401(k) · DOL Form 5500 · 2024

Joan P Cacali 401(k) Plan

Data updated 2026-08-25

$194K
Total assets Small plan by assets: 2
Participants Small participant base: 10th
Percentile by assets National rank: $96,951
Avg per participant Below avg balance/head

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Official DOL plan name: Joan P Cacali Trust · Sponsored by Joan P Cacali · California · Professional & Technical Services

$194K in assets, 2 participants

Joan P Cacali's Joan P Cacali Trust reported $194K in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 10th 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.

#1,658 in Professional & Technical Services (20,173 peers)

Joan P Cacali multi-year trail

Joan P Cacali's plans moved +35.3% in assets from 2022 to 2024; this filing shows Joan P Cacali Trust at $194K / 2 participants.

#1,658
in Professional & Technical Services (20,173 peers): +17.1%
assets growth YoY

Joan P Cacali Trust among the smaller filed plans by assets

Joan P Cacali Trust vs every filed plan by assets

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

$193,902 10th percentile higher than 10% of 123,620 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Joan P Cacali 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. Joan P Cacali Trust is a micro filing (2 participants), the leftmost band.

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Joan P Cacali Trust reported net income rose from $22K in the plan year 2023 filing to $28K in the plan year 2024 filing.
Joan P Cacali Trust end-of-year assets rose from $166K in the plan year 2023 filing to $194K in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 872713139 · Joan P Cacali PY 2024 · 401(k)

Joan P Cacali Trust · $194K · 2 · 10th

TYPE $194K
TYPE 2
TYPE 10th
TYPE 401(k)
TYPE near Carmodo Enterprises Inc. 401(k) Plan
TYPE ind #1658

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 California →

End-of-year total assets ($M) among Joan P Cacali Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Joan P Cacali multi-year asset trail

Latest sponsor-wide plan assets: $194K 35.283611246773184% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	2	$143K
2023	1	2	$166K
2024	1	2	$194K

Joan P Cacali filing trail (2024)

Total Assets (Beginning of Year)	$166K
Net Assets (End of Year)	$194K
Net Income	$28K
Employer EIN	872713139
Plan Effective Date	2014-12-31
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in California

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

Joan P Cacali Trust vs. nearby 401(k) plans in California, assets vs. participants

Google LLC 401(k) Savings Plan $48.7B · 116,712
Oracle Corporation 401(k) Savings and Investment Plan $31.0B · 58,962
Intel 401(k) Savings Plan $24.9B · 55,298
Apple 401(k) Plan $24.7B · 101,450
Cisco Systems,Inc. 401(k) Plan $22.7B · 40,452

Compare Joan P Cacali Trust side-by-side with 3 peers →

Joan P Cacali Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Carmodo Enterprises Inc. 401(k) Plan in FL ($194K); 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 ($194K here).

Carmodo Enterprises Inc. 401(k) Plan (FL) $194K · N/A
Swearingen & Nolan, Inc. 401(k) Plan (AL) $194K · 16
Kimbri Liquor Corporation 401(k) Profit Sharing Plan & Trust (NY) $194K · 5
Northstar Childcare LLC 401(k) Profit Sharing Plan & Trust (NY) $194K · 19

Similar participant headcount

Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.

Per Mgmt, Inc. 401(k) Plan (MA) 2 · 0 off
Frozen Smiles Retirement Plan (TN) 2 · 0 off
Prime Solutions Consulting, Inc. 401(k) Profit Sharing Plan (VA) 2 · 0 off
Celaya, Inc. 401(k) Plan (TX) 2 · 0 off

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 Joan P Cacali Trust assets move in 2024? ▼

Joan P Cacali Trust grew sharply - up 17.1% during 2024, from $166K to $194K. Reported net income was $28K.

How have Joan P Cacali plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Joan P Cacali's sponsor-wide assets grew 35.3%, from $143K to $194K.

Where does Joan P Cacali Trust rank by assets among Form 5500 filers? ▼

Joan P Cacali Trust ranks in the 10th 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 Joan P Cacali Trust? ▼

Among 401(k) plans in other states, the closest by assets is Carmodo Enterprises Inc. 401(k) Plan in FL ($194K, N/A participants).

Which 401(k) plans cover a similar participant headcount to Joan P Cacali Trust? ▼

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 872713139.