ESOP · DOL Form 5500 · 2024

United Cascade Enterprises, Inc. ESOP

Data updated 2026-08-25

$19M
Total assets Small plan by assets
205
Participants Below avg headcount
69th
Percentile by assets National rank
$91,280
Avg per participant Below avg balance/head
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Official DOL plan name: Cascade Energy Employee Stock Ownership Plan and Trust · Sponsored by United Cascade Enterprises, Inc. · Oregon · Professional & Technical Services

$19M in assets, 205 participants

United Cascade Enterprises, Inc.'s Cascade Energy Employee Stock Ownership Plan and Trust reported $19M in total assets and 205 participants in its 2024 DOL Form 5500 filing, ranking in the 69th 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.

  • #13,746 in Professional & Technical Services (20,173 peers)

Coverage in Oregon

Cascade Energy Employee Stock Ownership Plan and Trust covers 205 participants in Oregon, about 46% of the average Oregon filer (state average ~443 per filing). Assets: $19M.

#13,746
in Professional & Technical Services (20,173 peers)
+50.2%
assets growth YoY

Cascade Energy Employee Stock Ownership Plan and Trust's outsized position by total assets

Cascade Energy Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$18,712,423 Top 31% higher than 69% 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 Employee Stock Ownership Plan and 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 Employee Stock Ownership Plan and Trust sits mid-pack in the medium band (205 participants).

EBSA filing schedule strip

Filing strip 990449709 · United Cascade Enterprises, Inc. PY 2024 · ESOP

Cascade Energy Employee Stock Ownership Plan and Trust · $19M · 205 · 69th

  • EOY $19M
  • 5500 205
  • ASSETS 69th
  • PCT ESOP
  • EIN near Genco Stamping and Manufacturing Company Employee Stock Ownership Plan
  • RANK ind #13746

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 What is an ESOP? → · Plans in Oregon →

Cascade Energy Employee Stock Ownership Plan and Trust in the asset neighbourhood

Cascade Energy Employee Stock Ownership Plan and TrustCascade Energy Employee Stoc…$19MGenco Stamping and Manufacturing Company Employee Stock Ownership PlanGenco Stamping and Manufactu…$19MEnroute Computer Solutions ESOPEnroute Computer Solutions E…$19MUnison Solutions, Inc. Employee Stock Ownership PlanUnison Solutions, Inc. Emplo…$19MLegend Holding Company, Inc. Employee Stock Ownership PlanLegend Holding Company, Inc.…$19M
End-of-year total assets ($M) among Cascade Energy Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Oregon filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)-$5M
Net Income$7M
Employer EIN990449709
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Oregon

Peer ESOP plans, same state, same plan type, ranked by total assets.

Cascade Energy Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Oregon, assets vs. participants Scatter plot of 6 data points. -50005001000150020002500 0100200300400 Total assets ($M) Participants Cascade Energy Employee Stock Ownership Plan and Trust, Total assets ($M): 18.712423 · Participants: 205Cascade Energy Employee Stock Ownership Plan and TrustBob's Red Mill Natural Foods, Inc. Employee Stock Ownership Plan, Total assets ($M): 314.921616 · Participants: 547Bob's Red Mill Natural Foods, Inc. Employee Stock Ownership PlanPacific Industrial Corp. Employee Stock Ownership Plan, Total assets ($M): 250.955816 · Participants: 73Pacific Industrial Corp. Employee Stock Ownership PlanBi-Mart Corporation Employee Stock Ownership Plan, Total assets ($M): 141.187313 · Participants: 2070Bi-Mart Corporation Employee Stock Ownership PlanNorthwest Pump & Equipment Co. Employee Stock Ownership Plan, Total assets ($M): 101.669374 · Participants: 209Northwest Pump & Equipment Co. Employee Stock Ownership PlanNorthwest Pump & Equipment Co. Employee Stock Ownership Plan, Total assets ($M): 99.362878 · Participants: 195Northwest Pump & Equipment Co. Employee Stock Ownership Plan
Cascade Energy Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Oregon, assets vs. participants
Compare Cascade Energy Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

Cascade Energy Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount

Outside Oregon, the nearest ESOP by assets is Genco Stamping and Manufacturing Company Employee Stock Ownership Plan in TN ($19M); by covered participants it is Midwest Bancorporation, Inc and Affiliates Employee Stock Ownership Plan in MO (205 participants). Same-state nearby plans are listed separately above.

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 Employee Stock Ownership Plan and Trust assets move in 2024? ▼
Cascade Energy Employee Stock Ownership Plan and Trust surged - up 50.2% during 2024, from $12M to $19M. Reported net income was $7M.
Which ESOP plans are similar in size to Cascade Energy Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is Genco Stamping and Manufacturing Company Employee Stock Ownership Plan in TN ($19M, 45 participants).
Which ESOP plans cover a similar participant headcount to Cascade Energy Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Midwest Bancorporation, Inc and Affiliates Employee Stock Ownership Plan in MO (205 participants, $35M 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 990449709.

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.