401(k) · DOL Form 5500 · 2024

Jt Cassidy, Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
1
Participants Small participant base
34th
Percentile by assets National rank
$2.9M
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Jt Cassidy, Inc. 401(k) Plan · Sponsored by Jt Cassidy, Inc. · Illinois · Real Estate

$3M in assets, 1 participants

Jt Cassidy, Inc.'s Jt Cassidy, Inc. 401(k) Plan reported $3M in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 34th 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.

  • #2,444 in Real Estate (4,605 peers)

Jt Cassidy, Inc. multi-year trail

Jt Cassidy, Inc.'s plans moved +92.5% in assets from 2022 to 2024; this filing shows Jt Cassidy, Inc. 401(k) Plan at $3M / 1 participant.

#2,444
in Real Estate (4,605 peers)
+22.6%
assets growth YoY

Jt Cassidy, Inc. 401(k) Plan's mid-pack asset rank among Real Estate and all filers

Jt Cassidy, Inc. 401(k) Plan vs every filed plan by assets

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

$2,872,553 34th percentile higher than 34% 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

Jt Cassidy, Inc. 401(k) Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Jt Cassidy, Inc. 401(k) Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Jt Cassidy, Inc. 401(k) Plan reported net income fell from $852K in the plan year 2023 filing to $529K in the plan year 2024 filing.
  • Jt Cassidy, Inc. 401(k) Plan end-of-year assets rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 200397089 · Jt Cassidy, Inc. PY 2024 · 401(k)

Jt Cassidy, Inc. 401(k) Plan · $3M · 1 · 34th

  • BOY $3M
  • SCH 1
  • EBSA 34th
  • PART 401(k)
  • TYPE near Elliott Physical Therapy Inc 401(k) Profit Sharing Plan and Tr
  • NET ind #2444

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 Real Estate retirement plans → · Plans in Illinois →

Jt Cassidy, Inc. 401(k) Plan in the asset neighbourhood

Jt Cassidy, Inc. 401(k) Plan$3MElliott Physical Therapy Inc 401(k) Profit Sharing Plan and TrElliott Physical Therapy Inc…$3MTamarack Hti 401(k) Profit Sharing Plan and TrustTamarack Hti 401(k) Profit S…$3MHuntsville Ear, Nose & Throat Physicians, PC 401(k) PlanHuntsville Ear, Nose & Throa…$3MBear Den Mountain Resort, Inc. 401(k) PlanBear Den Mountain Resort, In…$3M
End-of-year total assets ($M) among Jt Cassidy, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Jt Cassidy, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Jt Cassidy, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 92.49385002710612% vs 2022
2024 filing year
$1M$1.5M$2M$2.5M$3M$3.5M 202220232024 $1.49M $2.87M ▲ +92.6%
Year Plans Participants Total Assets
2022 1 1 $1M
2023 1 1 $2M
2024 1 1 $3M

Jt Cassidy, Inc. filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$529K
Employer EIN200397089
Plan Effective Date2007-06-22
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Illinois

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

Jt Cassidy, Inc. 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants Jt Cassidy, Inc. 401(k) Plan, Total assets ($B): 0.002872553 · Participants: 1Jt Cassidy, Inc. 401(k) PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 21.302643276 · Participants: 66965Accenture United States 401(k) Match and Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 19.010099056 · Participants: 63297State Farm 401(k) Savings PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 16.835964452 · Participants: 16659United Airlines Pilot Retirement Account PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 15.755668 · Participants: 38229Abbott Laboratories Stock Retirement PlanWalgreens Retirement Savings Plan, Total assets ($B): 14.535873337 · Participants: 233635Walgreens Retirement Savings Plan
Jt Cassidy, Inc. 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Jt Cassidy, Inc. 401(k) Plan side-by-side with 3 peers →

Jt Cassidy, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Elliott Physical Therapy Inc 401(k) Profit Sharing Plan and Tr in MA ($3M); by covered participants it is Concorde Support & Development, Inc. 401(k) Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Jt Cassidy, Inc. 401(k) Plan assets move in 2024? ▼
Jt Cassidy, Inc. 401(k) Plan grew sharply - up 22.6% during 2024, from $2M to $3M. Reported net income was $529K.
How have Jt Cassidy, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jt Cassidy, Inc.'s sponsor-wide assets grew 92.5%, from $1M to $3M.
Which 401(k) plans are similar in size to Jt Cassidy, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Elliott Physical Therapy Inc 401(k) Profit Sharing Plan and Tr in MA ($3M, 118 participants).
Which 401(k) plans cover a similar participant headcount to Jt Cassidy, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Concorde Support & Development, Inc. 401(k) Profit Sharing Plan in TX (1 participant, $415K 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 200397089.

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.