401(k) · DOL Form 5500 · 2024
Cai Holdings, LLC 401(k) Plan
Data updated 2026-08-25
- $868K
- Total assets Small plan by assets
- 77
- Participants Small participant base
- 22nd
- Percentile by assets National rank
- $11,274
- Avg per participant Low balance/head
Official DOL plan name: Cai Holdings 401(k) Profit Sharing Plan & Trust · Sponsored by Cai Holdings, LLC · Ohio · Manufacturing
$868K in assets, 77 participants
Cai Holdings, LLC's Cai Holdings 401(k) Profit Sharing Plan & Trust reported $868K in total assets and 77 participants in its 2024 DOL Form 5500 filing, ranking in the 22nd 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.
- #1,596 in Manufacturing (17,777 peers)
2024 asset change
Cai Holdings 401(k) Profit Sharing Plan & Trust grew at a solid clip 11.4% in 2024 ($779K → $868K) for 77 participants.
- #1,596
- in Manufacturing (17,777 peers)
- +11.4%
- assets growth YoY
Cai Holdings 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets
Cai Holdings 401(k) Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$868,108 22nd percentile higher than 22% 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
Cai Holdings 401(k) Profit Sharing Plan & 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. Cai Holdings 401(k) Profit Sharing Plan & Trust is a small filing (77 participants) on this national headcount ladder.
Published 5500 schedule card
Filing strip 831845557 · Cai Holdings, LLC PY 2024 · 401(k)
Cai Holdings 401(k) Profit Sharing Plan & Trust · $868K · 77 · 22nd
- EIN $868K
- EIN 77
- EIN 22nd
- EIN 401(k)
- EIN near Dugn Retirement Plan
- EIN ind #1596
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 Manufacturing retirement plans → · Plans in Ohio →
Cai Holdings 401(k) Profit Sharing Plan & Trust in the asset neighbourhood
2024 asset-move particulars
| Total Assets (Beginning of Year) | $779K |
|---|---|
| Net Assets (End of Year) | $868K |
| Net Income | $89K |
| Employer EIN | 831845557 |
| Plan Effective Date | 2020-01-01 |
| 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
Cai Holdings 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside Ohio, the nearest 401(k) by assets is Dugn Retirement Plan in KS ($868K); by covered participants it is Winchester Emergency Physicians, P.C. 401(k) Profit Sharing Plan in PA (77 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($868K here).
- Dugn Retirement Plan (KS) $868K · 2
- C & S Auto Ag and Truck Parts Inc. 401(k) Plan (CA) $868K · N/A
- Zenith Centurion Ventures, Inc. 401(k) Profit Sharing Plan (AL) $868K · 1
- Refricentro, Inc. Retirement Plan (PR) $868K · 177
Similar participant headcount
Nearest other-state filings by covered participants (77 participants); asset peers above are excluded.
- Winchester Emergency Physicians, P.C. 401(k) Profit Sharing Plan (PA) 77 · 0 off
- Maestro Health 401(k) Plan (IL) 77 · 0 off
- Cvc Advisors (U.S.) Inc. Retirement Plan (NY) 77 · 0 off
- Flexitank Retirement Plan (PR) 77 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.