401(k) · DOL Form 5500 · 2023

Casa Nissan, Inc. 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets: 549
Participants Below avg headcount: 69th
Percentile by assets National rank: $30,191
Avg per participant Low balance/head

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Official DOL plan name: Casa 401(k) Plan · Sponsored by Casa Nissan, Inc. · Texas · Retail Trade

$17M in assets, 549 participants

Casa Nissan, Inc.'s Casa 401(k) Plan reported $17M in total assets and 549 participants in its 2023 DOL Form 5500 filing, ranking in the 69th 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.

#6,723 in Retail Trade (8,414 peers)

Casa Nissan, Inc. multi-year trail

Casa Nissan, Inc.'s plans moved +38.5% in assets from 2022 to 2024; this filing shows Casa 401(k) Plan at $17M / 549 participants.

#6,723
in Retail Trade (8,414 peers): +21.4%
assets growth YoY

Casa 401(k) Plan's outsized position by total assets

Casa 401(k) Plan vs every filed plan by assets

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

$16,574,820 Top 31% higher than 69% 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 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. Casa 401(k) Plan sits mid-pack in the medium band (549 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Casa 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
Casa 401(k) Plan reported participants rose from 445 in the plan year 2022 filing to 549 in the plan year 2023 filing.
Casa 401(k) Plan end-of-year assets rose from $14M in the plan year 2022 filing to $17M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 742325378 · Casa Nissan, Inc. PY 2023 · 401(k)

Casa 401(k) Plan · $17M · 549 · 69th

TYPE $17M
TYPE 549
TYPE 69th
TYPE 401(k)
TYPE near Northside Elevator, Inc. Profit Sharing Plan
TYPE ind #6723

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 Retail Trade retirement plans → · Plans in Texas →

End-of-year total assets ($M) among Casa 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Casa Nissan, Inc. multi-year asset trail

Latest sponsor-wide plan assets: $19M 38.5232777945713% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	445	$14M
2023	1	549	$17M
2024	1	724	$19M

Casa Nissan, Inc. filing trail (2023)

Total Assets (Beginning of Year)	$14M
Net Assets (End of Year)	$17M
Net Income	$3M
Employer EIN	742325378
Plan Effective Date	1987-03-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Texas

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

Casa 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants

AT&T Retirement Savings Plan $40.0B · 119,854
Exxonmobil Savings Plan $21.9B · 23,477
Caterpillar 401(k) Savings Plan $16.5B · 41,679
American Airlines, Inc. 401(k) Plan $14.7B · 88,792
Dell Inc. 401(k) Plan $13.5B · 45,686

Compare Casa 401(k) Plan side-by-side with 3 peers →

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

Outside Texas, the nearest 401(k) by assets is Northside Elevator, Inc. Profit Sharing Plan in WI ($17M); by covered participants it is Brownstein Hyatt Farber Schreck Retirement Plan in CO (549 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($17M here).

Northside Elevator, Inc. Profit Sharing Plan (WI) $17M · 118
IBEW Lu2221 Employee Retirement Plan (MI) $17M · 487
Stafford Management, LLC 401(k) Plan (MA) $17M · 1,172
The Tkl Profit Sharing & 401(k) Savings Plan (NJ) $17M · 151

Similar participant headcount

Nearest other-state filings by covered participants (549 participants); asset peers above are excluded.

Brownstein Hyatt Farber Schreck Retirement Plan (CO) 549 · 0 off
Millennium Space Systems, Inc. 401(k) Plan (CA) 549 · 0 off
Millstone Medical Outsourcing, LLC 401(k) Retirement Plan (MA) 549 · 0 off
National Keystone Products Co., Inc. 401(k) Profit Sharing Plan (NJ) 549 · 0 off

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 Casa 401(k) Plan assets move in 2023? ▼

Casa 401(k) Plan grew sharply - up 21.4% during 2023, from $14M to $17M. Reported net income was $3M.

How have Casa Nissan, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Casa Nissan, Inc.'s sponsor-wide assets grew 38.5%, from $14M to $19M.

Which 401(k) plans are similar in size to Casa 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Northside Elevator, Inc. Profit Sharing Plan in WI ($17M, 118 participants).

Which 401(k) plans cover a similar participant headcount to Casa 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Brownstein Hyatt Farber Schreck Retirement Plan in CO (549 participants, $230M 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 742325378.