ESOP · DOL Form 5500 · 2023

Cascade Energy, Inc. ESOP

Data updated 2026-08-11

$12M
Total assets
194
Participants
63rd
Percentile by assets
$64,208
Avg per participant
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Official DOL plan name: Cascade Energy, Inc. Employee Stock Ownership Plan · Sponsored by Cascade Energy, Inc. · Oregon · Professional & Technical Services

$12M in assets, 194 participants

Cascade Energy, Inc.'s Cascade Energy, Inc. Employee Stock Ownership Plan reported $12M in total assets and 194 participants in its 2023 DOL Form 5500 filing, ranking in the 63rd 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.

  • 63rd percentile by assets (of 127,072 plans)
  • #12,688 in Professional & Technical Services (20,321 peers)

Coverage in Oregon

Cascade Energy, Inc. Employee Stock Ownership Plan covers 194 participants in Oregon, about 44% of the average Oregon filer (state average ~443 per filing). Assets: $12M.

$12M
total plan assets (2023 EOY)
194
covered participants
63rd
percentile by assets (of 127,072 plans)
$64,208
avg assets per participant

Where Cascade Energy, Inc. Employee Stock Ownership Plan sits by total assets

Cascade Energy, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$12,456,402 Top 37% higher than 63% of 127,068 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Cascade Energy, Inc. Employee Stock Ownership Plan end-of-year assets rose from $7M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Cascade Energy, Inc. Employee Stock Ownership Plan reported participants rose from 185 in the plan year 2022 filing to 194 in the plan year 2023 filing.
  • Cascade Energy, Inc. Employee Stock Ownership Plan reported net income fell from $7M in the plan year 2022 filing to $7M in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
Oregon
Industry
Professional & Technical Services

Participants vs Oregon filers

In Oregon, the average filing covers about 443 participants across 1,736 plans. Cascade Energy, Inc. Employee Stock Ownership Plan reports 194 participants - about 44% of that state average ($12M EOY assets).

Oregon filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)-$12M
Net Income$7M
Employer EIN931124681
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cascade Energy, Inc.)

$35M$40M$45M$50M 202220232024 $37M $43.3M ▲ +16.9%
Total plan assets by year, all Cascade Energy, Inc. plans on file
Year Plans Participants Total Assets
2022 2 364 $37M
2023 2 390 $48M
2024 1 207 $43M

Nearby ESOP Plans in Oregon

Peer ESOP plans, same state, same plan type, ranked by total assets.

Cascade Energy, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Oregon, assets vs. participants Scatter plot of 6 data points. -50005001000150020002500 050100150200250 Total assets ($M) Participants Cascade Energy, Inc.…, Total assets ($M): 12.456402 · Participants: 194Cascade Energy, Inc.…Bob's Red Mill Natur…, Total assets ($M): 235.753413 · Participants: 580Bob's Red Mill Natur…Bi-Mart Corporation …, Total assets ($M): 210.231629 · Participants: 1981Bi-Mart Corporation …Pacific Industrial C…, Total assets ($M): 204.304035 · Participants: 71Pacific Industrial C…Key Knife, Inc. Empl…, Total assets ($M): 168.331686 · Participants: 69Key Knife, Inc. Empl…Northwest Pump & Equ…, Total assets ($M): 73.155492 · Participants: 200Northwest Pump & Equ…
Cascade Energy, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Oregon, assets vs. participants
Compare Cascade Energy, Inc. Employee Stock Owne… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Cascade Energy, Inc. Employee Stock Ownership Plan by total assets, not by location.

Frequently Asked Questions

How did Cascade Energy, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Cascade Energy, Inc. Employee Stock Ownership Plan surged - up 68.0% during 2023, from $7M to $12M. Reported net income was $7M.
How have Cascade Energy, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cascade Energy, Inc.'s sponsor-wide assets grew 16.9%, from $37M to $43M.
Which ESOP plans are similar in size to Cascade Energy, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Cheever Construction Company Employee Stock Ownership Plan & Trust in NE ($12M, 28 participants).

Next read for Cascade Energy, Inc. Employee Stock Owne…

Filing takeaways

Ways to act on Cascade Energy, Inc. Employee Stock Ownership Plan's numbers.

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 931124681.

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.