401(k) · DOL Form 5500 · 2024

Cass, Inc. 401(k) Plan

Data updated 2026-08-25

N/A
Total assets
155
Participants Small participant base
PlainRetire home → About this data RSS: change history

Official DOL plan name: Cass, Inc. 401(k) Profit Sharing Plan · Sponsored by Cass, Inc. · California · Wholesale Trade

N/A in assets, 155 participants

Cass, Inc.'s Cass, Inc. 401(k) Profit Sharing Plan reported N/A in total assets and 155 participants in its 2024 DOL Form 5500 filing. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

Coverage in California

Cass, Inc. 401(k) Profit Sharing Plan covers 155 participants in California, about 25% of the average California filer (state average ~630 per filing). Assets: N/A.

$101K
reported net income

Cass, Inc. 401(k) Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cass, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (155 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Cass, Inc. 401(k) Profit Sharing Plan reported net income fell from $1M in the plan year 2023 filing to $101K in the plan year 2024 filing.
  • Cass, Inc. 401(k) Profit Sharing Plan reported participants rose from 142 in the plan year 2023 filing to 155 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 942205642 · Cass, Inc. PY 2024 · 401(k)

Cass, Inc. 401(k) Profit Sharing Plan · N/A · 155

  • EBSA N/A
  • EBSA 155
  • EBSA PY 2024
  • EBSA 401(k)
  • EBSA near Gerresheimer Peachtree City, Inc. 401(k) Plan
  • EBSA $101K

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 California →

California filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)N/A
Net Income$101K
Employer EIN942205642
Plan Effective Date1974-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cass, Inc.)

Sponsor-wide plan assets over time

All Cass, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$5M$10M 202220232024 $7.75M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 134 $8M
2023 1 142 $9M
2024 1 155 N/A

Nearby 401(k) Plans in California

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

Cass, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 5 data points. 20000400006000080000100000120000140000 2030405060 Total assets ($B) Participants Google LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Cass, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants

Cass, Inc. 401(k) Profit Sharing Plan's closest out-of-state 401(k) peers by headcount

Outside California, the nearest 401(k) by covered participants is Gerresheimer Peachtree City, Inc. 401(k) Plan in GA (155 participants; this filing: 155 participants).

Similar participant headcount

Nearest other-state filings by covered participants (155 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

Which 401(k) plans cover a similar participant headcount to Cass, Inc. 401(k) Profit Sharing Plan?
Among 401(k) plans in other states, the closest by covered participants is Gerresheimer Peachtree City, Inc. 401(k) Plan in GA (155 participants, $6M in assets).