401(k) · DOL Form 5500 · 2024

Casto Management Services, Inc. 401(k) Plan

Data updated 2026-08-25

$64M
Total assets Below avg plan size
302
Participants Below avg headcount
87th
Percentile by assets National rank
$213,189
Avg per participant Above avg balance/head
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Official DOL plan name: Casto Management Services, Inc. Savings and Retirement Plan · Sponsored by Casto Management Services, Inc. · Ohio · Real Estate

$64M in assets, 302 participants

Casto Management Services, Inc.'s Casto Management Services, Inc. Savings and Retirement Plan reported $64M in total assets and 302 participants in its 2024 DOL Form 5500 filing, ranking in the 87th 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.

  • #4,370 in Real Estate (4,605 peers)

Coverage in Ohio

Casto Management Services, Inc. Savings and Retirement Plan covers 302 participants in Ohio, about 39% of the average Ohio filer (state average ~765 per filing). Assets: $64M.

#4,370
in Real Estate (4,605 peers)
+19.9%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Casto Management Services, Inc. Savings and Retirement Plan's outsized position by total assets

Casto Management Services, Inc. Savings and Retirement Plan vs every filed plan by assets

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

$64,383,186 Top 13% higher than 87% 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

Casto Management Services, Inc. Savings and Retirement 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. Casto Management Services, Inc. Savings and Retirement Plan sits mid-pack in the medium band (302 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Casto Management Services, Inc. Savings and Retirement Plan end-of-year assets rose from $54M in the plan year 2023 filing to $64M in the plan year 2024 filing.
  • Casto Management Services, Inc. Savings and Retirement Plan reported net income rose from $10M in the plan year 2023 filing to $11M in the plan year 2024 filing.
  • Casto Management Services, Inc. Savings and Retirement Plan reported participants rose from 297 in the plan year 2023 filing to 302 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 810618128 · Casto Management Services, Inc. PY 2024 · 401(k)

Casto Management Services, Inc. Savings and Retirement Plan · $64M · 302 · 87th

  • VS-ST $64M
  • VS-ST 302
  • VS-ST 87th
  • VS-ST 401(k)
  • VS-ST near Redwood Electric Group, Inc. 401(k) Profit Sharing Plan
  • VS-ST ind #4370

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 Real Estate retirement plans → · Plans in Ohio →

Casto Management Services, Inc. Savings and Retirement Plan in the asset neighbourhood

Delta Employees 401(k) Profit Sharing Plan and Savings PlanDelta Employees 401(k) Profi…$64MCasto Management Services, Inc. Savings and Retirement PlanCasto Management Services, I…$64MRedwood Electric Group, Inc. 401(k) Profit Sharing PlanRedwood Electric Group, Inc.…$64MFirst Supply LLC Retirement PlanFirst Supply LLC Retirement …$64MRpm Living, LLC 401(k) Plan$64M
End-of-year total assets ($M) among Casto Management Services, Inc. Savings and Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Ohio filing particulars

Total Assets (Beginning of Year)$54M
Net Assets (End of Year)$64M
Net Income$11M
Employer EIN810618128
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Casto Management Services, Inc.)

Sponsor-wide plan assets over time

All Casto Management Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$64M 45.76564620443614% vs 2022
2024 filing year
$40M$50M$60M$70M 202220232024 $44.2M $64.4M ▲ +45.8%
Year Plans Participants Total Assets
2022 1 275 $44M
2023 1 297 $54M
2024 1 302 $64M

Nearby 401(k) Plans in Ohio

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

Casto Management Services, Inc. Savings and Retirement Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Casto Management Services, Inc. Savings and Retirement Plan, Total assets ($B): 0.064383186 · Participants: 302Casto Management Services, Inc. Savings and Retirement PlanGE Aerospace Retirement Savings Plan, Total assets ($B): 14.738724553 · Participants: 45620GE Aerospace Retirement Savings PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 11.809161 · Participants: 135373The Kroger Co. 401(k) Retirement Savings Account PlanThe Progressive 401(k) Plan, Total assets ($B): 11.533546294 · Participants: 62521The Progressive 401(k) PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.563559628 · Participants: 47459The Sherwin-Williams Company 401(k) PlanParker Retirement Savings Plan, Total assets ($B): 9.010073432 · Participants: 26315Parker Retirement Savings Plan
Casto Management Services, Inc. Savings and Retirement Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Casto Management Services, Inc. Savings and Retirement Plan side-by-side with 3 peers →

Casto Management Services, Inc. Savings and Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Redwood Electric Group, Inc. 401(k) Profit Sharing Plan in CA ($64M); by covered participants it is Sunworks 401(k) Plan & Trust in DE (302 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (302 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 Casto Management Services, Inc. Savings and Retirement Plan assets move in 2024? ▼
Casto Management Services, Inc. Savings and Retirement Plan grew sharply - up 19.9% during 2024, from $54M to $64M. Reported net income was $11M.
How have Casto Management Services, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Casto Management Services, Inc.'s sponsor-wide assets grew 45.8%, from $44M to $64M.
Where does Casto Management Services, Inc. Savings and Retirement Plan rank by assets among Form 5500 filers? ▼
Casto Management Services, Inc. Savings and Retirement Plan ranks in the 87th 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 Casto Management Services, Inc. Savings and Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Redwood Electric Group, Inc. 401(k) Profit Sharing Plan in CA ($64M, 216 participants).
Which 401(k) plans cover a similar participant headcount to Casto Management Services, Inc. Savings and Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Sunworks 401(k) Plan & Trust in DE (302 participants, 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 810618128.

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.