ESOP · DOL Form 5500 · 2023

Cascade Energy, Inc. ESOP

Data updated 2026-08-25

$12M
Total assets Small plan by assets
194
Participants Below avg headcount
63rd
Percentile by assets National rank
$64,208
Avg per participant Low balance/head
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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.

  • #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.

#12,688
in Professional & Technical Services (20,321 peers)
+68.0%
assets growth YoY

Cascade Energy, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Professional & Technical Services and all filers

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 $2,050,000,000 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

Cascade Energy, Inc. Employee Stock Ownership 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 Energy, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (194 participants).

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 →

Plan-year Form 5500 strip

Filing strip 931124681 · Cascade Energy, Inc. PY 2023 · ESOP

Cascade Energy, Inc. Employee Stock Ownership Plan · $12M · 194 · 63rd

  • PCT $12M
  • EIN 194
  • RANK 63rd
  • PHOTO ESOP
  • IND near Cheever Construction Company Employee Stock Ownership Plan & Trust
  • EOY ind #12688

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 What is an ESOP? → · Plans in Oregon →

Cascade Energy, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Mid-State Consultants, Inc. Employee Stock Ownership PlanMid-State Consultants, Inc. …$12MNorth American Video Corporation Employee Stock Ownership PlanNorth American Video Corpora…$12MCascade Energy, Inc. Employee Stock Ownership PlanCascade Energy, Inc. Employe…$12MCheever Construction Company Employee Stock Ownership Plan & TrustCheever Construction Company…$12MGreen Contracting Company, Inc. Employee Stock Ownership PlanGreen Contracting Company, I…$12M
End-of-year total assets ($M) among Cascade Energy, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

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.)

Sponsor-wide plan assets over time

All Cascade Energy, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$43M 16.913603094019724% vs 2022
2024 filing year
$35M$40M$45M$50M 202220232024 $37M $43.3M ▲ +16.9%
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 ($M) Participants Cascade Energy, Inc. Employee Stock Ownership Plan, Total assets ($M): 12.456402 · Participants: 194Cascade Energy, Inc. Employee Stock Ownership PlanBob's Red Mill Natural Foods, Inc. Employee Stock Ownership Plan, Total assets ($M): 235.753413 · Participants: 580Bob's Red Mill Natural Foods, Inc. Employee Stock Ownership PlanBi-Mart Corporation Employee Stock Ownership Plan, Total assets ($M): 210.231629 · Participants: 1981Bi-Mart Corporation Employee Stock Ownership PlanPacific Industrial Corp. Employee Stock Ownership Plan, Total assets ($M): 204.304035 · Participants: 71Pacific Industrial Corp. Employee Stock Ownership PlanKey Knife, Inc. Employee Stock Ownership Plan, Total assets ($M): 168.331686 · Participants: 69Key Knife, Inc. Employee Stock Ownership PlanNorthwest Pump & Equipment Co. Employee Stock Ownership Plan, Total assets ($M): 73.155492 · Participants: 200Northwest Pump & Equipment Co. Employee Stock Ownership Plan
Cascade Energy, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Oregon, assets vs. participants
Compare Cascade Energy, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Cascade Energy, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Oregon, the nearest ESOP by assets is Cheever Construction Company Employee Stock Ownership Plan & Trust in NE ($12M); by covered participants it is Threaded Fasteners, Inc. Employee Stock Ownership Plan and Trust in AL (194 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (194 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 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).
Which ESOP plans cover a similar participant headcount to Cascade Energy, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Threaded Fasteners, Inc. Employee Stock Ownership Plan and Trust in AL (194 participants, $37M 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 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.