Castle Management LLC
Plan context: Castle Management LLC 401(K) Plan
EIN 61-1608997 • 32 filings • 2 plans
Current Snapshot
Latest Year
2025
2025 Participants
2,384
2025 Assets
$18,438,887
2025 Contributions
$4,107,975
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 2,384 | $0 | $0 | - |
| Castle Management Group Benefit Plan | - | 2,384 | - | - | - |
| 2024 | 2 | 2,526 | $18,438,887 | $4,107,975 | $1,626iApproximate average salary by contribution assumption: employee only about $40,657 at 4% or $27,105 at 6%; with 50% employer match about $27,105 at 4% or $18,070 at 6%; with 100% employer match about $20,328 at 4% or $13,552 at 6%. |
| Castle Management LLC 401(K) Plan | - | 2,526 | $18,438,887 | $4,107,975 | $1,626iApproximate average salary by contribution assumption: employee only about $40,657 at 4% or $27,105 at 6%; with 50% employer match about $27,105 at 4% or $18,070 at 6%; with 100% employer match about $20,328 at 4% or $13,552 at 6%. |
| Castle Management Group Benefit Plan | - | 2,084 | - | - | - |
| 2023 | 2 | 2,282 | $14,395,678 | $3,330,782 | $1,460iApproximate average salary by contribution assumption: employee only about $36,490 at 4% or $24,326 at 6%; with 50% employer match about $24,326 at 4% or $16,218 at 6%; with 100% employer match about $18,245 at 4% or $12,163 at 6%. |
| Castle Management LLC 401(K) Plan | - | 2,282 | $14,395,678 | $3,330,782 | $1,460iApproximate average salary by contribution assumption: employee only about $36,490 at 4% or $24,326 at 6%; with 50% employer match about $24,326 at 4% or $16,218 at 6%; with 100% employer match about $18,245 at 4% or $12,163 at 6%. |
| Castle Management Group Benefit Plan | - | 2,012 | - | - | - |
| 2022 | 2 | 1,998 | $10,551,545 | $2,823,569 | $1,413iApproximate average salary by contribution assumption: employee only about $35,330 at 4% or $23,553 at 6%; with 50% employer match about $23,553 at 4% or $15,702 at 6%; with 100% employer match about $17,665 at 4% or $11,777 at 6%. |
| Castle Management LLC 401(K) Plan | - | 1,921 | $10,551,545 | $2,823,569 | $1,470iApproximate average salary by contribution assumption: employee only about $36,746 at 4% or $24,497 at 6%; with 50% employer match about $24,497 at 4% or $16,332 at 6%; with 100% employer match about $18,373 at 4% or $12,249 at 6%. |
| Castle Management Group Benefit Plan | - | 1,998 | - | - | - |
| 2021 | 2 | 1,725 | $10,621,083 | $2,551,908 | $1,479iApproximate average salary by contribution assumption: employee only about $36,984 at 4% or $24,656 at 6%; with 50% employer match about $24,656 at 4% or $16,437 at 6%; with 100% employer match about $18,492 at 4% or $12,328 at 6%. |
| Castle Management LLC 401(K) Plan | - | 1,725 | $10,621,083 | $2,551,908 | $1,479iApproximate average salary by contribution assumption: employee only about $36,984 at 4% or $24,656 at 6%; with 50% employer match about $24,656 at 4% or $16,437 at 6%; with 100% employer match about $18,492 at 4% or $12,328 at 6%. |
| Castle Management Group Benefit Plan | - | 1,635 | - | - | - |
| 2020 | 2 | 1,673 | $8,310,633 | $1,905,519 | $1,139iApproximate average salary by contribution assumption: employee only about $28,475 at 4% or $18,983 at 6%; with 50% employer match about $18,983 at 4% or $12,655 at 6%; with 100% employer match about $14,237 at 4% or $9,492 at 6%. |
| Castle Management LLC 401(K) Plan | - | 1,673 | $8,310,633 | $1,905,519 | $1,139iApproximate average salary by contribution assumption: employee only about $28,475 at 4% or $18,983 at 6%; with 50% employer match about $18,983 at 4% or $12,655 at 6%; with 100% employer match about $14,237 at 4% or $9,492 at 6%. |
| Castle Management Group Benefit Plan | - | 1,594 | - | - | - |
| 2019 | 2 | 1,580 | $5,635,384 | $1,549,241 | $981iApproximate average salary by contribution assumption: employee only about $24,513 at 4% or $16,342 at 6%; with 50% employer match about $16,342 at 4% or $10,895 at 6%; with 100% employer match about $12,257 at 4% or $8,171 at 6%. |
| Castle Management LLC 401(K) Plan | - | 1,580 | $5,635,384 | $1,549,241 | $981iApproximate average salary by contribution assumption: employee only about $24,513 at 4% or $16,342 at 6%; with 50% employer match about $16,342 at 4% or $10,895 at 6%; with 100% employer match about $12,257 at 4% or $8,171 at 6%. |
| Castle Management Group Benefit Plan | - | 1,492 | - | - | - |
| 2018 | 2 | 1,449 | $3,603,214 | $1,115,729 | $770iApproximate average salary by contribution assumption: employee only about $19,250 at 4% or $12,833 at 6%; with 50% employer match about $12,833 at 4% or $8,556 at 6%; with 100% employer match about $9,625 at 4% or $6,417 at 6%. |
| Castle Management LLC 401(K) Plan | - | 770 | $3,603,214 | $1,115,729 | $1,449iApproximate average salary by contribution assumption: employee only about $36,225 at 4% or $24,150 at 6%; with 50% employer match about $24,150 at 4% or $16,100 at 6%; with 100% employer match about $18,112 at 4% or $12,075 at 6%. |
| Castle Management Group Benefit Plan | - | 1,449 | - | - | - |
| 2017 | 2 | 1,322 | $3,492,109 | $1,267,590 | $959iApproximate average salary by contribution assumption: employee only about $23,971 at 4% or $15,981 at 6%; with 50% employer match about $15,981 at 4% or $10,654 at 6%; with 100% employer match about $11,986 at 4% or $7,990 at 6%. |
| Castle Management LLC 401(K) Plan | - | 735 | $3,492,109 | $1,267,590 | $1,725iApproximate average salary by contribution assumption: employee only about $43,115 at 4% or $28,744 at 6%; with 50% employer match about $28,744 at 4% or $19,162 at 6%; with 100% employer match about $21,558 at 4% or $14,372 at 6%. |
| Castle Management Group Benefit Plan | - | 1,322 | - | - | - |
| 2016 | 2 | 971 | $2,126,064 | $404,615 | $417iApproximate average salary by contribution assumption: employee only about $10,417 at 4% or $6,945 at 6%; with 50% employer match about $6,945 at 4% or $4,630 at 6%; with 100% employer match about $5,209 at 4% or $3,472 at 6%. |
| Castle Management LLC 401(K) Plan | - | 348 | $2,126,064 | $404,615 | $1,163iApproximate average salary by contribution assumption: employee only about $29,067 at 4% or $19,378 at 6%; with 50% employer match about $19,378 at 4% or $12,919 at 6%; with 100% employer match about $14,534 at 4% or $9,689 at 6%. |
| Castle Management Group Benefit Plan | - | 971 | - | - | - |
| 2015 | 2 | 960 | $1,787,223 | $334,052 | $348iApproximate average salary by contribution assumption: employee only about $8,699 at 4% or $5,800 at 6%; with 50% employer match about $5,800 at 4% or $3,866 at 6%; with 100% employer match about $4,350 at 4% or $2,900 at 6%. |
| Castle Management LLC 401(K) Plan | - | 290 | $1,787,223 | $334,052 | $1,152iApproximate average salary by contribution assumption: employee only about $28,798 at 4% or $19,198 at 6%; with 50% employer match about $19,198 at 4% or $12,799 at 6%; with 100% employer match about $14,399 at 4% or $9,599 at 6%. |
| Castle Management Group Benefit Plan | - | 960 | - | - | - |
| 2014 | 2 | 820 | $1,743,155 | $477,285 | $582iApproximate average salary by contribution assumption: employee only about $14,551 at 4% or $9,701 at 6%; with 50% employer match about $9,701 at 4% or $6,467 at 6%; with 100% employer match about $7,276 at 4% or $4,850 at 6%. |
| Castle Management LLC 401(K) Plan | - | 190 | $1,743,155 | $477,285 | $2,512iApproximate average salary by contribution assumption: employee only about $62,801 at 4% or $41,867 at 6%; with 50% employer match about $41,867 at 4% or $27,911 at 6%; with 100% employer match about $31,400 at 4% or $20,934 at 6%. |
| Castle Management Group Benefit Plan | - | 820 | - | - | - |
| 2013 | 2 | 640 | $1,393,634 | $290,386 | $454iApproximate average salary by contribution assumption: employee only about $11,343 at 4% or $7,562 at 6%; with 50% employer match about $7,562 at 4% or $5,041 at 6%; with 100% employer match about $5,672 at 4% or $3,781 at 6%. |
| Castle Management LLC 401(K) Plan | - | 177 | $1,393,634 | $290,386 | $1,641iApproximate average salary by contribution assumption: employee only about $41,015 at 4% or $27,343 at 6%; with 50% employer match about $27,343 at 4% or $18,229 at 6%; with 100% employer match about $20,507 at 4% or $13,672 at 6%. |
| Castle Management Group Benefit Plan | - | 640 | - | - | - |
| 2012 | 2 | 375 | $1,079,245 | $275,064 | $734iApproximate average salary by contribution assumption: employee only about $18,338 at 4% or $12,225 at 6%; with 50% employer match about $12,225 at 4% or $8,150 at 6%; with 100% employer match about $9,169 at 4% or $6,113 at 6%. |
| Castle Management LLC 401(K) Plan | - | 170 | $1,079,245 | $275,064 | $1,618iApproximate average salary by contribution assumption: employee only about $40,451 at 4% or $26,967 at 6%; with 50% employer match about $26,967 at 4% or $17,978 at 6%; with 100% employer match about $20,225 at 4% or $13,484 at 6%. |
| Castle Management Group Benefit Plan | - | 375 | - | - | - |
| 2011 | 2 | 322 | $807,603 | $185,386 | $576iApproximate average salary by contribution assumption: employee only about $14,393 at 4% or $9,596 at 6%; with 50% employer match about $9,596 at 4% or $6,397 at 6%; with 100% employer match about $7,197 at 4% or $4,798 at 6%. |
| Castle Management LLC 401(K) Plan | - | 136 | $807,603 | $185,386 | $1,363iApproximate average salary by contribution assumption: employee only about $34,078 at 4% or $22,719 at 6%; with 50% employer match about $22,719 at 4% or $15,146 at 6%; with 100% employer match about $17,039 at 4% or $11,359 at 6%. |
| Castle Management Group Benefit Plan | - | 322 | - | - | - |
| 2010 | 2 | 322 | $727,149 | $133,123 | $413iApproximate average salary by contribution assumption: employee only about $10,336 at 4% or $6,890 at 6%; with 50% employer match about $6,890 at 4% or $4,594 at 6%; with 100% employer match about $5,168 at 4% or $3,445 at 6%. |
| Castle Management LLC 401(K) Plan | - | 118 | $727,149 | $133,123 | $1,128iApproximate average salary by contribution assumption: employee only about $28,204 at 4% or $18,803 at 6%; with 50% employer match about $18,803 at 4% or $12,535 at 6%; with 100% employer match about $14,102 at 4% or $9,401 at 6%. |
| Castle Management Group Benefit Plan | - | 322 | - | - | - |
| 2009 | 1 | 109 | $0 | $0 | - |
| Castle Management Group Benefit Plan | - | 109 | - | - | - |