401(k) · DOL Form 5500 · 2024
Castlelake, LP 401(k) Plan
Data updated 2026-08-25
- $44M
- Total assets Below avg plan size
- 161
- Participants Small participant base
- 83rd
- Percentile by assets National rank
- $272,857
- Avg per participant High balance/head
Official DOL plan name: Castlelake, LP Retirement Savings Plan · Sponsored by Castlelake, LP · Minnesota · Finance & Insurance
$44M in assets, 161 participants
Castlelake, LP's Castlelake, LP Retirement Savings Plan reported $44M in total assets and 161 participants in its 2024 DOL Form 5500 filing, ranking in the 83rd 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.
- #6,249 in Finance & Insurance (8,549 peers)
Coverage in Minnesota
Castlelake, LP Retirement Savings Plan covers 161 participants in Minnesota, about 14% of the average Minnesota filer (state average ~1,126 per filing). Assets: $44M.
- #6,249
- in Finance & Insurance (8,549 peers)
- +17.9%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Castlelake, LP Retirement Savings Plan's outsized position by total assets
Castlelake, LP Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$43,929,975 Top 17% higher than 83% 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
Castlelake, LP Retirement Savings 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. Castlelake, LP Retirement Savings Plan sits mid-pack in the medium band (161 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Castlelake, LP Retirement Savings Plan reported net income rose from $5M in the plan year 2023 filing to $7M in the plan year 2024 filing.
- Castlelake, LP Retirement Savings Plan end-of-year assets rose from $37M in the plan year 2023 filing to $44M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 203323857 · Castlelake, LP PY 2024 · 401(k)
Castlelake, LP Retirement Savings Plan · $44M · 161 · 83rd
- EOY $44M
- EOY 161
- EOY 83rd
- EOY 401(k)
- EOY near Comstock Resources, Inc. 401(k) Profit Sharing Plan
- EOY ind #6249
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 Finance & Insurance retirement plans → · Plans in Minnesota →
Castlelake, LP Retirement Savings Plan in the asset neighbourhood
Minnesota filing particulars
| Total Assets (Beginning of Year) | $37M |
|---|---|
| Net Assets (End of Year) | $44M |
| Net Income | $7M |
| Employer EIN | 203323857 |
| Plan Effective Date | 1993-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Castlelake, LP)
Sponsor-wide plan assets over time
All Castlelake, LP plans reported in each filing year
- Latest sponsor-wide plan assets
- $44M 34.0939759689295% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 162 | $33M |
| 2023 | 1 | 162 | $37M |
| 2024 | 1 | 161 | $44M |
Nearby 401(k) Plans in Minnesota
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $57.9B · 179,076
- Unitedhealth Group 401(k) Savings Plan $26.6B · 205,460
- Target Corporation 401(k) Plan $14.4B · 409,649
- Medtronic Savings and Investment Plan $13.7B · 38,480
- U.S. Bank 401(k) Savings Plan $11.4B · 73,109
Castlelake, LP Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Minnesota, the nearest 401(k) by assets is Comstock Resources, Inc. 401(k) Profit Sharing Plan in TX ($44M); by covered participants it is Shallenberger Construction, Inc. 401(k) Davis Bacon Plan in PA (161 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($44M here).
- Comstock Resources, Inc. 401(k) Profit Sharing Plan (TX) $44M · 251
- Kansas Imaging Consultants PA 401(k) Profit Sharin (KS) $44M · 29
- Rincon Consultants, Inc. 401(k) and Profit Sharing Plan (CA) $44M · 394
- 401(k) Retirement Savings Plan for Employees of Perry's Ice Cream Company, Inc. (NY) $44M · 455
Similar participant headcount
Nearest other-state filings by covered participants (161 participants); asset peers above are excluded.
- Shallenberger Construction, Inc. 401(k) Davis Bacon Plan (PA) 161 · 0 off
- Akebia Therapeutics 401(k) Plan (MA) 161 · 0 off
- Kretek International, Inc. 401(k) Profit Sharing Plan (CA) 161 · 0 off
- Pve, LLC 401(k) Plan (PA) 161 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.