401(k) · DOL Form 5500 · 2022

Institutional Casework, Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
185
Participants Below avg headcount
36th
Percentile by assets National rank
$12,804
Avg per participant Low balance/head
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Official DOL plan name: Institutional Casework, Inc. 401(k) Plan · Sponsored by Institutional Casework, Inc. · Tennessee · Manufacturing

$2M in assets, 185 participants

Institutional Casework, Inc.'s Institutional Casework, Inc. 401(k) Plan reported $2M in total assets and 185 participants in its 2022 DOL Form 5500 filing, ranking in the 36th 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.

  • #4,100 in Manufacturing (20,602 peers)

Coverage in Tennessee

Institutional Casework, Inc. 401(k) Plan covers 185 participants in Tennessee, about 16% of the average Tennessee filer (state average ~1,126 per filing). Assets: $2M.

#4,100
in Manufacturing (20,602 peers)
-29.4%
assets change YoY

The plan reported a net loss of $985K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Institutional Casework, Inc. 401(k) Plan's mid-pack asset rank among Manufacturing and all filers

Institutional Casework, Inc. 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$2,368,717 36th percentile higher than 36% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Institutional Casework, Inc. 401(k) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Institutional Casework, Inc. 401(k) Plan sits mid-pack in the medium band (185 participants).

Published 5500 schedule card

Filing strip 204225695 · Institutional Casework, Inc. PY 2022 · 401(k)

Institutional Casework, Inc. 401(k) Plan · $2M · 185 · 36th

  • EBSA $2M
  • EBSA 185
  • EBSA 36th
  • EBSA 401(k)
  • EBSA near Viverant Pt, LLC 401(k) Plan
  • EBSA ind #4100

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 Manufacturing retirement plans → · Plans in Tennessee →

Institutional Casework, Inc. 401(k) Plan in the asset neighbourhood

Institutional Casework, Inc. 401(k) PlanInstitutional Casework, Inc.…$2MViverant Pt, LLC 401(k) Plan$2MCeladon Systems, Inc. 401(k) PlanCeladon Systems, Inc. 401(k)…$2MCommunity Eldercare Services, LLC 401(k) PlanCommunity Eldercare Services…$2MGovind Development, LLC 401(k) PlanGovind Development, LLC 401(…$2M
End-of-year total assets ($M) among Institutional Casework, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Tennessee filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$2M
Net Income-$985K
Employer EIN204225695
Plan Effective Date2006-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Institutional Casework, Inc.)

Sponsor-wide plan assets over time

All Institutional Casework, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 24.808704458996157% vs 2022
2024 filing year
$2.2M$2.4M$2.6M$2.8M$3M$3.2M 202220232024 $2.37M $2.96M ▲ +24.9%
Year Plans Participants Total Assets
2022 1 185 $2M
2023 1 191 $3M
2024 1 236 $3M

Nearby 401(k) Plans in Tennessee

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Institutional Casework, Inc. 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants Institutional Casework, Inc. 401(k) Plan, Total assets ($B): 0.002368717 · Participants: 185Institutional Casework, Inc. 401(k) PlanFedex Corporation Retirement Savings Plan, Total assets ($B): 21.031401128 · Participants: 220835Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 18.669830548 · Participants: 280576Hca 401(k) PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.178827147 · Participants: 11839International Paper Company Salaried Savings PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 4.035859621 · Participants: 5305Federal Express Corporation Pilots Retirement Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.015461486 · Participants: 62485Chs/Community Health Systems, Inc. Retirement Savings Plan
Institutional Casework, Inc. 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare Institutional Casework, Inc. 401(k) Plan side-by-side with 3 peers →

Institutional Casework, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is Viverant Pt, LLC 401(k) Plan in MN ($2M); by covered participants it is Brew City Pizza, Inc. Retirement Plan in WI (185 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Similar participant headcount

Nearest other-state filings by covered participants (185 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Institutional Casework, Inc. 401(k) Plan assets move in 2022? ▼
Institutional Casework, Inc. 401(k) Plan declined sharply - down 29.4% during 2022, from $3M to $2M. Reported net income was -$985K.
How have Institutional Casework, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Institutional Casework, Inc.'s sponsor-wide assets grew 24.8%, from $2M to $3M.
Which 401(k) plans are similar in size to Institutional Casework, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Viverant Pt, LLC 401(k) Plan in MN ($2M, 109 participants).
Which 401(k) plans cover a similar participant headcount to Institutional Casework, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Brew City Pizza, Inc. Retirement Plan in WI (185 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 204225695.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.