Civic Intelligence

Casa Recovery Inc

Plan context: CASA RECOVERY, INC. DEFINED BENEFIT PENSION PLAN

EIN 27-1045149 • San Juan Capistrano, CA • 23 filings • 7 plans

31877 Del Obispo Street, Suite 104San Juan Capistrano, CA 92675
Current Snapshot

Latest Year

2025

2025 Participants

14

2025 Assets

$1,685,657

2025 Contributions

$107,647

Historical Graphs

Total Assets Over Time

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

$3,314,718$1,657,359$0201320202025YearValue
$1,685,657Latest year 2025

Participants Over Time

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

41210201320202025YearValue
14Latest 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
2025114$1,685,657$0-
CASA RECOVERY, INC. DEFINED BENEFIT PENSION PLAN-14$1,685,657$0-
2024241$3,314,718$107,647$2,626iApproximate average salary by contribution assumption: employee only about $65,638 at 4% or $43,759 at 6%; with 50% employer match about $43,759 at 4% or $29,173 at 6%; with 100% employer match about $32,819 at 4% or $21,879 at 6%.
CASA RECOVERY, INC. DEFINED BENEFIT PENSION PLAN-11$1,749,888$0-
Casa Recovery Inc 401(K) Profit Sharing Plan & Trust-41$1,564,830$107,647$2,626iApproximate average salary by contribution assumption: employee only about $65,638 at 4% or $43,759 at 6%; with 50% employer match about $43,759 at 4% or $29,173 at 6%; with 100% employer match about $32,819 at 4% or $21,879 at 6%.
2023236$3,100,770$140,232$3,895iApproximate average salary by contribution assumption: employee only about $97,383 at 4% or $64,922 at 6%; with 50% employer match about $64,922 at 4% or $43,281 at 6%; with 100% employer match about $48,692 at 4% or $32,461 at 6%.
CASA RECOVERY, INC. DEFINED BENEFIT PENSION PLAN-12$1,785,035$0-
Casa Recovery Inc 401(K) Profit Sharing Plan & Trust-36$1,315,735$140,232$3,895iApproximate average salary by contribution assumption: employee only about $97,383 at 4% or $64,922 at 6%; with 50% employer match about $64,922 at 4% or $43,281 at 6%; with 100% employer match about $48,692 at 4% or $32,461 at 6%.
2022230$2,599,318$215,795$7,193iApproximate average salary by contribution assumption: employee only about $179,829 at 4% or $119,886 at 6%; with 50% employer match about $119,886 at 4% or $79,924 at 6%; with 100% employer match about $89,915 at 4% or $59,943 at 6%.
CASA RECOVERY, INC. DEFINED BENEFIT PENSION PLAN-12$1,558,382$20,000$1,667iApproximate average salary by contribution assumption: employee only about $41,667 at 4% or $27,778 at 6%; with 50% employer match about $27,778 at 4% or $18,519 at 6%; with 100% employer match about $20,833 at 4% or $13,889 at 6%.
Casa Recovery Inc 401(K) Profit Sharing Plan & Trust-30$1,040,936$195,795$6,527iApproximate average salary by contribution assumption: employee only about $163,163 at 4% or $108,775 at 6%; with 50% employer match about $108,775 at 4% or $72,517 at 6%; with 100% employer match about $81,581 at 4% or $54,388 at 6%.
2021232$2,966,004$440,341$13,761iApproximate average salary by contribution assumption: employee only about $344,016 at 4% or $229,344 at 6%; with 50% employer match about $229,344 at 4% or $152,896 at 6%; with 100% employer match about $172,008 at 4% or $114,672 at 6%.
CASA RECOVERY, INC. DEFINED BENEFIT PENSION PLAN-12$1,769,634$237,289$19,774iApproximate average salary by contribution assumption: employee only about $494,352 at 4% or $329,568 at 6%; with 50% employer match about $329,568 at 4% or $219,712 at 6%; with 100% employer match about $247,176 at 4% or $164,784 at 6%.
Casa Recovery Inc 401(K) Profit Sharing Plan & Trust-32$1,196,370$203,052$6,345iApproximate average salary by contribution assumption: employee only about $158,634 at 4% or $105,756 at 6%; with 50% employer match about $105,756 at 4% or $70,504 at 6%; with 100% employer match about $79,317 at 4% or $52,878 at 6%.
2020228$2,456,121$462,136$16,505iApproximate average salary by contribution assumption: employee only about $412,621 at 4% or $275,081 at 6%; with 50% employer match about $275,081 at 4% or $183,387 at 6%; with 100% employer match about $206,311 at 4% or $137,540 at 6%.
CASA RECOVERY, INC. DEFINED BENEFIT PENSION PLAN-13$1,477,310$200,000$15,385iApproximate average salary by contribution assumption: employee only about $384,615 at 4% or $256,410 at 6%; with 50% employer match about $256,410 at 4% or $170,940 at 6%; with 100% employer match about $192,308 at 4% or $128,205 at 6%.
Casa Recovery Inc 401(K) Profit Sharing Plan & Trust-28$978,811$262,136$9,362iApproximate average salary by contribution assumption: employee only about $234,050 at 4% or $156,033 at 6%; with 50% employer match about $156,033 at 4% or $104,022 at 6%; with 100% employer match about $117,025 at 4% or $78,017 at 6%.
2019229$1,892,387$234,207$8,076iApproximate average salary by contribution assumption: employee only about $201,903 at 4% or $134,602 at 6%; with 50% employer match about $134,602 at 4% or $89,734 at 6%; with 100% employer match about $100,951 at 4% or $67,301 at 6%.
CASA RECOVERY, INC. DEFINED BENEFIT PENSION PLAN-12$1,305,704$153,912$12,826iApproximate average salary by contribution assumption: employee only about $320,650 at 4% or $213,767 at 6%; with 50% employer match about $213,767 at 4% or $142,511 at 6%; with 100% employer match about $160,325 at 4% or $106,883 at 6%.
Casa Recovery Inc 401(K) Profit Sharing Plan & Trust-29$586,683$80,295$2,769iApproximate average salary by contribution assumption: employee only about $69,220 at 4% or $46,147 at 6%; with 50% employer match about $46,147 at 4% or $30,764 at 6%; with 100% employer match about $34,610 at 4% or $23,073 at 6%.
2018225$1,439,067$485,736$19,429iApproximate average salary by contribution assumption: employee only about $485,736 at 4% or $323,824 at 6%; with 50% employer match about $323,824 at 4% or $215,883 at 6%; with 100% employer match about $242,868 at 4% or $161,912 at 6%.
CASA RECOVERY, INC. DEFINED BENEFIT PENSION PLAN-11$1,011,652$309,977$28,180iApproximate average salary by contribution assumption: employee only about $704,493 at 4% or $469,662 at 6%; with 50% employer match about $469,662 at 4% or $313,108 at 6%; with 100% employer match about $352,247 at 4% or $234,831 at 6%.
Casa Recovery Inc 401(K) Profit Sharing Plan & Trust-25$427,415$175,759$7,030iApproximate average salary by contribution assumption: employee only about $175,759 at 4% or $117,173 at 6%; with 50% employer match about $117,173 at 4% or $78,115 at 6%; with 100% employer match about $87,880 at 4% or $58,586 at 6%.
2017221$1,042,554$344,040$16,383iApproximate average salary by contribution assumption: employee only about $409,571 at 4% or $273,048 at 6%; with 50% employer match about $273,048 at 4% or $182,032 at 6%; with 100% employer match about $204,786 at 4% or $136,524 at 6%.
CASA RECOVERY, INC. DEFINED BENEFIT PENSION PLAN-8$753,541$178,987$22,373iApproximate average salary by contribution assumption: employee only about $559,334 at 4% or $372,890 at 6%; with 50% employer match about $372,890 at 4% or $248,593 at 6%; with 100% employer match about $279,667 at 4% or $186,445 at 6%.
Casa Recovery Inc 401(K) Profit Sharing Plan & Trust-21$289,013$165,053$7,860iApproximate average salary by contribution assumption: employee only about $196,492 at 4% or $130,994 at 6%; with 50% employer match about $130,994 at 4% or $87,330 at 6%; with 100% employer match about $98,246 at 4% or $65,497 at 6%.
2016215$632,869$301,428$20,095iApproximate average salary by contribution assumption: employee only about $502,380 at 4% or $334,920 at 6%; with 50% employer match about $334,920 at 4% or $223,280 at 6%; with 100% employer match about $251,190 at 4% or $167,460 at 6%.
CASA RECOVERY, INC. DEFINED BENEFIT PENSION PLAN-8$525,125$194,126$24,266iApproximate average salary by contribution assumption: employee only about $606,644 at 4% or $404,429 at 6%; with 50% employer match about $404,429 at 4% or $269,619 at 6%; with 100% employer match about $303,322 at 4% or $202,215 at 6%.
Casa Recovery Inc 401(K) Profit Sharing Plan & Trust-15$107,744$107,302$7,153iApproximate average salary by contribution assumption: employee only about $178,837 at 4% or $119,224 at 6%; with 50% employer match about $119,224 at 4% or $79,483 at 6%; with 100% employer match about $89,418 at 4% or $59,612 at 6%.
201519$330,000$330,000$36,667iApproximate average salary by contribution assumption: employee only about $916,667 at 4% or $611,111 at 6%; with 50% employer match about $611,111 at 4% or $407,407 at 6%; with 100% employer match about $458,333 at 4% or $305,556 at 6%.
CASA RECOVERY, INC. DEFINED BENEFIT PENSION PLAN-9$330,000$330,000$36,667iApproximate average salary by contribution assumption: employee only about $916,667 at 4% or $611,111 at 6%; with 50% employer match about $611,111 at 4% or $407,407 at 6%; with 100% employer match about $458,333 at 4% or $305,556 at 6%.
201420$0$21,272-
CASA RECOVERY INC 401(K) PROFIT SHARING PLAN & TRUST-0$0$10,636-
CASA RECOVERY INC 401(K) PROFIT SHARING PLAN AND TRUST-0$0$10,636-
201319$37,121$34,615$3,846iApproximate average salary by contribution assumption: employee only about $96,153 at 4% or $64,102 at 6%; with 50% employer match about $64,102 at 4% or $42,735 at 6%; with 100% employer match about $48,076 at 4% or $32,051 at 6%.
CASA RECOVERY INC 401 K PROFIT SHARING PLAN TRUST-9$37,121$34,615$3,846iApproximate average salary by contribution assumption: employee only about $96,153 at 4% or $64,102 at 6%; with 50% employer match about $64,102 at 4% or $42,735 at 6%; with 100% employer match about $48,076 at 4% or $32,051 at 6%.