401(k) · DOL Form 5500 · 2024

Cascade Energy, LLC 401(k) Plan

Data updated 2026-08-25

$43M
Total assets Below avg plan size
207
Participants Below avg headcount
82nd
Percentile by assets National rank
$209,151
Avg per participant Above avg balance/head
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Official DOL plan name: Cascade Energy 401(k) Plan & Trust · Sponsored by Cascade Energy, LLC · Oregon · Professional & Technical Services

$43M in assets, 207 participants

Cascade Energy, LLC's Cascade Energy 401(k) Plan & Trust reported $43M in total assets and 207 participants in its 2024 DOL Form 5500 filing, ranking in the 82nd 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.

  • #16,751 in Professional & Technical Services (20,173 peers)

Coverage in Oregon

Cascade Energy 401(k) Plan & Trust covers 207 participants in Oregon, about 47% of the average Oregon filer (state average ~443 per filing). Assets: $43M.

#16,751
in Professional & Technical Services (20,173 peers)
+21.1%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Cascade Energy 401(k) Plan & Trust's outsized position by total assets

Cascade Energy 401(k) Plan & Trust vs every filed plan by assets

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

$43,294,184 Top 18% higher than 82% 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

Cascade Energy 401(k) Plan & Trust 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. Cascade Energy 401(k) Plan & Trust sits mid-pack in the medium band (207 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Cascade Energy 401(k) Plan & Trust reported net income rose from $6M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • Cascade Energy 401(k) Plan & Trust end-of-year assets rose from $36M in the plan year 2023 filing to $43M in the plan year 2024 filing.
  • Cascade Energy 401(k) Plan & Trust reported participants rose from 196 in the plan year 2023 filing to 207 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 931124681 · Cascade Energy, LLC PY 2024 · 401(k)

Cascade Energy 401(k) Plan & Trust · $43M · 207 · 82nd

  • EOY $43M
  • 5500 207
  • ASSETS 82nd
  • PCT 401(k)
  • EIN near Beckhoff Automation 401(k) Plan
  • RANK ind #16751

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 Oregon →

Cascade Energy 401(k) Plan & Trust in the asset neighbourhood

Beckhoff Automation 401(k) PlanBeckhoff Automation 401(k) P…$43MEmtec Global Services, LLC 401(k) Profit Sharing PlanEmtec Global Services, LLC 4…$43MCascade Energy 401(k) Plan & TrustCascade Energy 401(k) Plan &…$43MPediatrust, LLC 401(k) Profit Sharing Plan & TrustPediatrust, LLC 401(k) Profi…$43MSbera 401(k) Plan as Adopted by Country Bank for SavingsSbera 401(k) Plan as Adopted…$43M
End-of-year total assets ($M) among Cascade Energy 401(k) Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Oregon filing particulars

Total Assets (Beginning of Year)$36M
Net Assets (End of Year)$43M
Net Income$8M
Employer EIN931124681
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cascade Energy, LLC)

Sponsor-wide plan assets over time

All Cascade Energy, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$43M 16.913603094019724% vs 2022
2024 filing year
$35M$40M$45M$50M 202220232024 $37M $43.3M ▲ +16.9%
Year Plans Participants Total Assets
2022 2 364 $37M
2023 2 390 $48M
2024 1 207 $43M

Nearby 401(k) Plans in Oregon

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

Cascade Energy 401(k) Plan & Trust vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Cascade Energy 401(k) Plan & Trust, Total assets ($B): 0.043294184 · Participants: 207Cascade Energy 401(k) Plan & Trust401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc., Total assets ($B): 5.896318452 · Participants: 37293401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc.Daimler Truck North America, L.L.C. Employee Retirement Savings Plan, Total assets ($B): 2.72094907 · Participants: 8431Daimler Truck North America, L.L.C. Employee Retirement Savings PlanPrecision Castparts Corp. 401(k) Retirement Savings Plan, Total assets ($B): 2.483708639 · Participants: 17047Precision Castparts Corp. 401(k) Retirement Savings PlanXpo Logistics Retirement Savings Plan, Total assets ($B): 1.888295912 · Participants: 5689Xpo Logistics Retirement Savings PlanPacificorp K Plus Employee Savings Plan, Total assets ($B): 1.771250677 · Participants: 5201Pacificorp K Plus Employee Savings Plan
Cascade Energy 401(k) Plan & Trust vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare Cascade Energy 401(k) Plan & Trust side-by-side with 3 peers →

Cascade Energy 401(k) Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Oregon, the nearest 401(k) by assets is Beckhoff Automation 401(k) Plan in MN ($43M); by covered participants it is California Retina Associates 401(k) Plan in CA (207 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (207 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 Cascade Energy 401(k) Plan & Trust assets move in 2024? ▼
Cascade Energy 401(k) Plan & Trust grew sharply - up 21.1% during 2024, from $36M to $43M. Reported net income was $8M.
How have Cascade Energy, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cascade Energy, LLC's sponsor-wide assets grew 16.9%, from $37M to $43M.
Where does Cascade Energy 401(k) Plan & Trust rank by assets among Form 5500 filers? ▼
Cascade Energy 401(k) Plan & Trust ranks in the 82nd 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 Cascade Energy 401(k) Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Beckhoff Automation 401(k) Plan in MN ($43M, 258 participants).
Which 401(k) plans cover a similar participant headcount to Cascade Energy 401(k) Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is California Retina Associates 401(k) Plan in CA (207 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 931124681.

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.