401(k) · DOL Form 5500 · 2023

Cass, Inc. 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
142
Participants Small participant base
56th
Percentile by assets National rank
$62,237
Avg per participant Low balance/head
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Official DOL plan name: Cass, Inc. 401(k) Profit Sharing Plan · Sponsored by Cass, Inc. · California · Wholesale Trade

$9M in assets, 142 participants

Cass, Inc.'s Cass, Inc. 401(k) Profit Sharing Plan reported $9M in total assets and 142 participants in its 2023 DOL Form 5500 filing, ranking in the 56th 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.

  • #2,971 in Wholesale Trade (6,309 peers)

Coverage in California

Cass, Inc. 401(k) Profit Sharing Plan covers 142 participants in California, about 23% of the average California filer (state average ~630 per filing). Assets: $9M.

#2,971
in Wholesale Trade (6,309 peers)
+14.0%
assets growth YoY

Cass, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Wholesale Trade and all filers

Cass, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$8,837,619 Top 44% higher than 56% 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

Cass, Inc. 401(k) Profit Sharing 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. Cass, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (142 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Cass, Inc. 401(k) Profit Sharing Plan reported net income rose from -$397K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Cass, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $8M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Cass, Inc. 401(k) Profit Sharing Plan reported participants rose from 134 in the plan year 2022 filing to 142 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 942205642 · Cass, Inc. PY 2023 · 401(k)

Cass, Inc. 401(k) Profit Sharing Plan · $9M · 142 · 56th

  • EBSA $9M
  • PART 142
  • TYPE 56th
  • NET 401(k)
  • BOOK near Spokane Neighborhood Action Partners 403(b) Plan
  • VS-ST ind #2971

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 Wholesale Trade retirement plans → · Plans in California →

Cass, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Cass, Inc. 401(k) Profit Sharing PlanCass, Inc. 401(k) Profit Sha…$9MSpokane Neighborhood Action Partners 403(b) PlanSpokane Neighborhood Action …$9MOasys, Inc. 401(k) Profit Sharing Plan and TrustOasys, Inc. 401(k) Profit Sh…$9MMark IV Construction Co., Inc. 401(k) Savings PlanMark IV Construction Co., In…$9MFlood Automotive Group 401(k) Profit Sharing PlanFlood Automotive Group 401(k…$9M
End-of-year total assets ($M) among Cass, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$9M
Net Income$1M
Employer EIN942205642
Plan Effective Date1974-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cass, Inc.)

Sponsor-wide plan assets over time

All Cass, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$5M$10M 202220232024 $7.75M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 134 $8M
2023 1 142 $9M
2024 1 155 N/A

Nearby 401(k) Plans in California

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

Cass, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Cass, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.008837619 · Participants: 142Cass, Inc. 401(k) Profit Sharing PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Cass, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Cass, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Cass, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Spokane Neighborhood Action Partners 403(b) Plan in WA ($9M); by covered participants it is Texas Veterinary, PLLC 401(k) Plan in TX (142 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (142 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 Cass, Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
Cass, Inc. 401(k) Profit Sharing Plan grew at a solid clip - up 14.0% during 2023, from $8M to $9M. Reported net income was $1M.
Which 401(k) plans are similar in size to Cass, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Spokane Neighborhood Action Partners 403(b) Plan in WA ($9M, 185 participants).
Which 401(k) plans cover a similar participant headcount to Cass, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Texas Veterinary, PLLC 401(k) Plan in TX (142 participants, $12M 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 942205642.

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.