401(k) · DOL Form 5500 · 2024

Cai Software LLC 401(k) Plan

Data updated 2026-08-25

$36M
Total assets Below avg plan size
121
Participants Small participant base
80th
Percentile by assets National rank
$299,983
Avg per participant High balance/head
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Official DOL plan name: Cai Software LLC 401(k) Profit Sharing Plan · Sponsored by Cai Software LLC · Rhode Island · Professional & Technical Services

$36M in assets, 121 participants

Cai Software LLC's Cai Software LLC 401(k) Profit Sharing Plan reported $36M in total assets and 121 participants in its 2024 DOL Form 5500 filing, ranking in the 80th 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.

  • #16,232 in Professional & Technical Services (20,173 peers)

Coverage in Rhode Island

Cai Software LLC 401(k) Profit Sharing Plan covers 121 participants in Rhode Island, about 8% of the average Rhode Island filer (state average ~1,449 per filing). Assets: $36M.

#16,232
in Professional & Technical Services (20,173 peers)
+10.6%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Cai Software LLC 401(k) Profit Sharing Plan's outsized position by total assets

Cai Software LLC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$36,297,934 Top 20% higher than 80% 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

Cai Software LLC 401(k) Profit Sharing Plan 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. Cai Software LLC 401(k) Profit Sharing Plan sits mid-pack in the medium band (121 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Cai Software LLC 401(k) Profit Sharing Plan reported net income fell from $4M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Cai Software LLC 401(k) Profit Sharing Plan end-of-year assets rose from $33M in the plan year 2023 filing to $36M in the plan year 2024 filing.
  • Cai Software LLC 401(k) Profit Sharing Plan reported participants rose from 119 in the plan year 2023 filing to 121 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 471806394 · Cai Software LLC PY 2024 · 401(k)

Cai Software LLC 401(k) Profit Sharing Plan · $36M · 121 · 80th

  • BOY $36M
  • SCH 121
  • EBSA 80th
  • PART 401(k)
  • TYPE near Axle Retirement Plan
  • NET ind #16232

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 Rhode Island →

Cai Software LLC 401(k) Profit Sharing Plan in the asset neighbourhood

Cai Software LLC 401(k) Profit Sharing PlanCai Software LLC 401(k) Prof…$36MAxle Retirement Plan$36MHale Trailer Brake & Wheel, Inc. 401(k) PlanHale Trailer Brake & Wheel, …$36MSynergos Companies 401(k) PlanSynergos Companies 401(k) Pl…$36MPostler & Jaeckle Corp. 401(k) PlanPostler & Jaeckle Corp. 401(…$36M
End-of-year total assets ($M) among Cai Software LLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Rhode Island filing particulars

Total Assets (Beginning of Year)$33M
Net Assets (End of Year)$36M
Net Income$3M
Employer EIN471806394
Plan Effective Date1980-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cai Software LLC)

Sponsor-wide plan assets over time

All Cai Software LLC plans reported in each filing year

Latest sponsor-wide plan assets
$36M 27.918911850641976% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $28.4M $36.3M ▲ +27.9%
Year Plans Participants Total Assets
2022 1 138 $28M
2023 1 119 $33M
2024 1 121 $36M

Nearby 401(k) Plans in Rhode Island

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

Cai Software LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Rhode Island, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -10010203040 Total assets ($B) Participants Cai Software LLC 401(k) Profit Sharing Plan, Total assets ($B): 0.036297934 · Participants: 121Cai Software LLC 401(k) Profit Sharing PlanCVS Health Future Fund 401(k) Plan, Total assets ($B): 30.087909242 · Participants: 240493CVS Health Future Fund 401(k) PlanTextron Savings Plan, Total assets ($B): 6.12531514 · Participants: 26609Textron Savings PlanCfg Retirement Savings Plan, Total assets ($B): 3.249944772 · Participants: 17893Cfg Retirement Savings PlanUnfi 401(k) Plan, Total assets ($B): 2.764430113 · Participants: 26416Unfi 401(k) PlanFactory Mutual Insurance Company 401(k) Savings Plan, Total assets ($B): 1.916269037 · Participants: 4005Factory Mutual Insurance Company 401(k) Savings Plan
Cai Software LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Rhode Island, assets vs. participants
Compare Cai Software LLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

Cai Software LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Rhode Island, the nearest 401(k) by assets is Axle Retirement Plan in MD ($36M); by covered participants it is Mwg Holdings Group, Inc. 401(k) Plan in CA (121 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($36M here).

Similar participant headcount

Nearest other-state filings by covered participants (121 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 Cai Software LLC 401(k) Profit Sharing Plan assets move in 2024? ▼
Cai Software LLC 401(k) Profit Sharing Plan grew at a solid clip - up 10.6% during 2024, from $33M to $36M. Reported net income was $3M.
How have Cai Software LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cai Software LLC's sponsor-wide assets grew 27.9%, from $28M to $36M.
Where does Cai Software LLC 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Cai Software LLC 401(k) Profit Sharing Plan ranks in the 80th 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 Cai Software LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Axle Retirement Plan in MD ($36M, 548 participants).
Which 401(k) plans cover a similar participant headcount to Cai Software LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mwg Holdings Group, Inc. 401(k) Plan in CA (121 participants, $104K 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 471806394.

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.