401(k) · DOL Form 5500 · 2024

Casner & Edwards LLP 401(k) Plan

Data updated 2026-08-25

$48M
Total assets Below avg plan size
88
Participants Small participant base
84th
Percentile by assets National rank
$542,130
Avg per participant High balance/head
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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.

  • #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.

#17,019
in Professional & Technical Services (20,173 peers)
+13.9%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Casner & Edwards, LLP 401(k) Profit Sharing Plan's outsized position 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 $2,050,000,000 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

Casner & Edwards, LLP 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Casner & Edwards, LLP 401(k) Profit Sharing Plan is a small filing (88 participants) on this national headcount ladder.

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 →

Form 5500 schedule snapshot

Filing strip 042778062 · Casner & Edwards LLP PY 2024 · 401(k)

Casner & Edwards, LLP 401(k) Profit Sharing Plan · $48M · 88 · 84th

  • RANK $48M
  • RANK 88
  • RANK 84th
  • RANK 401(k)
  • RANK near Rosen USA 401(k) Plan
  • RANK ind #17019

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 Massachusetts →

Casner & Edwards, LLP 401(k) Profit Sharing Plan in the asset neighbourhood

Casner & Edwards, LLP 401(k) Profit Sharing PlanCasner & Edwards, LLP 401(k)…$48MRosen USA 401(k) Plan$48MSuperior Paving Corp. and Associated Companies Retirement Savings PlanSuperior Paving Corp. and As…$48MFoxconn Industrial Internet / Pce Paragon Solutions 401(k)Foxconn Industrial Internet …$48MScherer Bros Lumber Co 401(k) Profit Sharing PlanScherer Bros Lumber Co 401(k…$48M
End-of-year total assets ($M) among Casner & Edwards, LLP 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

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)

Sponsor-wide plan assets over time

All Casner & Edwards LLP plans reported in each filing year

Latest sponsor-wide plan assets
$48M 33.57745646150289% vs 2022
2024 filing year
$30M$35M$40M$45M$50M 202220232024 $35.7M $47.7M ▲ +33.6%
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 ($B) Participants Casner & Edwards, LLP 401(k) Profit Sharing Plan, Total assets ($B): 0.047707421 · Participants: 88Casner & Edwards, LLP 401(k) Profit Sharing PlanFidelity Retirement Savings Plan, Total assets ($B): 34.201609937 · Participants: 66907Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 11.352606499 · Participants: 34618Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 7.720373045 · Participants: 14762Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 6.775289067 · Participants: 20639Boston Scientific Corporation 401(k) Retirement Savings PlanState Street Salary Savings Program, Total assets ($B): 6.532301643 · Participants: 12777State Street Salary Savings Program
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 Sharing Plan side-by-side with 3 peers →

Casner & Edwards, LLP 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Rosen USA 401(k) Plan in TX ($48M); by covered participants it is Gana-A'yoo Limited 401(k) Retirement Plan in AK (88 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (88 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 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).
Which 401(k) plans cover a similar participant headcount to Casner & Edwards, LLP 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Gana-A'yoo Limited 401(k) Retirement Plan in AK (88 participants, $2M 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 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.