401(k) · DOL Form 5500 · 2024

Castellini Company LLC 401(k) Plan

Data updated 2026-08-25

$53M
Total assets Below avg plan size
1,561
Participants Near avg headcount
85th
Percentile by assets National rank
$34,058
Avg per participant Low balance/head
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Official DOL plan name: Castellini Employee Savings and Profit Sharing Plan · Sponsored by Castellini Company LLC · Kentucky · Wholesale Trade

$53M in assets, 1,561 participants

Castellini Company LLC's Castellini Employee Savings and Profit Sharing Plan reported $53M in total assets and 1,561 participants in its 2024 DOL Form 5500 filing, ranking in the 85th 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.

  • #5,233 in Wholesale Trade (6,080 peers)

Coverage in Kentucky

Castellini Employee Savings and Profit Sharing Plan covers 1,561 participants in Kentucky, 2.4x the typical Kentucky plan (state average ~647 per filing). Assets: $53M.

#5,233
in Wholesale Trade (6,080 peers)
+4.4%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Castellini Employee Savings and Profit Sharing Plan's outsized position by total assets

Castellini Employee Savings and Profit Sharing Plan vs every filed plan by assets

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

$53,164,942 Top 15% higher than 85% 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

Castellini Employee Savings and Profit Sharing Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Castellini Employee Savings and Profit Sharing Plan lands in the large band (1,561 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Castellini Employee Savings and Profit Sharing Plan reported participants fell from 2,224 in the plan year 2023 filing to 1,561 in the plan year 2024 filing.
  • Castellini Employee Savings and Profit Sharing Plan reported net income rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Castellini Employee Savings and Profit Sharing Plan end-of-year assets rose from $51M in the plan year 2023 filing to $53M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 760720073 · Castellini Company LLC PY 2024 · 401(k)

Castellini Employee Savings and Profit Sharing Plan · $53M · 1,561 · 85th

  • RANK $53M
  • PHOTO 1,561
  • IND 85th
  • EOY 401(k)
  • 5500 near Ascend Partner Services, LLC 401(k) Plan
  • ASSETS ind #5233

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 Wholesale Trade retirement plans → · Plans in Kentucky →

Castellini Employee Savings and Profit Sharing Plan in the asset neighbourhood

Airlines for America Employee Savings PlanAirlines for America Employe…$53MCastellini Employee Savings and Profit Sharing PlanCastellini Employee Savings …$53MAscend Partner Services, LLC 401(k) PlanAscend Partner Services, LLC…$53MMsrb 401(k) Retirement Plan$53MPathstone 401(k) Plan$53M
End-of-year total assets ($M) among Castellini Employee Savings and Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Kentucky filing particulars

Total Assets (Beginning of Year)$51M
Net Assets (End of Year)$53M
Net Income$2M
Employer EIN760720073
Plan Effective Date1970-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Castellini Company LLC)

Sponsor-wide plan assets over time

All Castellini Company LLC plans reported in each filing year

Latest sponsor-wide plan assets
$64M 8.685060732832406% vs 2022
2024 filing year
$56M$58M$60M$62M$64M$66M 202220232024 $58.5M $63.6M ▲ +8.7%
Year Plans Participants Total Assets
2022 2 1,213 $58M
2023 2 2,254 $61M
2024 2 1,584 $64M

Nearby 401(k) Plans in Kentucky

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

Castellini Employee Savings and Profit Sharing Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants Castellini Employee Savings and Profit Sharing Plan, Total assets ($B): 0.053164942 · Participants: 1561Castellini Employee Savings and Profit Sharing PlanCommonspirit Health 401(k) Retirement Savings Plan, Total assets ($B): 8.826314209 · Participants: 90345Commonspirit Health 401(k) Retirement Savings PlanHumana Retirement Savings Plan, Total assets ($B): 7.706147015 · Participants: 45706Humana Retirement Savings PlanUPS/Ipa 401(k) Savings Plan, Total assets ($B): 1.501700415 · Participants: 3064UPS/Ipa 401(k) Savings PlanScionhealth 401(k) Plan, Total assets ($B): 1.316012841 · Participants: 23753Scionhealth 401(k) PlanLexmark Savings Plan, Total assets ($B): 1.211057397 · Participants: 1919Lexmark Savings Plan
Castellini Employee Savings and Profit Sharing Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants
Compare Castellini Employee Savings and Profit Sharing Plan side-by-side with 3 peers →

Castellini Employee Savings and Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Kentucky, the nearest 401(k) by assets is Ascend Partner Services, LLC 401(k) Plan in VA ($53M); by covered participants it is Mechanics Bank Profit Sharing/401(k) Plan in CA (1,561 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($53M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,561 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 Castellini Employee Savings and Profit Sharing Plan assets move in 2024? ▼
Castellini Employee Savings and Profit Sharing Plan edged up modestly - up 4.4% during 2024, from $51M to $53M. Reported net income was $2M.
How have Castellini Company LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Castellini Company LLC's sponsor-wide assets grew 8.7%, from $58M to $64M.
Where does Castellini Employee Savings and Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Castellini Employee Savings and Profit Sharing Plan ranks in the 85th 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 Castellini Employee Savings and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ascend Partner Services, LLC 401(k) Plan in VA ($53M, 328 participants).
Which 401(k) plans cover a similar participant headcount to Castellini Employee Savings and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mechanics Bank Profit Sharing/401(k) Plan in CA (1,561 participants, $215M 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 760720073.

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.