Profit Sharing · DOL Form 5500 · 2023
Casey Light Management Inc. Profit Sharing Plan
Data updated 2026-08-25
- $161K
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 9th
- Percentile by assets National rank
- $80,677
- Avg per participant Below avg balance/head
Official DOL plan name: Casey Light Management Inc. Retirement Plan · Sponsored by Casey Light Management Inc. · Pennsylvania · Professional & Technical Services
$161K in assets, 2 participants
Casey Light Management Inc.'s Casey Light Management Inc. Retirement Plan reported $161K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 9th 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.
- #1,497 in Professional & Technical Services (20,321 peers)
Casey Light Management Inc. multi-year trail
Casey Light Management Inc.'s plans moved +16.9% in assets from 2022 to 2024; this filing shows Casey Light Management Inc. Retirement Plan at $161K / 2 participants.
- #1,497
- in Professional & Technical Services (20,321 peers)
- +8.1%
- assets growth YoY
Casey Light Management Inc. Retirement Plan among the smaller filed plans by assets
Casey Light Management Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$161,353 9th percentile higher than 9% 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
Casey Light Management Inc. Retirement Plan among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Casey Light Management Inc. Retirement Plan is a micro filing (2 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Casey Light Management Inc. Retirement Plan reported net income rose from -$21K in the plan year 2022 filing to $12K in the plan year 2023 filing.
- Casey Light Management Inc. Retirement Plan end-of-year assets rose from $149K in the plan year 2022 filing to $161K in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 821367218 · Casey Light Management Inc. PY 2023 · Profit Sharing
Casey Light Management Inc. Retirement Plan · $161K · 2 · 9th
- NET $161K
- NET 2
- NET 9th
- NET Profit Sharing
- NET near Eastpoint Corp. Retirement Plan
- NET ind #1497
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 Professional & Technical Services retirement plans → · Plans in Pennsylvania →
Casey Light Management Inc. Retirement Plan in the asset neighbourhood
Casey Light Management Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Casey Light Management Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $174K 16.882185833355667% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $149K |
| 2023 | 1 | 2 | $161K |
| 2024 | 1 | 2 | $174K |
Casey Light Management Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $149K |
|---|---|
| Net Assets (End of Year) | $161K |
| Net Income | $12K |
| Employer EIN | 821367218 |
| Plan Effective Date | 2017-05-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Pennsylvania
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Eastern Atlantic States Carpenters Annuity Fund $2.1B · 17,441
- University of Pennsylvania Basic Plan $1.7B · 21,016
- International Brotherhood of Electrical Workers Local Union 98 - Profit Sharing Plan $1.1B · 3,905
- Temple University Health System, Inc. Defined Contribution Retirement Plan $763M · 10,204
- Morgan, Lewis & Bockius LLP Defined Contribution Plan $714M · 2,458
Casey Light Management Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Pennsylvania, the nearest Profit Sharing by assets is Eastpoint Corp. Retirement Plan in CA ($161K); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($161K here).
- Eastpoint Corp. Retirement Plan (CA) $161K · 2
- Vansickle 5 Inc. Pension Transfer Trust Plan (FL) $162K · 25
- Norman Realty Solutions, LLC (NH) $162K · 1
- Dlm's Diy, Inc. Retirement Plan (FL) $161K · 1
Similar participant headcount
Nearest other-state filings by covered participants (2 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.