401(k) · DOL Form 5500 · 2024

Casner & Edwards LLP 401(k) Plan

Data updated 2026-08-11

$48M
Total assets
88
Participants
84th
Percentile by assets
$542,130
Avg per participant
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Official DOL plan name: Casner & Edwards, LLP 401(k) Profit Sharing Plan · Sponsored by Casner & Edwards LLP · Massachusetts · Professional & Technical Services

$48M in assets, 88 participants

Casner & Edwards LLP's Casner & Edwards, LLP 401(k) Profit Sharing Plan reported $48M in total assets and 88 participants in its 2024 DOL Form 5500 filing, ranking in the 84th 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.

  • 84th percentile by assets (of 123,622 plans)
  • #17,019 in Professional & Technical Services (20,173 peers)

Where Casner & Edwards, LLP 401(k) Profit Sharing Plan sits by assets

Casner & Edwards, LLP 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $48M for 88 participants (~$542,130/participant), up 13.9% in 2024.

$48M
total plan assets (2024 EOY)
88
covered participants
84th
percentile by assets (of 123,622 plans)
$542,130
avg assets per participant

Where Casner & Edwards, LLP 401(k) Profit Sharing Plan sits by total assets

Casner & Edwards, LLP 401(k) Profit Sharing Plan vs every filed plan by assets

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

$47,707,421 Top 16% higher than 84% of 123,620 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Casner & Edwards, LLP 401(k) Profit Sharing Plan end-of-year assets rose from $42M in the plan year 2023 filing to $48M in the plan year 2024 filing.
  • Casner & Edwards, LLP 401(k) Profit Sharing Plan reported participants rose from 80 in the plan year 2023 filing to 88 in the plan year 2024 filing.
  • Casner & Edwards, LLP 401(k) Profit Sharing Plan reported net income fell from $6M in the plan year 2023 filing to $6M in the plan year 2024 filing.

See the national 2023→2024 release diff →

State
Massachusetts
Industry
Professional & Technical Services

Casner & Edwards, LLP 401(k) Profit Sharing Plan vs the 2024 asset distribution

By assets, Casner & Edwards, LLP 401(k) Profit Sharing Plan outranks 84% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.5x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$42M
Net Assets (End of Year)$48M
Net Income$6M
Employer EIN042778062
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Casner & Edwards LLP)

$30M$35M$40M$45M$50M 202220232024 $35.7M $47.7M ▲ +33.6%
Total plan assets by year, all Casner & Edwards LLP plans on file
Year Plans Participants Total Assets
2022 1 77 $36M
2023 1 80 $42M
2024 1 88 $48M

Nearby 401(k) Plans in Massachusetts

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

Casner & Edwards, LLP 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Casner & Edwards, LL…, Total assets ($B): 0.047707421 · Participants: 88Casner & Edwards, LL…Fidelity Retirement …, Total assets ($B): 34.201609937 · Participants: 66907Fidelity Retirement …Liberty Mutual 401(k…, Total assets ($B): 11.352606499 · Participants: 34618Liberty Mutual 401(k…Massachusetts Instit…, Total assets ($B): 7.720373045 · Participants: 14762Massachusetts Instit…Boston Scientific Co…, Total assets ($B): 6.775289067 · Participants: 20639Boston Scientific Co…State Street Salary …, Total assets ($B): 6.532301643 · Participants: 12777State Street Salary …
Casner & Edwards, LLP 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Casner & Edwards, LLP 401(k) Profit Shar… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Casner & Edwards, LLP 401(k) Profit Sharing Plan by total assets, not by location.

Frequently Asked Questions

How did Casner & Edwards, LLP 401(k) Profit Sharing Plan assets move in 2024? ▼
Casner & Edwards, LLP 401(k) Profit Sharing Plan grew at a solid clip - up 13.9% during 2024, from $42M to $48M. Reported net income was $6M.
How have Casner & Edwards LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Casner & Edwards LLP's sponsor-wide assets grew 33.6%, from $36M to $48M.
Where does Casner & Edwards, LLP 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Casner & Edwards, LLP 401(k) Profit Sharing Plan ranks in the 84th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Casner & Edwards, LLP 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Rosen USA 401(k) Plan in TX ($48M, 619 participants).

Next read for Casner & Edwards, LLP 401(k) Profit Shar…

Scale reading

Ways to act on Casner & Edwards, LLP 401(k) Profit Sharing Plan's numbers.

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 042778062.

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.