401(k)
2023 plan-year 401(k) DOL Form 5500

Casa 401(k) Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Casa Nissan, Inc. · Texas · Retail Trade

What the 2023 filing shows

Casa 401(k) Plan holds $17M for 549 participants — about $30,191 per participant, up 21.4% over the 2023 plan year.

$17M
total plan assets (2023 EOY)
549
covered participants
$30,191
avg assets per participant
+21.4%
assets growth YoY
Total Assets (2023)
$17M
Participants
549
State
Industry
Retail Trade

What the Filing Says About Casa 401(k) Plan

Casa 401(k) Plan is a 401(k) retirement plan sponsored by Casa Nissan, Inc., headquartered in Texas. As of the 2023 Form 5500 filing, the plan reports $17M in total end-of-year assets and covers 549 participants across the Retail Trade industry. The sponsor's EIN on file with the U.S. Department of Labor is 742325378, and the plan has been effective since 1987-03-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $14M at the beginning of 2023 to $17M at year-end — a gain of 21.4%. Net assets (after liabilities) closed the year at $17M, with reported net income of $3M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$14M
Total Assets (End of Year)$17M
Net Assets (End of Year)$17M
Net Income$3M
Plan Type401(k)
Employer EIN742325378
Plan Effective Date1987-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Casa Nissan, Inc.)

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

Nearby 401(k) Plans in Texas

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

Frequently Asked Questions

How much money is in the Casa 401(k) Plan?
As of the 2023 Form 5500 filing, Casa 401(k) Plan holds $17M in total assets with 549 participants. It is sponsored by Casa Nissan, Inc..
What type of plan is Casa 401(k) Plan?
Casa 401(k) Plan is a 401(k) plan. It has been effective since 1987-03-01. The plan is filed with the U.S. Department of Labor under EIN 742325378.
Who sponsors the Casa 401(k) Plan?
Casa 401(k) Plan is sponsored by Casa Nissan, Inc., located in Texas. The sponsor's EIN is 742325378 and the plan operates in the Retail Trade industry.
How did Casa 401(k) Plan perform in 2023?
Casa 401(k) Plan grew by 21.4% during 2023, moving from $14M to $17M in total assets. Net income was $3M.
Where can I find official filings for Casa 401(k) Plan?
Official Form 5500 filings for Casa 401(k) Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 742325378 or plan name at efast.dol.gov.
How does Casa 401(k) Plan compare to other plans?
You can compare Casa 401(k) Plan against other 401(k) plans on the plan type page, or view plans in Texas on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.