plan in CA ($9M); by covered participants it is Environmental Intelligence LLC 401(k) Profit Sharing Plan & Trust in CA (80 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9M here).
Similar participant headcount
Nearest other-state filings by covered participants (80 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.