401(k) · DOL Form 5500 · 2024
Cassady Schiller Wealth Management, LLC 401(k) Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 8
- Participants Small participant base
- 29th
- Percentile by assets National rank
- $233,794
- Avg per participant Above avg balance/head
Official DOL plan name: Cassady Schiller Wealth Management, LLC 401(k) Profit Sharing Plan · Sponsored by Cassady Schiller Wealth Management, LLC · Ohio · Finance & Insurance
$2M in assets, 8 participants
Cassady Schiller Wealth Management, LLC's Cassady Schiller Wealth Management, LLC 401(k) Profit Sharing Plan reported $2M in total assets and 8 participants in its 2024 DOL Form 5500 filing, ranking in the 29th 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.
- #1,529 in Finance & Insurance (8,549 peers)
What the 2024 filing shows
Cassady Schiller Wealth Management, LLC 401(k) Profit Sharing Plan holds $2M for 8 participants - about $233,794 per participant, in the lower half of filed plans by assets.
- #1,529
- in Finance & Insurance (8,549 peers)
- $177K
- reported net income
Cassady Schiller Wealth Management, LLC 401(k) Profit Sharing Plan among the smaller filed plans by assets
Cassady Schiller Wealth Management, LLC 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,870,354 29th percentile higher than 29% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Cassady Schiller Wealth Management, LLC 401(k) Profit Sharing 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. Cassady Schiller Wealth Management, LLC 401(k) Profit Sharing Plan is a micro filing (8 participants), the leftmost band.
Form 5500 schedule snapshot
Filing strip 261761853 · Cassady Schiller Wealth Management, LLC PY 2024 · 401(k)
Cassady Schiller Wealth Management, LLC 401(k) Profit Sharing Plan · $2M · 8 · 29th
- PART $2M
- TYPE 8
- NET 29th
- BOOK 401(k)
- VS-ST near Far Properties and Associated Companies 401(k) Plan
- BOY ind #1529
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 Ohio →
Cassady Schiller Wealth Management, LLC 401(k) Profit Sharing Plan in the asset neighbourhood
Filing particulars (2024)
| Total Assets (Beginning of Year) | N/A |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $177K |
| Employer EIN | 261761853 |
| Plan Effective Date | 2024-07-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Ohio
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- GE Aerospace Retirement Savings Plan $14.7B · 45,620
- The Kroger Co. 401(k) Retirement Savings Account Plan $11.8B · 135,373
- The Progressive 401(k) Plan $11.5B · 62,521
- The Sherwin-Williams Company 401(k) Plan $10.6B · 47,459
- Parker Retirement Savings Plan $9.0B · 26,315
Cassady Schiller Wealth Management, LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Ohio, the nearest 401(k) by assets is Far Properties and Associated Companies 401(k) Plan in PR ($2M); by covered participants it is The Raymond Company Pension Services, LLC 401(k) Plan in AZ (8 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (8 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.