Profit Sharing · DOL Form 5500 · 2024

Casscar Fam, Inc. Profit Sharing Plan

Data updated 2026-08-25

$179K
Total assets Small plan by assets
1
Participants Small participant base
10th
Percentile by assets National rank
$179,102
Avg per participant Above avg balance/head
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Official DOL plan name: Casscar Fam, Inc. Retirement Plan · Sponsored by Casscar Fam, Inc. · Florida · Healthcare & Social Assistance

$179K in assets, 1 participants

Casscar Fam, Inc.'s Casscar Fam, Inc. Retirement Plan reported $179K in total assets and 1 participant 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.

  • #1,135 in Healthcare & Social Assistance (16,916 peers)

2024 asset change

Casscar Fam, Inc. Retirement Plan grew at a solid clip 10.5% in 2024 ($162K → $179K) for 1 participant.

#1,135
in Healthcare & Social Assistance (16,916 peers)
+10.5%
assets growth YoY

Casscar Fam, Inc. Retirement Plan among the smaller filed plans by assets

Casscar Fam, Inc. Retirement Plan vs every filed plan by assets

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

$179,102 10th percentile higher than 10% 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

Casscar Fam, Inc. Retirement Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Casscar Fam, Inc. Retirement Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Casscar Fam, Inc. Retirement Plan reported net income rose from -$6K in the plan year 2023 filing to $17K in the plan year 2024 filing.
  • Casscar Fam, Inc. Retirement Plan end-of-year assets rose from $162K in the plan year 2023 filing to $179K in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 841730447 · Casscar Fam, Inc. PY 2024 · Profit Sharing

Casscar Fam, Inc. Retirement Plan · $179K · 1 · 10th

  • EOY $179K
  • EOY 1
  • EOY 10th
  • EOY Profit Sharing
  • EOY near Avenue D Events Inc. Retirement Plan
  • EOY ind #1135

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 Healthcare & Social Assistance retirement plans → · Plans in Florida →

Casscar Fam, Inc. Retirement Plan in the asset neighbourhood

Casscar Fam, Inc. Retirement PlanCasscar Fam, Inc. Retirement…$179KAvenue D Events Inc. Retirement PlanAvenue D Events Inc. Retirem…$179KH. Flores Almodovar Retirement PlanH. Flores Almodovar Retireme…$179KW. Rivera Hernandez Retirement PlanW. Rivera Hernandez Retireme…$179KSoutheast Pennsylvania Home Restoration Corp. Retirement PlanSoutheast Pennsylvania Home …$179K
End-of-year total assets ($M) among Casscar Fam, Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Casscar Fam, Inc. years around the 2024 move

Sponsor-wide plan assets over time

All Casscar Fam, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$179K 6.598815581942088% vs 2022
2024 filing year
$0.15M$0.16M$0.17M$0.18M$0.19M 202220232024 $0.17M $0.18M ▲ +5.9%
Year Plans Participants Total Assets
2022 1 1 $168K
2023 1 1 $162K
2024 1 1 $179K

2024 asset-move particulars

Total Assets (Beginning of Year)$162K
Net Assets (End of Year)$179K
Net Income$17K
Employer EIN841730447
Plan Effective Date2019-05-22
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Florida

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Casscar Fam, Inc. Retirement Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Casscar Fam, Inc. Retirement Plan, Total assets ($B): 0.000179102 · Participants: 1Casscar Fam, Inc. Retirement PlanRetirement Wealth Builder Plan of Pwc, Total assets ($B): 5.704422812 · Participants: 45185Retirement Wealth Builder Plan of PwcRaymond James Financial, Inc. & Affiliates Profit Sharing Plan, Total assets ($B): 1.346943817 · Participants: 16046Raymond James Financial, Inc. & Affiliates Profit Sharing PlanShands Health Care Matched Savings Account 401(a), Total assets ($B): 0.486868039 · Participants: 10470Shands Health Care Matched Savings Account 401(a)Orlando Health, Inc. Retirement Savings Plan 401a, Total assets ($B): 0.458034121 · Participants: 27976Orlando Health, Inc. Retirement Savings Plan 401aAmerican Maritime Officers Defined Contribution Plan, Total assets ($B): 0.357314038 · Participants: 4201American Maritime Officers Defined Contribution Plan
Casscar Fam, Inc. Retirement Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants
Compare Casscar Fam, Inc. Retirement Plan side-by-side with 3 peers →

Casscar Fam, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Florida, the nearest Profit Sharing by assets is Avenue D Events Inc. Retirement Plan in AL ($179K); by covered participants it is Gerald L. Bowen, P.C. Profit Sharing Plan in PA (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Casscar Fam, Inc. Retirement Plan assets move in 2024? ▼
Casscar Fam, Inc. Retirement Plan grew at a solid clip - up 10.5% during 2024, from $162K to $179K. Reported net income was $17K.
How have Casscar Fam, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Casscar Fam, Inc.'s sponsor-wide assets grew 6.6%, from $168K to $179K.
Where does Casscar Fam, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Casscar Fam, Inc. Retirement Plan 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 Profit Sharing plans are similar in size to Casscar Fam, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Avenue D Events Inc. Retirement Plan in AL ($179K, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Casscar Fam, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Gerald L. Bowen, P.C. Profit Sharing Plan in PA (1 participant, 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 841730447.

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.