401(k) · DOL Form 5500 · 2024

Casa Mechanical Services 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
235
Participants Below avg headcount
49th
Percentile by assets National rank
$30,395
Avg per participant Low balance/head
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Official DOL plan name: Casa Mechanical Services 401(k) Retirement Plan · Sponsored by Casa Mechanical Services · Texas · Construction

$7M in assets, 235 participants

Casa Mechanical Services's Casa Mechanical Services 401(k) Retirement Plan reported $7M in total assets and 235 participants in its 2024 DOL Form 5500 filing, ranking in the 49th 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.

  • #4,261 in Construction (9,039 peers)

Coverage in Texas

Casa Mechanical Services 401(k) Retirement Plan covers 235 participants in Texas, about 34% of the average Texas filer (state average ~688 per filing). Assets: $7M.

#4,261
in Construction (9,039 peers)
+5.1%
assets growth YoY

Casa Mechanical Services 401(k) Retirement Plan's mid-pack asset rank among Construction and all filers

Casa Mechanical Services 401(k) Retirement Plan vs every filed plan by assets

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

$7,142,799 49th percentile higher than 49% 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

Casa Mechanical Services 401(k) Retirement 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. Casa Mechanical Services 401(k) Retirement Plan sits mid-pack in the medium band (235 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Casa Mechanical Services 401(k) Retirement Plan reported net income fell from $500K in the plan year 2023 filing to $346K in the plan year 2024 filing.
  • Casa Mechanical Services 401(k) Retirement Plan end-of-year assets rose from $7M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • Casa Mechanical Services 401(k) Retirement Plan reported participants rose from 231 in the plan year 2023 filing to 235 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 742998462 · Casa Mechanical Services PY 2024 · 401(k)

Casa Mechanical Services 401(k) Retirement Plan · $7M · 235 · 49th

  • VS-ST $7M
  • VS-ST 235
  • VS-ST 49th
  • VS-ST 401(k)
  • VS-ST near Greenlight Networks LLC 401(k) Profit Sharing Plan & Trust
  • VS-ST ind #4261

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 Construction retirement plans → · Plans in Texas →

Casa Mechanical Services 401(k) Retirement Plan in the asset neighbourhood

Casa Mechanical Services 401(k) Retirement PlanCasa Mechanical Services 401…$7MGreenlight Networks LLC 401(k) Profit Sharing Plan & TrustGreenlight Networks LLC 401(…$7MFocuspoint Solutions, Inc. 401(k) Profit Sharing Plan and TrustFocuspoint Solutions, Inc. 4…$7MResolian 401(k) Plan$7MMatenaer Corporation 401(k) Savings PlanMatenaer Corporation 401(k) …$7M
End-of-year total assets ($M) among Casa Mechanical Services 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$7M
Net Income$346K
Employer EIN742998462
Plan Effective Date2001-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Casa Mechanical Services)

Sponsor-wide plan assets over time

All Casa Mechanical Services plans reported in each filing year

Latest sponsor-wide plan assets
$7M 13.446694277094082% vs 2022
2024 filing year
$6M$6.5M$7M$7.5M 202220232024 $6.3M $7.14M ▲ +13.3%
Year Plans Participants Total Assets
2022 1 241 $6M
2023 1 231 $7M
2024 1 235 $7M

Nearby 401(k) Plans in Texas

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

Casa Mechanical Services 401(k) Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Casa Mechanical Services 401(k) Retirement Plan, Total assets ($B): 0.007142799 · Participants: 235Casa Mechanical Services 401(k) Retirement PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Casa Mechanical Services 401(k) Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Casa Mechanical Services 401(k) Retirement Plan side-by-side with 3 peers →

Casa Mechanical Services 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Greenlight Networks LLC 401(k) Profit Sharing Plan & Trust in NY ($7M); by covered participants it is Linwood Center, Inc. 401(k) Profit Sharing Plan in MD (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 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Casa Mechanical Services 401(k) Retirement Plan assets move in 2024? ▼
Casa Mechanical Services 401(k) Retirement Plan grew at a solid clip - up 5.1% during 2024, from $7M to $7M. Reported net income was $346K.
How have Casa Mechanical Services plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Casa Mechanical Services's sponsor-wide assets grew 13.4%, from $6M to $7M.
Which 401(k) plans are similar in size to Casa Mechanical Services 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Greenlight Networks LLC 401(k) Profit Sharing Plan & Trust in NY ($7M, 160 participants).
Which 401(k) plans cover a similar participant headcount to Casa Mechanical Services 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Linwood Center, Inc. 401(k) Profit Sharing Plan in MD (235 participants, $4M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 742998462.

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.