401(k) · DOL Form 5500 · 2024

Cae USA, Inc 401(k) Plan

Data updated 2026-08-25

$107M
Total assets Near avg plan size
611
Participants Below avg headcount
91st
Percentile by assets National rank
$175,298
Avg per participant Above avg balance/head
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Official DOL plan name: Cae USA, Inc. Savings, Investment & Employee Benefit Plan Number 2 · Sponsored by Cae USA, Inc · Florida · Educational Services

$107M in assets, 611 participants

Cae USA, Inc's Cae USA, Inc. Savings, Investment & Employee Benefit Plan Number 2 reported $107M in total assets and 611 participants in its 2024 DOL Form 5500 filing, ranking in the 91st 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.

  • #3,063 in Educational Services (3,638 peers)

Where Cae USA, Inc. Savings, Investment & Employee Benefit Plan Number 2 sits by assets

Cae USA, Inc. Savings, Investment & Employee Benefit Plan Number 2 sits in the top 10% of all filed plans by assets, $107M for 611 participants (~$175,298/participant), up 1.7% in 2024.

#3,063
in Educational Services (3,638 peers)
+1.7%
assets growth YoY
1.1×
vs typical plan assets (national mean)

Cae USA, Inc. Savings, Investment & Employee Benefit Plan Number 2's outsized position by total assets

Cae USA, Inc. Savings, Investment & Employee Benefit Plan Number 2 vs every filed plan by assets

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

$107,107,149 Top 9% higher than 91% 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

Cae USA, Inc. Savings, Investment & Employee Benefit Plan Number 2 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. Cae USA, Inc. Savings, Investment & Employee Benefit Plan Number 2 sits mid-pack in the medium band (611 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Cae USA, Inc. Savings, Investment & Employee Benefit Plan Number 2 reported net income fell from $19M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Cae USA, Inc. Savings, Investment & Employee Benefit Plan Number 2 reported participants fell from 678 in the plan year 2023 filing to 611 in the plan year 2024 filing.
  • Cae USA, Inc. Savings, Investment & Employee Benefit Plan Number 2 end-of-year assets rose from $105M in the plan year 2023 filing to $107M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 510311065 · Cae USA, Inc PY 2024 · 401(k)

Cae USA, Inc. Savings, Investment & Employee Benefit Plan Number 2 · $107M · 611 · 91st

  • EBSA $107M
  • EBSA 611
  • EBSA 91st
  • EBSA 401(k)
  • EBSA near 401(k) Plan for Salaried Employees of Stater Bros.
  • EBSA ind #3063

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 Educational Services retirement plans → · Plans in Florida →

Cae USA, Inc. Savings, Investment & Employee Benefit Plan Number 2 in the asset neighbourhood

Cae USA, Inc. Savings, Investment & Employee Benefit Plan Number 2Cae USA, Inc. Savings, Inves…$107M401(k) Plan for Salaried Employees of Stater Bros.401(k) Plan for Salaried Emp…$107MSociety Insurance 401(k) Profit Sharing PlanSociety Insurance 401(k) Pro…$107MVantage Specialty Chemicals 401(k)Vantage Specialty Chemicals …$107MNeovia Logistics 401(k) Plan$107M
End-of-year total assets ($M) among Cae USA, Inc. Savings, Investment & Employee Benefit Plan Number 2 and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$105M
Net Assets (End of Year)$107M
Net Income$1M
Employer EIN510311065
Plan Effective Date1999-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cae USA, Inc)

Sponsor-wide plan assets over time

All Cae USA, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$652M 40.60413058474508% vs 2022
2024 filing year
$400M$500M$600M$700M 202220232024 $464M $652M ▲ +40.6%
Year Plans Participants Total Assets
2022 2 4,684 $464M
2023 2 4,979 $585M
2024 2 5,095 $652M

Nearby 401(k) Plans in Florida

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

Cae USA, Inc. Savings, Investment & Employee Benefit Plan Number 2 vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Cae USA, Inc. Savings, Investment & Employee Benefit Plan Number 2, Total assets ($B): 0.107107149 · Participants: 611Cae USA, Inc. Savings, Investment & Employee Benefit Plan Number 2L3harris Retirement Savings Plan, Total assets ($B): 16.316786122 · Participants: 40330L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 13.167098888 · Participants: 51081Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 9.190044852 · Participants: 310261Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 8.068866271 · Participants: 197102Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.484619612 · Participants: 16678Nextera Energy, Inc. Employee Retirement Savings Plan
Cae USA, Inc. Savings, Investment & Employee Benefit Plan Number 2 vs. nearby 401(k) plans in Florida, assets vs. participants

Cae USA, Inc. Savings, Investment & Employee Benefit Plan Number 2's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is 401(k) Plan for Salaried Employees of Stater Bros. in CA ($107M); by covered participants it is Big Geyser Inc. 401(k) Plan in NY (611 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($107M here).

Similar participant headcount

Nearest other-state filings by covered participants (611 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 Cae USA, Inc. Savings, Investment & Employee Benefit Plan Number 2 assets move in 2024?
Cae USA, Inc. Savings, Investment & Employee Benefit Plan Number 2 edged up modestly - up 1.7% during 2024, from $105M to $107M. Reported net income was $1M.
How have Cae USA, Inc plan assets changed over time?
Across 3 plan years on file (2022-2024), Cae USA, Inc's sponsor-wide assets grew 40.6%, from $464M to $652M.
Where does Cae USA, Inc. Savings, Investment & Employee Benefit Plan Number 2 rank by assets among Form 5500 filers?
Cae USA, Inc. Savings, Investment & Employee Benefit Plan Number 2 ranks in the 91st percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Cae USA, Inc. Savings, Investment & Employee Benefit Plan Number 2?
Among 401(k) plans in other states, the closest by assets is 401(k) Plan for Salaried Employees of Stater Bros. in CA ($107M, 949 participants).
Which 401(k) plans cover a similar participant headcount to Cae USA, Inc. Savings, Investment & Employee Benefit Plan Number 2?
Among 401(k) plans in other states, the closest by covered participants is Big Geyser Inc. 401(k) Plan in NY (611 participants, $17M in assets).