401(k) · DOL Form 5500 · 2023

Cascades USA Inc. 401(k) Plan

Data updated 2026-08-25

$49M
Total assets Below avg plan size
972
Participants Near avg headcount
85th
Percentile by assets National rank
$49,982
Avg per participant Low balance/head
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Official DOL plan name: Cascades Union Employees 401(k) Plan · Sponsored by Cascades USA Inc. · New York · Manufacturing

$49M in assets, 972 participants

Cascades USA Inc.'s Cascades Union Employees 401(k) Plan reported $49M in total assets and 972 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.

  • #14,732 in Manufacturing (18,722 peers)

Where Cascades Union Employees 401(k) Plan sits by assets

Cascades Union Employees 401(k) Plan sits in the top quartile of all filed plans by assets, $49M for 972 participants (~$49,982/participant), up 11.5% in 2023.

#14,732
in Manufacturing (18,722 peers)
+11.5%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Cascades Union Employees 401(k) Plan's outsized position by total assets

Cascades Union Employees 401(k) Plan vs every filed plan by assets

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

$48,582,808 Top 15% higher than 85% 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

Cascades Union Employees 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. Cascades Union Employees 401(k) Plan sits mid-pack in the medium band (972 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Cascades Union Employees 401(k) Plan reported net income rose from -$11M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Cascades Union Employees 401(k) Plan reported participants rose from 762 in the plan year 2022 filing to 972 in the plan year 2023 filing.
  • Cascades Union Employees 401(k) Plan end-of-year assets rose from $44M in the plan year 2022 filing to $49M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 680592968 · Cascades USA Inc. PY 2023 · 401(k)

Cascades Union Employees 401(k) Plan · $49M · 972 · 85th

  • BOY $49M
  • SCH 972
  • EBSA 85th
  • PART 401(k)
  • TYPE near Mmg Insurance Company 401(k) Retirement Savings Plan
  • NET ind #14732

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 Manufacturing retirement plans → · Plans in New York →

Cascades Union Employees 401(k) Plan in the asset neighbourhood

Cascades Union Employees 401(k) PlanCascades Union Employees 401…$49MMmg Insurance Company 401(k) Retirement Savings PlanMmg Insurance Company 401(k)…$49MPlanned Parenthood of the Pacific Southwest 401(k) Retirement PlanPlanned Parenthood of the Pa…$49MFinfrock Holdings, Inc. 401(k) Profit Sharing PlanFinfrock Holdings, Inc. 401(…$49MSun-Maid Growers of California Employee Retirement Savings PlanSun-Maid Growers of Californ…$49M
End-of-year total assets ($M) among Cascades Union Employees 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$44M
Net Assets (End of Year)$49M
Net Income$5M
Employer EIN680592968
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cascades USA Inc.)

Sponsor-wide plan assets over time

All Cascades USA Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$229M 22.468109468811733% vs 2022
2024 filing year
$180M$200M$220M$240M 202220232024 $187M $229M ▲ +22.5%
Year Plans Participants Total Assets
2022 2 2,843 $187M
2023 2 3,260 $211M
2024 2 2,263 $229M

Nearby 401(k) Plans in New York

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

Cascades Union Employees 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Cascades Union Employees 401(k) Plan, Total assets ($B): 0.048582808 · Participants: 972Cascades Union Employees 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Cascades Union Employees 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants

Cascades Union Employees 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Mmg Insurance Company 401(k) Retirement Savings Plan in ME ($49M); by covered participants it is The Savings Group 401(k) Plan in TX (972 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (972 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 Cascades Union Employees 401(k) Plan assets move in 2023?
Cascades Union Employees 401(k) Plan grew at a solid clip - up 11.5% during 2023, from $44M to $49M. Reported net income was $5M.
How have Cascades USA Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Cascades USA Inc.'s sponsor-wide assets grew 22.5%, from $187M to $229M.
Where does Cascades Union Employees 401(k) Plan rank by assets among Form 5500 filers?
Cascades Union Employees 401(k) Plan ranks in the 85th 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 Cascades Union Employees 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Mmg Insurance Company 401(k) Retirement Savings Plan in ME ($49M, 255 participants).
Which 401(k) plans cover a similar participant headcount to Cascades Union Employees 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is The Savings Group 401(k) Plan in TX (972 participants, $11M in assets).