401(k) · DOL Form 5500 · 2024

Castlewood Holdings, Inc. 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
2
Participants Small participant base
25th
Percentile by assets National rank
$641,464
Avg per participant High balance/head
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Official DOL plan name: Castlewood Holdings, Inc. 401(k) Profit Sharing Plan · Sponsored by Castlewood Holdings, Inc. · Missouri · Other Services

$1M in assets, 2 participants

Castlewood Holdings, Inc.'s Castlewood Holdings, Inc. 401(k) Profit Sharing Plan reported $1M in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 25th 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.

  • #3,830 in Other Services (7,719 peers)

Other Services sector rank

Within Other Services, Castlewood Holdings, Inc. 401(k) Profit Sharing Plan ranks #3,830 of 7,719 2024 filers by assets (1564% of the sector average)-$1M for 2 participants.

#3,830
in Other Services (7,719 peers)
+8.1%
assets growth YoY

Castlewood Holdings, Inc. 401(k) Profit Sharing Plan among the smaller filed plans by assets

Castlewood Holdings, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$1,282,928 25th percentile higher than 25% 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

Castlewood Holdings, Inc. 401(k) Profit Sharing Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Castlewood Holdings, Inc. 401(k) Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Castlewood Holdings, Inc. 401(k) Profit Sharing Plan reported net income rose from $77K in the plan year 2023 filing to $96K in the plan year 2024 filing.
  • Castlewood Holdings, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 814850743 · Castlewood Holdings, Inc. PY 2024 · 401(k)

Castlewood Holdings, Inc. 401(k) Profit Sharing Plan · $1M · 2 · 25th

  • VS-ST $1M
  • VS-ST 2
  • VS-ST 25th
  • VS-ST 401(k)
  • VS-ST near National Dance Institute - Nm 401(k) Plan
  • VS-ST ind #3830

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 Other Services retirement plans → · Plans in Missouri →

Castlewood Holdings, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Castlewood Holdings, Inc. 401(k) Profit Sharing PlanCastlewood Holdings, Inc. 40…$1MNational Dance Institute - Nm 401(k) PlanNational Dance Institute - N…$1MCba-Spiral Technology Retirement PlanCba-Spiral Technology Retire…$1MRa Ccs, LLC 401(k) Plan$1MSt. Croix Chippewa Indians of Wisconsin Enterprise 401(k) PlanSt. Croix Chippewa Indians o…$1M
End-of-year total assets ($M) among Castlewood Holdings, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Other Services filing particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$96K
Employer EIN814850743
Plan Effective Date2017-01-04
Filing StatusFILING RECEIVED

Sponsor Plan History (Castlewood Holdings, Inc.)

Sponsor-wide plan assets over time

All Castlewood Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 15.642963185975677% vs 2022
2024 filing year
$1M$1.1M$1.2M$1.3M 202220232024 $1.11M $1.28M ▲ +15.3%
Year Plans Participants Total Assets
2022 1 2 $1M
2023 1 2 $1M
2024 1 2 $1M

Nearby 401(k) Plans in Missouri

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

Castlewood Holdings, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Missouri, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Castlewood Holdings, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.001282928 · Participants: 2Castlewood Holdings, Inc. 401(k) Profit Sharing PlanEdward D. Jones & Co. Profit Sharing and 401(k) Plan, Total assets ($B): 12.368282167 · Participants: 47254Edward D. Jones & Co. Profit Sharing and 401(k) PlanBayer Corporation Savings and Retirement Plan, Total assets ($B): 10.811159993 · Participants: 19357Bayer Corporation Savings and Retirement PlanEmerson Savings Plan, Total assets ($B): 7.357409447 · Participants: 8315Emerson Savings PlanEnterprise Holdings Retirement Savings Plan, Total assets ($B): 6.521110634 · Participants: 72024Enterprise Holdings Retirement Savings PlanCentene Management Corporation Retirement Plan, Total assets ($B): 4.716699086 · Participants: 53760Centene Management Corporation Retirement Plan
Castlewood Holdings, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Missouri, assets vs. participants
Compare Castlewood Holdings, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Castlewood Holdings, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Missouri, the nearest 401(k) by assets is National Dance Institute - Nm 401(k) Plan in NM ($1M); by covered participants it is Per Mgmt, Inc. 401(k) Plan in MA (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Castlewood Holdings, Inc. 401(k) Profit Sharing Plan assets move in 2024? ▼
Castlewood Holdings, Inc. 401(k) Profit Sharing Plan grew at a solid clip - up 8.1% during 2024, from $1M to $1M. Reported net income was $96K.
How have Castlewood Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Castlewood Holdings, Inc.'s sponsor-wide assets grew 15.6%, from $1M to $1M.
Where does Castlewood Holdings, Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Castlewood Holdings, Inc. 401(k) Profit Sharing Plan ranks in the 25th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the lower half of filed plans by assets).
Which 401(k) plans are similar in size to Castlewood Holdings, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is National Dance Institute - Nm 401(k) Plan in NM ($1M, 101 participants).
Which 401(k) plans cover a similar participant headcount to Castlewood Holdings, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Per Mgmt, Inc. 401(k) Plan in MA (2 participants, N/A 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 814850743.

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.