401(k) · DOL Form 5500 · 2024

Cask Nx LLC 401(k) Plan

Data updated 2026-08-25

$25M
Total assets Small plan by assets: 254
Participants Below avg headcount: 74th
Percentile by assets National rank: $98,082
Avg per participant Below avg balance/head

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Official DOL plan name: Cask Nx LLC 401(k) Plan · Sponsored by Cask Nx LLC · California · Professional & Technical Services

$25M in assets, 254 participants

Cask Nx LLC's Cask Nx LLC 401(k) Plan reported $25M in total assets and 254 participants in its 2024 DOL Form 5500 filing, ranking in the 74th 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.

#14,936 in Professional & Technical Services (20,173 peers)

Coverage in California

Cask Nx LLC 401(k) Plan covers 254 participants in California, about 40% of the average California filer (state average ~630 per filing). Assets: $25M.

#14,936
in Professional & Technical Services (20,173 peers): +35.8%
assets growth YoY

Cask Nx LLC 401(k) Plan's outsized position by total assets

Cask Nx LLC 401(k) Plan vs every filed plan by assets

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

$24,912,859 Top 26% higher than 74% 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

Cask Nx LLC 401(k) 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. Cask Nx LLC 401(k) Plan sits mid-pack in the medium band (254 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Cask Nx LLC 401(k) Plan end-of-year assets rose from $18M in the plan year 2023 filing to $25M in the plan year 2024 filing.
Cask Nx LLC 401(k) Plan reported participants rose from 233 in the plan year 2023 filing to 254 in the plan year 2024 filing.
Cask Nx LLC 401(k) Plan reported net income rose from $6M in the plan year 2023 filing to $7M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 832942740 · Cask Nx LLC PY 2024 · 401(k)

Cask Nx LLC 401(k) Plan · $25M · 254 · 74th

EBSA $25M
EBSA 254
EBSA 74th
EBSA 401(k)
EBSA near Screenvision 401(k) Savings Plan
EBSA ind #14936

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 Professional & Technical Services retirement plans → · Plans in California →

End-of-year total assets ($M) among Cask Nx LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)	$18M
Net Assets (End of Year)	$25M
Net Income	$7M
Employer EIN	832942740
Plan Effective Date	2008-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Cask Nx LLC)

Latest sponsor-wide plan assets: $25M 107.16053747790907% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	236	$12M
2023	1	233	$18M
2024	1	254	$25M

Nearby 401(k) Plans in California

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

Cask Nx LLC 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants

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

Compare Cask Nx LLC 401(k) Plan side-by-side with 3 peers →

Cask Nx LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Screenvision 401(k) Savings Plan in NY ($25M); by covered participants it is The Michael J. Fox Foundation for Parkinson's Research 401(k) Plan in NY (254 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($25M here).

Screenvision 401(k) Savings Plan (NY) $25M · 147
Brunswick Companies Thrift Savings Plan (OH) $25M · 72
The Habitat Company Employees' Retirement & Savings Plan (IL) $25M · 259
Oakbridge Insurance Agency, LLC Employee Savings Plan (GA) $25M · 421

Similar participant headcount

Nearest other-state filings by covered participants (254 participants); asset peers above are excluded.

The Michael J. Fox Foundation for Parkinson's Research 401(k) Plan (NY) 254 · 0 off
Swiss-American Cdmo 401(k) Savings Plan (TX) 254 · 0 off
Casa Systems, Inc. 401(k) Plan (MA) 254 · 0 off
Pernix Group 401(k) Retirement Plan (IL) 254 · 0 off

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 Cask Nx LLC 401(k) Plan assets move in 2024? ▼

Cask Nx LLC 401(k) Plan surged - up 35.8% during 2024, from $18M to $25M. Reported net income was $7M.

How have Cask Nx LLC plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Cask Nx LLC's sponsor-wide assets grew 107.2%, from $12M to $25M.

Which 401(k) plans are similar in size to Cask Nx LLC 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Screenvision 401(k) Savings Plan in NY ($25M, 147 participants).

Which 401(k) plans cover a similar participant headcount to Cask Nx LLC 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is The Michael J. Fox Foundation for Parkinson's Research 401(k) Plan in NY (254 participants, $37M 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 832942740.