401(k) · DOL Form 5500 · 2024
James P Dickens M D Inc Dba Cascade Medical Wellness Center 401(k) Plan
Data updated 2026-08-25
- $811K
- Total assets Small plan by assets
- 6
- Participants Small participant base
- 21st
- Percentile by assets National rank
- $135,249
- Avg per participant Near avg balance/head
Official DOL plan name: Cascade Wellness Center Ps 401(k) Plan · Sponsored by James P Dickens M D Inc Dba Cascade Medical Wellness Center · California · Healthcare & Social Assistance
$811K in assets, 6 participants
James P Dickens M D Inc Dba Cascade Medical Wellness Center's Cascade Wellness Center Ps 401(k) Plan reported $811K in total assets and 6 participants in its 2024 DOL Form 5500 filing, ranking in the 21st 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.
- #2,890 in Healthcare & Social Assistance (16,916 peers)
What the 2024 filing shows
Cascade Wellness Center Ps 401(k) Plan holds $811K for 6 participants - about $135,249 per participant, among the smaller plans by assets on file.
- #2,890
- in Healthcare & Social Assistance (16,916 peers)
- -1.2%
- assets change YoY
The plan reported a net loss of $10K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Cascade Wellness Center Ps 401(k) Plan among the smaller filed plans by assets
Cascade Wellness Center Ps 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$811,492 21st percentile higher than 21% 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
Cascade Wellness Center Ps 401(k) 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. Cascade Wellness Center Ps 401(k) Plan is a micro filing (6 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Cascade Wellness Center Ps 401(k) Plan reported net income fell from $45K in the plan year 2023 filing to -$10K in the plan year 2024 filing.
- Cascade Wellness Center Ps 401(k) Plan reported participants fell from 7 in the plan year 2023 filing to 6 in the plan year 2024 filing.
- Cascade Wellness Center Ps 401(k) Plan end-of-year assets fell from $822K in the plan year 2023 filing to $811K in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 208194444 · James P Dickens M D Inc Dba Cascade Medical Wellness Center PY 2024 · 401(k)
Cascade Wellness Center Ps 401(k) Plan · $811K · 6 · 21st
- BOY $811K
- BOY 6
- BOY 21st
- BOY 401(k)
- BOY near White Ranson Funeral Home, LLC Safe Harbor 401(k) Plan
- BOY ind #2890
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 Healthcare & Social Assistance retirement plans → · Plans in California →
Cascade Wellness Center Ps 401(k) Plan in the asset neighbourhood
Filing particulars (2024)
| Total Assets (Beginning of Year) | $822K |
|---|---|
| Net Assets (End of Year) | $806K |
| Net Income | -$10K |
| Employer EIN | 208194444 |
| Plan Effective Date | 2013-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (James P Dickens M D Inc Dba Cascade Medical Wellness Center)
Sponsor-wide plan assets over time
All James P Dickens M D Inc Dba Cascade Medical Wellness Center plans reported in each filing year
- Latest sponsor-wide plan assets
- $811K 4.899223363219889% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 7 | $774K |
| 2023 | 1 | 7 | $822K |
| 2024 | 1 | 6 | $811K |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Google LLC 401(k) Savings Plan $48.7B · 116,712
- Oracle Corporation 401(k) Savings and Investment Plan $31.0B · 58,962
- Intel 401(k) Savings Plan $24.9B · 55,298
- Apple 401(k) Plan $24.7B · 101,450
- Cisco Systems,Inc. 401(k) Plan $22.7B · 40,452
Cascade Wellness Center Ps 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is White Ranson Funeral Home, LLC Safe Harbor 401(k) Plan in TN ($811K); by covered participants it is Caliche, Ltd 401(k) in TX (6 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($811K here).
Similar participant headcount
Nearest other-state filings by covered participants (6 participants); asset peers above are excluded.
- Caliche, Ltd 401(k) (TX) 6 · 0 off
- Pat Nguyen Safe Harbor 401(k) Plan (GA) 6 · 0 off
- Toyota Lift Northwest 401(k) Plan (OR) 6 · 0 off
- Johnston Tobey Baruch P.C. 401(k) Profit Sharing Plan and Trust (TX) 6 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.