401(k) · DOL Form 5500 · 2024
The Cason Group, Inc 401(k) Plan
Data updated 2026-08-25
- $13M
- Total assets Small plan by assets
- 196
- Participants Below avg headcount
- 61st
- Percentile by assets National rank
- $64,938
- Avg per participant Low balance/head
Official DOL plan name: The Cason Group Retirement Plan · Sponsored by The Cason Group, Inc · South Carolina · Finance & Insurance
$13M in assets, 196 participants
The Cason Group, Inc's The Cason Group Retirement Plan reported $13M in total assets and 196 participants in its 2024 DOL Form 5500 filing, ranking in the 61st 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.
- #3,835 in Finance & Insurance (8,549 peers)
The Cason Group, Inc multi-year trail
The Cason Group, Inc's plans moved +46.8% in assets from 2022 to 2024; this filing shows The Cason Group Retirement Plan at $13M / 196 participants.
- #3,835
- in Finance & Insurance (8,549 peers)
- +27.7%
- assets growth YoY
The Cason Group Retirement Plan's mid-pack asset rank among Finance & Insurance and all filers
The Cason Group Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$12,727,863 Top 39% higher than 61% 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
The Cason Group 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. The Cason Group Retirement Plan sits mid-pack in the medium band (196 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Cason Group Retirement Plan reported net income rose from $1M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- The Cason Group Retirement Plan end-of-year assets rose from $10M in the plan year 2023 filing to $13M in the plan year 2024 filing.
- The Cason Group Retirement Plan reported participants rose from 185 in the plan year 2023 filing to 196 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 570932430 · The Cason Group, Inc PY 2024 · 401(k)
The Cason Group Retirement Plan · $13M · 196 · 61st
- TYPE $13M
- TYPE 196
- TYPE 61st
- TYPE 401(k)
- TYPE near James-Bates-Brannan-Groover LLP 401(k) Plan
- TYPE ind #3835
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 South Carolina →
The Cason Group Retirement Plan in the asset neighbourhood
The Cason Group, Inc multi-year asset trail
Sponsor-wide plan assets over time
All The Cason Group, Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $13M 46.77693275576773% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 158 | $9M |
| 2023 | 1 | 185 | $10M |
| 2024 | 1 | 196 | $13M |
The Cason Group, Inc filing trail (2024)
| Total Assets (Beginning of Year) | $10M |
|---|---|
| Net Assets (End of Year) | $13M |
| Net Income | $3M |
| Employer EIN | 570932430 |
| Plan Effective Date | 2003-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in South Carolina
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Michelin 401(k) Savings Plan $4.5B · 15,095
- The Savannah River Nuclear Solutions, LLC Defined Contribution Plan $2.8B · 9,296
- Sonoco Retirement & Savings Plan $1.7B · 11,813
- Blue Cross Blue Shield of Sc Employee Savings and Salary Reduction Plan $1.5B · 11,878
- The Milliken Retirement Plan $1.4B · 5,733
The Cason Group Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside South Carolina, the nearest 401(k) by assets is James-Bates-Brannan-Groover LLP 401(k) Plan in GA ($13M); by covered participants it is Sai360 401(k) Savings Plan in IL (196 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($13M here).
- James-Bates-Brannan-Groover LLP 401(k) Plan (GA) $13M · 119
- The Beistle Company 401(k) Plan (PA) $13M · 206
- Crossfire Consulting Employees Retirement Plan (NY) $13M · 20
- Iowa Senior 401(k) Pooled Employer Plan (AZ) $13M · 955
Similar participant headcount
Nearest other-state filings by covered participants (196 participants); asset peers above are excluded.
- Sai360 401(k) Savings Plan (IL) 196 · 0 off
- Radiology of Indiana, P.C. 401(k) Plan (IN) 196 · 0 off
- Marking Services, Inc. 401(k) Plan (WI) 196 · 0 off
- Arcoro Holdings Corp. Profit Sharing Plan (CA) 196 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.