401(k) · DOL Form 5500 · 2023

Casa, Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
235
Participants Below avg headcount
35th
Percentile by assets National rank
$12,485
Avg per participant Low balance/head
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Official DOL plan name: Casa, Inc. 401(k) Plan · Sponsored by Casa, Inc. · Maryland · Educational Services

$3M in assets, 235 participants

Casa, Inc.'s Casa, Inc. 401(k) Plan reported $3M in total assets and 235 participants in its 2023 DOL Form 5500 filing, ranking in the 35th 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.

  • #874 in Educational Services (3,735 peers)

Coverage in Maryland

Casa, Inc. 401(k) Plan covers 235 participants in Maryland, about 25% of the average Maryland filer (state average ~929 per filing). Assets: $3M.

#874
in Educational Services (3,735 peers)
+32.9%
assets growth YoY

Casa, Inc. 401(k) Plan's mid-pack asset rank among Educational Services and all filers

Casa, Inc. 401(k) Plan vs every filed plan by assets

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

$2,934,067 35th percentile higher than 35% 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

Casa, Inc. 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. Casa, Inc. 401(k) Plan sits mid-pack in the medium band (235 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Casa, Inc. 401(k) Plan reported participants rose from 170 in the plan year 2022 filing to 235 in the plan year 2023 filing.
  • Casa, Inc. 401(k) Plan end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Casa, Inc. 401(k) Plan reported net income fell from $822K in the plan year 2022 filing to $727K in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 521372972 · Casa, Inc. PY 2023 · 401(k)

Casa, Inc. 401(k) Plan · $3M · 235 · 35th

  • NET $3M
  • BOOK 235
  • VS-ST 35th
  • BOY 401(k)
  • SCH near Contractor Service & Fabrication, Inc. 401(k) Plan
  • EBSA ind #874

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 Educational Services retirement plans → · Plans in Maryland →

Casa, Inc. 401(k) Plan in the asset neighbourhood

Casa, Inc. 401(k) Plan$3MContractor Service & Fabrication, Inc. 401(k) PlanContractor Service & Fabrica…$3MK &t Steel Corporation 401(k) Profit Sharing Plan and TrustK &t Steel Corporation 401(k…$3MDe Lange, Hudspeth, Mcconnell & Tibbets, L.L.P. 401(k) Profit Sharing PlanDe Lange, Hudspeth, Mcconnel…$3MUda Technologies 401(k) Plan$3M
End-of-year total assets ($M) among Casa, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Maryland filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$727K
Employer EIN521372972
Plan Effective Date2019-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Casa, Inc.)

Sponsor-wide plan assets over time

All Casa, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 77.94159285701019% vs 2022
2024 filing year
$2M$3M$4M$5M 202220232024 $2.21M $3.93M ▲ +77.8%
Year Plans Participants Total Assets
2022 1 170 $2M
2023 1 235 $3M
2024 1 189 $4M

Nearby 401(k) Plans in Maryland

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

Casa, Inc. 401(k) Plan vs. nearby 401(k) plans in Maryland, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Casa, Inc. 401(k) Plan, Total assets ($B): 0.002934067 · Participants: 235Casa, Inc. 401(k) PlanLockheed Martin Corporation Salaried Savings Plan, Total assets ($B): 47.273019756 · Participants: 91511Lockheed Martin Corporation Salaried Savings PlanMarriott Retirement Savings Plan, Total assets ($B): 10.20606962 · Participants: 96415Marriott Retirement Savings PlanT. Rowe Price U.S. Retirement Program, Total assets ($B): 4.357344903 · Participants: 6292T. Rowe Price U.S. Retirement ProgramNfl Player Second Career Savings Plan, Total assets ($B): 3.951576315 · Participants: 2767Nfl Player Second Career Savings PlanSodexo 401 (K) Employees' Retirement Savings Plan and Trust, Total assets ($B): 2.217483854 · Participants: 80121Sodexo 401 (K) Employees' Retirement Savings Plan and Trust
Casa, Inc. 401(k) Plan vs. nearby 401(k) plans in Maryland, assets vs. participants
Compare Casa, Inc. 401(k) Plan side-by-side with 3 peers →

Casa, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Maryland, the nearest 401(k) by assets is Contractor Service & Fabrication, Inc. 401(k) Plan in AL ($3M); by covered participants it is Bobcat North America, LLC 401(k) Plan in FL (235 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (235 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 Casa, Inc. 401(k) Plan assets move in 2023? ▼
Casa, Inc. 401(k) Plan surged - up 32.9% during 2023, from $2M to $3M. Reported net income was $727K.
How have Casa, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Casa, Inc.'s sponsor-wide assets grew 77.9%, from $2M to $4M.
Which 401(k) plans are similar in size to Casa, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Contractor Service & Fabrication, Inc. 401(k) Plan in AL ($3M, 316 participants).
Which 401(k) plans cover a similar participant headcount to Casa, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bobcat North America, LLC 401(k) Plan in FL (235 participants, $654K 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 521372972.

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.