401(k) · DOL Form 5500 · 2024

Southwest Stage Funding, LLC Dba Cascade Financial Services 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
353
Participants Below avg headcount
59th
Percentile by assets National rank
$32,893
Avg per participant Low balance/head
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Official DOL plan name: Cascade Financial Services 401(k) Plan · Sponsored by Southwest Stage Funding, LLC Dba Cascade Financial Services · Arizona · Finance & Insurance

$12M in assets, 353 participants

Southwest Stage Funding, LLC Dba Cascade Financial Services's Cascade Financial Services 401(k) Plan reported $12M in total assets and 353 participants in its 2024 DOL Form 5500 filing, ranking in the 59th 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.

  • #3,666 in Finance & Insurance (8,549 peers)

Southwest Stage Funding, LLC Dba Cascade Financial Services multi-year trail

Southwest Stage Funding, LLC Dba Cascade Financial Services's plans moved +72.2% in assets from 2022 to 2024; this filing shows Cascade Financial Services 401(k) Plan at $12M / 353 participants.

#3,666
in Finance & Insurance (8,549 peers)
+19.0%
assets growth YoY

Cascade Financial Services 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Cascade Financial Services 401(k) Plan vs every filed plan by assets

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

$11,611,327 Top 41% higher than 59% 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

Cascade Financial Services 401(k) 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. Cascade Financial Services 401(k) Plan sits mid-pack in the medium band (353 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Cascade Financial Services 401(k) Plan reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Cascade Financial Services 401(k) Plan end-of-year assets rose from $10M in the plan year 2023 filing to $12M in the plan year 2024 filing.
  • Cascade Financial Services 401(k) Plan reported participants fell from 383 in the plan year 2023 filing to 353 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 522321476 · Southwest Stage Funding, LLC Dba Cascade Financial Services PY 2024 · 401(k)

Cascade Financial Services 401(k) Plan · $12M · 353 · 59th

  • IND $12M
  • IND 353
  • IND 59th
  • IND 401(k)
  • IND near Famous Tate Electric Company 401(k) Savings & Retirement Plan
  • IND ind #3666

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 Arizona →

Cascade Financial Services 401(k) Plan in the asset neighbourhood

Cascade Financial Services 401(k) PlanCascade Financial Services 4…$12MFamous Tate Electric Company 401(k) Savings & Retirement PlanFamous Tate Electric Company…$12MPacific Industrial Development 401(k) Profit Sharing Plan & TruPacific Industrial Developme…$12MInfinity Healthcare Mgmt. 401(k) PlanInfinity Healthcare Mgmt. 40…$12MSt. Andrews Country Club Property Owners Association, Inc. 401(k) PlanSt. Andrews Country Club Pro…$12M
End-of-year total assets ($M) among Cascade Financial Services 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Southwest Stage Funding, LLC Dba Cascade Financial Services multi-year asset trail

Sponsor-wide plan assets over time

All Southwest Stage Funding, LLC Dba Cascade Financial Services plans reported in each filing year

Latest sponsor-wide plan assets
$12M 72.1642517248931% vs 2022
2024 filing year
$6M$8M$10M$12M$14M 202220232024 $6.74M $11.6M ▲ +72.3%
Year Plans Participants Total Assets
2022 1 465 $7M
2023 1 383 $10M
2024 1 353 $12M

Southwest Stage Funding, LLC Dba Cascade Financial Services filing trail (2024)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$12M
Net Income$2M
Employer EIN522321476
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Arizona

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

Cascade Financial Services 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Cascade Financial Services 401(k) Plan, Total assets ($B): 0.011611327 · Participants: 353Cascade Financial Services 401(k) PlanBechtel Trust & Thrift Plan, Total assets ($B): 6.067288511 · Participants: 7971Bechtel Trust & Thrift PlanBanner Health Employees 401(k) Plan, Total assets ($B): 4.918574883 · Participants: 54731Banner Health Employees 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 2.670667399 · Participants: 13770Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramRepublic Services, Inc. 401(k) Plan, Total assets ($B): 2.666764279 · Participants: 32629Republic Services, Inc. 401(k) PlanStantec 401(k) Plan, Total assets ($B): 2.319061108 · Participants: 11603Stantec 401(k) Plan
Cascade Financial Services 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Cascade Financial Services 401(k) Plan side-by-side with 3 peers →

Cascade Financial Services 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Famous Tate Electric Company 401(k) Savings & Retirement Plan in FL ($12M); by covered participants it is Extraco Corporation Retirement Plan in TX (353 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (353 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 Cascade Financial Services 401(k) Plan assets move in 2024? ▼
Cascade Financial Services 401(k) Plan grew sharply - up 19.0% during 2024, from $10M to $12M. Reported net income was $2M.
How have Southwest Stage Funding, LLC Dba Cascade Financial Services plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Southwest Stage Funding, LLC Dba Cascade Financial Services's sponsor-wide assets grew 72.2%, from $7M to $12M.
Which 401(k) plans are similar in size to Cascade Financial Services 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Famous Tate Electric Company 401(k) Savings & Retirement Plan in FL ($12M, 226 participants).
Which 401(k) plans cover a similar participant headcount to Cascade Financial Services 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Extraco Corporation Retirement Plan in TX (353 participants, $60M 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 522321476.

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.