401(k) · DOL Form 5500 · 2023

Cascade Energy, Inc. 401(k) Plan

Data updated 2026-08-25

$36M
Total assets Below avg plan size
196
Participants Below avg headcount
82nd
Percentile by assets National rank
$182,411
Avg per participant Above avg balance/head
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Official DOL plan name: Cascade Energy, Inc. 401(k) Profit Sharing Plan & Trust · Sponsored by Cascade Energy, Inc. · Oregon · Professional & Technical Services

$36M in assets, 196 participants

Cascade Energy, Inc.'s Cascade Energy, Inc. 401(k) Profit Sharing Plan & Trust reported $36M in total assets and 196 participants in its 2023 DOL Form 5500 filing, ranking in the 82nd 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.

  • #16,728 in Professional & Technical Services (20,321 peers)

Coverage in Oregon

Cascade Energy, Inc. 401(k) Profit Sharing Plan & Trust covers 196 participants in Oregon, about 44% of the average Oregon filer (state average ~443 per filing). Assets: $36M.

#16,728
in Professional & Technical Services (20,321 peers)
+20.7%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Cascade Energy, Inc. 401(k) Profit Sharing Plan & Trust's outsized position by total assets

Cascade Energy, Inc. 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$35,752,564 Top 18% higher than 82% 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. 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. Cascade Energy, Inc. 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (196 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Cascade Energy, Inc. 401(k) Profit Sharing Plan & Trust reported net income rose from -$5M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Cascade Energy, Inc. 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $30M in the plan year 2022 filing to $36M in the plan year 2023 filing.
  • Cascade Energy, Inc. 401(k) Profit Sharing Plan & Trust reported participants rose from 179 in the plan year 2022 filing to 196 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 931124681 · Cascade Energy, Inc. PY 2023 · 401(k)

Cascade Energy, Inc. 401(k) Profit Sharing Plan & Trust · $36M · 196 · 82nd

  • PART $36M
  • TYPE 196
  • NET 82nd
  • BOOK 401(k)
  • VS-ST near Ferguson & Shamamian Architects, LLP 401(k) Savings and Profit Sharing Plan
  • BOY ind #16728

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 Oregon →

Cascade Energy, Inc. 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

National Machine Group 401(k) Savings PlanNational Machine Group 401(k…$36MValence Media, LLC 401(k) PlanValence Media, LLC 401(k) Pl…$36MCascade Energy, Inc. 401(k) Profit Sharing Plan & TrustCascade Energy, Inc. 401(k) …$36MFerguson & Shamamian Architects, LLP 401(k) Savings and Profit Sharing PlanFerguson & Shamamian Archite…$36MRomac Industries, Inc. 401(k) & Profit Sharing PlanRomac Industries, Inc. 401(k…$36M
End-of-year total assets ($M) among Cascade Energy, Inc. 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Oregon filing particulars

Total Assets (Beginning of Year)$30M
Net Assets (End of Year)$36M
Net Income$6M
Employer EIN931124681
Plan Effective Date2011-01-01
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 401(k) Plans in Oregon

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

Cascade Energy, Inc. 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -202468 Total assets ($B) Participants Cascade Energy, Inc. 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.035752564 · Participants: 196Cascade Energy, Inc. 401(k) Profit Sharing Plan & Trust401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc., Total assets ($B): 5.902107007 · Participants: 40345401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc.Daimler Truck North America, L.L.C. Employee Retirement Savings Plan, Total assets ($B): 2.354402812 · Participants: 8353Daimler Truck North America, L.L.C. Employee Retirement Savings PlanPrecision Castparts Corp. 401(k) Retirement Savings Plan, Total assets ($B): 2.192492885 · Participants: 16687Precision Castparts Corp. 401(k) Retirement Savings PlanXpo Logistics Retirement Savings Plan, Total assets ($B): 1.809963509 · Participants: 6189Xpo Logistics Retirement Savings PlanPacificorp K Plus Employee Savings Plan, Total assets ($B): 1.59531627 · Participants: 4968Pacificorp K Plus Employee Savings Plan
Cascade Energy, Inc. 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare Cascade Energy, Inc. 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

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

Outside Oregon, the nearest 401(k) by assets is Ferguson & Shamamian Architects, LLP 401(k) Savings and Profit Sharing Plan in NY ($36M); by covered participants it is Logicworks 401(k) Plan in NY (196 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (196 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. 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼
Cascade Energy, Inc. 401(k) Profit Sharing Plan & Trust grew sharply - up 20.7% during 2023, from $30M to $36M. Reported net income was $6M.
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.
Where does Cascade Energy, Inc. 401(k) Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼
Cascade Energy, Inc. 401(k) Profit Sharing Plan & Trust ranks in the 82nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Cascade Energy, Inc. 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Ferguson & Shamamian Architects, LLP 401(k) Savings and Profit Sharing Plan in NY ($36M, 99 participants).
Which 401(k) plans cover a similar participant headcount to Cascade Energy, Inc. 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Logicworks 401(k) Plan in NY (196 participants, N/A 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.