401(k) · DOL Form 5500 · 2024

Caddick Utilities LLC 401(k) Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
123
Participants Small participant base
75th
Percentile by assets National rank
$208,447
Avg per participant Above avg balance/head
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Official DOL plan name: Caddick Utilities LLC 401(k) Retirement Plan · Sponsored by Caddick Utilities LLC · Pennsylvania · Construction

$26M in assets, 123 participants

Caddick Utilities LLC's Caddick Utilities LLC 401(k) Retirement Plan reported $26M in total assets and 123 participants in its 2024 DOL Form 5500 filing, ranking in the 75th 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.

  • #6,638 in Construction (9,039 peers)

Coverage in Pennsylvania

Caddick Utilities LLC 401(k) Retirement Plan covers 123 participants in Pennsylvania, about 15% of the average Pennsylvania filer (state average ~822 per filing). Assets: $26M.

#6,638
in Construction (9,039 peers)
+13.2%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Caddick Utilities LLC 401(k) Retirement Plan's outsized position by total assets

Caddick Utilities LLC 401(k) Retirement Plan vs every filed plan by assets

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

$25,638,970 Top 25% higher than 75% 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

Caddick Utilities LLC 401(k) Retirement Plan 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. Caddick Utilities LLC 401(k) Retirement Plan sits mid-pack in the medium band (123 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Caddick Utilities LLC 401(k) Retirement Plan end-of-year assets rose from $23M in the plan year 2023 filing to $26M in the plan year 2024 filing.
  • Caddick Utilities LLC 401(k) Retirement Plan reported net income fell from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Caddick Utilities LLC 401(k) Retirement Plan reported participants fell from 126 in the plan year 2023 filing to 123 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 263945873 · Caddick Utilities LLC PY 2024 · 401(k)

Caddick Utilities LLC 401(k) Retirement Plan · $26M · 123 · 75th

  • PART $26M
  • PART 123
  • PART 75th
  • PART 401(k)
  • PART near Fiske Brothers Refining Co. 401(k) Plan
  • PART ind #6638

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 Construction retirement plans → · Plans in Pennsylvania →

Caddick Utilities LLC 401(k) Retirement Plan in the asset neighbourhood

Caddick Utilities LLC 401(k) Retirement PlanCaddick Utilities LLC 401(k)…$26MFiske Brothers Refining Co. 401(k) PlanFiske Brothers Refining Co. …$26MRegal Ware, Inc. Profit Sharing PlanRegal Ware, Inc. Profit Shar…$26MAvadian Credit Union 401(k) PlanAvadian Credit Union 401(k) …$26MLevel Access, Inc. 401(k) PlanLevel Access, Inc. 401(k) Pl…$26M
End-of-year total assets ($M) among Caddick Utilities LLC 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$26M
Net Income$3M
Employer EIN263945873
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Caddick Utilities LLC)

Sponsor-wide plan assets over time

All Caddick Utilities LLC plans reported in each filing year

Latest sponsor-wide plan assets
$26M 33.04032498013395% vs 2022
2024 filing year
$18M$20M$22M$24M$26M$28M 202220232024 $19.3M $25.6M ▲ +33.1%
Year Plans Participants Total Assets
2022 1 133 $19M
2023 1 126 $23M
2024 1 123 $26M

Nearby 401(k) Plans in Pennsylvania

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

Caddick Utilities LLC 401(k) Retirement Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants Caddick Utilities LLC 401(k) Retirement Plan, Total assets ($B): 0.02563897 · Participants: 123Caddick Utilities LLC 401(k) Retirement PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 19.687957793 · Participants: 90495Comcast Corporation Retirement - Investment PlanThe Cigna Group 401(k) Plan, Total assets ($B): 14.20308608 · Participants: 63634The Cigna Group 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 11.084818612 · Participants: 18066The Vanguard Retirement and Savings PlanThermo Fisher Scientific Inc. 401(k) Retirement Plan, Total assets ($B): 10.263366209 · Participants: 36150Thermo Fisher Scientific Inc. 401(k) Retirement PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 10.189629 · Participants: 54604The PNC Financial Services Group, Inc. Incentive Savings Plan
Caddick Utilities LLC 401(k) Retirement Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Caddick Utilities LLC 401(k) Retirement Plan side-by-side with 3 peers →

Caddick Utilities LLC 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Fiske Brothers Refining Co. 401(k) Plan in NJ ($26M); by covered participants it is Clark's Termite & Pest Control 401(k) Plan in NJ (123 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($26M here).

Similar participant headcount

Nearest other-state filings by covered participants (123 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 Caddick Utilities LLC 401(k) Retirement Plan assets move in 2024? ▼
Caddick Utilities LLC 401(k) Retirement Plan grew at a solid clip - up 13.2% during 2024, from $23M to $26M. Reported net income was $3M.
How have Caddick Utilities LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Caddick Utilities LLC's sponsor-wide assets grew 33.0%, from $19M to $26M.
Where does Caddick Utilities LLC 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Caddick Utilities LLC 401(k) Retirement Plan ranks in the 75th 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 Caddick Utilities LLC 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Fiske Brothers Refining Co. 401(k) Plan in NJ ($26M, 101 participants).
Which 401(k) plans cover a similar participant headcount to Caddick Utilities LLC 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Clark's Termite & Pest Control 401(k) Plan in NJ (123 participants, $2M 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 263945873.

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.