401(k) · DOL Form 5500 · 2023

Cask Nx LLC 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
233
Participants Below avg headcount
71st
Percentile by assets National rank
$78,745
Avg per participant Below avg balance/head
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Official DOL plan name: Cask Nx LLC 401(k) Plan · Sponsored by Cask Nx LLC · California · Professional & Technical Services

$18M in assets, 233 participants

Cask Nx LLC's Cask Nx LLC 401(k) Plan reported $18M in total assets and 233 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.

  • #14,341 in Professional & Technical Services (20,321 peers)

Coverage in California

Cask Nx LLC 401(k) Plan covers 233 participants in California, about 37% of the average California filer (state average ~630 per filing). Assets: $18M.

#14,341
in Professional & Technical Services (20,321 peers)
+52.6%
assets growth YoY

Cask Nx LLC 401(k) Plan's outsized position by total assets

Cask Nx LLC 401(k) Plan vs every filed plan by assets

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

$18,347,532 Top 29% higher than 71% 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

Cask Nx LLC 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. Cask Nx LLC 401(k) Plan sits mid-pack in the medium band (233 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Cask Nx LLC 401(k) Plan reported net income rose from $379K in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Cask Nx LLC 401(k) Plan end-of-year assets rose from $12M in the plan year 2022 filing to $18M in the plan year 2023 filing.
  • Cask Nx LLC 401(k) Plan reported participants fell from 236 in the plan year 2022 filing to 233 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 832942740 · Cask Nx LLC PY 2023 · 401(k)

Cask Nx LLC 401(k) Plan · $18M · 233 · 71st

  • PART $18M
  • TYPE 233
  • NET 71st
  • BOOK 401(k)
  • VS-ST near Glenn Rieder, LLC 401(k) Savings Plan
  • BOY ind #14341

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 California →

Cask Nx LLC 401(k) Plan in the asset neighbourhood

Cask Nx LLC 401(k) Plan$18MGlenn Rieder, LLC 401(k) Savings PlanGlenn Rieder, LLC 401(k) Sav…$18MGross Auto Retirement Plan$18MPower Service Products, Inc. Employee Retirement PlanPower Service Products, Inc.…$18MImagination Station Inc 401(k) Retirement Savings PlanImagination Station Inc 401(…$18M
End-of-year total assets ($M) among Cask Nx LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$18M
Net Income$6M
Employer EIN832942740
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cask Nx LLC)

Sponsor-wide plan assets over time

All Cask Nx LLC plans reported in each filing year

Latest sponsor-wide plan assets
$25M 107.16053747790907% vs 2022
2024 filing year
$10M$15M$20M$25M$30M 202220232024 $12M $24.9M ▲ +107.1%
Year Plans Participants Total Assets
2022 1 236 $12M
2023 1 233 $18M
2024 1 254 $25M

Nearby 401(k) Plans in California

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

Cask Nx LLC 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Cask Nx LLC 401(k) Plan, Total assets ($B): 0.018347532 · Participants: 233Cask Nx LLC 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Cask Nx LLC 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Cask Nx LLC 401(k) Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Glenn Rieder, LLC 401(k) Savings Plan in WI ($18M); by covered participants it is Decco, Inc. 401(k) Ps Plan in NH (233 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (233 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 Cask Nx LLC 401(k) Plan assets move in 2023? ▼
Cask Nx LLC 401(k) Plan surged - up 52.6% during 2023, from $12M to $18M. Reported net income was $6M.
How have Cask Nx LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cask Nx LLC's sponsor-wide assets grew 107.2%, from $12M to $25M.
Which 401(k) plans are similar in size to Cask Nx LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Glenn Rieder, LLC 401(k) Savings Plan in WI ($18M, 220 participants).
Which 401(k) plans cover a similar participant headcount to Cask Nx LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Decco, Inc. 401(k) Ps Plan in NH (233 participants, $29M 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 832942740.

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.