401(k) · DOL Form 5500 · 2023
A. M. Castle & Co. 401(k) Plan
Data updated 2026-08-25
- $75M
- Total assets Below avg plan size
- 492
- Participants Below avg headcount
- 89th
- Percentile by assets National rank
- $152,853
- Avg per participant Above avg balance/head
Official DOL plan name: A. M. Castle & Co. 401(k) Savings and Retirement Plan · Sponsored by A. M. Castle & Co. · Illinois · Wholesale Trade
$75M in assets, 492 participants
A. M. Castle & Co.'s A. M. Castle & Co. 401(k) Savings and Retirement Plan reported $75M in total assets and 492 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.
- #5,732 in Wholesale Trade (6,309 peers)
Where A. M. Castle & Co. 401(k) Savings and Retirement Plan sits by assets
A. M. Castle & Co. 401(k) Savings and Retirement Plan sits in the top quartile of all filed plans by assets, $75M for 492 participants (~$152,853/participant), up 8.6% in 2023.
- #5,732
- in Wholesale Trade (6,309 peers)
- +8.6%
- assets growth YoY
- 0.8×
- vs typical plan assets (national mean)
A. M. Castle & Co. 401(k) Savings and Retirement Plan's outsized position by total assets
A. M. Castle & Co. 401(k) Savings and Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$75,203,499 Top 11% higher than 89% 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
A. M. Castle & Co. 401(k) Savings and Retirement 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. A. M. Castle & Co. 401(k) Savings and Retirement Plan sits mid-pack in the medium band (492 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- A. M. Castle & Co. 401(k) Savings and Retirement Plan reported net income rose from -$19M in the plan year 2022 filing to $6M in the plan year 2023 filing.
- A. M. Castle & Co. 401(k) Savings and Retirement Plan reported participants rose from 453 in the plan year 2022 filing to 492 in the plan year 2023 filing.
- A. M. Castle & Co. 401(k) Savings and Retirement Plan end-of-year assets rose from $69M in the plan year 2022 filing to $75M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 360879160 · A. M. Castle & Co. PY 2023 · 401(k)
A. M. Castle & Co. 401(k) Savings and Retirement Plan · $75M · 492 · 89th
- TYPE $75M
- TYPE 492
- TYPE 89th
- TYPE 401(k)
- TYPE near Nexpoint 401(k) Plan
- TYPE ind #5732
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 Wholesale Trade retirement plans → · Plans in Illinois →
A. M. Castle & Co. 401(k) Savings and Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $69M |
|---|---|
| Net Assets (End of Year) | $75M |
| Net Income | $6M |
| Employer EIN | 360879160 |
| Plan Effective Date | 1957-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (A. M. Castle & Co.)
Sponsor-wide plan assets over time
All A. M. Castle & Co. plans reported in each filing year
- Latest sponsor-wide plan assets
- $201M 0.22100818923883458% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 607 | $202M |
| 2023 | 2 | 628 | $214M |
| 2024 | 2 | 579 | $201M |
Nearby 401(k) Plans in Illinois
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Accenture United States 401(k) Match Savings Plan $17.6B · 69,974
- State Farm 401(k) Savings Plan $16.9B · 60,246
- Abbott Laboratories Stock Retirement Plan $14.5B · 38,012
- United Airlines Pilot Retirement Account Plan $14.4B · 14,959
- Walgreens Retirement Savings Plan $13.4B · 235,331
A. M. Castle & Co. 401(k) Savings and Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is Nexpoint 401(k) Plan in TX ($75M); by covered participants it is Genisys Credit Union 401(k) Plan in MI (492 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($75M here).
- Nexpoint 401(k) Plan (TX) $75M · 299
- Duane Morris Associates' 401(k) Plan (PA) $75M · 551
- Remington & Vernick Engineers II Inc. 401(k) and Profit Sharing Plan (NJ) $75M · 427
- Altarum Institute Retirement & Savings Plan (MI) $75M · 310
Similar participant headcount
Nearest other-state filings by covered participants (492 participants); asset peers above are excluded.
- Genisys Credit Union 401(k) Plan (MI) 492 · 0 off
- Etna Shared Services 401(k) & Profit Sharing Plan (MI) 492 · 0 off
- Indian Summer Co-Op, Inc. 401(k) Profit Sharing Plan & Trust (MI) 492 · 0 off
- Trevipay 401(k) Plan (KS) 492 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.