401(k) · DOL Form 5500 · 2023
Casa-Trinity Inc 401(k) Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 284
- Participants Below avg headcount
- 41st
- Percentile by assets National rank
- $14,346
- Avg per participant Low balance/head
Official DOL plan name: Casa-Trinity Inc 401(k) Profit Sharing Plan & Trust · Sponsored by Casa-Trinity Inc · New York · Healthcare & Social Assistance
$4M in assets, 284 participants
Casa-Trinity Inc's Casa-Trinity Inc 401(k) Profit Sharing Plan & Trust reported $4M in total assets and 284 participants in its 2023 DOL Form 5500 filing, ranking in the 41st 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.
- #7,670 in Healthcare & Social Assistance (17,684 peers)
Coverage in New York
Casa-Trinity Inc 401(k) Profit Sharing Plan & Trust covers 284 participants in New York, about 36% of the average New York filer (state average ~798 per filing). Assets: $4M.
- #7,670
- in Healthcare & Social Assistance (17,684 peers)
- +29.5%
- assets growth YoY
Casa-Trinity Inc 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Healthcare & Social Assistance and all filers
Casa-Trinity Inc 401(k) Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$4,074,347 41st percentile higher than 41% 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
Casa-Trinity Inc 401(k) Profit Sharing Plan & Trust 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. Casa-Trinity Inc 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (284 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Casa-Trinity Inc 401(k) Profit Sharing Plan & Trust reported net income rose from $155K in the plan year 2022 filing to $928K in the plan year 2023 filing.
- Casa-Trinity Inc 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- Casa-Trinity Inc 401(k) Profit Sharing Plan & Trust reported participants rose from 266 in the plan year 2022 filing to 284 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 161039939 · Casa-Trinity Inc PY 2023 · 401(k)
Casa-Trinity Inc 401(k) Profit Sharing Plan & Trust · $4M · 284 · 41st
- SCH $4M
- SCH 284
- SCH 41st
- SCH 401(k)
- SCH near Ontic 401(k) Plan
- SCH ind #7670
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 Healthcare & Social Assistance retirement plans → · Plans in New York →
Casa-Trinity Inc 401(k) Profit Sharing Plan & Trust in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $928K |
| Employer EIN | 161039939 |
| Plan Effective Date | 2009-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Casa-Trinity Inc)
Sponsor-wide plan assets over time
All Casa-Trinity Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 70.48342246397266% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 266 | $3M |
| 2023 | 1 | 284 | $4M |
| 2024 | 1 | 289 | $5M |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401 (K) Plus Plan $57.4B · 54,912
- Pfizer Savings Plan $19.6B · 30,033
- Morgan Stanley 401(k) Plan $19.2B · 55,363
- The Pepsico Savings Plan $13.7B · 133,597
- The Goldman Sachs 401(k) Plan $11.4B · 24,866
Casa-Trinity Inc 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Ontic 401(k) Plan in TX ($4M); by covered participants it is W D Partners Profit Sharing Plan in OH (284 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
- Ontic 401(k) Plan (TX) $4M · 107
- Zwanenberg Food Group (USA) Inc. 401(k) Plan (OH) $4M · 152
- Mcl Corporation 401(k) Profit Sharing Plan and Trust (KY) $4M · 292
- Zylo 401(k) Plan (IN) $4M · 126
Similar participant headcount
Nearest other-state filings by covered participants (284 participants); asset peers above are excluded.
- W D Partners Profit Sharing Plan (OH) 284 · 0 off
- Clayton Block Company, Inc. Profit Sharing/401(k) Plan (NJ) 284 · 0 off
- Werner Affiliated Companies Employees Savings Trust (NE) 284 · 0 off
- Oxford Instruments 401(k) Plan (MA) 284 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.