Civic Intelligence

The Castle Group Inc.

Plan context: The Castle Group Inc. 401K Plan

EIN 04-3326246 • Charlestown, MA • 26 filings • 2 plans

Charlestown Navy Yard38 Third Avenue, Unit 200Charlestown, MA 02129-4505
Current Snapshot

Latest Year

2025

2025 Participants

48

2025 Assets

$4,128,813

2025 Contributions

$422,861

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$4,128,813$2,064,407$0199920132025YearValue
$4,128,813Latest year 2025

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

49250199920132025YearValue
48Latest year 2025

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2025148$4,128,813$422,861$8,810iApproximate average salary by contribution assumption: employee only about $220,240 at 4% or $146,827 at 6%; with 50% employer match about $146,827 at 4% or $97,884 at 6%; with 100% employer match about $110,120 at 4% or $73,413 at 6%.
The Castle Group Inc. 401K Plan-48$4,128,813$422,861$8,810iApproximate average salary by contribution assumption: employee only about $220,240 at 4% or $146,827 at 6%; with 50% employer match about $146,827 at 4% or $97,884 at 6%; with 100% employer match about $110,120 at 4% or $73,413 at 6%.
2024149$3,407,511$374,004$7,633iApproximate average salary by contribution assumption: employee only about $190,818 at 4% or $127,212 at 6%; with 50% employer match about $127,212 at 4% or $84,808 at 6%; with 100% employer match about $95,409 at 4% or $63,606 at 6%.
The Castle Group Inc. 401K Plan-49$3,407,511$374,004$7,633iApproximate average salary by contribution assumption: employee only about $190,818 at 4% or $127,212 at 6%; with 50% employer match about $127,212 at 4% or $84,808 at 6%; with 100% employer match about $95,409 at 4% or $63,606 at 6%.
2023144$2,699,394$457,440$10,396iApproximate average salary by contribution assumption: employee only about $259,909 at 4% or $173,273 at 6%; with 50% employer match about $173,273 at 4% or $115,515 at 6%; with 100% employer match about $129,955 at 4% or $86,636 at 6%.
The Castle Group Inc. 401K Plan-44$2,699,394$457,440$10,396iApproximate average salary by contribution assumption: employee only about $259,909 at 4% or $173,273 at 6%; with 50% employer match about $173,273 at 4% or $115,515 at 6%; with 100% employer match about $129,955 at 4% or $86,636 at 6%.
2022143$1,917,530$251,004$5,837iApproximate average salary by contribution assumption: employee only about $145,933 at 4% or $97,288 at 6%; with 50% employer match about $97,288 at 4% or $64,859 at 6%; with 100% employer match about $72,966 at 4% or $48,644 at 6%.
The Castle Group Inc. 401K Plan-43$1,917,530$251,004$5,837iApproximate average salary by contribution assumption: employee only about $145,933 at 4% or $97,288 at 6%; with 50% employer match about $97,288 at 4% or $64,859 at 6%; with 100% employer match about $72,966 at 4% or $48,644 at 6%.
2021134$2,056,408$226,996$6,676iApproximate average salary by contribution assumption: employee only about $166,909 at 4% or $111,273 at 6%; with 50% employer match about $111,273 at 4% or $74,182 at 6%; with 100% employer match about $83,454 at 4% or $55,636 at 6%.
The Castle Group Inc. 401K Plan-34$2,056,408$226,996$6,676iApproximate average salary by contribution assumption: employee only about $166,909 at 4% or $111,273 at 6%; with 50% employer match about $111,273 at 4% or $74,182 at 6%; with 100% employer match about $83,454 at 4% or $55,636 at 6%.
2020124$1,612,306$202,896$8,454iApproximate average salary by contribution assumption: employee only about $211,350 at 4% or $140,900 at 6%; with 50% employer match about $140,900 at 4% or $93,933 at 6%; with 100% employer match about $105,675 at 4% or $70,450 at 6%.
The Castle Group Inc. 401K Plan-24$1,612,306$202,896$8,454iApproximate average salary by contribution assumption: employee only about $211,350 at 4% or $140,900 at 6%; with 50% employer match about $140,900 at 4% or $93,933 at 6%; with 100% employer match about $105,675 at 4% or $70,450 at 6%.
2019123$1,245,362$171,094$7,439iApproximate average salary by contribution assumption: employee only about $185,972 at 4% or $123,981 at 6%; with 50% employer match about $123,981 at 4% or $82,654 at 6%; with 100% employer match about $92,986 at 4% or $61,991 at 6%.
The Castle Group Inc. 401K Plan-23$1,245,362$171,094$7,439iApproximate average salary by contribution assumption: employee only about $185,972 at 4% or $123,981 at 6%; with 50% employer match about $123,981 at 4% or $82,654 at 6%; with 100% employer match about $92,986 at 4% or $61,991 at 6%.
2018119$1,146,698$151,675$7,983iApproximate average salary by contribution assumption: employee only about $199,572 at 4% or $133,048 at 6%; with 50% employer match about $133,048 at 4% or $88,699 at 6%; with 100% employer match about $99,786 at 4% or $66,524 at 6%.
The Castle Group Inc. 401K Plan-19$1,146,698$151,675$7,983iApproximate average salary by contribution assumption: employee only about $199,572 at 4% or $133,048 at 6%; with 50% employer match about $133,048 at 4% or $88,699 at 6%; with 100% employer match about $99,786 at 4% or $66,524 at 6%.
2017121$1,090,203$137,256$6,536iApproximate average salary by contribution assumption: employee only about $163,400 at 4% or $108,933 at 6%; with 50% employer match about $108,933 at 4% or $72,622 at 6%; with 100% employer match about $81,700 at 4% or $54,467 at 6%.
The Castle Group Inc. 401K Plan-21$1,090,203$137,256$6,536iApproximate average salary by contribution assumption: employee only about $163,400 at 4% or $108,933 at 6%; with 50% employer match about $108,933 at 4% or $72,622 at 6%; with 100% employer match about $81,700 at 4% or $54,467 at 6%.
2016118$874,863$80,495$4,472iApproximate average salary by contribution assumption: employee only about $111,799 at 4% or $74,532 at 6%; with 50% employer match about $74,532 at 4% or $49,688 at 6%; with 100% employer match about $55,899 at 4% or $37,266 at 6%.
The Castle Group Inc. 401K Plan-18$874,863$80,495$4,472iApproximate average salary by contribution assumption: employee only about $111,799 at 4% or $74,532 at 6%; with 50% employer match about $74,532 at 4% or $49,688 at 6%; with 100% employer match about $55,899 at 4% or $37,266 at 6%.
2015119$743,948$46,068$2,425iApproximate average salary by contribution assumption: employee only about $60,616 at 4% or $40,411 at 6%; with 50% employer match about $40,411 at 4% or $26,940 at 6%; with 100% employer match about $30,308 at 4% or $20,205 at 6%.
The Castle Group Inc. 401K Plan-19$743,948$46,068$2,425iApproximate average salary by contribution assumption: employee only about $60,616 at 4% or $40,411 at 6%; with 50% employer match about $40,411 at 4% or $26,940 at 6%; with 100% employer match about $30,308 at 4% or $20,205 at 6%.
2014118$713,478$35,722$1,985iApproximate average salary by contribution assumption: employee only about $49,614 at 4% or $33,076 at 6%; with 50% employer match about $33,076 at 4% or $22,051 at 6%; with 100% employer match about $24,807 at 4% or $16,538 at 6%.
The Castle Group Inc. 401K Plan-18$713,478$35,722$1,985iApproximate average salary by contribution assumption: employee only about $49,614 at 4% or $33,076 at 6%; with 50% employer match about $33,076 at 4% or $22,051 at 6%; with 100% employer match about $24,807 at 4% or $16,538 at 6%.
2013110$640,179$10,800$1,080iApproximate average salary by contribution assumption: employee only about $27,000 at 4% or $18,000 at 6%; with 50% employer match about $18,000 at 4% or $12,000 at 6%; with 100% employer match about $13,500 at 4% or $9,000 at 6%.
The Castle Group Inc. 401K Plan-10$640,179$10,800$1,080iApproximate average salary by contribution assumption: employee only about $27,000 at 4% or $18,000 at 6%; with 50% employer match about $18,000 at 4% or $12,000 at 6%; with 100% employer match about $13,500 at 4% or $9,000 at 6%.
2012110$509,977$19,597$1,960iApproximate average salary by contribution assumption: employee only about $48,993 at 4% or $32,662 at 6%; with 50% employer match about $32,662 at 4% or $21,774 at 6%; with 100% employer match about $24,496 at 4% or $16,331 at 6%.
The Castle Group Inc. 401K Plan-10$509,977$19,597$1,960iApproximate average salary by contribution assumption: employee only about $48,993 at 4% or $32,662 at 6%; with 50% employer match about $32,662 at 4% or $21,774 at 6%; with 100% employer match about $24,496 at 4% or $16,331 at 6%.
201119$426,505$13,606$1,512iApproximate average salary by contribution assumption: employee only about $37,794 at 4% or $25,196 at 6%; with 50% employer match about $25,196 at 4% or $16,798 at 6%; with 100% employer match about $18,897 at 4% or $12,598 at 6%.
The Castle Group Inc. 401K Plan-9$426,505$13,606$1,512iApproximate average salary by contribution assumption: employee only about $37,794 at 4% or $25,196 at 6%; with 50% employer match about $25,196 at 4% or $16,798 at 6%; with 100% employer match about $18,897 at 4% or $12,598 at 6%.
2010112$515,372$19,086$1,591iApproximate average salary by contribution assumption: employee only about $39,763 at 4% or $26,508 at 6%; with 50% employer match about $26,508 at 4% or $17,672 at 6%; with 100% employer match about $19,881 at 4% or $13,254 at 6%.
The Castle Group Inc. 401K Plan-12$515,372$19,086$1,591iApproximate average salary by contribution assumption: employee only about $39,763 at 4% or $26,508 at 6%; with 50% employer match about $26,508 at 4% or $17,672 at 6%; with 100% employer match about $19,881 at 4% or $13,254 at 6%.
2009114$440,776$47,322$3,380iApproximate average salary by contribution assumption: employee only about $84,504 at 4% or $56,336 at 6%; with 50% employer match about $56,336 at 4% or $37,557 at 6%; with 100% employer match about $42,252 at 4% or $28,168 at 6%.
The Castle Group Inc. 401K Plan-14$440,776$47,322$3,380iApproximate average salary by contribution assumption: employee only about $84,504 at 4% or $56,336 at 6%; with 50% employer match about $56,336 at 4% or $37,557 at 6%; with 100% employer match about $42,252 at 4% or $28,168 at 6%.
2008119$330,917$50,069$2,635iApproximate average salary by contribution assumption: employee only about $65,880 at 4% or $43,920 at 6%; with 50% employer match about $43,920 at 4% or $29,280 at 6%; with 100% employer match about $32,940 at 4% or $21,960 at 6%.
The Castle Group Inc. 401K Plan-19$330,917$50,069$2,635iApproximate average salary by contribution assumption: employee only about $65,880 at 4% or $43,920 at 6%; with 50% employer match about $43,920 at 4% or $29,280 at 6%; with 100% employer match about $32,940 at 4% or $21,960 at 6%.
2007118$486,929$54,550$3,031iApproximate average salary by contribution assumption: employee only about $75,764 at 4% or $50,509 at 6%; with 50% employer match about $50,509 at 4% or $33,673 at 6%; with 100% employer match about $37,882 at 4% or $25,255 at 6%.
The Castle Group Inc. 401K Plan-18$486,929$54,550$3,031iApproximate average salary by contribution assumption: employee only about $75,764 at 4% or $50,509 at 6%; with 50% employer match about $50,509 at 4% or $33,673 at 6%; with 100% employer match about $37,882 at 4% or $25,255 at 6%.
2006117$425,853$44,418$2,613iApproximate average salary by contribution assumption: employee only about $65,321 at 4% or $43,547 at 6%; with 50% employer match about $43,547 at 4% or $29,031 at 6%; with 100% employer match about $32,660 at 4% or $21,774 at 6%.
The Castle Group Inc. 401K Plan-17$425,853$44,418$2,613iApproximate average salary by contribution assumption: employee only about $65,321 at 4% or $43,547 at 6%; with 50% employer match about $43,547 at 4% or $29,031 at 6%; with 100% employer match about $32,660 at 4% or $21,774 at 6%.
2005121$419,954$56,836$2,706iApproximate average salary by contribution assumption: employee only about $67,662 at 4% or $45,108 at 6%; with 50% employer match about $45,108 at 4% or $30,072 at 6%; with 100% employer match about $33,831 at 4% or $22,554 at 6%.
The Castle Group Inc. 401K Plan-21$419,954$56,836$2,706iApproximate average salary by contribution assumption: employee only about $67,662 at 4% or $45,108 at 6%; with 50% employer match about $45,108 at 4% or $30,072 at 6%; with 100% employer match about $33,831 at 4% or $22,554 at 6%.
2004119$330,638$59,834$3,149iApproximate average salary by contribution assumption: employee only about $78,729 at 4% or $52,486 at 6%; with 50% employer match about $52,486 at 4% or $34,991 at 6%; with 100% employer match about $39,364 at 4% or $26,243 at 6%.
The Castle Group Inc. 401K Plan-19$330,638$59,834$3,149iApproximate average salary by contribution assumption: employee only about $78,729 at 4% or $52,486 at 6%; with 50% employer match about $52,486 at 4% or $34,991 at 6%; with 100% employer match about $39,364 at 4% or $26,243 at 6%.
2003112$258,102$54,798$4,567iApproximate average salary by contribution assumption: employee only about $114,163 at 4% or $76,108 at 6%; with 50% employer match about $76,108 at 4% or $50,739 at 6%; with 100% employer match about $57,081 at 4% or $38,054 at 6%.
The Castle Group Inc. 401K Plan-12$258,102$54,798$4,567iApproximate average salary by contribution assumption: employee only about $114,163 at 4% or $76,108 at 6%; with 50% employer match about $76,108 at 4% or $50,739 at 6%; with 100% employer match about $57,081 at 4% or $38,054 at 6%.
2002114$176,972$79,148$5,653iApproximate average salary by contribution assumption: employee only about $141,336 at 4% or $94,224 at 6%; with 50% employer match about $94,224 at 4% or $62,816 at 6%; with 100% employer match about $70,668 at 4% or $47,112 at 6%.
The Castle Group Inc. 401K Plan-14$176,972$79,148$5,653iApproximate average salary by contribution assumption: employee only about $141,336 at 4% or $94,224 at 6%; with 50% employer match about $94,224 at 4% or $62,816 at 6%; with 100% employer match about $70,668 at 4% or $47,112 at 6%.
2001114$140,390$66,233$4,731iApproximate average salary by contribution assumption: employee only about $118,273 at 4% or $78,849 at 6%; with 50% employer match about $78,849 at 4% or $52,566 at 6%; with 100% employer match about $59,137 at 4% or $39,424 at 6%.
The Castle Group Inc. 401K Plan-14$140,390$66,233$4,731iApproximate average salary by contribution assumption: employee only about $118,273 at 4% or $78,849 at 6%; with 50% employer match about $78,849 at 4% or $52,566 at 6%; with 100% employer match about $59,137 at 4% or $39,424 at 6%.
199919$74,319$35,875$3,986iApproximate average salary by contribution assumption: employee only about $99,653 at 4% or $66,435 at 6%; with 50% employer match about $66,435 at 4% or $44,290 at 6%; with 100% employer match about $49,826 at 4% or $33,218 at 6%.
The Castle Group Inc. 401K Plan-9$74,319$35,875$3,986iApproximate average salary by contribution assumption: employee only about $99,653 at 4% or $66,435 at 6%; with 50% employer match about $66,435 at 4% or $44,290 at 6%; with 100% employer match about $49,826 at 4% or $33,218 at 6%.
The Castle Group Inc. | EIN 04-3326246 | 2025 Form 5500 Company Profile