401(k) · DOL Form 5500 · 2024

Cascadia Insurance Group, Inc. 401(k) Plan

Data updated 2026-08-25

$206K
Total assets Small plan by assets
2
Participants Small participant base
11th
Percentile by assets National rank
$102,773
Avg per participant Below avg balance/head
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Official DOL plan name: Cascadia Insurance Group, Inc. 401(k) Plan · Sponsored by Cascadia Insurance Group, Inc. · Oregon · Finance & Insurance

$206K in assets, 2 participants

Cascadia Insurance Group, Inc.'s Cascadia Insurance Group, Inc. 401(k) Plan reported $206K in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 11th 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.

  • #461 in Finance & Insurance (8,549 peers)

2024 asset change

Cascadia Insurance Group, Inc. 401(k) Plan pulled back noticeably 8.2% in 2024 ($224K → $206K) for 2 participants.

#461
in Finance & Insurance (8,549 peers)
-8.2%
assets change YoY

The plan reported a net loss of $18K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Cascadia Insurance Group, Inc. 401(k) Plan among the smaller filed plans by assets

Cascadia Insurance Group, Inc. 401(k) Plan vs every filed plan by assets

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

$205,546 11th percentile higher than 11% 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

Cascadia Insurance Group, Inc. 401(k) 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. Cascadia Insurance Group, Inc. 401(k) Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Cascadia Insurance Group, Inc. 401(k) Plan reported net income fell from $27K in the plan year 2023 filing to -$18K in the plan year 2024 filing.
  • Cascadia Insurance Group, Inc. 401(k) Plan end-of-year assets fell from $224K in the plan year 2023 filing to $206K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 844715120 · Cascadia Insurance Group, Inc. PY 2024 · 401(k)

Cascadia Insurance Group, Inc. 401(k) Plan · $206K · 2 · 11th

  • IND $206K
  • IND 2
  • IND 11th
  • IND 401(k)
  • IND near C2ks2 Retirement Plan
  • IND ind #461

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 Finance & Insurance retirement plans → · Plans in Oregon →

Cascadia Insurance Group, Inc. 401(k) Plan in the asset neighbourhood

Cascadia Insurance Group, Inc. 401(k) PlanCascadia Insurance Group, In…$206KC2ks2 Retirement Plan$206KBrick-Eye, Inc. 401(k) Profit Sharing PlanBrick-Eye, Inc. 401(k) Profi…$206KHarpeth Property Management, Inc. 401(k) PlanHarpeth Property Management,…$205KJfmm Inc. 401(k) Plan$205K
End-of-year total assets ($M) among Cascadia Insurance Group, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Cascadia Insurance Group, Inc. years around the 2024 move

Sponsor-wide plan assets over time

All Cascadia Insurance Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$206K 4.505704581969047% vs 2022
2024 filing year
$0.19M$0.2M$0.21M$0.22M$0.23M 202220232024 $0.2M $0.21M ▲ +5.0%
Year Plans Participants Total Assets
2022 1 2 $197K
2023 1 2 $224K
2024 1 2 $206K

2024 asset-move particulars

Total Assets (Beginning of Year)$224K
Net Assets (End of Year)$206K
Net Income-$18K
Employer EIN844715120
Plan Effective Date2020-02-13
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Oregon

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

Cascadia Insurance Group, Inc. 401(k) Plan vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Cascadia Insurance Group, Inc. 401(k) Plan, Total assets ($B): 0.000205546 · Participants: 2Cascadia Insurance Group, Inc. 401(k) Plan401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc., Total assets ($B): 5.896318452 · Participants: 37293401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc.Daimler Truck North America, L.L.C. Employee Retirement Savings Plan, Total assets ($B): 2.72094907 · Participants: 8431Daimler Truck North America, L.L.C. Employee Retirement Savings PlanPrecision Castparts Corp. 401(k) Retirement Savings Plan, Total assets ($B): 2.483708639 · Participants: 17047Precision Castparts Corp. 401(k) Retirement Savings PlanXpo Logistics Retirement Savings Plan, Total assets ($B): 1.888295912 · Participants: 5689Xpo Logistics Retirement Savings PlanPacificorp K Plus Employee Savings Plan, Total assets ($B): 1.771250677 · Participants: 5201Pacificorp K Plus Employee Savings Plan
Cascadia Insurance Group, Inc. 401(k) Plan vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare Cascadia Insurance Group, Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside Oregon, the nearest 401(k) by assets is C2ks2 Retirement Plan in CO ($206K); by covered participants it is Per Mgmt, Inc. 401(k) Plan in MA (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($206K here).

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 Cascadia Insurance Group, Inc. 401(k) Plan assets move in 2024? ▼
Cascadia Insurance Group, Inc. 401(k) Plan pulled back noticeably - down 8.2% during 2024, from $224K to $206K. Reported net income was -$18K.
How have Cascadia Insurance Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cascadia Insurance Group, Inc.'s sponsor-wide assets grew 4.5%, from $197K to $206K.
Where does Cascadia Insurance Group, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Cascadia Insurance Group, Inc. 401(k) Plan ranks in the 11th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Cascadia Insurance Group, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is C2ks2 Retirement Plan in CO ($206K, 12 participants).
Which 401(k) plans cover a similar participant headcount to Cascadia Insurance Group, Inc. 401(k) 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 844715120.

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.