401(k) · DOL Form 5500 · 2024

Cascadia Capital Holdings, LLC 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
90
Participants Small participant base
60th
Percentile by assets National rank
$132,383
Avg per participant Near avg balance/head
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Official DOL plan name: Cascadia Capital, LLC 401(k) Profit Sharing Plan and Trust · Sponsored by Cascadia Capital Holdings, LLC · Washington · Finance & Insurance

$12M in assets, 90 participants

Cascadia Capital Holdings, LLC's Cascadia Capital, LLC 401(k) Profit Sharing Plan and Trust reported $12M in total assets and 90 participants in its 2024 DOL Form 5500 filing, ranking in the 60th 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.

  • #3,717 in Finance & Insurance (8,549 peers)

Cascadia Capital Holdings, LLC multi-year trail

Cascadia Capital Holdings, LLC's plans moved +59.9% in assets from 2022 to 2024; this filing shows Cascadia Capital, LLC 401(k) Profit Sharing Plan and Trust at $12M / 90 participants.

#3,717
in Finance & Insurance (8,549 peers)
+27.4%
assets growth YoY

Cascadia Capital, LLC 401(k) Profit Sharing Plan and Trust's mid-pack asset rank among Finance & Insurance and all filers

Cascadia Capital, LLC 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$11,914,478 Top 40% higher than 60% 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

Cascadia Capital, LLC 401(k) Profit Sharing Plan and Trust among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cascadia Capital, LLC 401(k) Profit Sharing Plan and Trust is a small filing (90 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Cascadia Capital, LLC 401(k) Profit Sharing Plan and Trust reported net income rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Cascadia Capital, LLC 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $9M in the plan year 2023 filing to $12M in the plan year 2024 filing.
  • Cascadia Capital, LLC 401(k) Profit Sharing Plan and Trust reported participants rose from 80 in the plan year 2023 filing to 90 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 911954823 · Cascadia Capital Holdings, LLC PY 2024 · 401(k)

Cascadia Capital, LLC 401(k) Profit Sharing Plan and Trust · $12M · 90 · 60th

  • RANK $12M
  • PHOTO 90
  • IND 60th
  • EOY 401(k)
  • 5500 near Martin Construction Prevailing Wage Retirement Pla
  • ASSETS ind #3717

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 Washington →

Cascadia Capital, LLC 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Cascadia Capital, LLC 401(k) Profit Sharing Plan and TrustCascadia Capital, LLC 401(k)…$12MMartin Construction Prevailing Wage Retirement PlaMartin Construction Prevaili…$12MThe Protect Democracy Project 401(k) Ps PlanThe Protect Democracy Projec…$12MHallmark Building Supplies, Inc. 401(k) PlanHallmark Building Supplies, …$12MFst Logistics, Inc. 401(k) Retirement PlanFst Logistics, Inc. 401(k) R…$12M
End-of-year total assets ($M) among Cascadia Capital, LLC 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Cascadia Capital Holdings, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Cascadia Capital Holdings, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$12M 59.89778440271367% vs 2022
2024 filing year
$6M$8M$10M$12M$14M 202220232024 $7.45M $11.9M ▲ +59.9%
Year Plans Participants Total Assets
2022 1 77 $7M
2023 1 80 $9M
2024 1 90 $12M

Cascadia Capital Holdings, LLC filing trail (2024)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$12M
Net Income$3M
Employer EIN911954823
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Washington

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

Cascadia Capital, LLC 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Washington, assets vs. participants Scatter plot of 6 data points. -500000050000010000001500000 -20020406080 Total assets ($B) Participants Cascadia Capital, LLC 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.011914478 · Participants: 90Cascadia Capital, LLC 401(k) Profit Sharing Plan and TrustThe Boeing Company 401(k) Retirement Plan, Total assets ($B): 73.910477714 · Participants: 139394The Boeing Company 401(k) Retirement PlanMicrosoft Corporation Savings Plus 401(k) Plan, Total assets ($B): 65.646011638 · Participants: 118818Microsoft Corporation Savings Plus 401(k) PlanCostco 401(k) Retirement Plan, Total assets ($B): 41.017392708 · Participants: 202468Costco 401(k) Retirement PlanAmazon 401(k) Plan, Total assets ($B): 34.593744657 · Participants: 1209303Amazon 401(k) Plan401(k) Savings Plan, Total assets ($B): 10.074085187 · Participants: 86668401(k) Savings Plan
Cascadia Capital, LLC 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Washington, assets vs. participants
Compare Cascadia Capital, LLC 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Cascadia Capital, LLC 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Washington, the nearest 401(k) by assets is Martin Construction Prevailing Wage Retirement Pla in ND ($12M); by covered participants it is 501st Transport Inc 401(k) Profit Sharing Plan & Trust in NY (90 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (90 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 Cascadia Capital, LLC 401(k) Profit Sharing Plan and Trust assets move in 2024? ▼
Cascadia Capital, LLC 401(k) Profit Sharing Plan and Trust grew sharply - up 27.4% during 2024, from $9M to $12M. Reported net income was $3M.
How have Cascadia Capital Holdings, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cascadia Capital Holdings, LLC's sponsor-wide assets grew 59.9%, from $7M to $12M.
Which 401(k) plans are similar in size to Cascadia Capital, LLC 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Martin Construction Prevailing Wage Retirement Pla in ND ($12M, 204 participants).
Which 401(k) plans cover a similar participant headcount to Cascadia Capital, LLC 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is 501st Transport Inc 401(k) Profit Sharing Plan & Trust in NY (90 participants, $299K 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 911954823.

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.