401(k) · DOL Form 5500 · 2023

Castlerock Communities, L.L.C. 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
184
Participants Below avg headcount
53rd
Percentile by assets National rank
$42,489
Avg per participant Low balance/head
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Official DOL plan name: Castlerock Communities, L.L.C. 401(k) Plan · Sponsored by Castlerock Communities, L.L.C. · Texas · Construction

$8M in assets, 184 participants

Castlerock Communities, L.L.C.'s Castlerock Communities, L.L.C. 401(k) Plan reported $8M in total assets and 184 participants in its 2023 DOL Form 5500 filing, ranking in the 53rd 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.

  • #4,666 in Construction (9,030 peers)

Coverage in Texas

Castlerock Communities, L.L.C. 401(k) Plan covers 184 participants in Texas, about 27% of the average Texas filer (state average ~688 per filing). Assets: $8M.

#4,666
in Construction (9,030 peers)
+26.7%
assets growth YoY

Castlerock Communities, L.L.C. 401(k) Plan's mid-pack asset rank among Construction and all filers

Castlerock Communities, L.L.C. 401(k) Plan vs every filed plan by assets

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

$7,817,942 Top 47% higher than 53% 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

Castlerock Communities, L.L.C. 401(k) 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. Castlerock Communities, L.L.C. 401(k) Plan sits mid-pack in the medium band (184 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Castlerock Communities, L.L.C. 401(k) Plan reported net income rose from -$191K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Castlerock Communities, L.L.C. 401(k) Plan end-of-year assets rose from $6M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Castlerock Communities, L.L.C. 401(k) Plan reported participants fell from 196 in the plan year 2022 filing to 184 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 200825594 · Castlerock Communities, L.L.C. PY 2023 · 401(k)

Castlerock Communities, L.L.C. 401(k) Plan · $8M · 184 · 53rd

  • TYPE $8M
  • TYPE 184
  • TYPE 53rd
  • TYPE 401(k)
  • TYPE near Tanner Services, LLC 401(k) Profit Sharing Plan Sharing Plan
  • TYPE ind #4666

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 Construction retirement plans → · Plans in Texas →

Castlerock Communities, L.L.C. 401(k) Plan in the asset neighbourhood

Castlerock Communities, L.L.C. 401(k) PlanCastlerock Communities, L.L.…$8MTanner Services, LLC 401(k) Profit Sharing Plan Sharing PlanTanner Services, LLC 401(k) …$8MTrevena, Inc. 401(k) Plan$8M403(b) Thrift Plan for Employees of P.L.U.S. Group Homes, Inc.403(b) Thrift Plan for Emplo…$8MRoy Metal Finishing Inc. 401(k) PlanRoy Metal Finishing Inc. 401…$8M
End-of-year total assets ($M) among Castlerock Communities, L.L.C. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$8M
Net Income$2M
Employer EIN200825594
Plan Effective Date2004-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Castlerock Communities, L.L.C.)

Sponsor-wide plan assets over time

All Castlerock Communities, L.L.C. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 62.933408881905976% vs 2022
2024 filing year
$4M$6M$8M$10M$12M 202220232024 $6.17M $10.1M ▲ +62.9%
Year Plans Participants Total Assets
2022 1 196 $6M
2023 1 184 $8M
2024 1 186 $10M

Nearby 401(k) Plans in Texas

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

Castlerock Communities, L.L.C. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Castlerock Communities, L.L.C. 401(k) Plan, Total assets ($B): 0.007817942 · Participants: 184Castlerock Communities, L.L.C. 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Castlerock Communities, L.L.C. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Castlerock Communities, L.L.C. 401(k) Plan side-by-side with 3 peers →

Castlerock Communities, L.L.C. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Tanner Services, LLC 401(k) Profit Sharing Plan Sharing Plan in LA ($8M); by covered participants it is Afiniti 401(k) Plan in DC (184 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (184 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 Castlerock Communities, L.L.C. 401(k) Plan assets move in 2023? ▼
Castlerock Communities, L.L.C. 401(k) Plan grew sharply - up 26.7% during 2023, from $6M to $8M. Reported net income was $2M.
How have Castlerock Communities, L.L.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Castlerock Communities, L.L.C.'s sponsor-wide assets grew 62.9%, from $6M to $10M.
Which 401(k) plans are similar in size to Castlerock Communities, L.L.C. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Tanner Services, LLC 401(k) Profit Sharing Plan Sharing Plan in LA ($8M, 544 participants).
Which 401(k) plans cover a similar participant headcount to Castlerock Communities, L.L.C. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Afiniti 401(k) Plan in DC (184 participants, $5M 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 200825594.

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.