401(k) · DOL Form 5500 · 2022

Historic Tours of America, Inc 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
671
Participants Below avg headcount
71st
Percentile by assets National rank
$20,937
Avg per participant Low balance/head
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Official DOL plan name: H.T.a. Cast Retirement Plan · Sponsored by Historic Tours of America, Inc · Florida · Arts, Entertainment & Recreation

$14M in assets, 671 participants

Historic Tours of America, Inc's H.T.a. Cast Retirement Plan reported $14M in total assets and 671 participants in its 2022 DOL Form 5500 filing, ranking in the 71st 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.

  • #2,525 in Arts, Entertainment & Recreation (3,077 peers)

Historic Tours of America, Inc multi-year trail

Historic Tours of America, Inc's plans moved +35.0% in assets from 2022 to 2024; this filing shows H.T.a. Cast Retirement Plan at $14M / 671 participants.

#2,525
in Arts, Entertainment & Recreation (3,077 peers)
-17.9%
assets change YoY

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

H.T.a. Cast Retirement Plan's outsized position by total assets

H.T.a. Cast Retirement Plan vs every filed plan by assets

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

$14,049,040 Top 29% higher than 71% 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

H.T.a. Cast Retirement 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. H.T.a. Cast Retirement Plan sits mid-pack in the medium band (671 participants).

EBSA filing schedule strip

Filing strip 592512154 · Historic Tours of America, Inc PY 2022 · 401(k)

H.T.a. Cast Retirement Plan · $14M · 671 · 71st

  • BOOK $14M
  • BOOK 671
  • BOOK 71st
  • BOOK 401(k)
  • BOOK near Retirement Savings Plan for Employees of Edwards Garment Co.
  • BOOK ind #2525

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 Arts, Entertainment & Recreation retirement plans → · Plans in Florida →

H.T.a. Cast Retirement Plan in the asset neighbourhood

H.T.a. Cast Retirement Plan$14MRetirement Savings Plan for Employees of Edwards Garment Co.Retirement Savings Plan for …$14MAnza 401(k) Retirement Savings PlanAnza 401(k) Retirement Savin…$14MInternational Bay Clubs, LLC Savings and Retirement PlanInternational Bay Clubs, LLC…$14MSalsbury Industries 401(k) PlanSalsbury Industries 401(k) P…$14M
End-of-year total assets ($M) among H.T.a. Cast Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Historic Tours of America, Inc multi-year asset trail

Sponsor-wide plan assets over time

All Historic Tours of America, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$19M 35.04109889358988% vs 2022
2024 filing year
$12M$14M$16M$18M$20M 202220232024 $14.1M $19M ▲ +35.0%
Year Plans Participants Total Assets
2022 1 671 $14M
2023 1 768 $16M
2024 1 871 $19M

Historic Tours of America, Inc filing trail (2022)

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$14M
Net Income-$3M
Employer EIN592512154
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

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

H.T.a. Cast Retirement Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -5051015 Total assets ($B) Participants H.T.a. Cast Retirement Plan, Total assets ($B): 0.01404904 · Participants: 671H.T.a. Cast Retirement PlanL3harris Retirement Savings Plan, Total assets ($B): 12.863481581 · Participants: 41096L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pricewatercoopers LLP, Total assets ($B): 9.121428518 · Participants: 50354Savings Plan for Employees and Partners of Pricewatercoopers LLPAdp Totalsource Retirement Savings Plan, Total assets ($B): 6.687694478 · Participants: 287453Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.05990007 · Participants: 176752Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.44531949 · Participants: 14889Nextera Energy, Inc. Employee Retirement Savings Plan
H.T.a. Cast Retirement Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare H.T.a. Cast Retirement Plan side-by-side with 3 peers →

H.T.a. Cast Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Retirement Savings Plan for Employees of Edwards Garment Co. in MI ($14M); by covered participants it is Thompson Industrial Services, LLC 401(k) Profit Sharing Plan in SC (671 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (671 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 H.T.a. Cast Retirement Plan assets move in 2022? ▼
H.T.a. Cast Retirement Plan declined sharply - down 17.9% during 2022, from $17M to $14M. Reported net income was -$3M.
How have Historic Tours of America, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Historic Tours of America, Inc's sponsor-wide assets grew 35.0%, from $14M to $19M.
Which 401(k) plans are similar in size to H.T.a. Cast Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Retirement Savings Plan for Employees of Edwards Garment Co. in MI ($14M, 142 participants).
Which 401(k) plans cover a similar participant headcount to H.T.a. Cast Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Thompson Industrial Services, LLC 401(k) Profit Sharing Plan in SC (671 participants, $15M 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 592512154.

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.