401(k) · DOL Form 5500 · 2024
Cassady, Schiller & Associates, Inc. 401(k) Plan
Data updated 2026-08-25
- N/A
- Total assets —
- 81
- Participants Small participant base
Official DOL plan name: Cassady, Schiller & Associates, Inc. 401(k) Profit Sharing Plan · Sponsored by Cassady, Schiller & Associates, Inc. · Ohio · Professional & Technical Services
N/A in assets, 81 participants
Cassady, Schiller & Associates, Inc.'s Cassady, Schiller & Associates, Inc. 401(k) Profit Sharing Plan reported N/A in total assets and 81 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.
What the 2024 filing shows
Cassady, Schiller & Associates, Inc. 401(k) Profit Sharing Plan holds N/A for 81 participants.
- -$1M
- reported net income
The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Cassady, Schiller & Associates, Inc. 401(k) Profit Sharing Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cassady, Schiller & Associates, Inc. 401(k) Profit Sharing Plan is a small filing (81 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Cassady, Schiller & Associates, Inc. 401(k) Profit Sharing Plan reported net income fell from $2M in the plan year 2023 filing to -$1M in the plan year 2024 filing.
- Cassady, Schiller & Associates, Inc. 401(k) Profit Sharing Plan reported participants rose from 71 in the plan year 2023 filing to 81 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 311311065 · Cassady, Schiller & Associates, Inc. PY 2024 · 401(k)
Cassady, Schiller & Associates, Inc. 401(k) Profit Sharing Plan · N/A · 81
- NET N/A
- NET 81
- NET PY 2024
- NET 401(k)
- NET near Dalene Hardwood Flooring Co., Inc. Employees' 401(k) Ps Plan
- NET -$1M
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 Ohio →
Filing particulars (2024)
| Total Assets (Beginning of Year) | $15M |
|---|---|
| Net Assets (End of Year) | N/A |
| Net Income | -$1M |
| Employer EIN | 311311065 |
| Plan Effective Date | 1991-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Cassady, Schiller & Associates, Inc.)
Sponsor-wide plan assets over time
All Cassady, Schiller & Associates, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 67 | $12M |
| 2023 | 1 | 71 | $15M |
| 2024 | 1 | 81 | N/A |
Nearby 401(k) Plans in Ohio
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- GE Aerospace Retirement Savings Plan $14.7B · 45,620
- The Kroger Co. 401(k) Retirement Savings Account Plan $11.8B · 135,373
- The Progressive 401(k) Plan $11.5B · 62,521
- The Sherwin-Williams Company 401(k) Plan $10.6B · 47,459
- Parker Retirement Savings Plan $9.0B · 26,315
Cassady, Schiller & Associates, Inc. 401(k) Profit Sharing Plan's closest out-of-state 401(k) peers by headcount
Outside Ohio, the nearest 401(k) by covered participants is Dalene Hardwood Flooring Co., Inc. Employees' 401(k) Ps Plan in CT (81 participants; this filing: 81 participants).
Similar participant headcount
Nearest other-state filings by covered participants (81 participants); asset peers above are excluded.
- Dalene Hardwood Flooring Co., Inc. Employees' 401(k) Ps Plan (CT) 81 · 0 off
- Ashford 401(k) Savings Plan (TX) 81 · 0 off
- Cc Properties Investments, LLC 401(k) Plan (AZ) 81 · 0 off
- Barrier Free Living, Inc. 401(k) Plan (NY) 81 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.