401(k) · DOL Form 5500 · 2024

Caastle, Inc. 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
133
Participants Small participant base
58th
Percentile by assets National rank
$81,724
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Caastle 401(k) Retirement Savings Plan for Corporate Employees · Sponsored by Caastle, Inc. · New York · Retail Trade

$11M in assets, 133 participants

Caastle, Inc.'s Caastle 401(k) Retirement Savings Plan for Corporate Employees reported $11M in total assets and 133 participants in its 2024 DOL Form 5500 filing, ranking in the 58th 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.

  • #5,501 in Retail Trade (8,048 peers)

Coverage in New York

Caastle 401(k) Retirement Savings Plan for Corporate Employees covers 133 participants in New York, about 17% of the average New York filer (state average ~798 per filing). Assets: $11M.

#5,501
in Retail Trade (8,048 peers)
+19.6%
assets growth YoY

Caastle 401(k) Retirement Savings Plan for Corporate Employees's mid-pack asset rank among Retail Trade and all filers

Caastle 401(k) Retirement Savings Plan for Corporate Employees vs every filed plan by assets

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

$10,869,324 Top 42% higher than 58% 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

Caastle 401(k) Retirement Savings Plan for Corporate Employees 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. Caastle 401(k) Retirement Savings Plan for Corporate Employees sits mid-pack in the medium band (133 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Caastle 401(k) Retirement Savings Plan for Corporate Employees end-of-year assets rose from $9M in the plan year 2023 filing to $11M in the plan year 2024 filing.
  • Caastle 401(k) Retirement Savings Plan for Corporate Employees reported participants fell from 147 in the plan year 2023 filing to 133 in the plan year 2024 filing.
  • Caastle 401(k) Retirement Savings Plan for Corporate Employees reported net income fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 453507457 · Caastle, Inc. PY 2024 · 401(k)

Caastle 401(k) Retirement Savings Plan for Corporate Employees · $11M · 133 · 58th

  • NET $11M
  • NET 133
  • NET 58th
  • NET 401(k)
  • NET near Latch 401(k) Plan
  • NET ind #5501

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 Retail Trade retirement plans → · Plans in New York →

Caastle 401(k) Retirement Savings Plan for Corporate Employees in the asset neighbourhood

Caastle 401(k) Retirement Savings Plan for Corporate EmployeesCaastle 401(k) Retirement Sa…$11MLatch 401(k) Plan$11MPenn Capital Management Co., Inc. 401(k) PlanPenn Capital Management Co.,…$11MKatecho, LLC 401(k) Plan$11MFriends of the Zoo 401(k) PlanFriends of the Zoo 401(k) Pl…$11M
End-of-year total assets ($M) among Caastle 401(k) Retirement Savings Plan for Corporate Employees and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$11M
Net Income$2M
Employer EIN453507457
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Caastle, Inc.)

Sponsor-wide plan assets over time

All Caastle, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 49.946756623761566% vs 2022
2024 filing year
$6M$8M$10M$12M 202220232024 $7.25M $10.9M ▲ +49.9%
Year Plans Participants Total Assets
2022 2 251 $7M
2023 1 147 $9M
2024 1 133 $11M

Nearby 401(k) Plans in New York

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

Caastle 401(k) Retirement Savings Plan for Corporate Employees vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Caastle 401(k) Retirement Savings Plan for Corporate Employees, Total assets ($B): 0.010869324 · Participants: 133Caastle 401(k) Retirement Savings Plan for Corporate EmployeesIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Caastle 401(k) Retirement Savings Plan for Corporate Employees vs. nearby 401(k) plans in New York, assets vs. participants
Compare Caastle 401(k) Retirement Savings Plan for Corporate Employees side-by-side with 3 peers →

Caastle 401(k) Retirement Savings Plan for Corporate Employees's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Latch 401(k) Plan in MO ($11M); by covered participants it is Daystar Products Int'l, Inc. 401(k) Profit Sharing Plan in AZ (133 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($11M here).

Similar participant headcount

Nearest other-state filings by covered participants (133 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 Caastle 401(k) Retirement Savings Plan for Corporate Employees assets move in 2024? ▼
Caastle 401(k) Retirement Savings Plan for Corporate Employees grew sharply - up 19.6% during 2024, from $9M to $11M. Reported net income was $2M.
How have Caastle, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Caastle, Inc.'s sponsor-wide assets grew 49.9%, from $7M to $11M.
Which 401(k) plans are similar in size to Caastle 401(k) Retirement Savings Plan for Corporate Employees? ▼
Among 401(k) plans in other states, the closest by assets is Latch 401(k) Plan in MO ($11M, 87 participants).
Which 401(k) plans cover a similar participant headcount to Caastle 401(k) Retirement Savings Plan for Corporate Employees? ▼
Among 401(k) plans in other states, the closest by covered participants is Daystar Products Int'l, Inc. 401(k) Profit Sharing Plan in AZ (133 participants, N/A 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 453507457.

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.