401(k) · DOL Form 5500 · 2022

Casey Roy Design, Inc. 401(k) Plan

Data updated 2026-08-25

$892K
Total assets Small plan by assets
9
Participants Small participant base
24th
Percentile by assets National rank
$99,119
Avg per participant Below avg balance/head
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Official DOL plan name: Casey Roy Design 401(k) · Sponsored by Casey Roy Design, Inc. · Texas · Professional & Technical Services

$892K in assets, 9 participants

Casey Roy Design, Inc.'s Casey Roy Design 401(k) reported $892K in total assets and 9 participants in its 2022 DOL Form 5500 filing, ranking in the 24th 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.

  • #4,321 in Professional & Technical Services (21,562 peers)

Casey Roy Design, Inc. multi-year trail

Casey Roy Design, Inc.'s plans moved +10.3% in assets from 2022 to 2023; this filing shows Casey Roy Design 401(k) at $892K / 9 participants.

#4,321
in Professional & Technical Services (21,562 peers)
-11.8%
assets change YoY

The plan reported a net loss of $119K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Casey Roy Design 401(k) among the smaller filed plans by assets

Casey Roy Design 401(k) vs every filed plan by assets

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

$892,071 24th percentile higher than 24% 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

Casey Roy Design 401(k) among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Casey Roy Design 401(k) is a micro filing (9 participants), the leftmost band.

Plan-year Form 5500 strip

Filing strip 461276202 · Casey Roy Design, Inc. PY 2022 · 401(k)

Casey Roy Design 401(k) · $892K · 9 · 24th

  • BOY $892K
  • BOY 9
  • BOY 24th
  • BOY 401(k)
  • BOY near Enservco Corporation 401(k) Plan
  • BOY ind #4321

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 Professional & Technical Services retirement plans → · Plans in Texas →

Casey Roy Design 401(k) in the asset neighbourhood

Casey Roy Design 401(k)$892KEnservco Corporation 401(k) PlanEnservco Corporation 401(k) …$892KWms Group, P.C. Profit Sharing PlanWms Group, P.C. Profit Shari…$892KTrue Colors International, Inc. Retirement PlanTrue Colors International, I…$892KAll Who Wander, Inc. 401(k) PlanAll Who Wander, Inc. 401(k) …$892K
End-of-year total assets ($M) among Casey Roy Design 401(k) and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Casey Roy Design, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Casey Roy Design, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$984K 10.293014793665527% vs 2022
2023 filing year
$0.85M$0.9M$0.95M$1M 20222023 $0.89M $0.98M ▲ +10.1%
Year Plans Participants Total Assets
2022 1 9 $892K
2023 1 11 $984K

Casey Roy Design, Inc. filing trail (2022)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$892K
Net Income-$119K
Employer EIN461276202
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Casey Roy Design 401(k) vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Casey Roy Design 401(k), Total assets ($B): 0.000892071 · Participants: 9Casey Roy Design 401(k)AT&T Retirement Savings Plan, Total assets ($B): 37.578871 · Participants: 144503AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.266 · Participants: 23619Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 13.794958016 · Participants: 38538Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 12.806443202 · Participants: 85577American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 11.969059 · Participants: 47532Dell Inc. 401(k) Plan
Casey Roy Design 401(k) vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Casey Roy Design 401(k) side-by-side with 3 peers →

Casey Roy Design 401(k)'s out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Enservco Corporation 401(k) Plan in CO ($892K); by covered participants it is Mercom Incorporated 401(k) Plan in SC (9 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($892K here).

Similar participant headcount

Nearest other-state filings by covered participants (9 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 Casey Roy Design 401(k) assets move in 2022? ▼
Casey Roy Design 401(k) pulled back noticeably - down 11.8% during 2022, from $1M to $892K. Reported net income was -$119K.
How have Casey Roy Design, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Casey Roy Design, Inc.'s sponsor-wide assets grew 10.3%, from $892K to $984K.
Where does Casey Roy Design 401(k) rank by assets among Form 5500 filers? ▼
Casey Roy Design 401(k) ranks in the 24th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Casey Roy Design 401(k)? ▼
Among 401(k) plans in other states, the closest by assets is Enservco Corporation 401(k) Plan in CO ($892K, 79 participants).
Which 401(k) plans cover a similar participant headcount to Casey Roy Design 401(k)? ▼
Among 401(k) plans in other states, the closest by covered participants is Mercom Incorporated 401(k) Plan in SC (9 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 461276202.

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.