401(k) · DOL Form 5500 · 2024

Lacasse & Weston Inc 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
6
Participants Small participant base
29th
Percentile by assets National rank
$327,555
Avg per participant High balance/head
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Official DOL plan name: Lacasse & Weston Inc 401(k) Profit Sharing Plan & Trust · Sponsored by Lacasse & Weston Inc · Maine · Professional & Technical Services

$2M in assets, 6 participants

Lacasse & Weston Inc's Lacasse & Weston Inc 401(k) Profit Sharing Plan & Trust reported $2M in total assets and 6 participants in its 2024 DOL Form 5500 filing, ranking in the 29th 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.

  • #5,037 in Professional & Technical Services (20,173 peers)

2024 asset change

Lacasse & Weston Inc 401(k) Profit Sharing Plan & Trust grew sharply 19.8% in 2024 ($2M → $2M) for 6 participants.

#5,037
in Professional & Technical Services (20,173 peers)
+19.8%
assets growth YoY

Lacasse & Weston Inc 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

Lacasse & Weston Inc 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$1,965,332 29th percentile higher than 29% of 123,620 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 2024

Lacasse & Weston Inc 401(k) Profit Sharing Plan & Trust among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lacasse & Weston Inc 401(k) Profit Sharing Plan & Trust is a micro filing (6 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Lacasse & Weston Inc 401(k) Profit Sharing Plan & Trust reported net income rose from -$203K in the plan year 2023 filing to $325K in the plan year 2024 filing.
  • Lacasse & Weston Inc 401(k) Profit Sharing Plan & Trust reported participants rose from 5 in the plan year 2023 filing to 6 in the plan year 2024 filing.
  • Lacasse & Weston Inc 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 010425496 · Lacasse & Weston Inc PY 2024 · 401(k)

Lacasse & Weston Inc 401(k) Profit Sharing Plan & Trust · $2M · 6 · 29th

  • IND $2M
  • IND 6
  • IND 29th
  • IND 401(k)
  • IND near Ridgewood Country Club, Inc. Retirement Plan & Trust
  • IND ind #5037

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 Maine →

Lacasse & Weston Inc 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Lacasse & Weston Inc 401(k) Profit Sharing Plan & TrustLacasse & Weston Inc 401(k) …$2MRidgewood Country Club, Inc. Retirement Plan & TrustRidgewood Country Club, Inc.…$2MPreferred Land Title, LLC 401(k) PlanPreferred Land Title, LLC 40…$2MFopiano & Sullivan, LLC 401(k) PlanFopiano & Sullivan, LLC 401(…$2MZick Business Advisors, Inc. Safe Harbor 401(k)Zick Business Advisors, Inc.…$2M
End-of-year total assets ($M) among Lacasse & Weston Inc 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Lacasse & Weston Inc years around the 2024 move

Sponsor-wide plan assets over time

All Lacasse & Weston Inc plans reported in each filing year

Latest sponsor-wide plan assets
$2M 6.6369038091429635% vs 2022
2024 filing year
$1.6M$1.7M$1.8M$1.9M$2M$2.1M 202220232024 $1.84M $1.97M ▲ +7.1%
Year Plans Participants Total Assets
2022 1 7 $2M
2023 1 5 $2M
2024 1 6 $2M

2024 asset-move particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$325K
Employer EIN010425496
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Maine

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

Lacasse & Weston Inc 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Maine, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Lacasse & Weston Inc 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.001965332 · Participants: 6Lacasse & Weston Inc 401(k) Profit Sharing Plan & TrustTd 401(k) Retirement Plan, Total assets ($B): 5.971163889 · Participants: 31654Td 401(k) Retirement PlanUnum Group 401(k) Retirement Plan, Total assets ($B): 2.479947647 · Participants: 9451Unum Group 401(k) Retirement PlanIdexx Retirement and Incentive Savings Plan, Total assets ($B): 1.243344842 · Participants: 6776Idexx Retirement and Incentive Savings PlanHannaford Bros. Co. 401(k) Plan, Total assets ($B): 1.096724054 · Participants: 29915Hannaford Bros. Co. 401(k) PlanAhold Delhaize USA Services 401(k) Plan, Total assets ($B): 1.001892127 · Participants: 3012Ahold Delhaize USA Services 401(k) Plan
Lacasse & Weston Inc 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Maine, assets vs. participants

Lacasse & Weston Inc 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Maine, the nearest 401(k) by assets is Ridgewood Country Club, Inc. Retirement Plan & Trust in TX ($2M); by covered participants it is Caliche, Ltd 401(k) in TX (6 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (6 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

How did Lacasse & Weston Inc 401(k) Profit Sharing Plan & Trust assets move in 2024?
Lacasse & Weston Inc 401(k) Profit Sharing Plan & Trust grew sharply - up 19.8% during 2024, from $2M to $2M. Reported net income was $325K.
How have Lacasse & Weston Inc plan assets changed over time?
Across 3 plan years on file (2022-2024), Lacasse & Weston Inc's sponsor-wide assets grew 6.6%, from $2M to $2M.
Which 401(k) plans are similar in size to Lacasse & Weston Inc 401(k) Profit Sharing Plan & Trust?
Among 401(k) plans in other states, the closest by assets is Ridgewood Country Club, Inc. Retirement Plan & Trust in TX ($2M, 57 participants).
Which 401(k) plans cover a similar participant headcount to Lacasse & Weston Inc 401(k) Profit Sharing Plan & Trust?
Among 401(k) plans in other states, the closest by covered participants is Caliche, Ltd 401(k) in TX (6 participants, N/A in assets).