Civic Intelligence

The Cason Group

Plan context: The Cason Group Retirement Plan

EIN 57-0932430 • Columbia, SC • 32 filings • 3 plans

1612 Marion Street, Fourth FloorColumbia, SC 29201
Current Snapshot

Latest Year

2025

2025 Participants

208

2025 Assets

$12,727,863

2025 Contributions

$1,654,496

Historical Graphs

Total Assets Over Time

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

$12,727,863$6,363,932$0200320142024YearValue
$12,727,863Latest year 2024

Participants Over Time

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

2081040200320142025YearValue
208Latest 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
20252208$0$0-
The Cason Group Health Benefit Plan-163---
The Cason Group Life and Disability Plan-208---
20243199$12,727,863$1,654,496$8,314iApproximate average salary by contribution assumption: employee only about $207,851 at 4% or $138,568 at 6%; with 50% employer match about $138,568 at 4% or $92,378 at 6%; with 100% employer match about $103,926 at 4% or $69,284 at 6%.
The Cason Group Retirement Plan-199$12,727,863$1,654,496$8,314iApproximate average salary by contribution assumption: employee only about $207,851 at 4% or $138,568 at 6%; with 50% employer match about $138,568 at 4% or $92,378 at 6%; with 100% employer match about $103,926 at 4% or $69,284 at 6%.
The Cason Group Health Benefit Plan-164---
The Cason Group Life and Disability Plan-188---
20233188$9,968,549$1,261,310$6,709iApproximate average salary by contribution assumption: employee only about $167,727 at 4% or $111,818 at 6%; with 50% employer match about $111,818 at 4% or $74,546 at 6%; with 100% employer match about $83,864 at 4% or $55,909 at 6%.
The Cason Group Retirement Plan-188$9,968,549$1,261,310$6,709iApproximate average salary by contribution assumption: employee only about $167,727 at 4% or $111,818 at 6%; with 50% employer match about $111,818 at 4% or $74,546 at 6%; with 100% employer match about $83,864 at 4% or $55,909 at 6%.
The Cason Group Health Benefit Plan-156---
The Cason Group Life and Disability Plan-163---
20223167$8,671,569$1,001,847$5,999iApproximate average salary by contribution assumption: employee only about $149,977 at 4% or $99,985 at 6%; with 50% employer match about $99,985 at 4% or $66,656 at 6%; with 100% employer match about $74,989 at 4% or $49,992 at 6%.
The Cason Group Retirement Plan-167$8,671,569$1,001,847$5,999iApproximate average salary by contribution assumption: employee only about $149,977 at 4% or $99,985 at 6%; with 50% employer match about $99,985 at 4% or $66,656 at 6%; with 100% employer match about $74,989 at 4% or $49,992 at 6%.
The Cason Group Life and Disability Plan-167---
The Cason Group Health Benefit Plan-153---
20213139$10,144,059$891,308$6,412iApproximate average salary by contribution assumption: employee only about $160,307 at 4% or $106,871 at 6%; with 50% employer match about $106,871 at 4% or $71,248 at 6%; with 100% employer match about $80,154 at 4% or $53,436 at 6%.
The Cason Group Retirement Plan-139$10,144,059$891,308$6,412iApproximate average salary by contribution assumption: employee only about $160,307 at 4% or $106,871 at 6%; with 50% employer match about $106,871 at 4% or $71,248 at 6%; with 100% employer match about $80,154 at 4% or $53,436 at 6%.
The Cason Group Health Benefit Plan-127---
The Cason Group Life and Disability Plan-139---
20201124$8,321,253$762,463$6,149iApproximate average salary by contribution assumption: employee only about $153,722 at 4% or $102,482 at 6%; with 50% employer match about $102,482 at 4% or $68,321 at 6%; with 100% employer match about $76,861 at 4% or $51,241 at 6%.
The Cason Group Retirement Plan-124$8,321,253$762,463$6,149iApproximate average salary by contribution assumption: employee only about $153,722 at 4% or $102,482 at 6%; with 50% employer match about $102,482 at 4% or $68,321 at 6%; with 100% employer match about $76,861 at 4% or $51,241 at 6%.
20191115$6,804,802$637,860$5,547iApproximate average salary by contribution assumption: employee only about $138,665 at 4% or $92,443 at 6%; with 50% employer match about $92,443 at 4% or $61,629 at 6%; with 100% employer match about $69,333 at 4% or $46,222 at 6%.
The Cason Group Retirement Plan-115$6,804,802$637,860$5,547iApproximate average salary by contribution assumption: employee only about $138,665 at 4% or $92,443 at 6%; with 50% employer match about $92,443 at 4% or $61,629 at 6%; with 100% employer match about $69,333 at 4% or $46,222 at 6%.
20181115$5,303,706$588,857$5,120iApproximate average salary by contribution assumption: employee only about $128,012 at 4% or $85,342 at 6%; with 50% employer match about $85,342 at 4% or $56,894 at 6%; with 100% employer match about $64,006 at 4% or $42,671 at 6%.
The Cason Group Retirement Plan-115$5,303,706$588,857$5,120iApproximate average salary by contribution assumption: employee only about $128,012 at 4% or $85,342 at 6%; with 50% employer match about $85,342 at 4% or $56,894 at 6%; with 100% employer match about $64,006 at 4% or $42,671 at 6%.
20171110$5,317,929$447,155$4,065iApproximate average salary by contribution assumption: employee only about $101,626 at 4% or $67,751 at 6%; with 50% employer match about $67,751 at 4% or $45,167 at 6%; with 100% employer match about $50,813 at 4% or $33,875 at 6%.
The Cason Group Retirement Plan-110$5,317,929$447,155$4,065iApproximate average salary by contribution assumption: employee only about $101,626 at 4% or $67,751 at 6%; with 50% employer match about $67,751 at 4% or $45,167 at 6%; with 100% employer match about $50,813 at 4% or $33,875 at 6%.
2016196$4,270,154$381,722$3,976iApproximate average salary by contribution assumption: employee only about $99,407 at 4% or $66,271 at 6%; with 50% employer match about $66,271 at 4% or $44,181 at 6%; with 100% employer match about $49,703 at 4% or $33,136 at 6%.
The Cason Group Retirement Plan-96$4,270,154$381,722$3,976iApproximate average salary by contribution assumption: employee only about $99,407 at 4% or $66,271 at 6%; with 50% employer match about $66,271 at 4% or $44,181 at 6%; with 100% employer match about $49,703 at 4% or $33,136 at 6%.
2015190$3,660,636$340,774$3,786iApproximate average salary by contribution assumption: employee only about $94,659 at 4% or $63,106 at 6%; with 50% employer match about $63,106 at 4% or $42,071 at 6%; with 100% employer match about $47,330 at 4% or $31,553 at 6%.
The Cason Group Retirement Plan-90$3,660,636$340,774$3,786iApproximate average salary by contribution assumption: employee only about $94,659 at 4% or $63,106 at 6%; with 50% employer match about $63,106 at 4% or $42,071 at 6%; with 100% employer match about $47,330 at 4% or $31,553 at 6%.
2014183$3,481,214$329,651$3,972iApproximate average salary by contribution assumption: employee only about $99,292 at 4% or $66,195 at 6%; with 50% employer match about $66,195 at 4% or $44,130 at 6%; with 100% employer match about $49,646 at 4% or $33,097 at 6%.
The Cason Group Retirement Plan-83$3,481,214$329,651$3,972iApproximate average salary by contribution assumption: employee only about $99,292 at 4% or $66,195 at 6%; with 50% employer match about $66,195 at 4% or $44,130 at 6%; with 100% employer match about $49,646 at 4% or $33,097 at 6%.
2013178$3,102,067$254,851$3,267iApproximate average salary by contribution assumption: employee only about $81,683 at 4% or $54,455 at 6%; with 50% employer match about $54,455 at 4% or $36,304 at 6%; with 100% employer match about $40,842 at 4% or $27,228 at 6%.
The Cason Group Retirement Plan-78$3,102,067$254,851$3,267iApproximate average salary by contribution assumption: employee only about $81,683 at 4% or $54,455 at 6%; with 50% employer match about $54,455 at 4% or $36,304 at 6%; with 100% employer match about $40,842 at 4% or $27,228 at 6%.
2012178$2,522,619$294,220$3,772iApproximate average salary by contribution assumption: employee only about $94,301 at 4% or $62,868 at 6%; with 50% employer match about $62,868 at 4% or $41,912 at 6%; with 100% employer match about $47,151 at 4% or $31,434 at 6%.
The Cason Group Retirement Plan-78$2,522,619$294,220$3,772iApproximate average salary by contribution assumption: employee only about $94,301 at 4% or $62,868 at 6%; with 50% employer match about $62,868 at 4% or $41,912 at 6%; with 100% employer match about $47,151 at 4% or $31,434 at 6%.
2011175$1,962,405$299,611$3,995iApproximate average salary by contribution assumption: employee only about $99,870 at 4% or $66,580 at 6%; with 50% employer match about $66,580 at 4% or $44,387 at 6%; with 100% employer match about $49,935 at 4% or $33,290 at 6%.
The Cason Group Retirement Plan-75$1,962,405$299,611$3,995iApproximate average salary by contribution assumption: employee only about $99,870 at 4% or $66,580 at 6%; with 50% employer match about $66,580 at 4% or $44,387 at 6%; with 100% employer match about $49,935 at 4% or $33,290 at 6%.
2010168$1,767,250$283,996$4,176iApproximate average salary by contribution assumption: employee only about $104,410 at 4% or $69,607 at 6%; with 50% employer match about $69,607 at 4% or $46,405 at 6%; with 100% employer match about $52,205 at 4% or $34,803 at 6%.
The Cason Group Retirement Plan-68$1,767,250$283,996$4,176iApproximate average salary by contribution assumption: employee only about $104,410 at 4% or $69,607 at 6%; with 50% employer match about $69,607 at 4% or $46,405 at 6%; with 100% employer match about $52,205 at 4% or $34,803 at 6%.
2009170$1,327,010$233,352$3,334iApproximate average salary by contribution assumption: employee only about $83,340 at 4% or $55,560 at 6%; with 50% employer match about $55,560 at 4% or $37,040 at 6%; with 100% employer match about $41,670 at 4% or $27,780 at 6%.
The Cason Group Retirement Plan-70$1,327,010$233,352$3,334iApproximate average salary by contribution assumption: employee only about $83,340 at 4% or $55,560 at 6%; with 50% employer match about $55,560 at 4% or $37,040 at 6%; with 100% employer match about $41,670 at 4% or $27,780 at 6%.
2008160$850,747$315,164$5,253iApproximate average salary by contribution assumption: employee only about $131,318 at 4% or $87,546 at 6%; with 50% employer match about $87,546 at 4% or $58,364 at 6%; with 100% employer match about $65,659 at 4% or $43,773 at 6%.
The Cason Group Retirement Plan-60$850,747$315,164$5,253iApproximate average salary by contribution assumption: employee only about $131,318 at 4% or $87,546 at 6%; with 50% employer match about $87,546 at 4% or $58,364 at 6%; with 100% employer match about $65,659 at 4% or $43,773 at 6%.
2007146$918,487$173,330$3,768iApproximate average salary by contribution assumption: employee only about $94,201 at 4% or $62,801 at 6%; with 50% employer match about $62,801 at 4% or $41,867 at 6%; with 100% employer match about $47,101 at 4% or $31,400 at 6%.
The Cason Group Retirement Plan-46$918,487$173,330$3,768iApproximate average salary by contribution assumption: employee only about $94,201 at 4% or $62,801 at 6%; with 50% employer match about $62,801 at 4% or $41,867 at 6%; with 100% employer match about $47,101 at 4% or $31,400 at 6%.
2006145$747,229$216,705$4,816iApproximate average salary by contribution assumption: employee only about $120,392 at 4% or $80,261 at 6%; with 50% employer match about $80,261 at 4% or $53,507 at 6%; with 100% employer match about $60,196 at 4% or $40,131 at 6%.
The Cason Group Retirement Plan-45$747,229$216,705$4,816iApproximate average salary by contribution assumption: employee only about $120,392 at 4% or $80,261 at 6%; with 50% employer match about $80,261 at 4% or $53,507 at 6%; with 100% employer match about $60,196 at 4% or $40,131 at 6%.
2005143$454,975$240,257$5,587iApproximate average salary by contribution assumption: employee only about $139,684 at 4% or $93,123 at 6%; with 50% employer match about $93,123 at 4% or $62,082 at 6%; with 100% employer match about $69,842 at 4% or $46,561 at 6%.
The Cason Group Retirement Plan-43$454,975$240,257$5,587iApproximate average salary by contribution assumption: employee only about $139,684 at 4% or $93,123 at 6%; with 50% employer match about $93,123 at 4% or $62,082 at 6%; with 100% employer match about $69,842 at 4% or $46,561 at 6%.
2004130$215,871$110,316$3,677iApproximate average salary by contribution assumption: employee only about $91,930 at 4% or $61,287 at 6%; with 50% employer match about $61,287 at 4% or $40,858 at 6%; with 100% employer match about $45,965 at 4% or $30,643 at 6%.
The Cason Group Retirement Plan-30$215,871$110,316$3,677iApproximate average salary by contribution assumption: employee only about $91,930 at 4% or $61,287 at 6%; with 50% employer match about $61,287 at 4% or $40,858 at 6%; with 100% employer match about $45,965 at 4% or $30,643 at 6%.
2003119$93,220$85,832$4,517iApproximate average salary by contribution assumption: employee only about $112,937 at 4% or $75,291 at 6%; with 50% employer match about $75,291 at 4% or $50,194 at 6%; with 100% employer match about $56,468 at 4% or $37,646 at 6%.
The Cason Group Retirement Plan-19$93,220$85,832$4,517iApproximate average salary by contribution assumption: employee only about $112,937 at 4% or $75,291 at 6%; with 50% employer match about $75,291 at 4% or $50,194 at 6%; with 100% employer match about $56,468 at 4% or $37,646 at 6%.