401(k) · DOL Form 5500 · 2024
Castle Management, LLC 401(k) Plan
Data updated 2026-08-25
- $18M
- Total assets Small plan by assets
- 2,282
- Participants Above avg headcount
- 69th
- Percentile by assets National rank
- $8,080
- Avg per participant Low balance/head
Official DOL plan name: Castle Management, LLC 401(k) Plan · Sponsored by Castle Management, LLC · Florida · Real Estate
$18M in assets, 2,282 participants
Castle Management, LLC's Castle Management, LLC 401(k) Plan reported $18M in total assets and 2,282 participants in its 2024 DOL Form 5500 filing, ranking in the 69th 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.
- #3,836 in Real Estate (4,605 peers)
Coverage in Florida
Castle Management, LLC 401(k) Plan covers 2,282 participants in Florida, 3.6x the typical Florida plan (state average ~628 per filing). Assets: $18M.
- #3,836
- in Real Estate (4,605 peers)
- +28.1%
- assets growth YoY
Castle Management, LLC 401(k) Plan's outsized position by total assets
Castle Management, LLC 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$18,438,887 Top 31% higher than 69% 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
Castle Management, LLC 401(k) Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Castle Management, LLC 401(k) Plan lands in the large band (2,282 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Castle Management, LLC 401(k) Plan end-of-year assets rose from $14M in the plan year 2023 filing to $18M in the plan year 2024 filing.
- Castle Management, LLC 401(k) Plan reported participants rose from 1,921 in the plan year 2023 filing to 2,282 in the plan year 2024 filing.
- Castle Management, LLC 401(k) Plan reported net income rose from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.
DOL schedule card
Filing strip 611608997 · Castle Management, LLC PY 2024 · 401(k)
Castle Management, LLC 401(k) Plan · $18M · 2,282 · 69th
- IND $18M
- IND 2,282
- IND 69th
- IND 401(k)
- IND near Access Rehab Centers, LLC 401(k) Plan
- IND ind #3836
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 Florida →
Castle Management, LLC 401(k) Plan in the asset neighbourhood
Florida filing particulars
| Total Assets (Beginning of Year) | $14M |
|---|---|
| Net Assets (End of Year) | $18M |
| Net Income | $4M |
| Employer EIN | 611608997 |
| Plan Effective Date | 2003-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Castle Management, LLC)
Sponsor-wide plan assets over time
All Castle Management, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $18M 74.75058865786953% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,725 | $11M |
| 2023 | 1 | 1,921 | $14M |
| 2024 | 1 | 2,282 | $18M |
Nearby 401(k) Plans in Florida
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- L3harris Retirement Savings Plan $16.3B · 40,330
- Savings Plan for Employees and Partners of Pwc $13.2B · 51,081
- Adp Totalsource Retirement Savings Plan $9.2B · 310,261
- Publix Super Markets, Inc. 401(k) Smart Plan $8.1B · 197,102
- Nextera Energy, Inc. Employee Retirement Savings Plan $5.5B · 16,678
Castle Management, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Florida, the nearest 401(k) by assets is Access Rehab Centers, LLC 401(k) Plan in CT ($18M); by covered participants it is Cooper Companies 401(k) Savings and Retirement Plan in TN (2,282 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($18M here).
- Access Rehab Centers, LLC 401(k) Plan (CT) $18M · 201
- Nsb Profit Sharing 401(k) Plan (OH) $18M · 108
- Southwest Microwave Employee Savings & Profit Sharing Plan (AZ) $18M · 133
- Consumer Safety Technology, LLC 401(k) Plan (IA) $18M · 677
Similar participant headcount
Nearest other-state filings by covered participants (2,282 participants); asset peers above are excluded.
- Cooper Companies 401(k) Savings and Retirement Plan (TN) 2,282 · 0 off
- Samaritan's Purse 401(k) Retirement Plan (NC) 2,282 · 0 off
- Precision Medicine Group 401(k) Plan (MD) 2,283 · 1 off
- Colonial Group, Inc. Retirement Savings Plan (GA) 2,281 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.