401(k) · DOL Form 5500 · 2023

Caddick Utilities LLC 401(k) Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
126
Participants Small participant base
75th
Percentile by assets National rank
$179,691
Avg per participant Above avg balance/head
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Official DOL plan name: Caddick Utilities LLC 401(k) Retirement Plan · Sponsored by Caddick Utilities LLC · Pennsylvania · Construction

$23M in assets, 126 participants

Caddick Utilities LLC's Caddick Utilities LLC 401(k) Retirement Plan reported $23M in total assets and 126 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.

  • #6,637 in Construction (9,030 peers)

Coverage in Pennsylvania

Caddick Utilities LLC 401(k) Retirement Plan covers 126 participants in Pennsylvania, about 15% of the average Pennsylvania filer (state average ~822 per filing). Assets: $23M.

#6,637
in Construction (9,030 peers)
+17.5%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Caddick Utilities LLC 401(k) Retirement Plan's outsized position by total assets

Caddick Utilities LLC 401(k) Retirement Plan vs every filed plan by assets

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

$22,641,073 Top 25% higher than 75% 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

Caddick Utilities LLC 401(k) Retirement 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. Caddick Utilities LLC 401(k) Retirement Plan sits mid-pack in the medium band (126 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Caddick Utilities LLC 401(k) Retirement Plan reported net income rose from -$2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Caddick Utilities LLC 401(k) Retirement Plan end-of-year assets rose from $19M in the plan year 2022 filing to $23M in the plan year 2023 filing.
  • Caddick Utilities LLC 401(k) Retirement Plan reported participants fell from 133 in the plan year 2022 filing to 126 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 263945873 · Caddick Utilities LLC PY 2023 · 401(k)

Caddick Utilities LLC 401(k) Retirement Plan · $23M · 126 · 75th

  • VS-ST $23M
  • VS-ST 126
  • VS-ST 75th
  • VS-ST 401(k)
  • VS-ST near Hawaiiana Group Incorporated 401(k) Plan
  • VS-ST ind #6637

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 Construction retirement plans → · Plans in Pennsylvania →

Caddick Utilities LLC 401(k) Retirement Plan in the asset neighbourhood

Caddick Utilities LLC 401(k) Retirement PlanCaddick Utilities LLC 401(k)…$23MHawaiiana Group Incorporated 401(k) PlanHawaiiana Group Incorporated…$23MDoster Construction Company, Inc. Retirement Savings PlanDoster Construction Company,…$23MMysock Chevaillier & Bolden 401(k) PlanMysock Chevaillier & Bolden …$23MM & H Enterprises, Inc. 401(k) PlanM & H Enterprises, Inc. 401(…$23M
End-of-year total assets ($M) among Caddick Utilities LLC 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$23M
Net Income$3M
Employer EIN263945873
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Caddick Utilities LLC)

Sponsor-wide plan assets over time

All Caddick Utilities LLC plans reported in each filing year

Latest sponsor-wide plan assets
$26M 33.04032498013395% vs 2022
2024 filing year
$18M$20M$22M$24M$26M$28M 202220232024 $19.3M $25.6M ▲ +33.1%
Year Plans Participants Total Assets
2022 1 133 $19M
2023 1 126 $23M
2024 1 123 $26M

Nearby 401(k) Plans in Pennsylvania

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

Caddick Utilities LLC 401(k) Retirement Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Caddick Utilities LLC 401(k) Retirement Plan, Total assets ($B): 0.022641073 · Participants: 126Caddick Utilities LLC 401(k) Retirement PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
Caddick Utilities LLC 401(k) Retirement Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Caddick Utilities LLC 401(k) Retirement Plan side-by-side with 3 peers →

Caddick Utilities LLC 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Hawaiiana Group Incorporated 401(k) Plan in HI ($23M); by covered participants it is Diacom 401(k) Savings Plan in NH (126 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (126 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 Caddick Utilities LLC 401(k) Retirement Plan assets move in 2023? ▼
Caddick Utilities LLC 401(k) Retirement Plan grew sharply - up 17.5% during 2023, from $19M to $23M. Reported net income was $3M.
How have Caddick Utilities LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Caddick Utilities LLC's sponsor-wide assets grew 33.0%, from $19M to $26M.
Where does Caddick Utilities LLC 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Caddick Utilities LLC 401(k) Retirement Plan ranks in the 75th 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 Caddick Utilities LLC 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hawaiiana Group Incorporated 401(k) Plan in HI ($23M, 224 participants).
Which 401(k) plans cover a similar participant headcount to Caddick Utilities LLC 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Diacom 401(k) Savings Plan in NH (126 participants, $10M 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 263945873.

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.